Start Here: The Sales Discovery Engagement

Before strategy comes clarity. The Sales Discovery Engagement is a standalone, low-cost first step that gives you — and us — a complete picture of where your sales operation stands today, where the gaps are, and what it will take to get where you want to go.

This is not a sales pitch. It's a working session that delivers real value regardless of what comes next.

What's Included:

• In-depth Sales Agility Assessment

• Discovery meeting to review findings and priorities

• 3 year, 1 year, quarterly, and monthly goal framework

• CRM and data audit

• KPI baseline assessment

• A clear recommendation for the right engagement framework for your business

The outcome: Complete clarity on your sales operation — and a roadmap that tells you exactly what needs to happen next.

Sales Builder For the owner-led business ready to build its sales foundation

You've built a real business — mostly on the strength of your own relationships and hustle. Now you're ready to grow beyond what you can personally carry. The Sales Builder Framework is designed for smaller, owner or founder-led organizations that need to build the sales infrastructure to grow revenue more effectively — and get ready to bring in their first dedicated sales resource.

This is where the foundation gets built right — so everything you add on top of it actually works.

What We Build Together:

• Sales strategy aligned to your growth goals

• Core sales infrastructure and process

• CRM setup, data structure, and KPI framework

• Coaching and accountability for the owner/founder

• Hiring profile and readiness plan for your first sales resource

• Ongoing sales leadership as your team grows

You're a fit for Sales Builder if:

• You are still the primary driver of new revenue

• You don't have a formal sales process in place

• You're ready to hire your first salesperson but want to build the foundation first

• You want a partner who can grow with you from the ground up

Sales Growth For the established business that has outgrown its current sales operation

Your business has grown — but your sales operation hasn't kept pace. You may have a team in place, maybe even a sales leader at some point, but the process isn't there, the results aren't consistent, and you're still the one making things happen. The Sales Growth Framework is built for more mature businesses where the owner is still trapped in the sales organization and needs a partner who can lead the team while building the infrastructure at the same time.

This is hands-on, in-the-trenches sales leadership combined with systematic infrastructure development — for businesses that can't afford to slow down while they fix what's broken.

What We Build Together:

• Comprehensive sales strategy and market approach

• Sales infrastructure, process, and playbook development

• Active sales team leadership and management

• CRM optimization, pipeline management, and KPI dashboards

• Individual rep coaching and performance frameworks

• Transition plan to internal sales leadership

You're a fit for Sales Growth if:

• You have a sales team but inconsistent results

• The owner is still closing most of the significant deals

• You've had sales leadership before but lacked the process to support it

• You need someone who can lead and build simultaneously

Sales Implementer For the scaling business with sales leadership already in place

You have a sales leader. You have a team. What you need is a proven framework, an outside perspective, and a partner who holds everyone — including leadership — accountable to the right goals.

The Sales Implementer Framework is modeled after the Sales Xceleration methodology and will feel familiar to business owners who have worked within the EOS/Traction model. Think of Buffalo Mountain as your dedicated Sales Implementer — working on a quarterly cadence to set goals, facilitate execution, and make sure your sales organization is focused on the right priorities at every stage of growth.

This is strategic sales leadership from the outside — without the cost or complexity of adding to your leadership team.

What's Included:

• Quarterly goal setting and sales planning sessions

• Monthly facilitation and accountability reviews

• Sales strategy development and refinement

• KPI framework, pipeline metrics, and performance dashboards

• CRM structure and data integrity oversight

• Sales leader coaching and development

• Powered by the Sales Xceleration proven methodology

You're a fit for Sales Implementer if:

• You have a sales leader and team in place

• You want outside accountability and strategic perspective

• You're scaling and need a proven framework to guide growth

• You're familiar with EOS and want that same discipline applied to your sales organization