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Real Problems. Real Results

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Team 1: Sales Team Drowning in Admin Work and Losing Speed

The Problem

 A B2B services department, 50 employees, with a sales team of 12. 

 

  • Sales reps spent 40–60% of their time on admin tasks instead of selling.
  • CRM data quality was inconsistent; 28% of leads had missing or duplicate info.
  • Managers couldn’t forecast reliably because pipeline stages meant different things to different people.
  • Emotionally, the team felt frustrated

How We Help

 

 

  • Audited the CRM workflow → identified 11 unnecessary fields and 4 redundant steps
  • Standardized pipeline stages and automated follow-up reminders.
  • Cleaned the data logic so managers could finally rely on the forecast.
  • Worked with the team to understand why admin tasks felt overwhelming.
  • Co-created new routines for updating the CRM in a way that fits natural work patterns.
  • Facilitated a conversation on expectations between sales and marketing to reduce cross-team tension.

The Result


  • Sales regained 8–12 hours per week of selling time.
  • Managers reported 80% forecasting confidence, up from 40%.
  • The team said it felt “lighter” because the process now worked with them, not against them.

Team 2: From Endless Workload to Predictable Delivery

The Problem

 A 120-person tech company where the marketing and product teams struggled to meet deadlines.

 

  • Work arrived through six different channels (Slack, email, Jira, hallway conversations, etc)
  • Cycle times varied between 3 days and 27 days for the same type of task.
  • 42% of the work was started but never finished.
  • Teams felt they “worked all day, but nothing moved.” 

How We Help

 

  • Analysed two months of Jira data → identified 4 workload spikes caused by unclear prioritization.
  • Mapped the actual workflow with the team → found 14 hidden handovers and 5 approval loops.
  • Moved all requests into a single intake system and clarified ownership.
  • Facilitated conversations to address emotional overload and “silent resentment” between two roles that constantly blocked each other.
  • Introduced a weekly 45-minute prioritization meeting, replacing 6 fragmented ones.

The Result

 

  • Average cycle time dropped from 18 days to 7 days.
  • 68% fewer “urgent” tasks.
  • Team reported a significant decrease in stress

Interested if and how we can help?

Book a Discovery Call

Team 3: Leadership Team Overwhelmed by Conflicting Prioritie

The Problem

 A national retail chain with 1000+ employees

 

  • The leadership team managed 18 simultaneous initiatives.
  • Nobody could clearly say which initiatives mattered most.
  • Meetings were 90 minutes long on average and ended without decisions.
  • Leaders privately admitted they felt stretched and unfocused.

How We Help

  • Analysed initiative timelines, resource allocation, and the historical success rate of large projects.
  • Found that only 3 out of 18 initiatives had clear owners or measurable outcomes.
  • Facilitated leadership alignment sessions to uncover unspoken concerns.
  • Helped them prioritise down to 5 initiatives with shared agreements and expected behaviours.
  • Introduced a monthly decision rhythm and a 15-minute weekly leadership sync.

The Result

  • Strategic clarity improved immediately , leaders finally felt in control.
  • Initiative completion rate doubled in 10 weeks.
  • Meeting time decreased by 35%, with decisions actually being made.

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GoalFlow

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