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Case Study · Home Services

Helping a water company stand out in a crowded market.

Field research, sales improvement and positioning work aimed at two specific outcomes: close rates and referrals.

The challenge

LifeSource wanted to improve two specific sales outcomes: close rates and referrals.

The work

I interviewed leadership and salespeople, joined field ride-alongs, mystery-shopped the buying experience and studied customer messaging and competitors. That work informed changes to sales training, pitches, positioning, collateral and broader creative strategy.

What came out of it

A more coordinated approach to communicating the company’s value, and new tools for salespeople to use in the field.

A new sales approach is in pilot, with results still being evaluated.

Sales training session
Field and sales team workshop

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