Sales Enablement
Streamlining a Disjointed Sales Process for a Management Consulting Firm
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Sales Playbook Development
We created a centralized sales playbook covering the full sales process, with discovery questions, objection handling guides, and best practices.
Content & Template Standardization
We developed on-brand materials including a master deck, customizable proposal templates, and a case study library for the team.
CRM & Workflow Optimization
We integrated the new process into the CRM, adding automated workflows for follow-ups, reminders, and reporting.

A management consulting firm with a strong reputation faced a common challenge: their consultants were both advisors and salespeople, but without a unified approach. Each consultant used their own presentations, proposals, and follow-up style. This created a fragmented brand experience for prospects, made the sales cycle unpredictable, and left leadership without clear forecasting visibility.

DHAX Agency introduced a comprehensive sales enablement program to bring order and consistency to the firm’s sales operations. First, we built a centralized sales playbook mapping out the process from first contact to close, complete with standardized discovery questions, objection handling guidance, and proven best practices. We then created a library of professional, on-brand materials including a master presentation deck, customizable proposal templates, and case studies that consultants could quickly tailor for each opportunity. Finally, we optimized the firm’s CRM, embedding automated workflows for follow-ups, reminders, and reporting to give leadership real-time visibility into pipeline health.

Results included:

  • 20% reduction in average sales cycle length within nine months
  • 15% increase in proposal win rate thanks to consistent, professional messaging
  • Improved revenue forecasting accuracy, rising from 60% to 85%

By aligning people, process, and tools, DHAX Agency helped this consulting firm turn a disjointed sales process into a scalable, predictable growth engine.

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