Sales
Your CRM is full of activity. The Sales Path turns that activity into a forecast you can act on: coverage, close rate, aging, and whether the team is actually on pace.
This is for you if
- Your forecast is a feeling, not a number
- You can't tell which reps are ahead until the quarter closes
- Deals sit in the pipeline and nobody notices until they're dead
- You have a CRM but nobody reads it
The numbers that define progress on this Path.
You don't have to invent these. They come loaded with the Path, and we tune them to your business and set your targets. Wondering what that means for your data? Here's what actually happens to it.
A monthly pipeline briefing: coverage against goal, where deals are stalling, and the specific conversations to have this month.
Your data in. Your next move out.
Discovery Call
We learn your business: your goals, your bottlenecks, and the data you already have in QuickBooks, your POS, and spreadsheets.
Choose Your Paths
Together we lock in the 2–3 outcomes that matter most this year: more profit, healthier cash flow, or a business that's ready to sell.
Reverse-Engineer the KPIs
We work backward from each goal to the exact metrics that prove progress, wired straight to your existing data. No manual entry.
Your Owner Briefing
Every cycle, your engine turns that data into a plain-English brief: what changed, what it means, and the moves to make next.
Progress on Repeat
You act, we measure, the goal gets closer. Each briefing builds on the last, so your momentum compounds.
Priced to the size of your business.
Priced per rep. Complexity and how consistently your reps log their notes both drive the number. Setup is often reduced or waived when bundled with an Operator Path.