The Sales Playbook

For boutique firms moving from scrappy to strategic.

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You don’t need a complete overhaul. You need to know where to focus.

Every business has a sales system — it’s just a question of how intentional it is. The Sales Playbook starts with understanding what you’ve built, diagnosing why you’re stuck and prioritizing the changes that will actually move the needle.

This isn’t about implementing some generic framework. It’s about finding your fastest path to more predictable revenue.

Do any of these situations feel frustratingly familiar?

You’re stuck at the same revenue level for too long — trying to crack seven figures, or bouncing between $2M and $3M without breaking through (or similar).

• You hired salespeople who couldn’t deliver what they promised, despite great interviews and solid experience elsewhere.

• You’ve invested in lead generation tactics that work for others — cold outreach, LinkedIn campaigns, marketing agencies — but got lackluster results.

80% of your revenue comes from 20% of your clients, making every quarter feel precarious.

• As an expert, you’re pretty good on calls with high-ranking leaders who are ready to buy — but when there’s sales friction, you’re worried your experience isn’t enough. 

Your team looks to you for sales leadership, but when it comes to long-term sustainability, you’re making it up as you go — and it shows in the results.

Here's the deal:

Most sales advice is built for high-volume businesses selling commodities. But you’re a boutique firm selling expertise. What works for them could actually hurt you. The Sales Playbook provides customized support that starts where you are and builds on what’s already working — delivered by an enthusiastic partner, obsessed with your success!

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Get the exact strategies, skills and tools my clients have used to close deals with:

“In the 12 months since starting to work with Allison, we’ve experienced our greatest period of revenue growth as a company: 30% YOY.

Through Allison’s coaching, I upsold a long-standing client into a new engagement that I otherwise would have left on the table. Allison helped me see the potential for the deal and gave me the approach and language I needed to close it. Allison makes taking the sales actions you know you should be taking feel easier and more attainable.

Erica Seldin
Co-Founder, August Public

The Sales Playbook Built for How Boutique Firms Actually Grow

We start with reality, not theory.

Step 1: Diagnose & Prioritize

First, we look under the hood at what’s really happening. Not what you think is happening, but what the data shows.

We’ll identify why past investments failed (that sales hire, that marketing spend), what’s actually working and where small changes will yield big results.

More than a traditional audit, you’ll leave this exercise with more clarity than you thought possible, as well as quick wins already in motion.

Step 2: Build What's Missing

Based on YOUR priorities, we focus on what will move the needle fastest. Maybe it’s:

  • Fixing your sales process so leads stop ghosting
  • Defining your account management strategy to ensure you’re securing every dollar
  • Building a net new lead generation funnel that actually works for your biz model
  • Updating roles so your team can actually help
  • Creating systems that work when you’re not in every detail

We only build what you need now.

Step 3: Execute & Expand

As you operationalize your new strategies and systems, you’ll get real-time coaching on live opportunities. Navigate complex deals. Make strategic decisions with confidence.

We’ll tackle new challenges as they emerge and keep building on your success.

95% of Sales Done Differently clients at $1M+ in revenue continue with additional build-outs or monthly advisory because sales isn’t “one and done” — it evolves as you grow. And we’re confident enough in our approach and results to stick around and see it through.

Are we a match? Real Talk About Readiness

  • Boutique consulting firms, agencies, and professional services
  • $1M-$6M in revenue (or committed to getting there)
  • Selling high-value services ($50K-$500K+ contracts)
  • Working with sophisticated B2B buyers
  • Planning to grow with a team
  • Stuck at a revenue plateau despite being busy
  • Past sales investments haven’t delivered
  • Founder still involved in the minutiae
  • Want predictable growth without losing quality
  • Ready for strategic thinking, not quick fixes
  • You know you’re better than the competition 
  • You want to grow thoughtfully, not recklessly
  • You value expertise, learning and relationships
  • You’re coachable and ready to try new approaches
  • You understand that sustainable change takes time

 

“After working with Allison to craft my marketing firm’s Sales Playbook, we are getting more new business than ever before!

We’re meeting and exceeding our revenue goals, and we don’t have to compromise our principles to do it. In fact, we’ve been able to narrow our focus based on our values, strengths and priorities.

I credit so much of this success to our implementation of Allison’s approach to business development and the new sales system we’ve designed with her support.

Adopting these new sales practices was nerve-wracking at first, but with Allison’s encouragement, we’ve followed through, and I’m so glad.”

Amy Jacobus
Founder, Grounded Growth Marketing

Our approach is different because we work on your business in real time.

Not Generic Templates: Every business is unique. We don’t force-fit you into a framework—we build solutions around your specific situation, market, and goals.

Not Starting from Scratch: You’ve built something successful. We’re not here to tear it down. We’re here to optimize, enhance, and scale what’s already working.

