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
$ 1,800
/ 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
$ 5,500

Staff interviews and observation.

Detailed results from the Assessment

Prioritized Actions to Improve

Strategy and Solutions

Our Full-Service Offering
$ 8,500
/ month

Includes Sales Reality Check

Fractional COO Level Staff and Support

Typically a 6 month engagement