Our Process - Your Success
At The Written Sale, we believe true business growth comes from aligning your entire organization—not just sales or marketing. But we don’t believe in re-inventing the wheel you’ve built. We optimize it for greater performance. Our holistic process helps B2B teams break through plateaus and achieve sustainable, profitable growth.

What to Expect - A Rapid 6-Part Process
(Preferred format: Short weekly team meetings to move quickly)
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Align & Assess - Key leaders and employees complete our proprietary assessment. We develop an alignment report, highlight strengths and gaps, and facilitate a team meeting to build consensus.
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Performance Discovery - We review your current marketing, sales and operational metrics (cost per lead, close rates, lifetime value, margins) and benchmark against industry standards to us as benchmarks.
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The Big Growth Goal - As a team we set ambitious growth goals and identify messaging, common objections, and operational barriers. We’ll look at industry trends, competitive analysis and internal differentiators.
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Innovation Workshop - Explore Opportunities for breakthrough improvements in product/service delivery, messaging, and sales processes, using proven frameworks to surface ‘blue ocean’ ideas.
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Change Ripples - Together we anticipate ripple effects of growth, map effects on key points in the organization, and address potential roadblocks to ensure smooth sailing.
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Success Feedback - We help you build process and feedback mechanisms to optimize, monitor and sustain growth - long after our engagement ends.
Built To Bring to Life the 6 Pillars of Scaled Growth in a Collaborative, Team Environment
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A Growth Mindset - Company-wide commitment, led by visionary leadership, to drive and sustain growth.
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Marketing Mastery - Data-driven, innovative marketing focused on your perfect customer to deliver actual leads; focused on real ROI—not vanity metrics.
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Sales Superiority - Responsive, high-performing sales teams with shorter sales cycles, faster closes, and higher volumes; providing continuous feedback to marketing and operations.
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Operational Excellence - Streamlined processes, proactive innovation, and a readiness for rapid growth.
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Financial Prowess - Deep understanding of financial drivers - the cost per lead,margins, lifetime value - to maximize profitability.
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Team Alignment - Collaborative management and empowered experts for faster adoption and greater results.

Why It Works
Key employee buy-in and clarity
Actionable, measurable improvements
Expert facilitation and proven frameworks
Quick, repeatable process for ongoing growth
​A Nice Problem to Have
A financial software and education company had spent months developing a new software and education series to go with it - but sales were flat. Through our holistic process we discovered a major assumption about the software that was a roadblock for buyers. Once fixed, sales came in so fast that marketing had be be shut off while operations changed the process for delivery and accompanying education.
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"Nice problem to have - too many sales. The Written Sale hung with us the whole time and guided us through from day one until we were able to stand on our own feet."
​A 10x Increase, No Added Cost
An industrial machine manufacturer, despite having a very robust marketing budget, struggles to get leads and subsequent sales.
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Within six months their marketing and sales teams had optimized spend, messaging and market positioning. They suddenly saw a huge increase in RFPs and sales soon followed without any increase in spend.
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"We knew something was wrong, but we couldn't figure out what it was. Carl pinpointed the problem right away and we were off to the races10-fold."
Proving Growth Happens in Any Economy
During an economic downturn, a commercial builder specializing in factory spaces faced excess capacity and few new projects. Unexpectedly, we found opportunity in Change Management: local factories used the slowdown to retool, requiring teams of engineers, fabricators, and occasional structural changes for new equipment. This kept both their staff and subcontractors busy. Through innovative process changes and strong communication, the builder’s new service thrived—helping them exit the construction slump ahead of competitors and making this offering a permanent part of their business.
