Impressd Consulting helps private equity firms unify and accelerate sales performance across portfolio companies. From post-acquisition integration to measurable revenue lift.

We design a shared commercial operating system across the rollup. Common language, comparable KPIs, and one source of truth. Faster integrations, cleaner data, and repeatable playbooks that travel from one portfolio company to the next.

For Private Equity

What’s Included

• Portfolio-wide sales operating model and governance

• 100-day integration plan for post-close execution

• Common CRM data model, stage definitions, and SLAs

• Consolidated reporting: pipeline, forecast, win/loss, cohort, CAC/LTV

• Tech architecture: single or federated HubSpot/Salesforce strategy

• Data quality program: validation rules, dedupe, enrichment, audits

• Territory, routing, and attribution frameworks across brands and channels

• Automation library for handoffs, approvals, renewals, and expansions

• Cross-sell and upsell playbooks with offer packaging and pricing guardrails

• Enablement: playbooks, scripts, QBR templates, and manager scorecards

• Compensation design: quota logic, accelerators, and SPIFF templates

• Add-on M&A integration kit for fast onboarding of acquisitions

How It Works

1. Portfolio diagnostic

   Review pipelines, CRM orgs, metrics, and team structures across companies.
   
   

2. Architecture

   Define shared processes, data standards, permissions, and reporting taxonomy.
   
   

3. Build and integrate

   Configure CRMs, connect data sources, and stand up role-based dashboards.
   
   

4. Migrate and clean

   Standardise fields, deduplicate records, and enforce validation rules.
   
   

5. Enable and launch

   Train leaders and reps, activate compensation plans, and go live by cohort.
   
   

6. Operate and optimise

   Monthly operating rhythm, QBRs, and a change backlog managed to ROI.

Controls and Governance

• Field locks, audit trails, and role-based access

• Forecast cadence with stage exit criteria and evidence requirements

• Data SLAs: completeness, freshness, and accuracy thresholds

• Change control board for process and tech updates

• Compliance reviews for privacy, consent, and financial disclosures

Value Levers

• Cross-portfolio demand routing to highest-yield sellers

• Price discipline and discount guardrails by segment

• Channel mix optimization for CAC payback targets

• Expansion motions for multi-product attach and renewals

The Result

A rollup-ready sales engine: unified data, consistent execution, predictable forecasts, and faster time-to-synergy after every acquisition.