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