Transitioning from a Transactional to a Long-Term Revenue Mindset

Business Challenge

The company had three locations throughout the United States. Leadership’s goal was to establish a formal sales process to enable the sales team to transition from a transactional mindset to a long-term revenue mindset by elevating the level of their customer interactions, deepening their understanding of customers’ businesses, and implementing better account planning.

Because its customers ran the gamut from single aircraft owners to corporate fleets, the sales team needed to be more in tune with the unique needs of their customer segments to better position the full complement of service offerings. This would require improved sales processes, sharpening the team’s communication skills and teaching the team better prioritization and time management.

Transitioning from a transactional to a long-term revenue mindset

Symmetrics Group Approach

Our approach spanned sales process, skill building, and account planning priorities and included the following key activities:

  • Interviewed business leaders and the sales team to understand the company’s challenges and priorities.
  • Developed a new sales process model collaboratively with the client to meet the organization’s needs.
  • Trained the sales team in a variety of areas, including listening skills, overcoming objections, negotiation, communication and presentation skills.
  • Leveraging the Herrmann Brain Dominance Instrument (HBDI), taught the team to identify thinking styles to better engage customers in productive selling conversations.
  • Developed a customized Sales Opportunity Scorecard and account planning and maximization exercises that would enable better planning against sales goals.
  • Examined relationship and account “white space” with the sales team to identify unexplored areas of opportunity within their customer base.
  • Led the team in time management exercises to ensure they aligned their time allocation with the right priorities and revenue generation activities.


Our client’s business has experienced 23% annual growth over the eight years since engaging with us. So much of the growth is due to the strategic focus and significant revenue growth in top accounts achieved through disciplined account planning and deeper client engagement.


Our client is an FAA-authorized overhaul facility that needed to implement structure into its sales process and sales team management. Symmetrics Group worked with business development leaders to implement a multi-faceted approach, which included training on selling skills, time management, communication and engagement, improved sales opportunity and account management analysis.


Joni Santos – Joni is a sales performance expert and seasoned project manager.  She leveraged her background in sales process, account planning, and sales training design to this particular client.

Joni Santos
The Multigenerational Sales Team

More effectively leverage talent across generations who think, sell, and buy in vastly different ways and overcome generational obstacles to drive improvements in both individual and organizational performance.

Multigenerational Sales Team book cover