Scott Cowley

Building a SALES team. Most people miss what sales actually is and that it is hard to find good sales talent, it's expensive to pay them and then they wonder why cutting corners on either of the above means they missed their goals. I can help if you need support with team structure (eg pods, territories or a free for all), team composition (eg reps, SDRs, BDMs or onboarding) and the order to build it.

Having worked in the customer success world since 2020 I have seen a lot of ways to spin up a CS team quickly, scale the team and also how to successfully fail at both of those things. The two main goals for CS I can speak to are: "Automation and efficiency" and "Day 1 Customer Success".

You have an idea or a product and now what? As long as your GTM will involve a sales component (ie the monthly cost will be over $600 or annual cost over $5000) I can help with what to do before going to marketing, how to revise and reverse a sinking sales-led GTM and what to do when it's working but you aren't sure what next.

Productised service businesses have the standard agency problems but with a natural inbuilt scalability. This problems are either people, process or pipeline based. I help people MOST with the pipeline problem BUT I just love productised businesses as they combine the way I like to do business - they're a high value product, with potentially long retention, in the services space. What's not to love?

Quick clarifier - sales means growth via 1-1 conversations. If you've made it this far in my profile and are thinking anything other than "This guy likes sales" - please let me know so I can update the profile. Sales is my passion as it's often the key determination for a business succeeding or failing - would 1k, 10k or 100k more next month make your life much much easier? Sales is the fastest way to get it, and that's what I do above all else.

Close is great for a specific use case. If you're looking for something simple, for a small sales team, and you don't want to get bogged down in all the bells and whistles then Close might be for you. Personal I find it limiting once you have more than 2 people selling or if you want to add automation of any kind, plus the reporting must be exported. All in all I know a lot of people very happy with Close and I work with it often with clients.

I have been using Convertkit in my own business since 2019 and have experience with forms, landing pages and subscribers. Highly recommend their webinars.

Hubspot CRM is POWERFUL, but can be expensive and the reporting is limited. I ONLY know about hubspot as a CRM and do not use the email marketing features. Happy to chat about workflows, sequences and all rough automation.

I have worked with intercom to automate onboarding and create a robust upsell process from freemium to paid user. I especially enjoy building webhook based triggers for additional support to automate the upsell process

Having worked as both a rep and a manager within the salesforce ecosystem I can provide insight into the best set up and also help build robust reporting.

Trello has been one of my go to's for many years, it's simple yet insanely powerful. The free version is ok, but the paid version is AMAZING, repeating cards, auto updating tasks and the beautiful kanban style layout make Trello one of the top productivity to-do list apps going.