Start smaller
Sales Execution Diagnostic
Find out exactly where performance is being lost.
A focused assessment of your sales process with clear, prioritised recommendations. For leaders who want the facts before committing to a bigger project.
For sales teams
Better tools.Better behaviours. Better results.
We help sales teams get measurable results from the people, training and AI tools they already have. Knowing isn't the problem. Doing is.
Sound familiar?
More tools. Same results.
Most sales teams don't need another platform or another training day. They already know what to do. The hard part is getting people to change how they work, and being able to show what it returned.
That's the gap between knowing and doing, and AI has made it bigger, not smaller.
- Your team has the CRM, the training and the AI tools. Results still vary person to person.
- Leads come in, but follow-up depends on who is busy that week.
- Salespeople spend hours on admin and preparation instead of conversations.
- Managers know coaching matters, but never have time to do it properly.
- New starters take too long to become confident and productive.
- You have paid for tools and training before, and can't point to what changed.
The pilot
The Sales
Performance Shift
A 30-day project focused on improving one measurable part of your sales process. Not a motivational day. Not 100 ChatGPT prompts. Not a software project before anyone understands the problem.
- 01
Diagnose
Review your sales process with management. Find where leads, time or opportunities are being lost, and set a baseline: response time, follow-up completion, conversion, admin time or CRM use.
- 02
Choose one improvement
Pick the one problem with the best chance of moving in 30 days. Decide whether it needs better sales behaviour, a process change, AI assistance or a mix.
- 03
Train and implement
A hands-on workshop where your team works on real scenarios. Where it fits, one approved AI-assisted workflow, using the systems you already have.
- 04
Reinforce
Structured follow-up and manager accountability. We check whether people are actually using the new way of working, and deal with what gets in the way.
- 05
Report
What changed, what didn't, what was adopted, whether time was saved and how the agreed measures moved. Straight answers, in your numbers.
Illustrative scenario
What the 30 days
look like
A building products company with 40 salespeople. Leads from marketing are up, sales are flat. Reps reply to new enquiries anywhere from one hour to three days later, and the AI tool licences they bought six months ago are barely used.
Week 1
Diagnose
Interview the sales leaders, sit with four reps, and pull 90 days of CRM data. Set the baseline.
Baseline: median first reply 19 hours. 41% of quotes followed up within 3 days.
Week 2
Redesign
Agree one target: faster first reply and consistent quote follow-up. Redesign the workflow, and set up an approved AI assistant that drafts replies and a daily list of who's due.
Output: a one-page workflow and AI-drafted follow-up, with a person approving every message.
Week 3
Train and launch
A hands-on workshop: reps practise on their own live enquiries. Managers learn a 10-minute weekly check-in to keep it going.
Output: every rep using the new workflow on real leads.
Week 4
Reinforce and report
Check adoption, fix what's getting in the way, then measure against the baseline and report to the leadership team.
Output: a results report and a recommendation on what to do next.
What the company walks away with
- A documented follow-up workflow the whole team uses
- An approved AI assistant set up for first replies and follow-ups, with human review
- A manager check-in rhythm that keeps it going after Brett leaves
- A before-and-after report the CEO can read in five minutes
What we measure
- Speed
- Median time to first reply on new enquiries
- Consistency
- Share of quotes followed up within 3 days
- Adoption
- Share of reps using the new workflow each week
- Commercial
- Quote-to-win rate, tracked from baseline (it may take longer than 30 days to show)
This is an illustrative scenario showing how a pilot is structured. The figures are examples, not results from a client. Real pilots set their own baseline and targets.
What it can look like
AI in a real
sales workflow
Examples of the kind of improvement a pilot targets. In every case a person stays accountable: AI prepares, people decide.
Faster sales preparation
A salesperson takes a new enquiry and, with AI help, prepares the right questions and a tailored conversation in minutes instead of an hour.
Better manager coaching
A manager uses an approved, anonymised call transcript to spot one coaching opportunity and run a sharper feedback conversation.
Follow-up that happens
Your existing CRM, with AI assistance and human review, flags overdue follow-ups each morning and prepares the next action.
Two ways to start
30 days
Sales Performance Shift
Fix one measurable problem, and prove it.
The diagnostic, a practical team workshop, one defined improvement, manager reinforcement and a results report. A fixed fee, agreed before anything starts.
Who it's for
Built for sales leaders
- Around 20 to 100 salespeople or customer-facing revenue staff
- An established sales process and a CRM
- Revenue that depends on conversion, follow-up and repeat business
- A Sales Director, CEO or GM who can approve a pilot
Smaller business? See The Sales Machine.
What we don't do
Straight answers
We don't promise a revenue figure before seeing your data. We agree the measures up front and report honestly on what moved.
Software development or complex integrations are scoped and priced separately, and only if the pilot shows they're worth it.
Why Brett
He's built both sides.
More than a decade developing large sales organisations at executive level, across three international market launches. Years designing training, onboarding and coaching programs.
And on the technology side: sole architect of six production AI systems, including Ask Duply, an AI sales coaching system with real users. Most trainers can't build. Most AI people can't run a room. Brett does both.
Start with a conversation
Where is your sales execution breaking down?
Twenty minutes. Tell Brett what your team is using, what's improved and what hasn't. He'll tell you straight whether a pilot would help, and what it would cost.