E-STRATEGY ●

Managed Sales Operations

End-to-End Managed Sales Operations

People. Systems. Management. Accountability.

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The Operating Function

Talent Acquisition & Vetting

  • Recruit and screen qualified representatives
  • Maintain staffing coverage
  • Manage replacements as needed

Onboarding & Training

  • Offer training
  • Script training
  • Objection handling
  • CRM and call-flow training
  • Roleplays before live calling

Customized Tools & Systems Setup

  • Lead queues
  • Statuses
  • Tracking
  • Dashboards
  • Reporting
  • Follow-up rules

Daily Operations Management

  • Attendance
  • Schedules
  • Productivity
  • Appointments
  • Confirmations
  • Reschedules
  • Cancellations
  • Operational coordination

Coaching, QA & Performance

  • Call monitoring
  • Coaching
  • Quality checks
  • KPI reviews
  • Corrective actions

HR, Payroll & Administration

  • Onboarding documents
  • Timekeeping
  • Payroll
  • HR concerns
  • Staffing changes

Reporting & Governance

  • Weekly reporting
  • Performance reviews
  • Client alignment
  • Issue escalation

Continuous Improvement & Scale

  • Refine targeting
  • Improve messaging
  • Standardize best practices
  • Adjust staffing
  • Scale across branches or markets

Transparent. Measurable. Auditable.

Every Number Cross-Checked

Independent systems cross-check one another.

TeamLogger

  • Time and attendance
  • Breaks
  • Idle time
  • Screenshots
  • Work patterns

RingCentral

  • Call volume
  • Call duration
  • Direction
  • Call outcomes
  • Recordings

HubSpot CRM

  • Logged activity
  • Tasks
  • Pipeline movement
  • Ownership
  • Deal stages
  • Follow-up status

Live Performance Tracker

  • Appointments
  • Targets
  • Actual results
  • Status
  • Trends
  • Leaderboard

Let’s Build a Managed Growth Program for Your Business

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