13 min read
Why Your Business Needs a B2B Sales Consultant Now
Jeremy Wayne Howell
:
Jan 5, 2026 9:41:23 AM
The Hidden Reason Your Sales Engine is Sputtering
B2B sales consulting is a strategic service where experienced sales experts diagnose systemic issues in your sales process, strategy, and team performance, then build a data-driven, repeatable system to drive predictable revenue growth—addressing root causes rather than surface-level symptoms.
What B2B Sales Consultants Do:
- Audit your sales funnel, process, and pipeline to uncover inefficiencies
- Develop buyer-centric sales strategies and playbooks
- Align sales and marketing around shared goals and metrics
- Implement sales enablement systems and technology
- Coach teams to adopt new methodologies and improve performance
- Build forecasting accuracy and pipeline visibility
Common Results:
- 1.5x pipeline growth through improved lead qualification and sales-marketing alignment
- 5-10% increase in win rates through structured selling processes
- Shortened sales cycles via better findy and buyer engagement
- Higher quota attainment (addressing the reality that only 53% of reps typically make quota)
Here's what's probably happening in your business right now:
Your team is working hard. Marketing is generating leads. Sales is making calls. But the numbers aren't moving the way they should.
Deals stall in the pipeline for reasons no one can quite explain. Your sales cycle keeps getting longer. Win rates are flat or declining. And when you ask why, you get conflicting answers from sales and marketing—each blaming the other.
You've tried training programs. You've invested in new tools. You've hired "proven" sales leaders. But nothing seems to stick. The problems keep coming back, just wearing different masks.
This isn't a people problem. It's a systems problem.
Most companies treat sales challenges like isolated incidents—a bad quarter, a weak rep, a competitor's new feature. So they apply isolated fixes: a new CRM, a motivational workshop, a revised comp plan.
But these are symptoms, not diseases. And treating symptoms never cures the underlying condition.
The real issue is deeper. Your sales motion doesn't match how buyers actually make decisions. Your process creates friction instead of momentum. Your team lacks a clear, repeatable framework that accounts for the psychology of modern B2B buying—where buyers self-educate for months, buying committees involve 6-10 stakeholders, and "no decision" kills more deals than your competitors ever will.
B2B sales consulting exists to diagnose what's actually broken and rebuild your revenue system from the ground up—not with generic playbooks, but with a strategy designed around your buyers, your business model, and the behavioral realities of how trust and certainty get built in complex sales environments.
This isn't about working harder. It's about working on the right things, in the right order, with a clear understanding of what drives buyer behavior and revenue predictability.

The Diagnosis: Are You Treating Symptoms or the Disease?
When we see flat or declining revenue, long sales cycles, low win rates, or inaccurate forecasting, it's easy to point fingers or assume it's just a "bad quarter." But these are often just symptoms of a deeper, systemic misalignment between your sales motion and your buyer's psychology. The complex B2B environment, with buyers self-educating longer and sales cycles involving multiple stakeholders, means that traditional approaches often fall short.
Consider the data: sales managers survive an average of just 18 months in their roles, sales reps only spend one-third of their time actually selling, and a staggering 53% of the salesforce misses their quota. These aren't isolated failures; they're indicators of deeply entrenched issues within the sales system itself. Even experienced CEOs can miss the early indicators of a misfiring sales strategy because they're too close to the day-to-day operations.
We understand that bringing in a B2B sales consultant isn't about adding another layer of oversight; it's about gaining a proven sales operator who can diagnose what's truly holding you back. When sales blames marketing and vice versa, it usually stems from misaligned goals, buyer personas, or inconsistent go-to-market execution. This isn't just about fixing one thing—it's about fixing the entire system.
Signs You Have a Systemic Sales Problem
How do you know if you're treating symptoms rather than the disease? We see common warning signs emerge in organizations struggling with their sales performance:
- Your team consistently misses quota despite high activity. If your reps are busy but not hitting their numbers (remember, only 53% typically make quota), it suggests that their efforts aren't translating into results. It could be due to inefficient processes or a fundamental misunderstanding of buyer needs.
