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The Consultancy Growth Network

The ultimate sales playbook

Tuesday 23 April 2024


4pm – 5pm


Sales is the life blood of any consulting firm and how you approach sales matters. Winning or losing just one deal can make the difference between smashing target and needing to lay off staff. The unfortunate thing is that selling is often personality-led rather than process-led, and so firms have a high dependency on the charismatic owner when it comes to bringing in new business. In addition, if your ambition is to build value into your firm or create the space for the owner(s) to step back, then developing an organisation sales capability and infrastructure is fundamental. 

One client of SBR Consulting is quoted as saying; ‘80% of our revenue comes from the partners – we need to turn that on it’s head’. Sure enough, 18 months later and 80% of their revenue is coming from the team outside of the partner group. How was that achieved? Well, one core component was a top-notch sales playbook. 

What we will cover in this event 

  • What are the key components of a best practice sales play book – from sales process to how to research a prospect to how to leverage online sales tools 
  • Why it matters 
  • How you should go about building one  
  • What are some of the pitfalls 
  • Top tips when it comes to embedding the playbook within the organisation 
  • Some examples to help get you started  


Join Alan Morton, Managing Director at SBR Consulting, for this informative, tool-filled, template-heavy session! 

Our speaker

Alan Morton

Alan is Managing Director at SBR Consulting, the specialist sales performance consultancy. Alan works closely with organisations helping them to drive revenues, improve productivity and develop high performance sales cultures and capabilities across all parts of their client facing teams.

Members don't need to register

You have already been invited to this event. Please find the invite in your calendar and accept to attend.