A clear, step by step operating model that shows how booked consultations are created, qualified, and handed off with consistency.
Every WIN partnership runs through seven stages. We tailor the details to your brand and markets, while keeping the structure consistent so performance stays predictable as you scale.
We start with a working session that looks more like an operations meeting than a sales call. We'll cover what you sell, your existing lead sources, sales capacity, cost targets, and any constraints.
When the fundamentals line up, we design the program with you. We decide on channels, markets, targets, qualification rules, and data requirements.
Once approved, we build the infrastructure to run the program including assigning field reps, developing scripts and playbooks, and configuring systems.
With structure in place, we switch from planning to day-to-day execution. Reps work in agreed channels using defined playbooks while our team starts working the appointments.
Your sales process remains at the centre. We ensure every appointment comes with the data your team needs and flows into your CRM in a clean, reliable format.
We put a regular rhythm around performance with weekly check-ins, monthly reviews, and quarterly deep dives. Based on performance, we scale, refine, or sunset the program.
Behind each program is a defined set of roles that creates national reach with local accountability.
The experts in retailers, at events, and on routes having live conversations and booking appointments.
Overseeing small groups, coaching in real time, and handling issues as they arise.
Responsible for performance, relationships, and coverage in a cluster of markets.
Managing scheduling, data, reporting, and program coordination with our stakeholders.
Contact us today to discuss how our services can transform your business and help you build new lines of business to achieve your goals.