Sales strategy consulting for agencies

Fire yourself from sales, without losing the deals.

Last updated November 2026

How do I build an agency sales process that works without me?

Get what you know about selling out of your head and into a documented process your team can run.

That is the job of SalesOS, Tim Kilroy's sales strategy consulting for agencies between $1M and $5M a year. It starts with positioning, then builds a custom sales engine around your agency: how leads are qualified, how discovery runs, how proposals and follow-up work, and how deals hand off to delivery.

Part of the agency coaching guide from Tim Kilroy.

Definition

What SalesOS is, from Tim Kilroy

SalesOS is a done-with-you build of an agency sales process. Tim Kilroy's premise is that most agency owners do not have a sales problem; they have a no-process problem. Their sales chops are fine, but everything they know is trapped in their skull, so referral partners and the team are winging it.

Rather than hunting for a better closer, a sharper script or a pipeline guarantee, SalesOS drags the founder's instinct into infrastructure. It is scoped after a diagnosis call and built around your specific agency, with no templates.

Components

What a working agency sales process covers

A clear ideal client filter used in real time, not in hindsight.
Discovery calls built to understand, not to pitch.
Proposals that restate the prospect's problem in their own words.
Follow-up with recap, relevance and a clear next step.
Help for your champion to sell you internally.
A clean sales-to-delivery handoff.
A win/loss review to learn why buyers chose you.

Diagnosis

Sales consulting firm or sales strategy consulting: what is different here?

A typical sales consulting firm brings a methodology and trains your people on it. Tim Kilroy's sales strategy consulting starts from your agency instead: your market, your positioning, your best deals and what the founder actually does on the calls that close.

The reason is practical. Tim's published view is that a price objection is usually a positioning problem in disguise. Training a team to handle objections better does not help if the agency cannot say who it is for. So the work runs in order: positioning first, then the sales engine.

“Founder Magic is limited to 1 person, YOU.”

Tim Kilroy, The Agency Sales Playbook

Measure

Find the leak before you buy more leads

Tim's five-stage funnel counts a prospect only when they did something: aware, interested, qualified, proposed, closed. Pull the last 90 days, count each stage honestly, and calculate each conversion. The weakest one is where to work first. It takes about twenty minutes and a spreadsheet.

You can estimate your weekly conversation target on the programs page calculator, and see how discovery fits in on agency discovery calls.

Questions

Sales strategy consulting questions

What is SalesOS?: SalesOS is a custom, done-with-you build that turns the founder's instinct for selling into a documented sales process the team can run. It is aimed at agencies between about $1M and $5M a year whose sales still depend on the founder, and it is scoped after an initial diagnosis.
What does a sales strategy consulting engagement involve?: With Tim Kilroy, sales strategy consulting means diagnosing where deals stall, then building a sales process around your specific agency: positioning first, then discovery, proposals, follow-up and handoff to delivery. The SalesOS build is done with your team rather than handed over as a template.
What is founder magic?: Founder magic is Tim Kilroy's name for the instinct that lets an agency founder close deals others would lose with the same services and leads. It is real, but it lives in one head. The fix is to turn it into a documented sales process so the team can close good-fit deals without the founder.
Should I hire an agency coach or a salesperson first?: Usually fix the process before you hire. A first sales hire needs a documented process, a clear niche and proof the agency can sell without the founder. Without those, the new hire inherits founder magic they cannot access. Tim Kilroy's SalesOS is designed to build that foundation first.
How are SalesOS and DemandOS priced?: SalesOS and DemandOS are scoped individually rather than sold at a list price. They serve agencies between $1M and $20M a year, where every agency's bottleneck is different enough that templates stop working. Scope follows a diagnosis of the specific agency, so the best way to learn the price is to ask on timkilroy.com.
Why not just use an agency growth template?: Templates work at the smallest stages and stop working as agencies grow. Past about $1 million a year, Tim Kilroy's view is that your bottleneck is your specific agency, so off-the-shelf systems no longer fit and custom work takes over.

Read all agency coaching questions and answers