Engagements

Sales services built to win

Every engagement starts with the fundamentals and ends with accountability. Choose the entry point that fits your stage. Most clients begin with Sales Recon and grow from there.

The Path

Diagnose, then build

You don't have to commit to a full engagement to get value. Start with a baseline, see the plan, then decide how far to go.

01

Assess

A structured diagnostic of your pipeline, process, people, and data, so decisions are grounded in reality, not guesswork.

02

Build

Install the strategy, systems, and habits: targets, territories, playbooks, cadences, and the accountability to sustain them.

03

Elevate

Coach the team in real deals, develop future leaders, and hand off a self-sustaining, predictable revenue engine.

Entry · Diagnostic

Sales Recon

A clear-eyed baseline of where your sales organization stands today.

A clear-eyed look at what is working, what is broken, and where the biggest opportunities are hiding, delivered as a prioritized plan you can act on with or without further engagement.

  • Sales process audit: pipeline stages, conversion rates, cycle times
  • CRM and data hygiene review
  • Rep-level performance and competitive positioning analysis
  • Customer journey mapping from first touch to close
  • Compensation and territory sanity check
Deliverable: A prioritized action plan with benchmarks and a roadmap for next steps.
Ideal for: Teams unsure where to start, or new leadership wanting a baseline.
Core · Team Training

Sales Boot Camp

An intensive 8-week program that installs repeatable habits.

A time-bound program designed to elevate the whole team's skills and build processes the team can sustain on its own, grounded in fundamentals, not fads.

  • Weekly sessions: prospecting, discovery, objection handling, closing
  • Role-play and call-review workshops
  • Customized playbooks and scripts for your product and market
  • Individual coaching check-ins with KPI tracking
  • A graduation scorecard measuring skill and metric gains
Deliverable: A trained team with documented processes and improved metrics.
Ideal for: Teams with potential but inconsistent execution, or fast headcount growth.
Core · Player-Coach

Embedded Ops

We work alongside your team, not just advise it.

Real-time participation in deals, calls, and daily operations, so the lift is immediate and the knowledge stays in the building after the engagement ends.

  • Pipeline reviews and deal strategy sessions
  • Joining live calls to model best practices
  • Real-time coaching and process optimization as issues surface
  • Hiring support and interview participation when needed
  • Manager coaching so your leaders can carry it forward
Deliverable: Immediate performance lift plus knowledge transfer that sticks.
Ideal for: Teams that learn by doing, or orgs without strong sales management.
Premium · Fractional Leadership

Sales Command

Executive sales leadership without the full-time salary and equity.

A fractional VP of Sales who sets the strategy, runs the team, and builds the infrastructure that drives predictable revenue, accountable to the number from day one.

  • Strategic planning: annual targets, territory design, comp plans
  • Team leadership, accountability, and performance management
  • Board and investor reporting on sales performance
  • Cross-functional alignment across marketing, product, and CS
  • Recruiting, onboarding, and ramp systems for new reps
Deliverable: A functioning, accountable sales organization built to perform.
Ideal for: Companies ready to scale who need a proven sales executive in the seat, owning the number, building the machine, and driving outsized growth without a full-time hire.
Contact

Not sure which fits?

Most engagements start with a conversation and a diagnostic. Book a call and we'll find the right entry point for your team.

Book a Call
Emaildavid@citadelrevenuegroup.com
Phone949.344.6700
Based InDallas–Fort Worth Metroplex