Not Theory — Real Deals: We work on your active opportunities. That “maybe” from the Fortune 500? Let’s strategize. That proposal that’s been sitting? Let’s get it closed.

Not Just Tactics — True Strategy: Anyone can tell you to “follow up more” and pretend that stringing the perfect three sentences together in an email will make all the difference. But you know that’s not what wins or loses contracts. We’ll help you understand WHY deals stall, WHAT your buyers really need and HOW to position for the win.

 

“Allison advocates for a heart-centered approach to selling, which revolutionized my business as I realized there was another way to sell that aligned with my values. Not only did I have my best year ever, but Allison helped my sales team double our revenue. Allison is a champion for small business owners and mission-aligned individuals, and her practical approach to sales immediately improved our sales team's performance. I highly recommend Allison to anyone who wants to increase sales while staying true to their values.”

Eduardo Placer
Founder, Fearless Communicators 

“Working solely off of referrals, I was in a good place, but my business was not sustainable or predictable. I was trusting that it would all work out, but I needed help to achieve that sustainability and predictability. I was fortunate to work with a full company as a client, and I was putting together a proposal. Allison helped me see where there were opportunities for me to be of service and to think bigger than just hourly or one thing at a time. 

She helped me completely revise the lens through which I looked at the proposal. As a result, I landed a proposal that was more than I had ever made in my life in one year. It was an extraordinary breakthrough not only in my business but also in my mindset. This relationship with the client helped me see how I can apply this to other clients and think more holistically and bigger than just in this narrow lane.”

Stef Ziev
Founder 

Questions?

How is this different from other sales consultants?

We don’t believe in one-size-fits-all solutions. We start with deep diagnosis, prioritize based on YOUR situation and build only what you need. Worried we’ll talk at you for 4 months, only to leave you with a stack of generic templates full of junk you’d never use? Not a chance. We roll up our sleeves, build what needs building — and help you advance leads and close deals!

Plus, we’ve been where you’re going— and we’ve got the receipts! 

What if I've already tried sales consultants?

Past consultants probably tried to implement their system in your business. We help you build YOUR system, starting with what’s already working and fixing only what’s not serving you. Our approach? We meet you where you’re at and take every single facet of your sales system from good to better to best over time.

How quickly will I see results?

Most clients see immediate improvements from our initial diagnosis — quick wins that prove we’re on the right track. Incremental improvements happen during our engagement, typically enough for our clients to point to deals and say, “We couldn’t have done that without you!”

Bigger transformations happen over time, as you get into the groove of your new systems and ways of working. 

Concerned with ROI? Let’s talk about it. If you need a pipeline rescue, we’ll focus on the most immediate ways to grow revenue (yes, we can show you what those are, with the rationale to prove it).

Can you help me hire salespeople?

The short answer is: It depends.

First, let’s talk about why you think you need to hire. If you’re keen to write a job description without first crafting a data-backed sales plan that defines the roles you need to achieve your goals… then, no, we won’t help you to hire.

Pro tip: Most failed sales hires happen because the foundation wasn’t ready, leading to hiring the wrong talent and skill sets. We’ll know when it’s time and how to do it right.

What if I don't have time?

You don’t have time to keep spinning your wheels. We focus on high-impact changes that save time in the long run. Most clients spend 2-4 hours per week (usually re-allocated time, taken from ineffective activities) and see measurable ROI.

What does this cost?

The Sales Playbook starts at $26,000.

We know that’s a significant investment. It should be. This isn’t a course or a template pack — it’s strategic partnership that transforms how you generate revenue.

Here’s the context: For most of our clients, $26,000 equals less than one new client contract. It’s about 25% of what we can save you on hiring too soon. It’s also akin to the typical key account increases we help our clients win through strategic expansion.

Consider what’s at stake: One lost deal to a larger competitor. One more year stuck at the same revenue level. One more failed sales hire. Any of these costs far more than this investment, both financially and in terms of momentum.

Our clients typically see returns within the first 90 days through improved close rates, deal sizes and account expansions. More importantly, they build systems and skills that generate returns for years — predictable revenue, shorter sales cycles and the confidence to pursue bigger opportunities.

Most continue with strategic advisory after the initial engagement because the ROI is clear and sales leadership is an ongoing need as you scale.

If budget is a genuine constraint right now, join the mailing list and start implementing the weekly tips sent right to your inbox. We’d rather you invest when you’re ready to fully commit to the transformation.

Ready to grow? Let's go!

Let’s have a strategic conversation about your sales challenges and see if The Sales Playbook is right for you.

In our call, we’ll:

  • Diagnose why you’re stuck at your current revenue
  • Identify the 2-3 changes that would have the biggest impact
  • Determine if we’re a good fit to work together

This isn’t a high-pressure sales call. It’s a strategic discussion between two professionals who understand that growth requires the right partnership.

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