QUARTERLY AND ANNUAL ALIGMENT MEETING

Break Records Every Year With Strategic Realignment Meetings

Ensure your team's success with Sell Up's Quarterly and Annual Alignment Meetings. Tailored to suit your specific business needs, these strategic sessions pave the way for record-breaking performance year after year.

 Boost performance with annual strategic realignment meetings.

Organizations That Rely on Sell Up

Start Driving Quarter and Annual Alignment in 4 Types of Meetings

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Meeting one

Book a 30-minute call to discuss your sales goals and challenges.

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Meeting two

We will assess your sales organization and build a tailored training plan for your specific business.

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Meeting three

Our experts will train your sales staff and managers with customized programs to develop top skills.

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Meeting four

We ensure the training sticks through ongoing support so you see measurable revenue growth.

RESULTS

Because the numbers don’t lie. We deliver sales training that actually works.

950

+

Sales Teams Impacted

98.22

%

Sales Training Satisfaction

381%

Return on investment

19.46%

Performance Improvement

A Proven Framework for Building and Scaling High-Performing Sales Teams

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Confidence from Competence

Confidence isn’t built on motivation. It’s built on mastery. We develop sales professionals who execute with clarity, precision, and consistency through deliberate practice and data-backed coaching.

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Establish Authentic Rapport

We train sales professionals to tailor their influence strategies to align with different personality types, conversation styles, and buying motivations. This empowers them to establish rapport and relationships that optimize sales conversations.

Offer Optimization

In an increasingly commoditized market, your offer is your advantage. We refine how your services are positioned, priced, and communicated so you compete on value, not volume — creating messaging that stands out in a crowded professional landscape.

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Systems that Scale

We design and implement repeatable sales systems that drive consistency, efficiency, and predictable revenue growth. From playbooks to performance tracking, we help your firm scale without losing its personal touch.

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Eliminate Turnover

Turnover becomes old news. Our sales firm scales with you, maintaining a trained bench of sales-ready professionals who can step in and sell your offer without disruption.

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Maintain Momentum

For rapidly growing organizations, we offer flexible licensing so sales training can scale alongside business growth. This sustains skills development over time.

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Sell Up Success Stories

Tyler McBroom
TRM CPA

"Sell Up has helped me scale my accounting firm. They adapted fast to my audience, real estate investors and business owners, and hit the ground hard. First month we were at 25% close rates. Now we're closing near 40% on our higher-end services. I went from spending all day on sales calls to actually leading my firm."

"Sell Up has helped me scale my accounting firm. They adapted fast to my audience, real estate investors and business owners, and hit the ground hard. First month we were at 25% close rates. Now we're closing near 40% on our higher-end services. I went from spending all day on sales calls to actually leading my firm."

Ryan Bakke
Founder, Tax Strategy 365

"Before Sell Up, our client closed 2 to 3 deals monthly from 100+ leads. In just 2 weeks, Sell Up closed 18 deals, more than the previous 4 months combined. Our return on ad spend jumped to 12x (earning $12 for every $1 spent). They're true sales professionals who help clients make better decisions, not just close deals. The results speak for themselves. You're doing yourself a disservice without them on your team."

"Before Sell Up, our client closed 2 to 3 deals monthly from 100+ leads. In just 2 weeks, Sell Up closed 18 deals, more than the previous 4 months combined. Our return on ad spend jumped to 12x (earning $12 for every $1 spent). They're true sales professionals who help clients make better decisions, not just close deals. The results speak for themselves. You're doing yourself a disservice without them on your team."

Peter Vander Wall
Founder, Social Club Studios

I directly oversee a 300+ sales team across our organization. When our KPIs were dropping due to differences in regional communication styles, we brought in Brian to bridge the gap. He did an amazing job articulating prospect personas and empathy-driven sales tactics to win more business - allowing us to improve performance year over year. To this day we are using his methods to drive results.

Chris Gomez
Associate Vice President, Guest Sales & Service, Celebrity Cruises

"I've been privileged to have Brian speak to my teams at both ThoughtSpot & RealPage, Inc. He has touched the lives of many with his energy, empathy & inspirational words. His content ties in elements of mindset, empathy, sales process, and his 'open vs closed' approach."

Matt Buchalski
VP of Sales, RealPage

Energizing, uplifting, and authentic! I wanted someone who could energize, uplift, and inspire our team, and was referred to Brian. He really delivered - and upper management was so extremely pleased that we brought him back again!

Susan Carroll
Global Executive Director of Education, La Mer

"We've seen massive benefits - the ability to connect with prospects on the phone, the ability to pitch and add value, and really create that bridge from our product to the client has been tremendous."

Spencer Forgey
Sales Manager, Tax Relief Advocates

"We went from missing opportunities to booking more appointments and seeing a noticeable jump in revenue—all while keeping things human and real. The investment in Sell Up paid off within days. It’s been a total game-changer."‍Michelle Cunningham

Michelle Cunningham
Sales Training

"In one year we went from where we were at in sales to now increasing that by 250%."

Josh Harcus
VP of Growth, SMC National
FAQ

Have questions? We’ve got answers.

How is Sell Up compensated?

Our pricing model is built for alignment. We charge a one-time onboarding fee for setup and process buildout, then operate on a performance-based compensation structure—we win when you win.

Do you only work with accounting and tax firms?

We primarily serve accounting and tax firms, but we also support professional service firms that sell high-trust, relationship-based offers—like bookkeeping, CFO, or consulting services.

What results can firms expect from an outsourced sales team?

Clients typically see 20% higher close rates and a 3x increase in monthly cash collected within the first 6 months. To date, Sell Up has helped firms generate over $14M in new revenue using these systems.

How does the onboarding process work?

We start with a detailed Sales Audit to understand your offers, client journey, and performance data. From there, we build custom talk tracks, set up CRM automations, and train your assigned team before launch. The full process takes about 4-6 weeks.

How is Sell Up different from traditional outsourced sales or appointment setters?

Unlike outsourced call centers or setters, Sell Up becomes a direct extension of your firm. We don’t just book calls—we close them. Our team is trained on accounting and tax language, advisory offers, and compliance-based sales frameworks that reflect your brand and expertise.

Who is the Sales Firm best suited for?

Our Sales Firm is designed for firms that already generate leads through marketing but struggle to convert them. If your growth depends on partners closing deals, leads sit uncontacted, or clients resist pricing, Sell Up installs the systems and team to fix that fast.

What is the Sell Up Sales Firm?

The Sell Up Sales Firm is a full-service, outsourced sales department built exclusively for accounting, tax, and professional service firms. We handle recruiting, training, and managing sales professionals who convert your inbound leads into high-value advisory clients. You get the performance of an internal team—without the overhead or chaos.