Advisory Engagements
Three engagements, each scoped and priced from the start
Sales Conversation Mapping, Pipeline Hygiene, and Annual Operations Advisory — choose the engagement that matches your team's current need.
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Advisory methodology at Quietharbor
Every Quietharbor engagement begins with a written scope summary — a short document that states what is included, what falls outside, the deliverable format, and the timeline. You confirm the engagement after reading that summary, not before.
The advisory work itself is observational first. For conversation mapping, we listen to how the team currently conducts sales calls before drawing any conclusions. For the pipeline workshop, we begin by understanding how the team currently categorises deals — not by importing a standard framework and asking the team to conform to it.
All written outputs go through an internal review before they are issued. The map, reference page, or advisory note you receive has been read and checked, not produced as a first draft. Each engagement closes with a review meeting where we walk through the deliverable and address questions.
For the annual advisory, a consistent monthly cadence is established at the start of the twelve months. The head of sales knows when to expect a review note and a quarterly planning session — without having to schedule each one individually.
Sales Conversation Mapping Session
A one-week engagement for Malaysian B2B teams who want a clear picture of the conversations their salespeople are actually having with prospects. We sit with two or three reps, listen to recorded calls if available, and write a short conversation map. Output is a written observation note, a one-page suggested talking frame, and a closing review meeting. Educational and advisory only — no scripted high-pressure language is offered.
- Written conversation observation note
- One-page suggested talking frame for the team
- Closing review meeting included in scope
- Works with two or three salespeople
- No ongoing commitment required after completion
How the Engagement Runs
Written scope summary issued and confirmed (Day 1)
Call review or observation sessions with two or three reps (Days 2–4)
Draft conversation map and talking frame prepared and reviewed internally
Written deliverable issued and closing review meeting held (Day 7)
Best suited for
B2B teams where individual reps handle prospect calls independently and a shared view of conversation structure does not yet exist.
Pipeline Hygiene Workshop for B2B Teams
A focused two-week workshop helping a sales team agree on a simple, shared definition of pipeline stages and forecast categories. Includes two on-site sessions, a written one-page pipeline reference, and a follow-up review at thirty days. Suitable for Malaysian B2B firms with three to fifteen people in sales roles. We do not commit to specific revenue outcomes; the goal is a clearer shared language inside the team.
- Two on-site facilitated sessions
- Written one-page pipeline stage reference
- Shared forecast category definitions for the team
- Thirty-day follow-up review included
- CRM-agnostic — applicable to any tool
How the Engagement Runs
Written scope and session dates confirmed with head of sales (Day 1)
First on-site session — current stage definitions mapped and gaps discussed (Week 1)
Draft pipeline reference prepared and reviewed internally
Second on-site session — reference reviewed with team, adjustments made (Week 2)
Thirty-day follow-up review call to check whether definitions are holding
Best suited for
Teams where different reps interpret pipeline stages differently, or where management finds forecast accuracy low because stage definitions are inconsistent.
Annual Sales Operations Advisory
A twelve-month advisory partnership for established firms whose head of sales wants an outside thinking partner. Cadence is a monthly review of pipeline metrics, a quarterly planning session, and ad-hoc written notes on questions raised by the team. The advisory remit is sales process, cadence, and team rhythm — not specific deal coaching or commission scheme design.
- Monthly pipeline metric review with written note
- Quarterly planning sessions (four per year)
- Written responses to ad-hoc team questions
- Fixed annual fee, no billable hours
- Year-end summary of advisory themes and observations
The Annual Cadence
Monthly: pipeline data reviewed, written note issued within three business days
Quarterly: planning session covering process, rhythm, and cadence adjustments
Ad-hoc: written questions from the team receive a written response within three business days
Year-end: summary note covering themes observed across twelve months
Best suited for
Established firms where the head of sales manages the function without a peer or director-level sounding partner, and wants structured outside input on process and cadence over time.
Decision Guide
Choosing the right engagement
Not sure which engagement is right for your situation? This matrix summarises what each covers.
| Feature / Consideration | Conversation Mapping RM 580 |
Pipeline Hygiene RM 2,100 |
Annual Advisory RM 4,600 |
|---|---|---|---|
| Engagement duration | 1 week | 2 weeks | 12 months |
| Written deliverable | |||
| On-site sessions included | |||
| Follow-up review at 30 days | — | ||
| Monthly pipeline reviews | — | — | |
| Quarterly planning sessions | — | — | |
| Ad-hoc written Q&A | — | — |
Advisory Standards
What applies across all engagements
Data Handled Responsibly
Call recordings and pipeline data shared with us are used only for the advisory work. They are not retained after engagement close and not shared with any third party.
Written Scope Before Confirmation
You receive and agree to a written scope summary before any engagement is confirmed. Deliverables, timeline, and exclusions are stated in plain language.
Deliverable Review Before Issue
Every written output goes through an internal review before it reaches you. The document you receive reflects considered, checked work.
Sessions Run to Schedule
Session dates are confirmed at engagement start and held. Rescheduling when necessary is handled with reasonable notice and no disruption to the overall delivery timeline.
Plain Language Throughout
Advisory notes and references are written to be read and used by the team, not to impress technical audiences. We avoid jargon where plain language serves.
Consistent Response Times
Initial enquiries receive a response within one business day. Annual advisory written questions receive a response within three business days. We state timelines we hold to.
Investment
Fixed fees, published clearly
All fees are in Malaysian Ringgit and are fixed. No billable hours, no variation on invoice.
Conversation Mapping
RM 580
per engagement · one week
- Observation with 2–3 reps
- Written conversation map
- One-page talking frame
- Closing review meeting
Pipeline Hygiene Workshop
RM 2,100
per engagement · two weeks
- Two on-site sessions
- Written pipeline reference
- Forecast category definitions
- 30-day follow-up review
Annual Operations Advisory
RM 4,600
per year · twelve months
- Monthly pipeline reviews
- Quarterly planning sessions
- Ad-hoc written Q&A
- Year-end summary note
Get Started
Not sure which engagement is right?
Send us a brief note about your team's situation and we will indicate which engagement, if any, is likely to be a practical fit. No obligation, no pitch call required.
Contact Us