LEADS
Are leads being contacted quickly and consistently?
Sales Assessment
One Day. One Sales Operation. A Clearer Picture of What's Holding Back Growth.
Fractional Sales Leadership for Homebuilders & Residential Businesses
Designed for owners and leadership teams of growing residential companies.
What we assess
Seven questions that reveal where revenue is leaking.
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.
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
A focused, one-day review of your sales operation.
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
Discovery
Review the business, sales model, goals and current challenges. We start with how you actually sell today, not a generic template.
MIDDAY
Sales Operation Review
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
Findings
Identify gaps, opportunities and immediate priorities. This is where the real picture comes into focus.
FINAL OUTPUT
Prioritized Action Plan
Receive a clear plan showing what should be fixed first, what can wait, and what will move the number fastest.
What you receive at the end of the day
- A clear summary of what is working and what is not
- Identified leaks in lead flow, follow-up and conversion
- Prioritized recommendations ranked by impact
- A 90-day action plan with owners and next steps
- Guidance on whether a Fractional VP engagement is the right next step
Typical investment
$2,500
One day on site or remote. Includes findings session and written action plan.
Good fit?
You're a good fit if...
- Marketing spend generates leads, but nobody can clearly connect spend to revenue.
Stop guessing where the sales problem is.
In one day, you will know what is holding back growth and exactly what to fix first. Schedule a Sales Assessment.