The worldwide leader in bevtech.
A 30-person sales team, still financially inefficient.
Right-size the team, then rebuild data and process around it.
Team composition
Identified the strongest top half of the team and rolled out a short-term staff reduction, setting productivity metrics and forecasted outputs to rescale the team responsibly in the future.
Data operations
Ran a statistical analysis on closed-won accounts to identify patterns, then implemented lead scoring and custom CRM fields to prioritize the 700,000+ leads and assign high-priority accounts to reps.
Sales metrics & activity
Built reports and dashboards to track KPIs, uncovering that SDRs weren't doing nearly enough day-to-day activity — new processes and activity metrics lifted activity by ~20% and demo show rates to ~70% within two months.
Training & development
Ran a Sales Training Diagnostic across the team — grading recorded calls and 1:1 skill assessments — then rolled out custom group training for SDRs and AEs, continuing weekly to reinforce the learnings.