Get to know your culture, your managers, and how you work
Learn your products, target customers, and differentiated value propositions
Perform an initial Audit and Sales Operations Health Check
Review our findings with you and create a Sales Acceleration Roadmap
Team Setup
Introduce you to your Team Lead
Obtain secure access to all of your sales systems and tools
Recruit, interview, and hire prospective candidates for your open roles.
Onboard new hires teaching them your products, your processes, your systems, and introducing them to your team.
Create a custom Sales Playbook and/or Operations Handbook
Ongoing Service
Lead Gen: Fill the funnel through outbound prospecting, manage lead qualification and ensure smooth handoffs.
Customer Success: Onboard new customers, manage renewals, and facilitate customer feedback loops.
Sales Ops: Ongoing support for business reporting, analysis and CRM integration.
Sales Desk: Customize and produce high quality customer-facing documents.
Once we are set up, you can reach your Team Lead via Slack, text or phone and request additional hires or project work as needed.
Daily, Weekly, Monthly
Agree on pay-for-performance goals and recurring deliverables monthly.
Monitor, coach, and train your Outsourced Team to make sure goals are on track and everything is running smoothly daily.
Ongoing meetings to review team performance and get better every day.
Periodically review your Sales Acceleration Roadmap with a conversation about your objectives, updating the plan as we go.
Request a Consultation with a Wealth Strategist
Please suggest a preferred time for your complimentary online meeting with a Wealth Strategist. After you submit your request, a representative from our team will reach out to finish scheduling your appointment.
Warmest regards, Wendi Henry
Managing Partner | Henry & Company
Family Banking | Real Estate | Life Insurance & Annuities
THANK YOU FOR YOUR INTEREST!
Please fill out this form, and we’ll take a look at your background and interests. If we think there may be a fit, one of our awesome recruiters will reach out to schedule a brief call to start the interview process.
Warmest regards, Wendi Henry Managing Partner | Henry & Company
Family Banking | Real Estate | Life Insurance & Annuities
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Request a Consultation with a Wealth Strategist
Please suggest a preferred time for your complimentary online meeting with a Wealth Strategist. After you submit your request, a representative from our team will reach out to finish scheduling your appointment.
Warmest regards, Wendi Henry
Managing Partner | Henry & Company
Family Banking | Real Estate | Life Insurance & Annuities