Solution Design Workshop

Your investment in the Solution Design Workshop is $13,500 (excluding Justin’s travel and living expenses). This investment covers the two-day workshop, a comprehensive outcomes document and a formal presentation-of-findings meeting.

Our terms require payment in full, at time of booking.

If  you are prepared to commit to our Managed SPE Fast Track option prior to the Solution Design Workshop we will roll your Solution Design Workshop into month one of the MSPE engagement fee (meaning the workshop is free).

Furthermore, we will give you the ability to opt-out (with no penalty) at the end of month one, if you decide, post workshop, that you’d like to go-it-alone.

For many organizations this is an appealing option because it benefits  the company either way.

If you proceed with Managed SPE, you save $13,500 (and a bunch of time); and, if you don’t, you get the Solution Design Workshop for $8,400 (which is our standard monthly fee for Managed SPE), saving $5,100.

Although the format of the workshop is flexible (and it needs to be!), we work through the following basic process:

  1. Develop an understanding of your current reality. Including what’s working — and what’s not — with respect to your sales process and other associated processes
  2. Build a conceptual model of the desired future reality
  3. Define the practical attributes of this future reality (resourcing, process design, technology, measurements, promotional activities, etc)
  4. Design the process required to transition your organisation from its current to its future reality (a high-level project outline)
  5. Produce an outcomes document (containing a summary of the conclusions we reached, along with all diagrams)
  6. Present findings to your management team in a formal workshop


In the deliberations above, we consider the following:

  1. Organisational strategy (competitive advantage and all that)
  2. Opportunity origination (how you generate sales opportunities)
  3. Opportunity-management (how you convert opportunities into sales)
  4. Customer service (processing transactions, generating quotes, handling customer issues and so on)
  5. The integration of the processes above with operations
  6. Human resource requirements (salespeople and support personnel)
  7. Process management and metrics (how do you synchronise activities within — and between — processes?)
  8. Technology (CRM, management information, digital marketing, etc)
  9. Communication requirements (information packages, websites, email, webinars, etc)
  10. Change-management issues

The Solution Design Workshop will be facilitated by Justin Roff-Marsh. Justin is the founder and President of Ballistix.

He is responsible for the development of Sales Process Engineering (Ballistix’s approach to design and management of the sales process. He is also an expert in the Theory of Constraints (a qualified Jonah). He’s the author of Reengineering the Sales Process and The Machine.

Justin presents SPE to thousands of executives at conferences each year and spends most of his remaining time consulting on its implementation.

Justin has lead consulting engagements in North America, Australasia, South America and Europe, with organisations ranging in size from GE Energy, Lamar, Arca and Midwesco, through countless small to medium enterprises.

The Solution Design Workshop will be facilitated by Justin Roff-Marsh.  He will be accompanied by our Engagement Lead and a Ballistix MSPE Consultant.

Where the team participating in the workshop is concerned, we recommend:

  1. The team be no larger than 10 people
  2. It contains all of your C-level executives
  3. It includes the directors of sales, marketing and customer service
  4. If the firm has advisors with an interest in sales and operations, they should be present


While we prepare the Solution Design Workshop in the expectation that you will engage with us, there is no commitment required on your behalf do so. Furthermore, we are careful to prepare this Solution Design Workshop so that it has true stand-alone value.

While we would not encourage you to implement the findings of this Solution Design Workshop without the benefit of our experience, this is nonetheless technically possible.


Managed SPE

Our Managed SPE service gives you immediate and ongoing access to our Sales Technology Stack. This stack is a suite of three intelligently designed applications designed to maximize the effectiveness of Sales Process Engineering within your organization. You will get access to marketing automation to better manage your online promotional activities. Our V-Tiger CRM to manage sales and customer service and our Nsyteful Dashboard to provide team members with real-time, visual feedback on the value they are generating. We are happy to work with your own applications if you already have them.

Managed SPE Fast Track is designed to fast-track your transition to a new, more productive sales function.
The demand for Justin’s time to run a Solution Design Workshop is high and his capacity limited. This means it can be months between booking the workshop and the outcomes document. Managed SPE Fast Track enables you to start implementing SPE immediately and accelerate the growth of your business with minimal delay. Learn more about Managed SPE Fast Track.

