SALES PLAYBOOOKS FOR SERIOUS COMPANIES

Get out of the sales chair and back into the driver’s seat – systemize your knowledge. Gain more top-line revenue for the company and more free time for yourself.

SYSTEMATIZE YOUR SALES KNOWLEDGE AND FREE UP YOUR TIME

We help companies speed up their selling process though better systems and processes

We’ve been successfully helping clients standardize the tribal knowledge of their sales processes for years. Most don’t know their potential to grow their sales teams and drive top-line revenue until they document their best practices. If you’re bogged down by day-to-day operations instead of growing your company, take the first step. Let’s chat!

Free up your time

Improve sales team performance

Grow top-line revenues

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THE PROBLEM

BEING PULLED IN DIRECTIONS YOU SHOULDN’T BE?

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“The ultimate goal of a leader is to harness the collective intelligence of the people in the organization.”
– Thomas Watson Jr.
“…And then get out of the way..”
– Patrick Martinez

If you feel like you can’t step away from your business, then there’s room for improvement.

Are You…

Spending too much time handling customer service issues?

The one providing status updates to your customer?

Not able to replace yourself in the sales chair?

The first point of contact for your customer?

Wondering how you’re ever going to retire?

The top rainmaker on your team?

Spreading yourself too thin?

The whole team?

Be the captain, not part of the crew.
A leader’s job is to train, grow, and develop your team.
This takes time.
Time that you will never have if you continue selling.
A sales playboook is your life raft.

THE SOLUTION

THE BENEFITS OF HAVING A SALES PLAYBOOK

Systematizing your processes and re-aligning roles frees you to spend your time where it matters most.

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BUILDING STRATEGY

Your highest and best use is on strategy, not on the daily grind of sales. Stop working in the 10′ view and get back to the 10,000′ view
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LEADING TEAMS

Leaders need to be in front of the group for maximum clarity, not in the midst. Get the best visibility of team by getting out of the day-to-day
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ENJOYING LIFE

Enough Said.

THE PROCESS

HERE’S HOW IT WORKS

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TARGETING

Who exactly is the customer, where are they, how do we reach them?

start b

COMMUNICATIONS

Master the structure and method of follow-ups and soft touches.

start b

KNOWLEDGEBASE

Your salespeople need to be product experts. This often requires a brain dump of technical knowledge.

start A

PRACTICE

Putting your best foot forward requires active role practice. Failing to practice with your team ensures they will practice on your prospects.

start A

SCORECARD

Identifying, documenting, and sharing metrics that matter is critical to organically self-propel your salespeople forward

start c

ACCOUNTABILITY

Holding salespeople accountable to themselves and the team publicly is a powerful factor.

LET’S CHAT

Over a quick call we’ll explore your needs and see how we can help.

MEET YOUR IMPLEMENTER

PATRICK MARTINEZ

Patrick is supported by 25+ years of experience as an entrepreneur, CEO and leading SME sales professional. He understands each level of his clients’ companies and fosters positive change. His priority is to always leave a company better than he found it.

215 Salespeople trained

25 Businesses served

$50M+ In attributable revenue

With over 25 years of experience, Patrick has dedicated his career to inspiring others, creating processes for goal achievement, and guiding teams through positive and lasting transformations.

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TESTIMONIALS

WHAT OTHERS ARE SAYING

Don’t just take our word for it, we have experience, lots of experience.

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“Patrick is dedicated to creatively helping others do what they do, better. He is goal oriented and instrumental in a team’s success.”

-Lew Herbst
MAP Consulting

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“Patrick has done an excellent job from helping us to create a Sales and Servicing Playbook thru helping us to refine our hiring processes. Our company is better as the result of his work. I highly recommend his services.”

– Charles Boinske
Independence Advisors

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“Patrick has helped our organization immensely, driving a complex, in-depth set of tools under very tight timeline constraints.”

– Steve Tamasi
CEO, Boston Centerless

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“Patrick has a drive to help others succeed that propels his own success. Work with him and you’ll see his commitment to help you achieve your goals. Get ready to grow!”

– Dan Larson
Leverage Sales Coaching

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“Patrick has done a wonderful job in helping us navigate through the process of setting up our Playbook, guiding us in developing the most pertinent tools to help us through this journey. With his support, we are creating impactful documents and processes to differentiate our company from our competitors”

– Tom Schleicher
VP Sales & Marketing, Inline Plastics

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“Patrick was able to look at our teams through a different lens and identify our issues and candidly point them out to management. Sometimes we are too close to see the obvious. He came to us at the right time and helped two really good teams move toward being even better.”

– Gary Bender
Atria Wealth Solutions

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“Patrick worked with our company in identifying and implementing sales tools that were not present and so needed for our company sales efforts to be more growth oriented.”

– Steve Doty
Hansen Plastics Corporation

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“Patrick brought proven and effective sales processes to our organization. Our team has been able to utilize his expertise to improve communication and keep our team’s focus on the activities that provide the most value. Patrick also provided an excellent framework for helping our company prioritize and understand sales strategy.”

– Jason Wade
President, ZMicro Inc.

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“The level of sincerity of your investigation into our team, our industry, and our practices, has been nothing short of incredible. Your insights, guidance, and expertise have been an invaluable tool for our team-especially me. I am very eager to implement our newest tool, and push to have Therapy Source in a period of growth it has not seen before.”

– Philip Puleo
Therapy Source

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“Patrick “gets” technical teams. He did an amazing job at coaching my engineers. If you have a technical, highly consultative sales process – hire Patrick right now.”

-Adam Rossi
TotalShield Solutions

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