Our client is an innovative SaaS provider in the NDIS sector, offering workforce management solutions to a growing client base. Despite its pioneering technology, the company faced revenue growth roadblocks, especially within high-value market segments.
Lack of a documented, scalable sales process. No standardised customer engagement or strategic targeting. Sales team relied heavily on inbound leads and struggled to convert high-value opportunities. Absence of governance, performance metrics, and onboarding tools.
Conducting comprehensive sales assessment and building transformation roadmap
Developing and documenting sales processes and playbooks
Creating clear market segmentation for SME, Mid-Market and Enterprise customers
Building systematic frameworks to win high-value deals with RASCI matrix
Establishing KPIs, behavioural standards, and cross-department governance
Building onboarding and competency models to support team growth
P2W Advisory conducted a thorough sales assessment and created a tailored transformation roadmap to mature the sales operation into a structured, proactive model.
Sales team empowered with actionable playbooks and structured processes
Focused targeting and value proposition for key customer segments
Scalable framework driving consistent, disciplined sales performance
Established KPIs and behavioural standards for accountability
Cross-department governance with RASCI matrix
Built onboarding and competency models to support team growth
Sales team empowered with actionable playbooks and structured processes
Focused targeting and value proposition for key customer segments
Scalable framework driving consistent, disciplined sales performance
Improved conversion of prospective leads to successful high-value deals
Rapid onboarding enabled for new sales hires
Cultural shift toward proactive, accountable sales operations
Sales pipeline and win rate for high-value customers increased immediately, with measurable uplifts in Total Customer Value (TCV). The transformed sales organisation now operates with confidence, equipped for aggressive growth in the SME, Mid-Market and Enterprise sectors.
"Working with P2W was transformative. Ferzad's expertise and frameworks matured our sales operation into a structured, proactive model, unlocking new growth opportunities."
Client CEO
CEO, Healthcare Software Provider