Carver Peterson helps growth-minded leaders of B2B technical services firms 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:
Missed revenue targets (quarterly & annual)
Lack of repeatable, scalable process is impeding growth and predictable revenue
Outlier "peak" performer in a crowd of under-performers
Recent (or near future) turnover in the Sales Leaders role
Business Owner is the “Rainmaker" and is determined to build a traditional business development team (for the 1st time)
How we are unique & different
We are not traditional consultants. Our work is rooted in 20+ years of hands-on experience in sales and building, leading & managing large sales teams in Chicago, Boston & San Diego
We are not sales trainers. We don’t show up for a workshop, unload a bunch of information on our clients and walk away. We roll our sleeves up, partner with our clients and integrate what is uniquely them into our methodology & framework so that they can build and scale in an authentic and sustainable fashion
We are not an Interim VP of Sales. Long-term and sustainable success comes by equipping our clients to build their unique sales playbook and, ultimately, lead & manage their sales team, not by bringing in an outsider to run it
We are not a recruiting firm. A “butt-in-the-seat” won’t fix the problem. Building the right strategy, process and structure is the critical starting point
We develop your revenue compass to achieve sustainable growth and predictable revenue.
Carver Peterson Consulting's pricing ranges from $50,000 to $114,000 per project, with a focus on delivering high value through customized sales methodologies and consulting. Clients appreciate the quality of service and the impact on sales effectiveness, making their cost worthwhile.
Clients noted that Carver Peterson’s methodologies and playbooks were effective in onboarding and training new sales team members, leading to improved performance.
Expertise in Sales Process Improvement
Carver Peterson Consulting excels in refining and enhancing sales processes, as reported by multiple clients across various industries including medical devices, IT services, and real estate.
Positive Cultural Fit
Many clients felt that Carver Peterson's culture of collaboration and partnership was a good fit for their organizations, enhancing the overall effectiveness of the engagements.
Commitment to Client Success
The firm’s dedication to client success and their hands-on approach were frequently commended, with clients noting the tangible impact on their business growth and sales performance.
Overwhelming Pace at Times
Some clients mentioned that the rapid pace of the engagements could be overwhelming, indicating a need for better alignment on implementation timelines and support.
Impressive Customization and Agility
Carver Peterson's ability to customize solutions to fit specific client needs and their agile approach to project delivery were frequently noted as standout qualities.
"The way we qualify clients, handle leads, and generate business through outbound initiatives is incredible."
Jan 26, 2021
CEO, Solid Digital
Jesse McCabe
Verified
Other industries
Chicago, Illinois
11-50 Employees
Online Review
Verified
A digital marketing agency hired Carver Peterson Consulting to help them develop a sales strategy. The team has yielded a Revenue Lifecycle Assessment with continued implementation for longer client retention.
Carver Peterson Consulting coordinated well with the client, following up and following through on project details. Their work was treated as a good investment, as they have created a lasting impact on the company. The team's friendly and collaborative work culture were also held in high regard.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
Solid Digital is a web and digital marketing agency in Chicago, IL. I am the CEO, and my primary focus is on sales and marketing for our company.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Carver Peterson Consulting?
We have hired a couple of sales people in the past, but have not been able to create a strong process that would enable us to onboard, train, and create an effective way to do sales. Most of our business is through inbound leads or referrals. We were (and still are) trying to create a sales strategy which can be used to develop our business and be able to have more of a choice in who we bring on as clients.
What were your goals for this project?
Develop a sales process and strategy which could scale and be replicated to form a sales team.
SOLUTION
How did you select Carver Peterson Consulting?
I had been approached by a previous employee at Carver Peterson a couple of years ago. At the time, we had just hired a sales person and we were struggling to help her find success at our company. I set up a time to meet and do a whiteboard session with them, and in those 90 minutes I took so much away that opened my eyes to how behind we were. It literally changed the way we approached our prospects... However, we were not in a position to hire them to do the full consulting program, so it was about a year later that I reached out to engage with them.
Describe the project in detail.
Initially there was a lot of data gathering. They asked us for an analysis of all our existing clients, how long we've worked with them, how we acquired them, and who was the main point of contact within our organization. We also shared details about lost deals and why we thought the deals fell through. They interviewed our entire leadership team and discussed our delivery process, who we thought were "blue chip" clients (they're term for best-fit customers), and how we organized our offerings.
