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Story & StoneAdvisory
Story & Stone Advisory

00/ Story & Stone Advisory

A focused intervention. A stronger sales operating rhythm.

Three ways to bring senior sales leadership closer to the work — based on the urgency, shape, and season of the business.

lisa@storyandstonecollective.com

Story & Stone Advisory

lisa@storyandstonecollective.com

01

Fractional Sales Leadership

Ongoing senior sales leadership for companies that need executive-level guidance and management without immediately hiring a full-time senior executive.

May include

Team leadership; pipeline management; forecasting; CRM discipline; strategic accounts; recruiting; coaching; performance management; PIP support; territory and compensation review; sales operating cadence.

  • A consistent sales operating cadence
  • Executive-level visibility into the pipeline
  • Hands-on support for the team and its leaders
  • A practical bridge toward the next stage of growth

02

Interim Sales Leadership

Short-term executive leadership during a vacancy, transition, acquisition, restructuring, or search for a permanent senior sales executive.

May include

Full sales-team leadership; pipeline ownership; forecasting; executive reporting; recruiting; team assessment; PIP and performance support; strategic account leadership; transition support for the permanent senior sales executive.

  • Continuity during a leadership vacancy
  • A clear view of team, pipeline, and priorities
  • Support for recruiting and transition
  • A steady hand through integration or restructuring

03

Sales Performance Diagnostic

A focused assessment of the sales organization, pipeline, CRM, forecasting, talent, strategic accounts, KPIs, compensation, and sales process.

Deliverable

Executive findings and a prioritized 30/60/90-day action plan.

  • Sales organization and leadership structure
  • Pipeline health, visibility, and conversion
  • CRM usage, data quality, and forecasting
  • Talent, performance, and strategic account review

Optional / as needed

Industry & Association Representation

Optional representation for trade shows, conventions, association events, customer meetings, prospect meetings, and strategic account engagement. Event attendance is separately scoped unless explicitly included in an engagement.

May include

  • Trade shows
  • Conventions
  • Association events
  • Customer meetings
  • Prospect meetings
  • Strategic account engagement
  • Pre-event planning
  • Account targeting
  • Meeting scheduling
  • Post-event follow-up strategy

04/ Not sure where to start?

The first conversation usually makes the right next step clearer.

lisa@storyandstonecollective.com