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Retention Policy of The Sales Doctor

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From Transactional to Consultative Sales

Turning Customer Service into a Proactive Sales Engine

Turning Customer Service into a Proactive Sales Engine

Client: B2B Tech Reseller

Focus: Sales Training & Coaching | Questioning Skills | Objection Handling


We transformed a transactional sales team into confident, consultative sellers by shifting their approach to discovery. Resulting in Increased win rates, stronger client relationships, and higher deal values.


The Challenge

Sales conversations 

Client: B2B Tech Reseller

Focus: Sales Training & Coaching | Questioning Skills | Objection Handling


We transformed a transactional sales team into confident, consultative sellers by shifting their approach to discovery. Resulting in Increased win rates, stronger client relationships, and higher deal values.


The Challenge

Sales conversations were shallow and reactive, with reps focused on quoting rather than qualifying or understanding client needs.


The Solution

  • Delivered group workshops on consultative selling, questioning techniques, and overcoming objections
  • Introduced ongoing 1:1 coaching sessions to embed learning and tailor support to individual reps


The Results

  • 27% increase in win rates
  • Reps gained confidence in handling objections
  • Deal quality and average order value improved

Three men working at computers in a modern office, one wearing a headset and smiling.

Turning Customer Service into a Proactive Sales Engine

Turning Customer Service into a Proactive Sales Engine

Turning Customer Service into a Proactive Sales Engine

Client: National Industrial Supplier

Focus: Outbound Sales | Upselling | Coaching | KPI Dashboards


We helped a reactive customer service team evolve into a proactive outbound sales unit. By providing training, coaching, and accountability tools, they began reactivating past clients and growing existing accounts.


The Challenge

The team was onl

Client: National Industrial Supplier

Focus: Outbound Sales | Upselling | Coaching | KPI Dashboards


We helped a reactive customer service team evolve into a proactive outbound sales unit. By providing training, coaching, and accountability tools, they began reactivating past clients and growing existing accounts.


The Challenge

The team was only responding to inbound quote requests, missing major opportunities to generate revenue through outbound activity.


The Solution

  • Ran two dynamic workshops on outbound selling and client growth
  • Delivered weekly individual coaching sessions
  • Introduced a weekly pipeline review cadence
  • Built a custom single-page dashboard to track activity and performance


The Results

200% increase in outbound calls

32% boost in monthly upsell revenue

Shift from passive service to active sales mindset

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Solving Retention by Fixing Recruitment

Solving Retention by Fixing Recruitment

Solving Retention by Fixing Recruitment

Client: Growing SaaS Company

Focus: Recruitment Process Design | Role Clarity | Onboarding Strategy


What appeared to be a retention issue turned out to be a recruitment problem. We helped the company refine their hiring approach and onboarding programme, dramatically improving the quality and longevity of new hires.


The Challenge

Frequent tur

Client: Growing SaaS Company

Focus: Recruitment Process Design | Role Clarity | Onboarding Strategy


What appeared to be a retention issue turned out to be a recruitment problem. We helped the company refine their hiring approach and onboarding programme, dramatically improving the quality and longevity of new hires.


The Challenge

Frequent turnover in the sales team was blamed on retention, but the root issue was a lack of clarity in hiring and poor candidate fit.


The Solution

  • Defined clear role requirements and ideal candidate profiles
  • Designed a structured interview process with scorecards
  • Built a robust onboarding plan focused on early ramp-up and retention


The Results

  • 6 month attrition dropped from 47% to 0%
  • Stronger team cohesion and cultural fit
  • Faster ramp-up and improved new hire performance

Confident young woman smiling with arms crossed in a bright office.

Supporting a First-Time Sales Manager

Solving Retention by Fixing Recruitment

Solving Retention by Fixing Recruitment

Client: Mid-Market Manufacturing Firm

Focus: Sales Leadership Development | Mentoring | Management Skills


We mentored a newly promoted sales manager transitioning from top seller to team leader. Through foundational leadership coaching and ongoing problem-solving, she developed the confidence and structure to lead effectively.


The Challenge

A

Client: Mid-Market Manufacturing Firm

Focus: Sales Leadership Development | Mentoring | Management Skills


We mentored a newly promoted sales manager transitioning from top seller to team leader. Through foundational leadership coaching and ongoing problem-solving, she developed the confidence and structure to lead effectively.


The Challenge

An outstanding sales rep was promoted into management without prior leadership experience and needed structured support.


The Solution

  • Developed a mentoring plan covering the basics of sales management:
    • Running effective 1:1s
    • Motivating teams
    • Performance management
    • Pipeline reviews
    • Delegation and time management
  • Held biweekly mentoring sessions to work through challenges in real-time


The Results

  • Smooth transition into leadership role
  • Improved team structure, performance, and morale
  • She is now mentoring others, building leadership depth in the business

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