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Sales training and coaching · Team foundations

Train the stage before the steepest drop, and train one behaviour at a time.

A funnel gap diagnostic counts the deals that entered each stage and the deals that moved on, finds the stage with the steepest drop, and picks the one behaviour at the stage before it that training should change. It ends with a forecast built from conversion arithmetic and a training objective with a number on it.

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

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In one paragraph

A funnel gap diagnostic counts the deals that entered each stage and the deals that moved on, finds the stage with the steepest drop, and picks the one behaviour at the stage before it that training should change. It ends with a forecast built from conversion arithmetic and a training objective with a number on it.

A distributor of electrical goods in Hyderabad decides the reps need negotiation training. A look at six months of deals shows that quotes sent turn into orders at a respectable rate. The drop is earlier: of the enquiries that were answered, only a fraction ever got a site visit. Negotiation training would have fixed nothing.

The diagnostic is a table. Pull the deals from the past three to six months out of the CRM or sheet, noting the furthest stage each one got to. For each stage, count how many entered, how many moved on, and the days spent there. The steepest drop shows where deals are lost. The training need lies at the stage before that drop, because that is where the rep did, or failed to do, what carried the buyer forward.

The sales head builds the table and the owner chooses the training topic. This page assumes your stages already have exit criteria, as described in the pipeline stage exit criteria page. Be consistent about GST: count every deal value excluding it, or every one including it, so rates do not move for accounting reasons.

Where this sits

Topic 5 of 8 in sales training and coaching: team foundations. The shared definitions a team needs before coaching.

If you want this done for you

Sales blames the leads, marketing blames the reps, and nobody has the data to settle it.

The work

What this is actually like.

  • “The biggest drop is not always the biggest problem”

    A steep drop between enquiry and first call may be a lead quality issue that no training fixes. Check what the leads were before you blame the reps. Compare drop rates by source, and treat a bad source as a marketing problem.

  • “Hope-based forecasts hide the same gaps”

    A forecast that multiplies the target by an optimistic win rate never reveals the stage that leaks. Use your own history: deals won, average size, cycle length and open opportunities. The figure that comes out may disappoint you, and that is the point of computing it.

  • “One behaviour per person per quarter”

    Reps change one habit at a time. Choose a measurable behaviour, such as asking for a site visit on the first call, rather than a topic such as 'better selling'. Plan no more than four behaviours per person across the year.

  • “Counts need a clean start”

    If reps have been skipping stages or backdating, the numbers are noise. Spend a week cleaning stage records before the diagnostic, otherwise you will train against an artefact of the way people fill the sheet.

What we do

What you end up with.

The documents this topic produces, what each one is for, and how you know it is finished.

  1. The deal export

    A list of every deal from the last three to six months with created date, value, source, rep, furthest stage reached, and closed date or lost reason.

    Result: Finished when each row has a stage and the totals match what your accounts show for won deals.

  2. The stage funnel table

    For each stage, the number that entered, the number that moved on, the conversion, and the average days spent.

    Result: Finished when you can read off the stage with the steepest drop.

  3. The drop-stage note

    A short paragraph naming the drop stage, the stage before it, and what the rep is supposed to do there. Add three real lost deals as examples, with what went wrong in each.

    Result: Finished when the rep's behaviour at the earlier stage is described in one sentence.

  4. The velocity forecast

    Number of open deals, average value, win rate and average cycle length, combined into an expected revenue for the next period, shown beside the target.

    Result: Finished when the gap between forecast and target is a figure the owner has seen.

  5. The training objective

    One measurable target for one behaviour, with a date: for example, a site-visit request on at least a stated share of first calls by the end of the quarter.

    Result: Finished when every rep can state the objective and how it will be counted.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

How much data do we need?
Three months with a few dozen deals gives a rough picture. Fewer than that and one bad week skews the table. If your volume is small, widen the window to six months and look at counts rather than percentages.
What if there are two steep drops?
Pick the earlier one. Fixing a later stage first means feeding it more people who then leak earlier on. Work on the first big drop, re-run the table next quarter, and see whether the second one moves on its own.
Is this a task for the owner or the manager?
The sales head builds it and the owner decides. The owner needs to see the table directly because it can contradict what the team says in meetings. Reps should see it too, with their own rows, so training is not a surprise.
Should we involve an outside trainer?
If the behaviour is specific, such as asking for a site visit, your best rep can coach it. Bring in a trainer when no one on your team does the behaviour well. The diagnostic tells you the topic; it does not tell you who should teach it.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
Fixes to reply time and follow-up are the quickest to show, because the enquiries already exist. Process, CRM and training changes show as the team uses them. Each one is tracked against the baseline.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
To start, last month's enquiries in any format and time with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.