Your Sales Team Missed Quota Again.
Here's Why:
Most B2B companies in the $5M-$100M range leave $200K-$600K on the table each year because of fixable sales operation problems.
I can show you which one is costing you revenue in a week.
Which Problem Is Costing You Revenue?
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Your team treats Salesforce like a filing cabinet. Data gets entered after deals close, pipeline reports are fiction, and forecasting is guesswork. You hired good salespeople but you can't see what they're actually doing.
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Your compensation structure rewards activity instead of results. Reps game the system, managers spend hours calculating commissions, and your top performers are quietly looking at other opportunities.
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Every rep has their own methodology. New hires take 9 months to ramp because nothing is documented. Your best seller just left and took all his tribal knowledge with him.
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You track revenue and maybe pipeline. That's it. You have no idea which activities drive deals, where leads die, or why conversion rates vary wildly by rep or region.
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You bought Salesforce, HubSpot, ZoomInfo, and three other platforms. None of them talk to each other. Your team spends more time entering data than selling.
One Week to Certainty
Right now you're guessing which problem to fix first. That's expensive. In one week you'll know exactly what's broken, what it's costing you, and how to fix it.
Here's what happens:
Day 1: Discovery
Examine current sales process including live CRM review (Salesforce, HubSpot, Zoho, whatever you use). Review comp plan, Identify interview candidates and schedule interviews.
Day 2-3: Deep Dive
30 minute one-on-ones and report, data and metrics review analyze your last 10 closed-won and 5 closed-lost deals and map your actual sales process vs what you think it is.
Day 3-4: Analysis & Build
Identify your primary bottleneck and what it’s costing you monthly (conservative estimate)
Build your 90-day roadmap with specific fixes prioritized by ROI
Create your executive briefing deck
Day 5: Delivery Session
Present findings: here's what's broken, here's the proof, here's what to do.
Have a Q& A session and dissect recommendations.
Discuss implementation options (do it yourself or hire me) - You get the deck, recordings, and roadmap.
One week from kickoff to delivery. Schedule Your Diagnostic
Implementation Sprints
90 Day Project Based Enagement
What It Is: Hands-on implementation of 2-3 high-impact fixes identified in your diagnostic. Project-based work with defined scope, timeline, and deliverables.
Common Sprint Projects:
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Data cleanup and standardization
Custom fields and pipeline stages that match your process
Automation setup for repetitive tasks
Training materials for your team
Deliverable: Functional CRM your team will actually use
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Analysis of current plan effectiveness - New plan design with clear metrics and targets
Calculator tools for easy commission tracking
Documentation and rollout plan
Deliverable: Comp plan that drives behavior you want
Book a call
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Interview top performers to extract methodology
Document repeatable process from prospect to close
Create training materials for new hires
Build playbooks for common scenarios
Deliverable: Onboarding system that cuts ramp time by 40%
Book a call
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Identify key metrics that predict revenue
Build dashboards in your existing tools
Train managers on interpretation and action
Create weekly review cadence
Deliverable: Visibility into what's actually happening
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Map current tool stack and data flow
Design integration architecture
Implement connections (Salesforce, HubSpot, ZoomInfo, etc.)
Test and validate data accuracy
Deliverable: Systems that talk to each other
Who This Is For:
Companies who completed the diagnostic.
Teams ready to implement but lacking internal expertise.
Leaders who want help building it right instead of through trial and error.
Organizations that need it done in 90 days, not 9 months
What You Get:
> Direct implementation work, not just recommendations
> Training for your team on new systems
> Documentation so you can maintain it after we’re finished
> Ongoing access during the 90 days for questions
> Final handoff meeting to ensure your team owns it
How It Works:
Most clients choose 2-3 projects based on diagnostic findings. We scope the work, agree on deliverables, and typically execute over 90 days with weekly check-ins and monthly milestone reviews.
Speaking & Workshops
Jeff is available for keynotes, training and panel moderation.
I speak on AI integration, modern sales enablement and digital relationship building for business audiences nationwide.
Featured topics:
How to Build Digital Relationships That Generate Revenue
AI-Powered Sales Enablement: What Works, What Doesn't
Revenue Operations for Growing Companies
Virtual Sales Excellence and Digital Engagement
“Jeff’s keynote opened my eyes to the future of social networking and put a professional vs. social spin on it, which is helpful to me in re-tooling my business plan.”
Technology & Humanity
I divide my time between helping sales teams adopt AI tools and building TechEase, a services and education business. We teach seniors how to safely stay in touch with family and participate in life online.
Different audiences. Same core focus: translating complex technology into practical, confidence-building resources and understanding. Meeting people where they are. Building trust through patient guidance.
Technology gets more powerful every day. It only creates value when people can actually use it.
TechEase Senior Technology Support
Patient, Expert Technology Help for Seniors
Through TechEase Support & Learning, I provide in-home technology support and learning for seniors and their families in the Sacramento area.
Monthly support packages, safety workshops, facility partnerships. No jargon. No judgment. Just practical help staying connected and protected.
About me…
I've spent 20+ years building revenue engines and sales operations for companies scaling from $1M to $100M+. I'm also a co-founder of TechEase Support & Learning, bringing patient technology support to seniors in Sacramento.
I diagnose and repair sales operations for B2B companies. I’m a speaker and writer on AI integration, modern sales enablement, and human-centered technology.
I started my technology career in quality assurance and progressed into sales leadership. That background taught me something crucial: the best technology solutions fail without proper implementation and adoption. My work now, whether with sales teams or seniors, focuses on that human side of technology integration.
Based in Sacramento.
Working with consulting clients nationwide and serving local seniors.