"David was an inspirational, motivational, and results oriented coach that impacted my business at ExactFlat. I was able to generate more closes and commitments working with David, utilizing his best in industry calling tactics and style. I would recommend him to any company looking to improve their sales endeavors!"

                                               Ervin Salmo, NorCal Director of Sales 



This module starts with an analysis of your current sales process to assess your performance to date and identify key opportunities for growth. With this analysis, we’ll build out new sales goals and operational milestones that track to your revenue objectives.

Key deliverables include:

  • SWOT Analysis - internal and external factors that help/hinder sales goals
  • Goal Post Milestones Plan - framework for annual plan to measure progress toward key strategic goals and objectives



Inside sales teams need clear metrics, incentives, and leadership to achieve their goals on a regular basis. We’ll work with you to translate overall sales strategy into daily metrics and a weekly workflow to ensure your team is making daily progress and maximizing their sales time. Contests and perk programs drive increased sales activities, build a team environment, and meet sales goals.  

Key deliverables include:

  • Metrics Map - using connect, opportunity and close ratios effectively
  • Weekly Workflow - using call blocks and CRM to manage a team to peak performance
  • Sales Incentives Program Plan - for daily, weekly and monthly goals


Some clients need an inside sales team built (or rebuilt) from the ground up. We’ll work with you to define your inside sales training needs, in keeping with your sales strategy, identify candidates to hire, and then develop and execute team sales training and on-boarding.  

Key deliverables include:

  • Hiring and On-boarding Plan - 30-60-90 day plan
  • Team Performance Training Plan - quarterly/annual reviews and business planning
  • Sales Training Plan - focuses on key tools and skills for improvement


This one-on-one coaching module helps grow the skillset of your existing sales managers and reps in any area where they need development.  We’ll work together with you and your manager(s) to assess top leadership areas for development, map out milestones and consult on a regular basis to track his/her progress towards improved team performance goals.

Key deliverables include:

  • Team Coaching Plan - for sales managers to use in weekly 1 on 1’s and team calls for maximum performance
  • Weekly Phone Consultations - coaching and check-ins with sales managers