Our Approach
We design and streamline your sales operations process, empowering you to actively maintain it with ease.
Create Structure and Scalability in the Sales Process
-
Implement sales pipeline management, KPIs and revenue driven commission plans.
-
Review CRM usage to ensure reliable, consistent and timely data.
-
Develop customized reporting, analytics and a forecasting model.
-
Structure methodology to identify key value propositions, potential blockers, and target markets.
Optimize Sales Teams for Growth
-
Review existing team structure and analyze current client coverage model.
-
Identify salespeople focused on new client acquisition and account managers focused on growth and retention of existing clients.
-
Design client coverage model based on key criteria.
-
Provide team training on the sales process and develop high performing individuals.
Leadership
Karen Phillips and Lynn Spadaro have more than 40 years combined experience working in sales organizations where they have been responsible for leading and developing high performing sales teams, implementing structure and processes, driving growth, and collaborating cross functionally.
Co-Founder and Managing Partner
Karen Phillips
Karen is a Senior Executive with over 20 years of experience developing and leading high performing sales organizations for startup and legacy businesses. She was a Member of the Executive Team and one of the original employees that led the successful IPO of FXall in early 2012 (a startup foreign exchange trading platform launched in 2001) and the subsequent acquisitions by Thomson Reuters in late 2012 and London Stock Exchange Group (LSEG) in 2021. Karen played an integral role in driving growth, shaping platform strategy and integrating the business with each change in ownership. She is passionate about developing individuals and teams, creating and implementing structure, processes, objectives and metrics, and collaborating cross functionally to drive revenue growth.
Co-Founder and Managing Partner
Lynn Spadaro
Lynn is a Senior Leader with more than 22 years of experience in Sales. She led the Americas Sales team responsible for covering banks and hedge funds for the E-trading platforms at Thomson Reuters (FXall and Matching) and subsequently at the London Stock Exchange Group (LSEG). Lynn’s primary focus was to drive revenue growth and develop strong relationships with the largest clients. She was also responsible for Project Management for product enhancements in response to client requirements. Lynn has extensive experience covering banks, corporates, hedge funds and asset managers at Morgan Stanley and Deutsche Bank. She is passionate about creating team culture, instilling discipline in the sales process, ensuring consistent CRM use, and implementing effective project management.
How Can We Help?
