Distribution Businesses
- Industry: Building & Construction Materials (B2B + B2C)
- Engagement Type: Sales Transformation Program (3–5 months)
The Project Outcomes
Within ~3 months:
- 15–20% month-on-month sales improvement (on track)
- Collections discipline improved significantly
- Sales team began taking ownership
- Reduced owner involvement in daily decisions
The business moved from survival mode to clear growth planning, with a visible yearly trajectory.
The Situation
Sales existed, but growth felt fragile.
The owner’s biggest concerns were:
- High sales variability across months
- Weak sales discipline
- Delayed collections
- Manual tracking using paper and spreadsheets
Collections were handled separately by accounts, with limited accountability from sales — increasing the risk of bad debts.
The Core Challenges
- No structured sales organisation
- Manual field tracking
- Poor visibility into receivables
- Owner dependency for escalations
- Growing financial risk due to delayed collections
What We Did
We rebuilt the sales engine from the ground up, focusing on structure and automation.
Sales Visibility
- CRM for sales & collections
- Customer-level receivables tracking
- Owner dashboards for sales & collections
- Weekly performance reporting
Sales Capability
- Role clarity & accountability design
- Hiring & onboarding frameworks
- Sales discipline training
- Performance scorecards
Sales Conversion
- Customer segmentation for collections strategy
- AI-driven follow-up workflows
- Automated WhatsApp & SMS reminders
- Field sales activity tracking
- Clear ownership of collections follow-ups
Why This Matters
This case shows how automation and accountability can stabilise cash flow and unlock growth — even with a small team.
These engagements share one thing in common:
Real tools,
Real adoption,
Real outcomes.
Not Sure Where to Start your Sales Growth Journey?
We’ve created a 5-minute Sales Capability Assessment for family businesses.
It helps you understand:
- Clear view of your sales organisation
- Key improvement areas
- Step-by-step guidance on what to fix first
- Clear view of your sales organisation
- Key improvement areas
- Step-by-step guidance on what to fix first
No spam. No sales pitch. Just clarity.