LEADS
Are leads being contacted quickly and consistently?
One day on-site. A 90-day plan in hand.
Fractional Sales Leadership for Homebuilders & Residential Businesses
Designed for owners and leadership teams of growing residential companies.
What we assess
The assessment looks at the full sales operation — not just one tool or one person. Each area is reviewed against the goal of a repeatable, owner-independent revenue system.
LEADS
Are leads being contacted quickly and consistently?
CRM
Does the CRM tell leadership what's actually happening?
FOLLOW-UP
Does every prospect have a defined next step?
PROCESS
Are salespeople following a repeatable process?
CONVERSION
Do you know where prospects are falling out of the funnel?
PEOPLE
Do you have the right salespeople in the right roles?
ACCOUNTABILITY
Does leadership have a consistent cadence for managing performance?
How it works
No multi-week audit. No binder you will never open. One day on site or via video, followed by a practical plan you can act on immediately.
MORNING
Review the business, sales model, goals and current challenges. We start with how you actually sell today, not a generic template.
MIDDAY
Evaluate lead flow, CRM, process, follow-up, scripts, reporting and sales management. We look for what is working, what is leaking, and what is missing.
AFTERNOON
Identify gaps, opportunities and immediate priorities. This is where the real picture comes into focus.
FINAL OUTPUT
Receive a clear plan showing what should be fixed first, what can wait, and what will move the number fastest.
Typical investment
$2,500
One day on site or remote. Includes findings session and written action plan.
What you walk away with
Every assessment ends with a 90-Day Revenue Engine Roadmap built for your business — not a generic report.
A plain-English summary of what's working, what's leaking, and what it's costing the business.
The specific points in your sales operation where revenue is being lost, ranked by impact.
How leads actually move from first contact to signed contract today — gaps and handoffs included.
A phased plan showing what to fix first, what to build next, and what can wait.
The handful of metrics leadership should watch every week to know the sales engine is working.
The 90-day roadmap
Days 1–30
Stop the most expensive leaks: lead response, CRM integrity, and clear ownership of every prospect.
Days 31–60
Install a repeatable sales process, follow-up cadence, and consistent customer communication.
Days 61–90
Pipeline reviews, forecasting, and an accountability cadence that runs without the owner.
Priority matrix
Every finding is sorted so your team knows exactly where to spend time first — and what to leave alone for now.
Fix Now
High impact, low effort. Revenue is leaking today.
Build Next
High impact, more effort. The foundation for growth.
Systemize
Working, but dependent on people. Make it repeatable.
Defer
Real, but not the priority. Parked on purpose.
Owner scorecard
A weekly view of whether the sales engine is working — without you sitting in every deal.
Three good outcomes at Day 90
Good fit?
In one day, you will know what is holding back growth and exactly what to fix first. Schedule a Sales Assessment.