Building the infrastructure that makes sales performance measurable, consistent, and repeatable. This is Taylor Healey's most hands-on practice area — and where our most proprietary methodology lives.
Most distribution teams have a CRM. Very few have a sales process. There's a difference. A CRM records what happened. A sales process shapes what happens — and why. Taylor Healey builds and refines sales processes across four specific domains, each with its own framework and methodology. The goal in every case is to create accountability, enable meaningful measurement, and produce reporting that drives performance rather than just recording it.
Not all large clients are key accounts. Taylor Healey builds structured frameworks for managing an organisation's most important client and partner relationships — starting with the discipline of defining what a key account actually is, and why.
Clear criteria for what qualifies as a key account — and the discipline to manage accordingly.
Key account planning templates and review cadences that make the relationship intentional.
Identifying all stakeholders and decision-makers across the account — not just the main contact.
Governance structures for complex institutional relationships where multiple parties are involved.
The activity-driven probability model replaces subjective BDM probability selection with a system-determined framework based on completed activities. When every BDM chooses their own probability, pipeline reflects personality rather than reality. Our model removes that subjectivity entirely.
The result is a pipeline that managers can actually coach to — and a forecast that leadership can actually trust.
Most BDMs in financial services are busy but not necessarily productive — they confuse activity volume with activity quality. Taylor Healey builds planning frameworks that connect daily and weekly BDM activity directly to strategic priorities and revenue targets.
Channel and territory planning frameworks that turn geographic coverage into intentional prioritisation.
Targets linked to pipeline stage conversion rates — not arbitrary call quotas.
Weekly and monthly planning tools that make good habits easy and bad habits visible.
For managers to track lead indicators, not just revenue outcomes. The difference between managing and coaching.
Prospecting is consistently where financial services distribution breaks down. Most BDMs prefer managing existing relationships to developing new ones. Taylor Healey builds the process and the habit — so prospecting becomes a discipline, not a quarterly panic.
"Taylor Healey have been a trusted partner since 2007. Nick helped develop and refine a probability-weighted asset management sales process for a large distribution team. This early process has gone on to form the backbone of many distribution teams' sales process in our industry."
"Taylor Healey was instrumental in helping us build our key account management framework and worked with us closely to refine and embed it successfully. He listens deeply, asks countless questions to fully understand the issues and opportunities — and then delivers first class outcomes."