- Deals stall in the pipeline for unknown reasons. In today's complex B2B sales cycles, buyers are self-educating longer and involving more decision-makers. If deals frequently get stuck or lost to "no decision," it points to "certainty gaps" in your customer journey that your sales process isn't addressing.
- Marketing leads are dismissed as low quality by sales. This is a classic symptom of misalignment between sales and marketing, leaving significant revenue on the table. Without a shared understanding of the Ideal Customer Profile (ICP) and consistent messaging, leads will always be contentious.
- You have high rep turnover due to burnout or frustration. When sales reps spend only one-third of their time selling, and the rest on administrative tasks or chasing bad leads, burnout is inevitable. A broken system creates frustration, leading to high turnover and a perpetual cycle of hiring and training.
- Your sales cycle length is increasing, and close rates are dropping. If it's taking longer to close deals, and you're winning fewer of them, it's a clear sign that your sales process isn't adapting to modern buyer behavior. This impacts not just revenue, but also forecasting accuracy and team morale.
Why Traditional Sales Training and Internal Fixes Fall Short
Many companies attempt to fix these issues with traditional sales training or internal efforts. However, we've observed that these often fall short of creating lasting change. Why?
Firstly, traditional training tends to be tactical and "one-size-fits-all." It focuses on skills but rarely addresses the systemic issues that prevent those skills from being effectively applied. A workshop might teach a new closing technique, but if the underlying process is broken, that technique won't move the needle. True change requires embedding new methodologies seamlessly, moving beyond basic tool rollouts to ensure high adoption.
Secondly, internal efforts often struggle due to bias and a lack of objective perspective. GTM leaders face major competition for their time and attention, making it difficult for them to execute daily tasks while simultaneously staying informed about new ideas and strategies. It's hard to see the forest for the trees when you're deeply embedded in the daily grind. An external B2B sales consultant brings an unbiased view, unburdened by internal politics or pre-existing assumptions.
Moreover, simply implementing new tools without a clear strategy is like buying a fancy car without knowing how to drive. Most sales enablement programs focus on content and training, but a more integrated, data-driven approach is needed. Agencies offering static playbooks are less effective than those implementing predictive intelligence and real-time analytics. Attempting to force a "solution" that doesn't fit your business's unique needs will only create a speed bump, not a path to growth. Our experience shows that strategy without traction wastes both time and market opportunity.
The Cure: What a B2B Sales Consultant Actually Does
So, if traditional fixes aren't the answer, what is? A modern B2B sales consultant acts as a strategic partner who diagnoses and rebuilds your sales system based on behavioral insights, moving beyond generic advice to create lasting, predictable revenue. We don't just offer advice; we embed ourselves within your leadership team to diagnose what's holding you back and drive change from the inside.
Our approach is psychology-first, data-driven, and integrated, moving beyond traditional methods to focus on system design, behavioral insights, and operational execution. We believe that sustained revenue growth isn't achieved from a single tactic; it's realized from a synergistic combination of proven methods custom to your unique context. This means building a robust system, not just a temporary playbook, and aligning sales with your overall business objectives.
The Four Pillars of a High-Performing Sales System
At The Way How, we recognize that a truly high-performing sales engine is built upon four interconnected pillars: Strategy, Structure, Process, and People. Addressing only one in isolation is like trying to fix a wobbly table by cutting one leg shorter—it might seem like a solution, but it creates new problems.
- Strategy (The Plan): This pillar defines your direction. A good sales strategy gives your team clarity on what to focus on, who to target, and how to win. It's about connecting your revenue goals to actionable initiatives. This includes defining your Ideal Customer Profile (ICP), understanding market penetration, positioning your offerings, and developing high-converting messaging.
- Structure (The Organization): Your sales structure defines how your strategy gets executed. It determines who owns what, how work flows across roles, and where leadership needs to intervene. This pillar ensures that your team is organized in a way that supports your plan, accelerates decision-making, and provides visibility into field activities.
- Process (The Workflow): A reliable sales process defines what to do, when to do it, and how to measure progress across deals, reflecting real buying behavior. It's about optimizing workflows by simplifying, streamlining, and then automating. This encompasses everything from lead generation and qualification to deal progression and closing, ensuring a consistent, repeatable sales motion.
