Helping a global outsourcer win bigger and earlier.
A Nasdaq-listed global outsourcer needed a proactive, client-centric approach to business development. We helped them uncover challenges earlier and win bigger.
A Nasdaq-listed global outsourcer serving investment managers and institutional investors.
Based in the USA, with more than 100 sales and relationship managers worldwide, they specialise in front, middle, and back-office solutions for investment managers and institutional investors.
Our partnership began with the European sales team and has since expanded across other regions and support functions.
Following a previous initiative that failed to deliver consistent results, the client needed to:
Establish a common framework and language to drive a mindset shift and improve consistency.
Build skills and confidence through practical workshops, with a strong focus on live opportunities.
Introduce ongoing coaching to embed best practice across complex, high-value opportunities.
Implementing our Sales Accelerator methodology, built with them, not delivered at them.
Tailored Sales Accelerator toolkit
Built with them to help originate, qualify, and progress the most critical opportunities.
1:1 and group coaching
Embedding skills in live deals and accelerating high-value opportunities through the pipeline.
24/7 learning portal
Refresher videos, tools, and reference cards available on-demand for every client-facing team.
A more proactive, client-centric approach to business development.
Teams now engage earlier, ask better questions, and win bigger by leading with client challenges, not product pitches.
Moving from pitching solutions to uncovering and addressing client challenges.
Building natural curiosity and stronger relationships at every stage.
Originating new opportunities earlier and telling a clearer, differentiated story.
We’re about to have a record year. Our average deal size has gone up, and for the most part, we’re engaged earlier on in the sales process.
See how we’d work with you
See exactly how we could scope, coach, and embed lasting sales capability with your team.