Ways to Partner

We partner with you to build sales strategies and execute them alongside your team, so you can grow revenue with confidence.

  1. Define the Win

    We start with one question: What does a win look like 12 months from now? We turn that goal into something clear enough to guide the decisions that follow.

  2. Map the Way

    We look at what’s working, what isn’t, and where opportunity is slipping through. Then we lay out the right moves, in the right order, to grow your revenue.

  3. Work the Plan

    Clear roles, shared ownership. Your team knows who’s responsible for what, and we roll up our sleeves to do our part.

Jen Orvis shaking hands with a client across her desk

Start Here

Define the Win

Free

We love talking sales and understand the need for an ear you can trust. No charge to learn more.

Let's Talk Sales

Starting at

each one goes deeper

Not sure which fits?

What if you just hired a salesperson? It could be an expensive next step.

Before you do:

  1. Get real about where you are and where you want to go.

  2. Ask the hard questions: why aren’t you there yet, and what would it take?

  3. Run the numbers to see whether hiring and training a rep is the right move, or whether something else needs fixing first.

Try the Sales Calculatoror start with Define the Win.

Things We Do

Need just one? That's Bridging.

Strategy

  • Fractional VP of Sales
  • Sales strategy
  • Revenue growth planning
  • Team structure and org design
  • Sales management coaching
  • Executive advising
  • Sales meeting facilitation

Process

  • Lead-to-close process design
  • Pipeline stages
  • Sales playbooks
  • Scripts: cold call, discovery, close
  • Proposal and quote rebuilds
  • Customer journey mapping
  • Speed-to-lead process

Accountability

  • KPIs and dashboards
  • Activity trackers
  • Scorecards
  • Pipeline meetings and 1:1s
  • Performance rubrics
  • Bonus triggers tied to metrics
  • Forecasting

CRM & AI

  • CRM selection and setup (HubSpot, BOSS, Service Autopilot)
  • Workflows and automation
  • Email templates
  • Reporting
  • Data cleanup
  • Tech stack recommendations
  • AI setup for your sales team

Hiring

  • Role design and job descriptions
  • Hiring process build
  • Sourcing, screening, interviews
  • Assessments (DISC, Working Genius)
  • ATS setup
  • Comp plan design
  • Onboarding programs

Training

  • Cold to Close program
  • Workshops and cohorts
  • Team and individual coaching
  • Prospecting, discovery, closing
  • Coaching through live deals
  • Sales manager training

Grow Existing Clients

  • Service Excellence QA campaign
  • Leave-behinds
  • Account expansion plans
  • Retention strategy
  • Renewal season structure
  • Holiday to year-round conversion
  • Neighbor and building prospecting

New Business

  • Lead generation strategy
  • Ideal client profiles and target lists
  • LinkedIn prospecting
  • Cold call and email sequences
  • Lunch & learns and CEUs
  • Events and associations
  • Referral outreach

Appointment Setting

  • Outsourced calling
  • Booking qualified meetings
  • Call lists and scripts
  • Meeting notes handed to your team

Partnerships

  • Strategic partnerships
  • Referral partner programs
  • Channel partners
  • Architect and designer programs
  • Property management strategy
  • Association partnerships

Messaging

  • Message guides
  • Messaging workshops
  • One-pagers and brochures
  • Campaign collateral
  • Webinar and event content
  • ROI calculators
  • Go-to-market for founders

Sales & Ops

  • Sales and ops alignment
  • Handoff checklists
  • Root-cause analysis
  • Process documentation
  • EOS and Level 10 meetings
  • Accountability frameworks
  • Cost of process failures

Not sure where to start?

Most clients start with Define the Win.

Let's Talk Sales

Let's Talk Sales

Pick a time for a 30-minute call with Jen. Tell her what a win looks like 12 months from now, and she'll talk through how to get you there.

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Sales Calculator

See what a sales hire really costs where you are: pay for the role in your area, plus benefits, recruiting, ramp-up and turnover. It takes about a minute.

First, who's asking?

Enter your name and email to open the calculator.

This is an estimate, not a quote. Your actual costs will vary.

Pay is the median annual wage for the role where you're hiring, from the U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025 (bls.gov). Benefits, recruiting, ramp-up and turnover start at published averages, each listed with its source under Advanced, and you can change them.