Hi,
When private equity acquires a company, the clock starts ticking. Fast. PE firms don’t just buy businesses; they buy the potential to grow them aggressively. And that means the sales team, often overlooked pre-acquisition, comes under the harshest spotlight post-close.
Suddenly, the same sellers who coasted on relationships or repeat customers are asked to forecast accurately, scale predictably, and deliver results under pressure. Many can’t. But if you're leading that team, whether as a CRO, CEO, sales manager, or trusted rep, you’re in the hot seat to rebuild with speed and precision.
This workshop walks you through the sales side of a PE turnaround. We’ll show you how to assess your current team with clarity, overhaul your sales process for investor-level accountability, and reinforce a high-performance culture without breaking morale.
This isn't about cutting heads, it’s about building a smarter, faster, tighter operation that wins in your new world. You’ll leave with frameworks, sample scorecards, and the exact cadences that top PE-backed companies use to reset the bar, and hit it.
Turn to Best View Tables Below
Do’s & Don’ts of a Successful Turnaround
WHAT TO DO | WHAT NOT TO DO |
Audit performance with data + behavior | Protect underperformers out of loyalty |
Align your process with right criteria | Confuse activity with progress |
Involve the PE firm early in KPIs | Treat the board as adversaries |
Reinforce weekly with clear rhythms | Assume people will “just adjust” |
Overcommunicate the vision + urgency | Rush hires without fit for new goals |
What You Will Find as You Go Through The Process
Turnarounds don’t fail from lack of effort; they fail when there’s misalignment between strategy and reality. This is when PE firms and operators need to calmly work together to discuss the future of each product based on what buyers will support
What This Workshop Delivers
A team performance audit template with sample scorecards
A sales team operating cadence that sticks
Real-world examples of how companies successfully rebuilt their sales motion
3 STEPS TO A SALES TEAM REBUILD
STEP 1: AUDIT YOUR SALES TEAM LIKE AN OPERATOR
You’re not “cleaning house”, you’re identifying who thrives under pressure, who can grow with support, and who no longer fits.
Seller | Quota (Last Q) | Pipeline Hygiene | Coachable | Culture Fit | Decision |
Jane L. | 78% | Medium | High | 5/5 | Coach |
Alex B. | 122% | High | Low | 3/5 | Keep (w/ guardrails) |
Ben C. | 41% | Low | Low | 2/5 | Exit |
Pro Tip: Avoid binary “good/bad” labels. Look for patterns: coachability + data hygiene are stronger signals than charisma.