Once we were done with the discovery portion of their process they provided us with a full assessment they call their Revenue Lifecycle Assessment. It was over 200 pages of findings, strategies, and recommendations they had composed for us. It was amazing!!! I don't think I've ever seen something that was so accurate, thoughtful, and specific to how we could improve our business.
Upon delivery of the RLA it was up to us to continue to work with them to implement their suggestions. It did not take long for us to make the decision to do so. There's almost too much for me to list here, but overall we defined our Ideal Customer Profile, the steps in our sales process, and our metrics for success for the different sales roles in our organization.
Beyond that, we created ways to improve on-going relationships with clients to create longer cycles of retention. Bottom line: It was a game-changer for our company!!
What was the team composition?
We worked directly with Selena and Scott during the process. Selena was responsible for most of the day-to-day work and Scott was involved in our meetings. We broke up our team into 3 groups: Owners, Leadership, and Sales Department. We all had different objectives and discussions around our own priorities.
RESULTS & FEEDBACK
Can you share any outcomes from the project that demonstrate progress or success?
We established a strong sales process that is now a big differentiator.
We defined our Ideal Customer Profile (and created a graphic to illustrate it)
Our close rate went from 56% to 80%
We started saying 'no' more often to customers that were not a good fit
We continue to work with them on an on-going basis
How effective was the workflow between your team and theirs?
Culturally speaking, we are a strong match. If you're an open organization that is willing to have tough conversations, see your flaws, and then execute on ideas -- they're going to be amazing. That's how it was for us. There is a lot of laughing, engaging debates, and excitement in every meeting.
What did you find most impressive about this company?
I have spent over a decade building this company. I did not think someone could come in in a span of a few months and be able to make such a significant impact to our organization. The way we qualify clients, handle leads, and generate business through outbound initiatives is incredible. The entire team has been blown away by their abilities and what they've done for us.
Are there any areas for improvement?
There are minor things that didn't hit the mark, but no one is perfect. Their experience and ideas were great -- I would not change a thing.
RATINGS
5.0
"A serious game changer to our organization."
Quality
5.0
Service & Deliverables
"AMAZING!!!!"
Schedule
4.5
On time / deadlines
"Selena kept us coordinated and they were always on top of follow-ups and follow-throughs. There were some late cancellations and delays."
Cost
5.0
Value / within estimates
"The cost seemed expensive at first, but when I saw how much work they put into it and what it did for our organization... it was such a good investme."
Willing to Refer
5.0
NPS
"I do all the time!
Sales Consulting for Medical Devices Co
Business Consulting
Business Process Management Consulting
$50,000 to $199,999
Jan. 2023 - Ongoing
4.5
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
"Their project management was timely yet flexible to our cadence."
Feb 2, 2024
CEO, Vonco Products
Keith Smith
Verified
Manufacturing
Trevor, Wisconsin
51-200 Employees
Online Review
Verified
A medical devices company has hired Carver Peterson Consulting for sales consulting services. The team helps the client improve their sales process through coaching on best practices.
Carver Peterson Consulting has helped the client gain more trials. Carver Peterson Consulting's team is timely, flexible, and adaptive to the client's needs. The client praises how the team lives by what they teach.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of Vonco Products Describe what your company does in a single sentence.
We are a contract manufacturer of single-use and disposable biopharma and medical devices, barrier and sterile packaging, spouted pouches, contract packaging and sterilization.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Carver Peterson Consulting to accomplish?
Improve and define sales process
Assess effectiveness of sales team
Increase win ratios
SOLUTION
How did you find Carver Peterson Consulting?
Referral
Why did you select Carver Peterson Consulting over others?
Company values aligned
How many teammates from Carver Peterson Consulting were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Carver Peterson helped improve our sales process and brought best practices and coaching our sales team into Vonco.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Gain more trials.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Their project management was timely yet flexible to our cadence and ability to grasp/implement new tools.
What was your primary form of communication with Carver Peterson Consulting?
Virtual Meeting
What did you find most impressive or unique about this company?
They live what they teach.
Are there any areas for improvement or something Carver Peterson Consulting could have done differently?
We probably needed to get to individual development faster than we realized.
RATINGS
4.5
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
Showing 11-12 of
12 Reviews
Locations (1)
N81W4993 Sandhill TrailCedarburg, WI,
United States53012
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