AI Sales Performance · SaaS & IT Services

The AI tools
are paid for.
Now make them
pay off.

Most B2B technology sales teams have Copilot, HubSpot AI, or Gemini sitting underused. We close the gap — auditing your funnel, building AI workflows trained on your specific playbook, and staying embedded until your numbers move.

We work on a low retainer plus a performance kicker — we only earn the full fee when the metric we agreed on actually improves.

0%
of sales orgs already use AI
0%
still missed quota in 2025
0%
quota when AI is operationalised
AUDIT BUILD MEASURE KICKER AUDIT 7 dimensions scored
live performance loop
Built for sales teams at
SaaS Companies
Managed Service Providers
IT Consulting Firms
Systems Integrators
Cloud Channel Partners
The Problem

Your team has the tools.
So why aren't the numbers moving?

🔧
The tools are there. The results aren't.

Your team has AI licences — Copilot, HubSpot AI, Gemini, Gong. Maybe they use them for email summaries. But there's no systematic adoption, no playbook integration, and no measurable impact on the numbers your leadership cares about.

🧠
Generic AI doesn't know how you sell.

Out-of-the-box AI doesn't know your deal stages, your qualification language, or how your best reps close. It needs to be trained on your specific world — and most teams never make that investment.

📄
Consultants charge regardless of what moves.

Traditional consultants deliver a roadmap, send an invoice, and disappear. There's no accountability to your pipeline, your win rate, or your forecast. You pay the same whether anything improves or not.

🎯
Your bottleneck is specific. Your fix should be too.

One team's problem is pipeline volume. Another's is win rate. Another's is forecast accuracy. A one-size-fits-all AI playbook misses the point — and you end up with more tools doing less than before.

How It Works

Three phases. One goal.
Move your metrics.

01
The Sales Performance Audit

We look at how your team actually uses AI today, pull your CRM data, and talk to your reps and managers — then pinpoint exactly where it's costing you pipeline, win rate, or forecast accuracy. Full benchmarked scoring below. The audit becomes the foundation of your performance contract.

$5K–$12.5K
Flat fee · USD · 2 weeks
02
Build & Implement

We build AI workflows trained on your playbook, deal frameworks, qualification language, and the way your best reps think and communicate. Not generic prompts — a system that knows how your team sells, what your pipeline stages mean, and what good looks like.

$3.5K–$7.5K
Monthly retainer · USD
03
Stay Embedded. Get Paid on Results.

We stay as your embedded AI sales performance partner for a minimum of 6 months — optimising, refining, and measuring. We measure at Day 90 and Day 180. Our performance kicker is tied to the metric we agreed on in the audit. We only earn it when your numbers move.

Custom kicker
Measured at Day 90 + 180
Pricing

Priced by team size.
Justified by ROI.

"My retainer barely covers my time. Where I make real money is when your numbers move. I only earn the performance kicker when the metric we agreed on actually improves. That's not a sales pitch — that's how I'm paid."

Starter
5–15 quota-carrying reps
Sales Performance Audit
$5,000 flat fee
Monthly Retainer
$3,500
/month · USD · 6-month minimum

Audit + 6-month retainer + performance kicker. For growing B2B technology sales teams where the primary bottleneck is win rate or pipeline quality. Illustrative: at this team size, a 5-point win rate improvement models to 500%+ ROI on the total engagement cost.

Scale
41–100 quota-carrying reps
Sales Performance Audit
$12,500 flat fee
Monthly Retainer
$7,500
/month · USD · 6-month minimum

For larger B2B technology sales organisations where forecast accuracy or revenue growth is the primary lever. Board-level visibility and CRO-facing deliverables included. Illustrative: at this team size, a 14% cycle reduction models to ~$840K in attributable revenue.

All prices in USD. Performance kicker structure agreed at audit and tied to a single primary metric. Workshop add-ons available from $3,000 per session.

Sample Program

What an engagement
actually looks like.

One realistic scenario, illustrative of the model — a mid-market team with AI tools already in place but no system behind them. Numbers reflect our tiered pricing and realistic outcomes from similar engagements, not an actual client.

Sample Program · Starter Tier
15-rep professional services firm · Copilot + HubSpot · Win rate stuck at 21%
15 reps · Starter tier
6-month engagement
Primary metric: win rate
Tools: M365 Copilot + HubSpot
The Situation

Leadership had invested in Copilot for the whole team six months before we engaged. Reps were using it to summarise emails and nothing else. Win rate was sitting at 21% — below the 24% mid-market benchmark for their ACV range. Pipeline looked full but 30–35% of deals were being kept alive by optimism rather than evidence.