- People (The Talent): Sales problems are often people problems. This pillar focuses on hiring the right individuals, defining success criteria, and empowering managers with the tools to coach for performance. It's about building a strong sales team through effective hiring, training, and motivation, ensuring that your team has the skills and support to execute your strategy and process.
The Focus of Strategic B2B Sales Consulting
When we engage with a client, our focus is always on building a repeatable, scalable model that drives predictable revenue. This involves several specific areas:
- Sales process audit: We conduct end-to-end sales process and funnel audits to uncover inefficiencies, missed opportunities, and "certainty gaps" in the buyer's journey.
- Go-to-market strategy: We help develop high-impact go-to-market strategies that align with your overall business objectives, ensuring your sales approach complements your business model and accelerates outcomes.
- Sales playbook development: We build a comprehensive sales playbook that functions as a daily operating system for your sales team, guiding every interaction with clear buyer personas, custom messaging, qualification frameworks, and follow-up cadences.
- Sales enablement and process optimization: We improve sales enablement and training programs by embedding strategies into tools like Gong, Drift, and Salesloft for real-time insights. This includes optimizing workflows, simplifying processes, and then automating them to improve efficiency and effectiveness.
- Data-driven decision making: We implement a core set of KPIs tied to your business objectives and sales process, creating visibility and driving accountability. This also involves leveraging predictive intelligence and real-time analytics to keep sellers focused on the right opportunities.
- Revenue operations alignment: We optimize workflows, centralize data, and align revenue teams around actionable insights, creating a unified infrastructure for scalable, predictable growth. This ensures that sales, marketing, and customer success are all working towards shared goals.
By focusing on these areas, we help businesses achieve significant results, such as growing the pipeline by 1.5 times through improved lead acquisition and sales-marketing alignment, and increasing the opportunity win rate by only a few percentage points, which creates immediate, significant, and sustained revenue growth.
Building a Predictable Growth Engine: The Consulting Process
How does a B2B sales consultant actually work with a client to achieve these results? Our process is designed to bring clarity, build momentum, and ultimately deliver predictable revenue. It's a structured journey from diagnosis to sustainable growth, ensuring that every action is intentional and data-driven.
Step 1: Diagnosing the Gaps in Your Revenue System
Our first step is always to understand what's truly happening within your organization. This isn't about making assumptions; it's about uncovering the truth. We begin by:
- Auditing the sales funnel and analyzing sales data: We take a close look at your prospecting activity, pipeline, and sales trends. We scrutinize where deals are stalling, where opportunities are falling out, and whether your qualification criteria align with high-conversion behaviors. We also compare your data to industry benchmarks to identify areas of underperformance.
- Interviewing stakeholders: We engage with sales, marketing, leadership, and even customers to gain a comprehensive understanding of perspectives, pain points, and perceptions. This helps us uncover behavioral disconnects and internal friction.
- Identifying "certainty gaps" in the buyer's journey: We specialize in understanding human behavior and decision-making psychology. We diagnose where your buyers experience uncertainty, confusion, or a lack of trust, which often causes deals to stall.
- Uncovering process inefficiencies: We ask critical questions: Do handoffs between marketing and sales create lag or confusion? Are reps following a consistent, repeatable process—or creating their own? We believe that while salespeople can be great storytellers, numbers don't lie, and data, not emotions, should drive sales strategy and process development decisions. This diagnostic phase helps us see what's actually wrong, not just what people believe is wrong.
Step 2: Designing a Buyer-Centric Sales Strategy
Once we have a clear diagnosis, we move to designing a strategy that addresses the root causes of your challenges. This strategy is always buyer-centric, meaning it's built around how your customers actually want to buy, not just how you want to sell.
- Defining the Ideal Customer Profile (ICP) based on behavior: We go beyond demographics to understand the psychological triggers and behavioral patterns of your most valuable customers. This helps us define who to target and why.
