We diagnose how your people are wired, train the conversations, and install an AI-run BD system on your CRM. Installed in 90 days. Proven in your own pipeline data.
TWO INSTALLS PER QUARTER · COHORTS START THE 1ST OF EACH MONTH
They're told to sell 20% of their time. Deadlines take 100%. With utilization targets at 55–65%, BD loses to client work every single day.
Engineers, architects, and advisors handed a sales role with no training and no script. So it feels gross — and they avoid it.
Slammed, then scrambling, then slammed again. Nobody sells while delivering, so the pipeline empties exactly when the work ends.
80% of your next work is hiding in clients you already have — and there's no cadence nurturing a single one of them.
You bought the CRM. Everyone used it for three weeks. Now the follow-ups live in people's heads — and walk out the door at 6 PM.
You genuinely don't know who did BD last month. You find out the pipeline is empty when it's already too late to fix the quarter.
This was never a discipline problem. The seller-doer role was built with no regard for human limits, training, or process. Friction can be engineered out.
of firms run on the seller-doer model — technical experts expected to sell and deliver.
hand seller-doers the role with zero sales training, script, or process.
of happy clients are never asked for a referral — pipeline you already earned, left on the table.
SOURCES: SMPS / ZWEIG (2024–25), DELTEK / SPI, HINGE HIGH-GROWTH STUDY
The five calls are the only part that must be human.
A relationship stays warm at 10–12 meaningful touches a year. Human capacity maintains about 50 of them. The other 150+ contacts in every seller-doer's sphere — past clients, dormant referral sources, warm leads that ghosted — quietly rot.
The system splits the work the only way that works: your people spend their entire BD capacity on live conversations, and the machine carries everything else — the packets, the capture, the cadence, the follow-ups, the other 150 relationships.
That's not a productivity tip. That's an operating system.
Three layers, installed in order over 90 days — because each one depends on the last.
A validated EQ assessment and one-on-one readout for every seller-doer maps exactly where each person's BD friction lives — the head trash, the avoidance, the conversations they dodge.
90 days of cohort coaching calibrated to the assessments — problem-focused selling built for technical experts, not sales bros. Real scripts for real spheres, with accountability that sticks.
Your AI BD agent goes live on your CRM. Every Monday: a packet of five warm contacts and one cold per seller-doer. They make the calls, text the outcomes — the agent handles every note, tag, stage, and follow-up.
Ask anyone who's tried to sell a professional services firm: the first question a buyer asks is where the work comes from. If the answer is "Bob's relationships," your multiple just dropped.
A documented BD system that runs on process — with years of activity data behind it — is enterprise value. You're not buying training. You're building an asset the firm keeps, and one day sells.
The same validated instrument we sell standalone at $495/person
Cohort coaching, real scripts, problem-focused selling
Custom agency builds start far north of this entire engagement
The BD coordinator function — without the $140K salary
Every seller-doer's activity and every pipeline movement — visibility you've never had
Map My Sphere page per seat · quarterly tune-ups · the playbook document your firm owns
Over the final 30 days of the install, every participating seller-doer averages five documented BD conversations a week — sourced through the system's outreach or captured from client interactions, verified in your own CRM — or we keep working at no charge until they do.
CONVERSATION = ANY LIVE TWO-WAY BD EXCHANGE: CALL, VIDEO, MEETING, OR SITE VISIT. EMAILS AND VOICEMAILS ARE TRACKED BUT DON'T COUNT. PARTICIPATING = ATTENDS COACHING AND WORKS THE WEEKLY PACKET. THE PROOF ISN'T OUR CLAIM — IT'S YOUR DATA.
FOR SCALE: A LOADED BD COORDINATOR RUNS $140K+/YEAR AND MAKES NO ONE'S CALLS. AN 8-SEAT FIRM STARTS THE ENTIRE SYSTEM FOR $17,600 — THEN $2,000/MONTH RUNS IT.
17 quick questions. Instant, personalized results across the three areas that drive consistent revenue — Pipeline Strength, Conversion Confidence, and Efficiency & AI Readiness — plus a clear picture of what to fix first. Free, no gimmicks.
They hate what they think selling is — pitching, chasing, logging CRM entries at 9 PM. This asks for 30 minutes a week of conversations with people they mostly already know, and removes everything else. The system doesn't rely on willpower: the agent nudges, the packet removes the "who do I even call" friction, and the assessment addresses the head trash directly. That's also why the guarantee is conditional on participation — we've built the role down to something a busy technical expert will actually do.
Good — we install on top of what you have where possible, and the CRM is 20% of this anyway. What you're buying is the operating rhythm: the weekly packet, the capture habit, the coaching, and the accountability loop. Software you already own has never once made your PMs call anybody. A system will.
Training changes what people know for about three weeks. We install the assessment (so coaching fits how each person is actually wired), the training, and the machine that keeps it running after the workshop glow fades — with a monthly report so leadership sees it running. That last layer is the one nobody else installs, and it's the one that makes the first two stick.
Per seller-doer: about 30 minutes a week of calls plus the coaching sessions. For leadership: one readout of the monthly report. The install is designed around 55–65% utilization targets — if your people had spare hours, you wouldn't need this.
You don't take our word for anything. Every call, outcome, and pipeline movement is logged in your own CRM from day one, and the monthly report puts it in front of you. That's also how the guarantee is enforced — by your data, not our claims.
You keep the playbook, the trained habits, and everything in your CRM — it's your system and your data. The monthly covers the agent running live, the operator maintaining it, and the reporting. Most firms don't stop, for the same reason you don't cancel payroll on your best coordinator.
Thirty minutes. We'll look at your firm, your seller-doers, and your sphere — and tell you honestly whether the install fits. If it doesn't, we'll say so.
OR CALL (702) 842-0507 · BOOK TIME WITH CHRIS