Yes you can use as much or as little of our total service as you wish.  We have found most organizations with existing marketing departments or agency relationships still use our creative team for pre-approach and lead-generation activities as this is an area of particular expertise. You can a sample of campaigns generated by the Ballistix creative team on our portfolio page.

We operate all across the USA, Canada, UK, Australia and New Zealand. We do work in other countries from time-to-time. Contact us to see if we will work in yours.

The only thing not covered in our flat monthly fee are those typical out-of-pocket expenses incurred in every day sales and marketing activities. These include things like out-of-pocket creative costs (photography, printing and similar), recruiting expenses (listings on job boards), costs relating to outsourced labor, and consultants’ onsite travel and accommodation.

The Managed SPE fee is calculated based upon the number of units of SPE Consultant capacity allocated to a given Ballistix client.

Each SPE Consultant’s capacity is divided into 5 units – each of which can be allocated to a client.  These units are not divisible (and not redeemable).  In most cases, only 4 units of an SPE Consultant’s capacity are allocated (meaning that SPE Consultants typically have 4 active engagements).

The fee is inclusive of ancillary services such as technology, creative, strategy, etc and includes things like CRM hosting (V-tiger), website hosting, webinar management, Management Information System, Case registers and other ancillary sales-related reporting and technology.

A Ballistix client can (and should) ensure that it makes full use of these ancillary services. This will maximize the value delivered by Managed SPE and help to justify an enduring engagement.

No!  Our agreement is written in plain English with no nasty surprises. You can cancel anytime.

If yours is a mid-sized (or larger) business, it’s likely that the net cost of Managed SPE (from month one onwards) will be minimal!

There are two basic reasons why:

  1. Even though we’ll be building you a (much) more productive sales function, it’s possible that your sales-related expenses will go down as we often find the newly re-engineered sales  environment requires fewer field salespeople, fewer regional offices and a leaner management structure.
  2. Because of the comprehensive range of services we provide, it’s very likely that our Managed SPE service will displace a number of existing providers such as CRM vendors, design agencies, recruiters and marketing consultants.

We have worked with organizations of all sizes (from the very small to top 100 companies) across all type of industries.  Some of the characteristics of typical organizations we work with include:

  1. A complex, consultative or high-ticket sales environment (made-to-order manufacturing, project sales, B2B sales etc).
  2. A sales team (or the need to sell)
  3. A customer service team (or need for one)
  4. A delivery team

Visit our results page for a representative sample of clients we have worked with.

We’ve successfully applied SPE to organizations of all different sizes and different industries and in even in different continents.  We have found that while each organization is unique the problems that plague their sales process are universal (lack of sales activity and visibility, over-resourcing, chronic multi-tasking and the like).  Each lesson learnt working with a new client is shared with our other clients.

This short discussion paper shows three scenarios how Sales Process Engineering (SPE) can be applied to organizations of different sizes to — in each case — increase business-development activity and decrease operating expenses.

We’ve been applying SPE to scores of companies in as many industries for more than 20 years. The principles that underpin SPE are proven and shown to work time and time again.

Please check out our results section or vist our blog to learn more.

SPE involves the application of process-engineering principles (with much influence from TOC) to the sales environment. A typical sales environment today, resembles production as it was 100 years ago! It is possible to multiply the performance of this sales environment by applying modern production principles — most notably, division of labor and centralized scheduling.

Typically, SPE results in the following:

  1. A significant reduction in the size of the sales team
  2. The conversion of most existing (technical) salespeople into project leaders(responsible for managing the interface between sales and fulfillment)
  3. A ten-times increase in the number of business-development appointments performed by the remaining salespeople
  4. An improvement in customer service
  5. A reduction in sales cycle-time
  6. Minimal capital expenditure
  7. Minimal increase in operating expenses

To learn more about SPE, please take a look at the following:

  1. The Machine
  2. Your Salespeople: four appointments a day; five days a week webinar
  3. Whitepaper: How to build a high-throughput sales process