Your Journey to Sales Excellence

Our Phased Approach

At BDA, we believe in a structured, phased approach to ensure that our clients receive comprehensive, actionable, and effective strategies tailored to their unique needs. Here’s what you can expect when you embark on this transformative journey with us:

Phase 1: Assess & Analyze

Understanding the Current Landscape

  • Marketing & Sales Collaterals Review: We delve deep into your existing materials to understand your current messaging and positioning.

  • Communication Style Assessment: We evaluate your tone of voice, content, and overall communication strategy to ensure alignment with your brand and audience.

  • Sales Methodology Examination: A deep dive into your sales approach to identify areas of improvement.

  • CRM Analysis: We review win-loss records, contact levels, and overall CRM health to understand your sales process's effectiveness.

  • Audience Survey: Gathering insights directly from your target audience to understand their preferences, behaviors, and needs (100 respondents).

  • Competitive Analysis: We'll assess your competitors, their strengths, and weaknesses to identify gaps and opportunities in the market.

  • Market Positioning: Understanding where you currently stand in the market and identifying areas for strategic positioning.

Phase 2: Recommend

Crafting a Tailored Strategy for Success

  • Sales Efficiency Strategy: We provide actionable strategies to streamline your sales process, ensuring you achieve efficiency at every step.

  • Winning Deals Faster: Our recommendations will focus on speeding up deal closures and increasing conversion rates.

  • Customer Engagement Strategy: We'll show you how to connect and engage with customers effectively, ensuring lasting relationships.

  • CRM Clean-Up Strategy: Recommendations to maintain a clean and efficient CRM, ensuring data accuracy and usability.

  • From Prospect to Closure: We'll close the loop, ensuring a seamless journey from identifying a qualified prospect to closing the deal.

  • Personas & Audience Targeting: We'll help you define and understand your ideal customer profiles, ensuring your marketing and sales efforts are laser-focused.

  • Competitive Strategy: Based on our competitive analysis, we'll craft a strategy that positions you ahead of your competitors in the market.

Phase 3: Implement

Bringing the Strategy to Life

  • One-on-One Sales Training: Personalized training sessions to equip your sales team with the skills and knowledge they need to excel.

  • CRM Data Clean-Up: We'll help you declutter your CRM, ensuring it's optimized for efficiency and accuracy. If you don’t have a CRM, we will help you to choose the right technology, at the right price for you.

  • Sales Process in CRM: Implementing a streamlined sales process within your CRM to ensure consistency and effectiveness.

  • Rewriting Collaterals: We'll help you craft marketing and sales materials that resonate, incorporating a unique selling proposition that sets you apart.

  • Articulating Value & Positioning: We'll help you clearly articulate your value proposition, ensuring you stand out in a crowded marketplace with a differentiated positioning.

  • Sales Methodology Implementation: Adopting and integrating the most effective sales methodologies tailored to your business needs.

Our approach ensures that every aspect of your Sales Strategy is addressed, optimized, and aligned with your business goals.


Don’t let opportunity slip through your fingers.

Strive for Success

Our partnership with you goes beyond suggestions. It’s about hands-on implementation, rigorous monitoring, and iterative refining. We're not just advisors but partners in your journey towards sales excellence.

“At Columbia University, I worked with BDA’s founder, Julie. She has always struck me as perceptive, thoughtful, reliable, and trustworthy. Over time I have learned that she also gets things done. Her wide professional experience has produced someone of great know-how and savvy, accompanied by sound judgment and knowledge of people and business trends.”

Tim Wood Powell, president at The Knowledge Agency & Author of “The knowledge value chain” “The value of knowledge

Receive a free assessment.

Send us your contact details and receive a free assessment that includes 2 areas for improvement. This will give you an idea of how the level of results we can achieve by working together.