Do we have to commit to implementation up front?

No. The assessment is a standalone engagement. Implementation is scoped separately if needed.

What does embedded execution mean?

Summit takes accountability for driving sales infrastructure work alongside the client team. Playbooks, CRM configuration, outbound capability, and sales leadership. Typically 30 days to 12 months.

Do you work with companies that don't have a CRM yet?

Yes. The assessment covers the current state regardless of tooling maturity and the roadmap addresses what to put in place.

How is investment structured?

Assessments are fixed-fee, scoped to organizational size. Implementation engagements are scoped separately based on duration, depth, and outcomes.

Sales & Go-To-Market Consulting

From diagnostic to embedded execution.

From diagnostic assessment through hands-on execution, Summit helps companies build the sales infrastructure and outbound capability needed to grow, sustainably and at scale.

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Most sales problems aren't about effort. They're about structure.

Sales teams work hard. They follow up, they pitch, they push. But if the underlying process isn't clear, if there is no defined path from first contact to closed deal, no reliable pipeline to forecast from, and no accountability system that actually works, effort alone won't produce consistent revenue.

That's the pattern Summit sees most often. Companies with capable people and real market opportunity, held back by a sales structure that was never built to scale. The relationships that got you here are unlikely to get you where you want to go next.

Summit's sales and go-to-market consulting engagements start by understanding exactly what is happening, not what leadership hopes is happening. Summit assesses your process, talks to your team, reviews your systems, and follows the data to find where deals are getting stuck, where pipeline is being lost, and where the biggest opportunities for improvement actually live.

Then Summit builds a plan to fix it. And when the situation calls for it, Summit stays and helps execute.

What We Assess

The full revenue lifecycle.

A Summit sales assessment covers everything from how new business gets identified to how deals close and hand off to operations.

Lead generation and pipeline structure: Where are opportunities coming from? How are they tracked, prioritized, and moved through the funnel?
Sales process definition: Is there a repeatable process the team actually follows, or does every salesperson run their own approach?
CRM adoption and data quality: Is the CRM being used consistently? Do you trust the pipeline numbers it is producing?
Sales team roles and accountability: Are the right people in the right roles? Do performance expectations exist and are they being measured?
Proposal and close practices: How are proposals built, delivered, and followed up on? Where are deals being lost, and why?
Marketing and sales alignment: Are marketing efforts generating qualified leads? How do those leads hand off to the sales team?
Systems integration: Are your sales, estimating, accounting, and operations systems talking to each other, or creating friction and data gaps?

What You Receive

A clear, prioritized roadmap. Not a generic recommendation deck.

Every engagement ends with a specific plan built around your business, your team, and your goals.

Written assessment report covering findings by theme: sales process, CRM, pipeline, people, and systems
Gap analysis identifying where revenue is being lost and why
Prioritized implementation roadmap with 90, 180, and 360 day horizons
CRM configuration guidance and examples tailored to your current setup
Executive slide deck suitable for presenting findings to leadership or a board
A 60 to 90 minute virtual readout session to walk through findings and discuss next steps

Engagement Depth

How deep we go depends on your goals.

Some engagements end with the assessment and roadmap. You have an internal team ready to execute, and what you needed was clarity and a plan. Summit builds that and hands it off.

Others call for more. When leadership wants Summit to stay and drive implementation, building sales playbooks, configuring the CRM, developing outbound capability, or providing ongoing sales leadership, that scope is structured as a follow-on engagement. The assessment becomes the foundation, and Summit builds from there.

Either way, the engagement is scoped around what you actually need, not a preset package.

Who This Is For

Leadership teams asking the hard questions.

This engagement is designed for leadership teams asking questions like:

Why aren't we closing more business when we have a strong product or service?
We've been growing through referrals. How do we build something more reliable?
Our salespeople are busy, but I don't trust the pipeline numbers. What is actually in there?
We tried to build an outbound effort and it didn't work. What did we miss?
We're preparing to grow significantly and need to make sure our sales infrastructure can support it.

If any of those sound familiar, a discovery call is the right first step.

Engagement Format

How it runs.

Assessment phase

Two to three weeks. A combination of stakeholder interviews, CRM and pipeline analysis, and review of your current systems and process documentation, with a written report and executive readout at the end.

Stakeholder interviews

Eight to twelve structured conversations across leadership, sales, marketing, and operations. Typically 45 to 60 minutes each.

Implementation phase

Scoped separately based on depth, timeline, and what the assessment surfaces. Can range from a 30 day sprint to a 12 month embedded engagement.

Frequently Asked Questions

Sales & GTM consulting, common questions.

Two to three weeks from kickoff to executive readout. Includes stakeholder interviews, CRM and pipeline analysis, review of current systems, and a written report.

No. The assessment is scoped as a standalone engagement. Many clients use it to get clarity and a plan, then execute internally. When leadership wants Summit to stay and drive implementation, that scope is structured as a follow-on engagement based on what the assessment surfaces.

It means Summit takes accountability for driving sales infrastructure work alongside your team. Building playbooks, configuring the CRM, developing outbound capability, and providing ongoing sales leadership. Engagement length is scoped to your goals, typically 30 days to 12 months.

Yes. The assessment covers your current state regardless of tooling maturity. If you don't have a CRM, the roadmap addresses what to put in place and how to configure it for your specific sales process.

Assessments are fixed-fee, scoped to the size and complexity of the organization. Implementation engagements are scoped separately based on duration, depth, and outcomes. A discovery call is the right place to talk specifics.