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The Methodology

Stop managing CRM records.
Start managing customer decisions.

Sales performance is the result of a connected system. Weak qualification creates poor pipelines. Poor pipelines create inaccurate forecasts. Weak coaching creates inconsistent execution. Robert rebuilds the system — at the manager layer, where the leverage lives.

The Prospect Management System™

Six stages. One question at every stage.

Robert is the sole licensed PMS™ consultant outside the United States. Click each stage — note the manager coaching question. That question is the system.

01 / Potentials

Identify the accounts, markets, and business problems worth pursuing at all.

Manager coaching question: Are we pursuing the right opportunities — or just the available ones?

The PMS stages on the wall at a live IDC workshop
The stages on the wall — liveE · D · V · AP · C — a working session inside the IDC deployment
"…it is so intuitive and so simple to use; it just makes sense. I am always happy to refer this system to friends and colleagues."
Steve Shiffman · CEO · Michelman · Cincinnati

The Revenue Excellence Model™

Five capabilities separate high-performing sales organizations.

01

Market Focus

02

Opportunity Excellence

03

Sales Leadership Excellence

04

Sales Capability Excellence

05

Revenue Intelligence Excellence

Why the Manager Layer

Training reps is renting. Building managers is owning.

Rep training fades by Monday morning. A manager who runs the same review, with the same standard, every week — that compounds. Forever.

Rep training alone

The skill leaves when the memory does

  • Two energised days. Then the old pipeline review returns.
  • Nobody inspects the new behaviour, so it quietly dies.
  • Next year: another training. Same result.
The manager system

The standard lives in the weekly review

  • Managers ask the same six questions, every deal, every week
  • Honesty becomes safe — and expected
  • The IDC deployment is still running 15 years later. That's the difference.

Start Here

30 minutes. No obligation.

Tell Robert what's broken in your pipeline. He responds personally within 24 hours.

robert@salesachievements.com  ·  1-514-244-4290