One problem. One engagement. Done right.
Not every revenue challenge requires a long-term fractional commitment. Sometimes you need one specific thing done well — scoped, executed, and handed off clean.
Whatever you call it, we've done it
Founders describe the same need in a dozen different ways. A sales project. An engagement. An assignment. A consulting initiative. A one-time deal. A scheme to fix the comp plan. A program to document the process. Whatever you call it — if it's a defined sales problem with a defined output, we've probably done it.
When a project engagement is the right call
You have one specific problem
You know exactly what's broken — the comp plan, the playbook, the pipeline hygiene. You don't need ongoing management. You need it fixed.
You're not ready for a retainer
Monthly fractional engagements are a commitment. A project lets you get real work done and evaluate fit before any long-term arrangement.
You need a deliverable, not a relationship
Some founders need a document, a framework, or a strategy they can hand to their team. A project produces that. A retainer produces ongoing management.
You're between sales leaders
Your last VP left something undone. A project fills the gap — documented process, a hiring scorecard, a comp plan — before the next leader starts.
What project-based work looks like
We define the deliverable before work begins. You know exactly what you're getting, what it costs, and when it's done. No retainer, no scope creep, no ongoing commitment unless you want one.
Common project types
Sales Function Assessment (10,000-Foot View)
A comprehensive top-down review of your entire sales function — people, process, pipeline, technology, and strategy. We look at everything from how leads enter the funnel to how deals close, and deliver a clear picture of what's working, what's broken, and what to fix first. This is the engagement that tells you where to focus before you spend money on the wrong thing.
Deliverables
- Full audit of sales process from lead to close
- Team structure and role clarity assessment
- Pipeline health and forecasting accuracy review
- CRM and tech stack utilization analysis
- Compensation and incentive alignment review
- Prioritized findings with recommended action sequence
- Executive summary suitable for board or investor review
Ideal for
Founders, CEOs, or new sales leaders who need an honest outside view of the entire revenue function before making structural decisions
Competitor Analysis & Battlecard Build
We research your competitive landscape, identify how your top competitors are positioned and selling, and build rep-ready battlecards your team can use in live deals. This isn't a market research report — it's a practical sales tool built to help your reps win more competitive situations.
Deliverables
- Competitive landscape mapping (top 3–5 competitors)
- Positioning and messaging comparison by competitor
- Win/loss pattern analysis from your own deal history
- Objection and counter-objection guide per competitor
- Rep-ready battlecards (one per competitor)
- Recommended talk tracks for competitive displacement
Ideal for
Sales teams losing deals to specific competitors and lacking a consistent, confident response when buyers bring them up
Go-to-Market Strategy
A clear, executable GTM plan for a new product, market, or segment. We define the ICP, positioning, outreach motion, and success metrics — so your team knows exactly who to target and how.
Deliverables
- ICP and segment definition
- Positioning and messaging framework
- Outreach sequence and channel strategy
- Success metrics and leading indicators
- 90-day execution roadmap
Ideal for
Companies launching a new offering or entering a new vertical without a clear sales motion
Sales Compensation Plan Design
A comp plan that motivates the right behaviors, aligns with your margins, and doesn't create surprises at payout. Built for your specific team structure, deal size, and growth stage.
Deliverables
- Base + variable structure recommendation
- Quota-setting methodology
- Accelerator and kicker design
- SPIFs and contest framework
- Implementation guide for leadership
Ideal for
Companies redesigning comp ahead of a new fiscal year or after a rep retention problem
Sales Hiring & Candidate Selection
We manage the full hiring process for your next sales hire — from job description through final recommendation. We work alongside your HR team or recruiter to make sure the posting attracts the right candidates, then run a structured multi-stage interview process so you only spend time on people worth hiring.
Deliverables
- Job description review and refinement with your HR or recruiter
- Posting optimization to attract qualified B2B sales candidates
- Candidate screening and qualification against your role requirements
- Virtual culture and fit interview
- Skills and situational testing
- Formal face-to-face interview
- Written hiring recommendation with rationale
- Option to pass finalists to you for final approval or hire directly
Ideal for
Companies hiring their first sales rep or replacing a key sales role and wanting expert judgment in the process — not just a recruiter filling a seat
CRM Build & Adoption
We configure your CRM around your actual sales process — not the default setup. Pipeline stages, fields, automations, and dashboards that your team will actually use.
Deliverables
- Pipeline stage configuration
- Custom field and property setup
- Automation and workflow build
- Reporting dashboard setup
- Team training and adoption plan
Ideal for
Teams with a CRM that nobody uses or that doesn't reflect how deals actually move
Sales Playbook Build
A documented, rep-ready sales playbook covering your ICP, discovery framework, objection handling, and closing process. Built from your actual deals — not a generic template.
Deliverables
- ICP and buyer persona documentation
- Discovery call framework and question bank
- Objection handling guide
- Stage-by-stage process map
- Rep onboarding guide
Ideal for
Companies with reps selling inconsistently or onboarding new hires without a repeatable process
Pipeline & Revenue Audit
A structured diagnostic of your current pipeline, sales process, and team performance. We identify where deals are stalling, why win rates are low, and what to fix first.
