Services

We build your sales ops command center, shift your sales effort up a gear, and convert your leads into customers

How we work

In a nutshell, Cmd+Shift+Convert is a consulting service. Well adapted to fast-paced startup environments, we're agile — we can accommodate a variety of circumstances, levels of urgency, and scopes of work.

Generally speaking, clients hire Cmd+Shift+Convert to perform an initial audit of existing systems and processes, to execute on a particular project, to work over an extended period on a retainer basis, or some combination thereof. 

audit animation - cmdshiftconvert

Audit

Cmd+Shift+Convert will work with your in-place leadership, marketing, and sales teams to assess current content resources, tech stack, and existing processes.

We'll develop a roadmap and identify priorities that we can either take on directly or serve in a project management / advisory role as needed.

Read more
project animation - cmdshiftconvert

Project

Common projects may include:

  • Tech stack implementation (what is this?)
  • Nurture sequence automation (what is this?)
  • Deal-specific campaigns
  • Sales team training
  • Educational content strategy development
  • Web presence content refresh
Read more
retainer animation - cmdshiftconvert

Retainer

The retainer arrangement works well for companies that would benefit from having a seasoned sales ops leader with industry-specific expertise on hand, but don't want to commit the resources to bring someone in on a permanent full-time basis. Most clients are typically looking for 30-40 hours per month.

Read more

In detail...



Audit

As part of your comprehensive roadmap, we'll align on the conversion KPIs that make the most sense for your business and measure current benchmarks that future results can be compared against.

Potential next steps as appropriate may include:

  • scoping out one or more projects,
  • providing a set of recommendations and best practices to your in-house team, or
  • defining terms for an ongoing retainer relationship.


Project

Tech stack implementation
(What is a tech stack? Read more about this critical part of your business...)

  • Build out CRM
  • Connect API-integrated software solutions (e.g. calling, SMS, etc.)

Nurture sequence automation
(What is a nurture sequence? Read more about this invaluable business asset...)

  • Design and implement multi-touch, automated nurture sequence to develop high-value leads
  • Configure CRM to track leads’ engagement with nurture sequence
  • Develop algorithmic lead-scoring properties
  • Create reports and dashboards
  • Recommended best practices for last-mile conversion follow-up of warmest leads

Deal-specific campaign automation

  • Build out templated infrastructure for generating ad hoc campaigns to support specific objectives such as new offering launches, etc.
  • Incorporate multi-touch automation
  • Create process documentation and train in-house team

Sales team training

  • Meet with sales leadership and staff to understand status quo
  • Develop a new "anti-sales" playbook in partnership with sales leadership
  • Present the new approach to the sales staff in a collaborative workshop with opportunities to get feedback and answer questions

Educational content strategy development

  • Fine-tune existing content, editing for voice and tone to increase the appeal for accredited and/or non-accredited investors
  • Identify gaps where important content may be missing (and refer excellent contract resources if needed)
  • Develop strategy to elevate your content's purpose beyond education to the level of building trust

Web presence content refresh

  • Audit existing content on website or app
  • Attune content, voice, and tone to your target audience


Retainer

General sales operations & support

  • Consult on or generate deal-specific campaigns as needed
  • Monitor/maintain existing (and/or implement new) tech stack integrations
  • Track conversion KPI metrics and make data-driven changes to nurture campaign or other processes
  • Strategize and consult with leadership team to maintain currency with industry trends
  • Participate in regular team meetings
  • Provide internal training as needed

How do I learn more?

Let's chat!

Shoot us a message, let's see how we can help.

dog talking on phone - orange bkgd circle