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Win, retain and grow more of the "right" clients

Carver Peterson helps growth-minded leaders of B2B professional and technical organizations achieve predictable and sustainable revenue growth through a refined strategy, defined process and aligned structure.   Our clients have clear vision for their business but need a repeatable, scalable and sustainable revenue generation playbook in order to accomplish their goals.    They are open-minded and are willing (and able) to change.   Demographics
  • B2B
  • Professional, Technical & Creative Services

Common Characteristics

  • Run-on a business operating systems (EOS, Scaling Up, Pinnacle)
  • Member of YPO, Vistage, EO, or Convene

Trigger Events:

  How we are unique & different   We develop your revenue compass to achieve sustainable growth and predictable revenue.
  • $75,000+
  • $300+ / hr
  • 2 - 9
  • Founded 2014
Average Review Rating
5.0
Total Reviews
12
Most Common Project Size
$50,000 to $199,999
Average Referral Rating
5.0 /5

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    Highly Rated Similar Providers

    Overall Review Rating

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    • Schedule

      4.9 /5
    • Cost

      4.9 /5
    • Willing to Refer

      5.0 /5
    See all 12 Reviews
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    Sales Process Optimization for IT Company

    • Business Consulting
    • Confidential
    • Feb. - June 2023
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Their approach was truly unique."

    Aug 24, 2023

    Carver Peterson Consulting was hired by an IT company to improve and optimize their sales processes. The team assessed the existing sales process and provided a comprehensive sales playbook for the client.

    Business Consulting for Nonprofit Health Insurer

    • Business Consulting
    • $50,000 to $199,999
    • July - Nov. 2022
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    “What set them apart is that they were small and agile, so they could customize to our needs.”

    Jan 13, 2023

    Carver Peterson Consulting created a custom sales playbook for a nonprofit health insurer. They helped identify target customers for growth and wrote up the sales process in alignment with the EOS framework.

    Business Consulting for Design & Fabrication Studio

    • Business Consulting
    • $50,000 to $199,999
    • Aug. 2021 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Their small and personalized approach is exceptional."

    May 9, 2022

    Carver Peterson Consulting has provided consulting services for a design and fabrication company. They’ve done a deep dive on the client’s business development approach and created an ideal customer profile.

    Business Services for Development Consulting Company

    • Business Consulting
    • $50,000 to $199,999
    • June 2021 - Mar. 2022
    5.0
    Quality
    5.0
    Schedule
    4.5
    Cost
    5.0
    Willing to Refer
    5.0

    "Carver Peterson Consulting instilled the discipline needed in sales forecasting and reporting to drive performance."

    Mar 24, 2022

    Carver Peterson Consulting provided business services for a development consulting company. The team conducted data analysis, end clients and internal stakeholders interviews, six-month training, and more.

    Consulting Services for Settlement Solution Provider

    • Business Consulting Cloud Consulting & SI IT Strategy Consulting
    • $50,000 to $199,999
    • May 2021 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Their capacity to implement solutions and provide insights that improve our sales process is our main KPI."

    Jan 21, 2022

    A settlement provider has tasked Carver Peterson Consulting with optimizing their sales process. They examined the client's existing process and documentation to improve their meetings and information channels.

    Business Consulting for Preventative Maintenance Company

    • Business Consulting
    • $50,000 to $199,999
    • Mar. 2021 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    4.5
    Willing to Refer
    5.0

    "Carver Peterson is very systematic and process-driven."

    Jan 13, 2022

    Carver Peterson Consulting helped a preventative maintenance company streamline their sales process. The team created a template that allowed the client to profile customers and monitor results on a weekly basis.

    Business Services for Consulting Firm

    • Business Consulting
    • $50,000 to $199,999
    • July - Dec. 2021
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They do what they say, and they set clear expectations."

    Dec 15, 2021

    Carver Peterson Consulting has provided business services for a consulting firm. The team is tasked with analyzing the client's sales processes in order to improve their company's growth.

    Business Consulting for Wellness Company

    • Business Consulting
    • $200,000 to $999,999
    • Sep. 2016 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They genuinely care about our business and that is reflected in the work they do and how they do it."

    Dec 2, 2021

    Carver Peterson Consulting provides business consulting services for a wellness company. The team has built the client's playbook that streamlines their sales process and structure.

    Digital Marketing for Technology Solutions Provider

    • Business Consulting
    • $10,000 to $49,999
    • Jan. 2020 - Jan. 2021
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They were extremely thorough."

    May 14, 2021

    Carver Peterson Consulting provided Revenue Lifecycle Assessment for an IT services company. They were tasked with revamping and analyzing the company's sales process to enhance the business performance. 

    Business Services for Automotive Company

    • Business Consulting
    • $50,000 to $199,999
    • Nov. 2018 - June 2019
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "I was impressed with their truly holistic approach."

    Mar 29, 2021

    Carver Peterson Consulting provided business consulting services for an automotive company, restructuring the client's sales team and their processes. Mainly, they advised sales and overall management.

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