- Developing messaging that addresses buyer problems: We create custom messaging frameworks that adapt to buyer signals, offering a structured yet flexible approach to outreach. This ensures your communication resonates deeply by focusing on understanding what the buyer is dealing with, where the problem is coming from, how it's affecting their business, and what outcome they're working toward. This "Gap Selling" approach emphasizes diagnosing first.
- Creating a sales process that mirrors the buying process: Your sales process should be a helpful guide for the buyer, not a hurdle. We design processes with clear inputs, buyer actions, and exit criteria that reflect real buying behavior, making it easier for customers to move forward.
- Aligning sales and marketing around a unified customer journey: We work to bridge the gap between sales and marketing, fostering a shared understanding of buyer personas, consistent messaging, and seamless handoffs. This ensures everyone is pulling in the same direction.
- Selecting a core set of KPIs that measure what matters: Rather than drowning your team in dashboards, we focus on selecting a core set of KPIs tied to your business objectives and sales process. These metrics create visibility, drive accountability, and give leadership the insight needed to make smart, timely decisions, focusing on pipeline velocity, conversion rates, average deal size, sales cycle length, win/loss reasons, activity-based metrics, and forecast accuracy.
Step 3: Enabling Your Team with Process and Technology
A brilliant strategy is useless without effective execution. This step focuses on empowering your team with the right processes and technology to bring the new strategy to life and ensure lasting adoption.
We emphasize a "process-first" approach. There's no sense in automating inefficient processes. We first simplify and streamline, then embed those optimized processes into your sales technologies.
| Process-First Approach | Risks of Tech-First Approach |
|---|---|
| Design the optimal process based on buyer behavior. | Automating existing, inefficient processes. |
| Identify the specific tools needed to support the process. | Investing in tools that don't fit your workflow. |
| Train teams on the why and how of the new methodology. | Low adoption rates because tools feel cumbersome. |
| Integrate tools seamlessly to reduce friction. | Data silos and fragmented applications. |
| Result: Efficient, buyer-centric, and adopted system. | Result: Expensive, underused tech stack, frustrated teams. |
- Sales process and technology stack audit: We assess your current CRM (e.g., HubSpot architecture), sales engagement platforms (like Gong, Drift, Salesloft), and other tools to identify redundancies, gaps, and opportunities for integration. We help you assemble a strategically designed Sales Tech Stack built on platform solutions, using fewer apps that do more things to decrease integration costs and consolidate data silos.
- Integrating process into technology: We ensure your new methodologies are seamlessly embedded into sales processes through targeted onboarding and real-time monitoring. This goes beyond basic tool rollouts to drive high adoption rates and consistent performance.
- Sales enablement content: We develop and organize sales enablement content that supports each stage of the buyer's journey, providing reps with the right resources at the right time.
- Building dashboards for real-time visibility and accountability: We integrate dashboards, BI reporting, and predictive tools to provide continuous visibility into team performance for sales leaders. This includes creating a 360-degree customer view, sales dashboards focused on essential KPIs, and predictive analytics to shift from hindsight to foresight.
- Driving adoption through targeted training and coaching: We don't just deliver training; we ensure it sticks. For example, methodologies like Gap Selling have shown remarkable results, with 98% of sales leaders believing the training helps hit goals, 93% saying reps use it every day, and 91% saying it exceeded expectations. We focus on training that translates predictive data into targeted outreach and deal-shaping strategies.
Finding the Right Guide: How to Choose a B2B Sales Consultant
Choosing a B2B sales consultant is a critical decision, not just a procurement exercise. You're looking for a partner, not just a vendor. We encourage you to look beyond a simple checklist of services and focus on the mindset and approach of the consultant. Here’s what we believe you should look for:
- Deep industry knowledge and experience: Seek out consultants with quantifiable experience in B2B sales, a proven track record of revenue growth, and deep knowledge of your industry's nuances. Our consultants, for instance, have an average tenure of 24 years of full-time selling experience.
- Cross-functional expertise: The best consultants understand that sales doesn't operate in a vacuum. Look for expertise that spans sales, marketing, and operations. This ensures a holistic approach that aligns your entire revenue engine.
