Marketing and Sales Department Optimization

In most industries, the role of the sales team has changed in today’s digital age from persuaders who controlled the buying process to facilitators who supported the buyers as they make their purchasing decisions.

This is a significant change for many companies, affecting the structure of their marketing and sales teams, their personnel, their management approach and the technology that they use to manage each.

Unit metrics are the driver of today’s most successful marketing and sales teams.

Core Unit Metrics Drive Growth

  • CAC
  • CLV

Our Approach

We’ll map out your optimal buyer journey(s), measure your KPIs at each and provide a recommended structure for handling how your marketing and sales team work together throughout the buyer journey, and how to manage the effectiveness of each.

“What a tremendous experience to go through the Next Level Leadership work! From day one I was blown away with the amount of knowledge Ken and Shad brought to us from their experience in the CEO world. They taught how to identify and maintain critical values for your company and how to create a competitive advantage as a leader. I am so grateful to have been a part of this year-long experience.”

Jason Woods
Branch Manager, Community Mortgage

Interested in learning more?




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