FAQs

ISIG builds sales enablement systems utilizing AI to help B2B organizations:

• Ramp new hires faster

• Sell more consistently

• Improve pipeline discipline

• Standardize training & onboarding

• Eliminate tribal knowledge

• Operate like top-10% sales organizations
  

We specialize in:

• Sales onboarding design

• Training program development

• CRM workflow engineering

• AI automation

• Sales playbooks & process standardization

• Manager enablement systems

We work across three primary ICPs:

1. VC-backed B2B SaaS
   

2. Industrial, manufacturing & field services
   

3. Mid-market professional services firms
   

If your sales org has 5–100 reps and struggles with inconsistency, we can help.

Three things:

1. System-first philosophy

We fix the infrastructure behind sales performance, not short-term coaching or motivation.

2. AI-enabled enablement

We integrate AI into onboarding, training, workflows, and automation — making your systems smarter and more scalable.

3. Enterprise-grade design

ISIG’s approach is modeled after McKinsey, BCG, and Accenture:

• Clear frameworks

• Predictable delivery

• Structured execution

• High accountability

Engagements follow a four-phase model when fully utilized, or individually based on service requested.

Phase 1 — Audit

We analyze CRM, workflows, training, onboarding, and performance gaps.

Phase 2 — Design

We build your enablement architecture:

• onboarding paths

• playbooks

• CRM workflows

• AI-enabled systems
  

Phase 3 — Implementation

We configure CRM, deploy automations, create training programs, deliver playbooks, and roll out systems.

Phase 4 — Retainer

We maintain and optimize your systems monthly.

Audit: 3-4 Weeks

Implementation: 8-12 Weeks

Retainer: Monthly Interactions

We use transparent consulting pricing models:

Audits — $3,000 to $12,000

Implementation Sprints — $7,500 to $30,000

Retainers — $3,000 to $12,000/month

Pricing depends on:

• Team Size

• Timeline Requested

• CRM complexity

• Automation Depth

• Training & Enablement needs

• Additional Services Requested

Our billing model follows top consulting firms (McKinsey, BCG, Accenture):

• Audits:

100% upfront

• Implementation:

40/40/20 milestone plan

• Retainers:

100% upfront Monthly

or

50/50 Split Monthly

Invoices are Net 15.

Work pauses if invoices exceed 5 days overdue.

No. We use AI to:

• automate repetitive tasks

• create consistency

• standardize training

• support managers

• improve pipeline quality
  

AI enhances performance — it never replaces sales reps.

We follow strict privacy and security practices:

• All data remains in your systems

• We use secure file-sharing only

• No external data storage

• NDAs by default

• No sharing of client data for marketing

• CRM access only for the duration of the project

Primary systems:

• HubSpot (specialization)

• Salesforce (Admin-level)

• Pipedrive

• Zoho

• Close

• Copper
  

We also integrate with:

• n8n

• Zapier

• Make

• custom AI workflows

Yes. We build:

• Manager enablement frameworks

• Coaching systems

• Skill-based training modules

• Onboarding paths

• Certification-style programs for new hires

Yes.

The Master Services Agreement (MSA) covers the legal foundation of our relationship. All SOWs plug into this MSA.

Clients sign it once at the beginning of the relationship.

A Change Order documents modifications to:

-scope

-timeline

-deliverables

-responsibilities

-pricing

Change Orders ensure scope clarity and prevent project drift.

Yes — ISIG is fully remote.

We’ve built systems for distributed sales teams across multiple time zones.

Clients typically see:

• Faster ramp times (20–50% reduction)

• Higher pipeline discipline

• Better training adoption

• Increased sales consistency

• Improved manager effectiveness

• Higher win rates
  

Results vary by CRM hygiene, rep skill, and leadership engagement.

ISIG’s leadership team brings experience across:

• Fortune 100 retail

• Global manufacturing

• Construction & field services

• B2B SaaS

• Professional services
  

Including work supporting organizations such as Home Depot, Milwaukee Tool, and others.

No — ISIG builds the systems, Your team executes.

We function as:

• a multiplier

• an amplifier

• a systems engineer

• a strategic partner

Within 48 hours of signing:

1. Kickoff call

2. Access checklist

3. CRM data pull

4. Training & enablement audit

5. Stakeholder mapping

6. Project calendar delivery

Yes — through monthly retainers that cover:

• system upkeep

• enablement updates

• new hire onboarding integration

• automation expansion

ISIG offers several structured engagement models depending on your goals and level of maturity:

1. Sales Infrastructure Audit (3-4 weeks) A diagnostic assessment of your CRM systems, workflows, onboarding, training, and performance metrics.

2. Implementation Sprint (8-12 weeks) A full build of your AI-enabled onboarding, training, CRM workflows, automation, and enablement systems.

3. Ongoing Retainer (Monthly) Continued optimization, new hire onboarding integration, AI tuning, and system maintenance.

ISIG also offers Training & Capability Building Programs solutions for select clients.

Click “Invest in a Service”

or

Email: info@isigautomation.com

We run a 60 minute discovery call and recommend the correct engagement model.