Long Term Solution
Sales Infrastructure for PE Rollups
Every service comes with a structured approach, measurable outcomes, and ongoing optimisation — built to deliver results, not just activity. We align strategy with execution so your business can grow with clarity and confidence.
And we embed ourselves into your business as a true partner, combining proven frameworks with hands-on expertise to unlock sustainable growth. Our clients choose us because we deliver strategies that work in practice, not just on paper.
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
Portfolio diagnostic
Review pipelines, CRM orgs, metrics, and team structures across companies.
Architecture
Define shared processes, data standards, permissions, and reporting taxonomy.
Build and integrate
Configure CRMs, connect data sources, and stand up role-based dashboards.
Migrate and clean
Standardise fields, deduplicate records, and enforce validation rules.
Enable and launch
Train leaders and reps, activate compensation plans, and go live by cohort.
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.