A regional accounting firm

What I did

• Reviewed and refined the firm's sales process, over two working sessions in August 2024.
• Wrote an opportunity analysis and a target-market blueprint.

What came of it

• The firm reported higher close rates and faster deals. No figures were recorded.

In his words

“Our firm engaged Rob to help refine our sales processes, improve outcomes, and better understand our target market. In a short time, Rob identified key areas for improvement and provided a detailed blueprint for implementation. Since working with him, we've seen a consistent increase in our close rates and a reduction in the time it takes to close deals.”

Sean Anderson, Farmer & Associates CPA