Gain Efficiency
Identify and Address Gaps
Tighten Processes
Calibrate Your Teams
BetTer Tools
The Right CRM
Integrated Technology
Sales Reality Check
Better Culture
Engaged
Innovative
Empowered
you’ve got a lot Going on
We Can Help
We work quickly and communicate directly. We aren’t teddy bear consultants who fill you with warm fuzzies; we call the baby ugly. We challenge our clients, ask questions that you might not have thought about, and then we help you find a solution unique to your team’s needs.
The more No’s you have to the answers below, the more you probably need to get some help!
communication
Are you delivering clear expectations to your team?
Are you effectively interacting with your customers and prospects?
Is your team’s communication timely and effective?
Training
How are you conducting virtual training ?
Are your managers prepared to operate in this adjusted culture?
Are you providing skilling-up opportunities to your staff?
CULTURE
Is your team on the same page about your operational vision?
Does your employee behavior match your vision?
Is your team really engaged?
tools
Is your sales process optimized?
Do you have reporting that is actionable?
Is your team actually using your CRM?
What are the next steps?
When you’re ready, we’re ready.
Our approach is catered to your company’s unique needs. Here’s how we’ll get to know your team’s situation and begin addressing the most time-sensitive, performance-driving logistical issues you may be facing:
Discovery and Expectations
We’ll start out with an Alignment Call to review your present processes, team dynamics, and operational structure. You’ll be assigned a project member from our team depending on the expertise most critical to your performance. They’ll be your point of contact, but you’ll receive guidance from the entire Grab a Cloud team as we work together.
Communication, Tools and Processes
Soon after the Alignment Call, we’ll establish internal and external messaging services for your team. Our expertise in various communication platforms means we’ll pick the technology best suited to your industry and goals. Reporting, Dashboards, and Metrics will be adjusted so that your managers can focus on employee performance and productivity.
Monitoring and Adjustments
After we’ve identified and implemented the best technology platforms and processes for your team, we’ll continue to oversee your transition to your improved operations model, adjusting our strategy as your needs change. We’ll facilitate virtual meetings with your management team to ensure everyone’s concerns are heard, and to help them navigate their changing roles as team leaders.
Our Team
We’ve assembled a team of sales and operations professionals with decades of experiences working across various industries with clients of all sizes, from startups to Fortune 100 companies.
Luke Williams
Founder / Lead Consultant
David Snyder
Lead Consultant
Justin Rogers
Lear Project Manager / Client Services
Ariel Margolis
Lead Consultant
Ryan Getz
Senior Marketing Consultant
Vivian M. Snyder
Assistant Brand Manager / Consulting
Pricing
We’ll customize our pricing based on what you need us to do. Here are our packages for reference.
Just the CRM
Build, Implement & Train Staff
/ month
We Assess Your CRM Needs
We Recommend and Implement The Best Option
We Train Your Team
We specialize in HubSpot but work with most CRMs
Sales Reality Check
Assessment & Prescription
Staff interviews and observation.
Detailed results from the Assessment
Prioritized Actions to Improve
Strategy and Solutions
Our Full-Service Offering
/ month
Includes Sales Reality Check
Fractional COO Level Staff and Support
Typically a 6 month engagement