- A strategic, systemic mindset: Avoid those who offer quick fixes or "cookie-cutter" advice. The right consultant will focus on diagnosing systemic issues and building sustainable systems, not just applying temporary tactics. They should evaluate their data-driven approach and make sure data, not emotions, drives their strategy and process development.
- Focus on human behavior and psychology: This is where we shine. As a psychology-first firm, we believe understanding buyer psychology, empathy, and decision-making processes is paramount. The right consultant will help you diagnose "certainty gaps" in the customer journey and design systems that build trust and momentum.
- A collaborative, "do it with you" approach: Look for a partner who embeds within your leadership team, working alongside you rather than simply delivering a report and walking away. Whether it's an advisory model, a co-creation "do it with me" approach, or a turnkey "do it for me" execution, collaboration is key to sustainable change.
Frequently Asked Questions about B2B Sales Consulting
How long does a typical B2B sales consulting engagement last?
The duration of a B2B sales consulting engagement can vary based on the scope and complexity of your challenges. While some project-based strategy overhauls might be shorter, building a truly customized, sustainable sales approach typically takes 6-12 months. This timeframe allows for thorough diagnosis, strategy co-creation, implementation, and most importantly, driving adoption and refining the new system. Our focus is on sustainable change, not quick fixes, ensuring the solutions we implement become ingrained in your company culture and processes.
What is the expected ROI of hiring a sales consultant?
The Return on Investment (ROI) from hiring a B2B sales consultant can be significant and multifaceted. We aim for measurable impact on key metrics, including:
- Accelerated Revenue Growth: Through optimized strategies and processes.
- Improved Lead Conversion: By aligning sales and marketing and refining qualification.
- Shortened Sales Cycles: Via better findy, qualification, and buyer engagement.
- Higher Quota Attainment: Addressing the fact that only 53% of reps typically make quota, we help increase this percentage. Training programs, for example, have shown 98% of sales leaders believe they help hit goals.
- Improved Forecasting and Pipeline Visibility: Leading to more predictable revenue.
- Increased Win Rates: Even a few percentage points increase in opportunity win rate creates immediate, significant, and sustained revenue growth. We've seen pipeline growth of 1.5x and win rates increase by 5%.
The ROI isn't just in the numbers; it's in avoiding costly hiring mistakes, building a scalable foundation, and establishing a predictable growth engine. We've helped over 504 tech companies grow sales by focusing on these outcomes.
How can B2B sales consulting help an early-stage startup?
For early-stage startups, B2B sales consulting is not a luxury, but often a necessity. With over 20% of startups failing in their first year and only 50% making it past five, establishing a strong sales foundation early is crucial. We help early-stage startups by:
- Building the first sales process from scratch: Founders often lead initial sales, but this isn't scalable. We help founders transition from "founder-led sales" to a formal, repeatable sales team and process.
- Avoiding common startup pitfalls: We help skip the uncertain period of developing sales processes, going directly to building growth-driving systems and preventing costly mistakes and lost time.
- Establishing a scalable foundation for growth: We help define hiring criteria, training programs, and the right tech stack, ensuring your sales efforts are built for long-term scalability.
- Accelerating time to market: Scaling companies turn to firms like ours when they get serious about growth, knowing that a customized sales approach can be built efficiently.
This guidance is especially vital for early-stage companies that need to build a strong sales team and generate predictable revenue quickly to secure further funding and achieve sustainable growth.
Conclusion: Stop Guessing and Start Growing
The recurring theme we've explored is clear: stalled growth in B2B sales isn't a random occurrence or a series of unfortunate events. It's almost always a systems problem, rooted in a misalignment between your sales motion and the psychological realities of your buyers. Treating symptoms with isolated fixes is a recipe for continued frustration and missed opportunities.
B2B sales consulting provides the critical diagnosis, the strategic blueprint, and the operational execution needed to rebuild your revenue system. It's about moving beyond guesswork to a place of clarity and predictability. At The Way How, our psychology-first approach means we don't just look at what's broken; we understand why it's broken, identifying certainty gaps in the customer journey and designing systems that build trust, momentum, and ultimately, predictable revenue.
It's time to stop chasing tactics and start building a robust, buyer-centric sales engine. Let us help you move from chaos to clarity.
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