What We Built

4 Copilot workflows over 6 weeks: a pre-call brief generator trained on their MEDDIC qualification language, a deal qualification scorer that replaced gut-feel with a traffic light system, a weekly deal health check that fed structured context into manager 1:1s, and a proposal generator built from their top closer's exact structure — cutting proposal time from 2 hours to 18 minutes.

The Engagement

Audit at $5,000 flat → 6-month retainer at $3,500/month → performance kicker of $500 per win rate point above the 21% baseline, measured at Day 90 and Day 180. Total Closerloop investment: ~$30,000 USD across the full engagement including both kicker payments.

The Outcome

Win rate moved from 21% to 27.5% by Day 90 and held to 29% by Day 180. Pipeline coverage improved from 2.1x to 3.2x. Forecast accuracy lifted from 58% to 79%. Manager 1:1 coaching time increased 41%.

21%→29%
Win rate
2.1x→3.2x
Pipeline coverage
58%→79%
Forecast accuracy
~$210K
Additional revenue
~$30K
Total investment
The Insight

The tools were already there. The reps were already capable. What was missing was a system that translated their best behaviours into something teachable, measurable, and repeatable. That's exactly what Closerloop builds.

THE INSTRUMENT · LIVE ROI CALCULATOR

See your own numbers

Move the sliders. Watch what a modest win-rate lift does to your revenue — and exactly what you'd pay us only if we deliver it. We make real money when you do, not before.

// your inputs

Sales reps25
Tier: Growth
Avg deal size$40,000
Deals closed / rep / quarter4
Current win rate22%
Gross margin70%
Expected win-rate lift+5 pts

// projected outcome

Additional revenue / yr$0
Additional gross profit / yr$0
Your 6-mo investment (audit 50% credited + retainer)$0
Closerloop kicker (on proven lift)$0
Your first-year net gain$0
What you pay us: 50% fixed50% on outcome
Illustrative, on annualized figures. Your audit produces the real baseline and attribution — measured against a control, not a dashboard.
The Audit Framework

We score your sales org
across 7 dimensions.

Every engagement starts here. We pull your CRM data, interview your team, and score each dimension against published 2026 benchmarks for B2B technology teams your size. These 7 form the core of the audit — the 8th, AI Adoption, is scored in the free ASMI™ assessment below. You'll know exactly where you stand before we propose a single solution.

Quantity
Net new opportunities created
Pipeline coverage ratio vs quota
Outbound activity volume
Benchmark: 4–5x coverage for mid-market teams (2026)
Quality
Win rate by ACV band
Average deal size
Lead-to-opportunity conversion
Benchmark: 20–28% win rate for $10K–$50K ACV
Velocity
Average sales cycle length
Stage-to-stage conversion
Time spent per stage
Benchmark: 42–84 days median for mid-market SaaS
Balance
Pipeline spread across stages
New vs expansion vs renewal mix
Over-reliance on single accounts
Benchmark: No single stage >40% of total pipeline
Forecast Accuracy
Predicted vs actual close
Commit accuracy by rep
Rolling 90-day variance
Benchmark: ±10% variance is investor expectation
Funnel Hygiene
Stale deal identification
CRM field completion rate
Data quality scoring
Benchmark: 80%+ field completion for reliable forecasting
Revenue Growth
Trailing 3-month revenue baseline
Revenue above baseline (kicker trigger)
The lagging indicator everything else feeds
The number that tells you if everything else is working
ASMI™ · AI SALES MATURITY INDEX

What's your team's AI maturity score?

A 10-second gut check on three of the eight ASMI dimensions. Answer below for an instant read — then get your full benchmarked score in ~3 minutes.

AI tool adoption — how many reps use it daily?
Win rate — do you know yours and why it moves?
Forecast — how close is commit to close?
Answer to begin
This is 3 of 8 dimensions. The full assessment scores all eight.
Get your full ASMI score →
Get Started

Ready to close
the loop?

Tell us about your sales team and we'll respond with a proposed audit scope — no pricing pressure, no pitch deck. Just a clear conversation about where your funnel is leaving money on the table.

// pay on results Request an Audit →