Deliverables
- Pipeline health assessment
- Win/loss pattern analysis
- Process gap identification
- Prioritized fix list with recommendations
- Executive summary for leadership
Ideal for
Founders and sales leaders who know something is broken but aren't sure where to start
Account Base Gap Analysis
Most B2B companies are leaving revenue on the table inside their existing customer base. We analyze your current accounts against your ICP, identify whitespace and expansion opportunities, and build a prioritized plan to grow revenue from customers you already have — without adding headcount or new pipeline.
Deliverables
- Account segmentation by revenue potential and fit
- Whitespace mapping — products, services, or divisions not yet penetrated
- Expansion opportunity prioritization by account
- Churn risk identification and early warning signals
- Account growth playbook with outreach recommendations
- Rep assignment and coverage model recommendations
Ideal for
Companies with an established customer base that want to grow revenue without relying entirely on new logo acquisition
Sales Performance Improvement Plan
When a rep or team isn't hitting numbers, the answer isn't always a PIP from HR — it's a structured diagnosis and a clear path forward. We assess what's actually broken, build a performance improvement plan grounded in sales reality, and work alongside leadership to execute it. The goal is to save the rep if they're saveable, and make the call clearly if they're not.
Deliverables
- Individual performance assessment (activity, pipeline, skills, behavior)
- Root cause analysis — process gap vs. skill gap vs. fit issue
- Written PIP with measurable milestones and timelines
- Structured check-ins and accountability framework
- Manager coaching on how to run the PIP conversation
- Go/no-go recommendation at defined review points
Ideal for
Sales leaders or founders managing an underperforming rep and unsure whether to coach, restructure, or part ways
Sales Coaching Summit
A focused, full-day working session that brings your entire sales team together for structured skill development, process alignment, and shared language around how you sell. The engagement spans 2–3 weeks: discovery and material gathering upfront, the summit itself, and a post-summit report with key takeaways and recommended next steps. Built around your actual business — your ICP, your deals, your objections — not a generic training curriculum.
Deliverables
- Pre-summit discovery call to align on goals, gaps, and team dynamics
- Custom agenda built around your sales motion and current challenges
- Full-day facilitated session (on-site or virtual)
- Discovery and qualification framework the team practices live
- Objection handling playbook built from your real objections
- Post-summit summary with key takeaways and recommended next steps
Ideal for
Sales teams of up to 20 reps who need to get aligned, sharpen fundamentals, and build a shared approach to selling — without a long-term coaching commitment
Custom Scope
Have a specific revenue challenge that doesn't fit a standard package? We scope custom engagements around your situation. If it's a defined problem with a clear deliverable, we can build a project around it.
Deliverables
- Scoped deliverable defined before work begins
- Fixed timeline and fee
- Clean handoff with documentation
- Option to extend into fractional if needed
Ideal for
Companies with a specific, well-defined problem that needs expert execution
Fixed-scope. Fixed fee. No surprises.
Every project is scoped and priced before work begins. You'll know the deliverable, timeline, and total cost upfront — no hourly billing, no scope creep, no retainer required.
Focused
$500 – $3,500
Single-deliverable projects with a clear scope and short timeline.
Examples
- Comp plan design
- Pipeline audit
- Sales Coaching Summit
Typical timeline
2–3 weeks
Standard
$3,500 – $7,500
Multi-deliverable projects requiring deeper discovery and build time.
Examples
- Sales playbook build
- CRM configuration
- GTM strategy
Typical timeline
3–5 weeks
Comprehensive
$7,500 – $10,000
Complex engagements spanning multiple workstreams or requiring embedded execution.
Examples
- Full sales org diagnostic
- Multi-rep onboarding program
- Custom GTM + playbook
Typical timeline
6–10 weeks
Final pricing depends on scope, complexity, and timeline. All projects are quoted after a scoping call — the call can usually happen within 48 hours of reaching out. No surprises on the invoice.
Scoped, executed, handed off clean
Scoping call
We spend 30–45 minutes — sometimes up to an hour — understanding the problem, what's already been tried, and what a good outcome actually looks like. No commitment required.
Proposal & agreement
You receive a written scope of work: deliverables, timeline, and fixed fee. We don't start until you've approved it.
Execution
We do the work. You'll have visibility throughout — check-ins, drafts for review, and clear milestones so nothing is a surprise.
Handoff
You receive the final deliverable with documentation your team can act on immediately. If you want to extend into a fractional engagement, we can scope that too.
Common questions
Need something more ongoing?
Fractional Sales Manager
Embedded sales management — pipeline reviews, rep coaching, and accountability on a monthly retainer.
Outsourced Sales Manager
Full sales leadership without the full-time hire — strategy, execution, and team management in one engagement.
Fractional VP of Sales
VP-level revenue strategy and org leadership for companies ready to scale beyond founder-led sales.
Not sure this is the right fit?
See all four engagement models — including fractional and coaching options.
From the Knowledge Center
Go deeper on project-based sales consulting.
Need ongoing management?
Some situations call for a fractional engagement, not a one-time project.
If you need someone embedded month-to-month — running pipeline reviews, coaching reps, owning the sales motion — a fractional sales manager or VP may be the right fit.
Compare fractional modelsPricing questions?
See how project fees compare to retainer costs.
Retainers run $3,500–$5,000/month. Projects start at $500. The right model depends on what you need done and how long you need someone involved.
See engagement cost breakdownHave a specific problem in mind?
Start with a scoping call. We'll figure out whether a project engagement is the right fit — and if it is, you'll have a written proposal within a few days.
Book a Scoping CallReady to build a sales org that scales?
Tell us about your situation and we'll get back to you within one business day.