With over 20 years of experience working with small to midsize businesses, we know what a strong sales foundation looks like — and what it produces. Here's what that looks like in practice.
Businesses Served
Avg. Revenue Increase
Years of Experience
Client Retention Rate
Residential Construction & Design
The Challenge
A residential construction and design firm had built a strong reputation over the years but hit a hard ceiling. Revenue had plateaued, referrals were inconsistent, and the owner was carrying the entire sales effort alone. They had no repeatable process, no pipeline visibility, and no strategy for breaking into the senior living and luxury renovation markets they knew they could serve.
Our Approach
We conducted a full sales and positioning audit, redefined their ideal client profile, and built a targeted outbound strategy focused on senior living developers and high-end residential projects. We implemented a CRM, created a structured follow-up and proposal process, and trained the owner and two project managers to sell with confidence. Monthly pipeline reviews kept execution on track.
The Results
Revenue Growth
over 24 months
Senior Living Contracts
new projects secured
Proposal Win Rate
improvement in close rate
Pipeline Visibility
full CRM adoption
"We were good at building. We just didn't know how to sell what we built. True Sales Solutions changed that — and now we're one of the top firms in our market."
— Owner & Founder
Residential Construction & Design Firm
Private Equity — Roll-Up Platform
The Challenge
A private equity firm had assembled a roll-up platform of five acquired companies across a single vertical. Each business had its own disconnected sales process, different tools, inconsistent pricing, and no unified go-to-market strategy. The combined entity was underperforming against projections, and the PE leadership needed a scalable sales infrastructure that could support continued acquisitions and drive EBITDA growth ahead of a planned exit.
Our Approach
We conducted a cross-company sales audit and built a unified sales playbook, standardized pricing framework, and shared CRM infrastructure across all five entities. We aligned the sales teams under a common methodology, created a centralized pipeline reporting structure for PE leadership, and implemented AI-driven forecasting tools to improve visibility and accountability. We also built an onboarding framework to integrate future acquisitions quickly.
The Results
Revenue Lift
across the platform in 18 months
Sales Cycle
reduction across all entities
Pipeline Accuracy
forecast accuracy achieved
Entities Unified
onto one sales infrastructure
"We had five companies that all sold differently. True Sales Solutions gave us one platform, one process, and the visibility we needed to run the business like a real enterprise."
— Operating Partner
Private Equity Roll-Up Platform
Community Banking & Financial Services
The Challenge
A boutique community bank was navigating a period of significant market volatility. Deposit outflows were a concern, loan production had slowed, and the retail banking team lacked a proactive sales culture. Bankers were order-takers, not relationship builders — and leadership had no system for tracking business development activity or holding teams accountable.
Our Approach
We built a relationship-based business development strategy for both the retail and commercial banking teams. We implemented an AI-enhanced CRM to track customer interactions, identify cross-sell opportunities, and flag at-risk relationships. We delivered sales training focused on proactive outreach, financial needs analysis, and community-based referral development — and established a weekly accountability cadence for branch managers.
The Results
Deposit Growth
increase during volatile period
Loan Portfolio
growth in 18 months
Cross-Sell Rate
improvement per household
CRM Adoption
full team AI-CRM implementation
"In a volatile rate environment, most banks go defensive. True Sales Solutions helped us go on offense — and we grew our deposit and loan portfolio while our competitors were pulling back."
— President & CEO
Boutique Community Bank
20 Years. Small & Midsize Businesses.
Over 20 years, we've built sales foundations for small to midsize, family, and founder-led businesses. The sectors vary — the need for a strong, consistent sales process is always the same.
Private Equity & Investment Firms
Trade Services & Contractors
Food & Beverage
Technology & SaaS
Marketing & Advertising
Attorneys & Legal Services
Accounting & Financial Advisory
Distribution & Wholesale
Manufacturing
Healthcare Services
Real Estate & Construction
Consulting & Professional Services
Book a free strategy call and let's talk about what's possible for your business when you build the right sales foundation.
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