Sales process & playbooks
Make qualification judgement, proposal requirements and next-step decisions usable by the team.
Revenue Operations · B2B services
Build a sales process your team can run with less chasing from you.
Methodic Solutions helps founder-led B2B service businesses improve how opportunities move from enquiry to delivery handover. We diagnose the gaps and implement agreed improvements across your sales process and supporting systems.
- 01Enquiry & qualificationWho owns it? Is there a fit?
- 02Discovery & proposalWhat does the buyer need to decide?
- 03Follow-up & decisionWhat happens next, and when?
- 04Delivery handoverDoes the context reach the next person?
Illustrative flow. Qualification can also mean declining or deferring an opportunity.
When the process depends on you
The opportunities are there. Keeping them moving takes too much of you.
Follow-up varies. The CRM tells only part of the story. Your team needs context that lives in your head, and you keep stepping in to explain what happens next.
- 01You hold the context
- 02The team waits for input
- 03You step in to move it forward
- 04The knowledge stays with you
The next opportunity can bring the same questions back to you.
Some decisions should stay with the founder. The diagnostic examines where that involvement adds value and where clearer responsibilities or information could help the team act.
Start here · Paid standalone engagement
Revenue Systems Diagnostic
Know what to fix first, what already works and where progress depends unnecessarily on you.
We review one agreed sales motion through conversations with the people involved and recent opportunity records. The findings give you a practical basis for deciding where to invest next.
Discuss the DiagnosticScope, fee and schedule are agreed before work begins. Implementation is a separate decision.
- 01
A map of the current process
The relevant stages, ownership, information and handovers.
- 02
Evidence-backed findings
Material gaps and risks within scope, useful practices to preserve and uncertainties requiring attention.
- 03
A prioritised 90-day roadmap
Recommended actions, suggested owners, dependencies, indicative effort and ways to judge progress.
- 04
A working readout
Discuss the report and the next step, including whether implementation support is justified.
A useful report, whichever route you choose.
Implement internally, work with Methodic or choose another provider. There is no obligation to continue. The roadmap sets priorities for 90 days; it does not promise every change will be completed in that period.
Revenue Systems Design & Implementation
Turn the priorities into working improvements.
Agree the deliverables, capacity and success measures around the findings. Review changes in stages, test them against real work and give the team the training to use them.
CRM & opportunity visibility
Align stages, fields and useful reporting with how the business needs to sell.
Follow-up & handovers
Clarify responsibilities and transfer the context needed to act. Connect or automate where justified.
Testing & team adoption
Validate the changes and provide documentation, training and practical handover.
A common starting point
Ask the founder search for context decide the next step
The intended improvement
Named owner shared decision criteria recorded next action
This example is illustrative; your process is designed around your business and tested with your team.
The diagnostic determines the work programme. These are capabilities to scope, rather than a promise that every engagement includes every item.
What you gain
Relevant expertise. A defined commitment.
Methodic brings a connected view of people, process, information and technology to the work your revenue system needs.
Direct access to the practitioner
Work with Francois from investigation through the agreed implementation.
No full-time position to fund
Commission a defined engagement with agreed capacity, matched to your priorities.
Advice connected to delivery
Carry the findings into practical changes with the person who understands the context.
Less reliance on your memory
Give the team clearer responsibilities, accessible information and usable guidance.
A bounded first commitment
Use the diagnostic to make an informed next decision and experience the working relationship.
Knowledge retained by your team
Documentation and training accompany implementation, so the work can continue beyond the engagement.
Before we begin
A few practical questions.
Is this the right fit for our business?
The work is intended for founder-led B2B service businesses with active opportunities and friction in how they are qualified, progressed or handed over. Methodic does not run lead-generation campaigns or take over sales management.
Do we have to commit to implementation?
No. The paid diagnostic stands alone. You receive a report and prioritised roadmap you can use independently. Any implementation has its own agreed scope, fee and capacity.
Will we need a new CRM?
That depends on the findings. We establish process and information requirements first, preserve what works and recommend tool changes only where they are justified.
What involvement will you need from us?
A sponsor, access to relevant people and agreed records, and time to clarify and review the findings. Implementation also needs timely decisions and team participation in testing. We agree the requirements and schedule before starting.
How does remote collaboration work?
Francois works from Cape Town. We agree meeting overlap, communication expectations and a review cadence suited to your team. Remote walkthroughs, demonstrations and documented decisions keep the work visible.
Can the diagnostic fee be credited?
Depending on the implementation engagement, some or all of the fee may be credited against subsequent service invoices. Eligibility and the credit schedule are confirmed in writing; a credit is not automatic.
Start a conversation
Where is your sales process becoming harder to manage?
Email Francois with a short description of what is happening. A free introductory conversation will establish whether the paid diagnostic is the right next step.