The Sales Leaks Hiding in Your CRM
Every founder-led sales organization has the same problem: leads come in, some convert, most don't, and no one really knows why. Your CRM has thousands of data points that could explain exactly where deals die—but extracting those insights requires expertise most SMBs don't have in-house.
Common sales leaks include:
- Stage conversion drops: Deals moving to "proposal" but never closing
- Deal velocity issues: Some reps closing fast, others letting deals stagnate
- Lead source problems: Channels generating volume but not quality
- Follow-up failures: Leads going cold because no one's touching them
As we explored in Beyond Founder-Led Sales, building a scalable GTM engine requires moving from gut feel to data-driven decision making. AI diagnostics make this transition possible.
Want to see how your operations stack up?
Start Free Trial & Operations IQHow AI Analyzes Your Sales Pipeline
Sobo's Operations IQ includes a deep dive into your sales metrics that reveals:
- Conversion rates by stage: Where exactly are deals dropping out?
- Deal velocity patterns: How long should each stage take, and where are you slow?
- Rep performance variance: Who's crushing it, who needs coaching, and why?
- Lead source ROI: Which channels deliver customers, not just leads?
- Forecast accuracy: Is your pipeline inflated or realistic?
In 15 minutes, you get clarity on problems that have plagued your sales organization for years. More importantly, you understand exactly what type of sales leadership expertise will fix them.
The Sobo Formula for Sales Transformation
Every sales engagement follows our proven approach:
- AI Diagnostic Identifies the Friction: Operations IQ analyzes your CRM to reveal pipeline leaks, conversion issues, and rep performance gaps.
- Vetted Fractional Expert Implements the Fix: You're matched with a VP of Sales who has scaled GTM engines in your industry.
- ROI Achieved at 1/3 the Cost: No $300K salary, no 12-month agency retainer. Just results-focused leadership.
| Metric | Sobo Model | Sales Agency/FTE VP |
|---|---|---|
| Annual Cost | $60-120K fractional | $300K+ VP salary or $150K+ agency retainer |
| Approach | Custom system for your company | Generic playbooks and templates |
| Data Foundation | AI-analyzed CRM insights | Gut feel and experience bias |
| Time to Impact | 30-60 day quick wins | 6+ months to prove value |
| Focus | 100% on your GTM engine | Split across multiple clients (agencies) |
| Flexibility | Scale hours quarterly | 12-month contracts typical |
Quick Wins in the First 60 Days
Fractional VPs of Sales matched through Sobo are trained to deliver fast, measurable impact:
- CRM hygiene cleanup: Accurate data enables accurate forecasting
- Pipeline review cadence: Weekly deal reviews that prevent stagnation
- Targeted rep coaching: AI reveals who needs help and on what
- Sales playbook development: Documented processes that scale beyond founder selling
Unlike agencies running generic playbooks across multiple clients, your fractional VP is building a custom system designed specifically for your market, product, and team.
Getting Started with AI-Directed Sales Leadership
If you're stuck in founder-led sales, watching leads leak through your pipeline, or frustrated with expensive agencies delivering mediocre results, there's a better path.
Take our free Operations IQ assessment to see exactly where your sales pipeline is leaking and get matched with a fractional VP of Sales who can start fixing it within 30 days.
