Sales performance review
Assessment of target customers and propositions, sales processes, pipeline quality, KPIs, leadership routines, and CRM and data practices.
ASSESSMENT · SALES × AI × LEADERSHIP
Identify growth barriers. Improve sales with clear priorities.
Your sales team is busy. But which activities actually move opportunities forward? We review strategy, pipeline, processes and management practices, then turn the findings into an actionable 90-day plan.
For CEOs and sales leaders in mid-sized B2B companies.
YOUR CHALLENGE
When this format is right for you.
- Your pipeline is growing, but closing dates remain hard to predict.
- Your team pursues too many opportunities without clear priorities.
- You want a sound basis for your next sales investment.
YOUR OUTCOMES
What you take away from our work.
Five prioritised actions
The most relevant improvements, with benefit assumptions, estimated effort, ownership and dependencies.
90-day action plan
A practical plan with next steps, accountable owners and criteria for reviewing progress.
WITH MARIO PUFAHL
Sales experience meets proven methods.
Strategy, metrics and AI become effective when your team can use them in practice.
As a sales expert, Springer Gabler author and podcaster, I connect management experience with methods for sales performance and digital customer management.
About Mario Pufahl ↗THE PROCESS
A clear framework for your next steps.
- PrepareA 60-minute kick-off, a questionnaire and a review of the agreed documents.
- UnderstandThree 45-minute interviews with the CEO or executive sponsor, the sales leader and a team representative.
- AnalyseReview of an agreed pipeline export, your KPI overview and the documented sales process.
- DecideA 90-minute findings session and a concise management report, including the 90-day plan.
How we assess progress.
We define suitable baselines, such as stage conversion, the age of open opportunities or forecast variance. The assessment establishes priorities; subsequent implementation creates the impact.
The agreed scope.
The package covers one sales unit, three interviews and one agreed data extract. You provide the documents and interview participants. Data cleansing, CRM configuration and implementation can be agreed separately.
All services are offered to businesses. Fees exclude applicable VAT. Travel and, where needed, accommodation costs are agreed in advance and charged separately. You receive a written proposal after we have agreed on the goal, scope and timing. An enquiry is non-binding and does not create a paid engagement.
Frequently asked questions.
What should I prepare for an enquiry?
A short description of your company, your goal and your main challenge is enough. Please mention the service you are interested in. Confidential customer information is not needed for the initial enquiry.
How is an engagement agreed?
All services are offered to businesses. Fees exclude applicable VAT. Travel and, where needed, accommodation costs are agreed in advance and charged separately. You receive a written proposal after we have agreed on the goal, scope and timing. An enquiry is non-binding and does not create a paid engagement.
How do we handle company data?
We agree in advance which documents are needed. Please use anonymised or aggregated data wherever possible. Confidentiality and any additional requirements are agreed before documents are shared.
Can the format be adapted?
Yes. Additional participants, further sales units or supplementary services receive a separately agreed scope and fee. The working language and delivery arrangements are confirmed before commissioning.
A POSSIBLE NEXT STEP
Sales Transformation – 90 Days
Set priorities. Embed better sales routines.
Explore this service ↗