“We don’t have a process to follow up on quotes.”
That’s what the CEO told me over lunch.
No follow-up system. No tracking.
Just millions in potential revenue slipping through the cracks.
He estimated $60M annually in quotes they never followed up on.
I told him we could fix it in one afternoon—with one simple question.
But they were about to spend $140,000 on a new ERP to “solve” the problem.
I asked him to give me a chance.
We built one step into their sales process:
👉 Did you follow up on the quote? Yes or no?
7 days later a report went to the VP of Sales.
A few days later, a "Still Outstanding" report went straight to the CEO.
No more lost deals.
No more excuses.
No more hiding.
The impact? Massive.
More revenue.
More closed deals.
No expensive software needed.
And this isn’t a one-off.
An $800M+ publicly-traded company spent 8 months trying to build out a sales process—asking the wrong questions.
We fixed it in one day.
Sounds crazy right? (Attaching a video they shared below.)
Most companies don’t have a sales problem. They have a process problem.
Where are you overcomplicating growth?
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