Sales Operations

Sales Operation Audit & Consulting

Leads go cold, follow-ups slip, and deals stall at the same stage month after month. Most of the time the problem is the process, not the people. We find where your sales are leaking, fix it with your team, and can lead or run sales for you while the changes take hold, whether you already sell in Vietnam or are just entering the market.

Illustration of a sales and call team at work: smiling agents with headsets typing at their desks

Sales operations services

From First Audit to a Running Sales Team

Five services, in the order most clients start. Take one on its own, or combine them into one engagement.

Sales Audit & Process Optimization

We look under the hood of your sales engine and tune it to run smoother.

Most sales teams can tell their numbers are off, but not why. We review your whole funnel, from how leads come in to how deals close, and pinpoint where performance, conversion, tools or messaging are letting revenue slip away. Then we fix what is broken or unclear, measure it again, and show you what changed.

What we deliver

  • Funnel diagnostic
  • Conversion map
  • Messaging review
  • CRM and tool clean-up
Details

Sales Audit & Process Optimization

Who it suits

Best suited for

Teams that get leads but struggle to close, or that live with a messy CRM, missed follow-ups and long sales cycles.

For example

  • A team that receives steady enquiries but turns few of them into signed deals.
  • A company whose CRM is out of date and whose follow-ups depend on memory.

What's included

  • Funnel diagnostic
  • Conversion map
  • Messaging review
  • CRM and tool clean-up
Back

Sales Training & Playbook Development

Training your team can use straight away, and a playbook they can keep following.

A team that sells on instinct is hard to grow. We design and run training built around your market, covering cold outreach, consultative selling, objection handling, pipeline management and closing. Then we write your full sales process into a playbook, so every new hire learns the same way of selling long after we leave.

What we deliver

  • Live training sessions
  • Objection library
  • Written playbook
  • Skills scorecard
Details

Sales Training & Playbook Development

Who it suits

Best suited for

Growing teams bringing on new reps, and established businesses modernising how they sell with digital tools.

For example

  • A team adding several new reps who need to be selling within weeks.
  • A business moving from spreadsheets and phone calls to a CRM and digital outreach.

What's included

  • Live training sessions
  • Objection library
  • Written playbook
  • Skills scorecard
Back

Interim Sales Management

We build the playbook, manage the team and hand over a sales operation that runs.

A sales team without a leader drifts, however talented the people are. We step in as your interim sales manager, set the process, KPIs, training rhythm and accountability, and run the team day to day. When the operation can run without us, we hand it over to your own manager with everything written down.

What we deliver

  • Process map
  • KPI framework
  • Weekly team rhythm
  • Manager handover
Details

Interim Sales Management

Who it suits

Best suited for

Start-ups with new reps and no sales manager yet, and founders who still lead sales and want to step back.

For example

  • A start-up that has hired its first sales reps but has no sales manager yet.
  • A founder who still runs every deal and wants a team that can sell without them.

What's included

  • Process map
  • KPI framework
  • Weekly team rhythm
  • Manager handover
Back

Lead Generation & Appointment Setting

We help you get in the room with decision-makers, so your team can focus on closing.

Your best salespeople should spend their time in meetings, not hunting for them. We find qualified prospects, reach out on your behalf and book meetings straight into your team's calendar. That covers outreach strategy, list building, email and call scripts, and scheduling, all written in your brand's own voice.

What we deliver

  • Target list and segments
  • Outreach sequences
  • Call and email scripts
  • Booked meetings
Details

Lead Generation & Appointment Setting

Who it suits

Best suited for

Companies that want meetings with a defined group of buyers in Vietnam, such as operations or HR leaders.

For example

  • A logistics provider that wants meetings with warehouse operators in Ho Chi Minh City.
  • A consultancy that wants to meet HR leaders at mid-sized companies in Vietnam.

What's included

  • Target list and segments
  • Outreach sequences
  • Call and email scripts
  • Booked meetings
Back

Local Sales Team Setup & Sales-as-a-Service

Think of us as your sales team on the ground, set up and run for you.

Building a sales team from scratch means months of hiring, training and trial and error. We can be your sales team instead, providing the strategy, people, tools and day-to-day execution so you can start selling sooner. It suits companies entering Vietnam or Southeast Asia, launching a new product or testing a new segment.

What we deliver

  • Go-to-market plan
  • Recruited and managed reps
  • CRM and tool stack
  • Weekly pipeline report
Details

Local Sales Team Setup & Sales-as-a-Service

Who it suits

Best suited for

Foreign companies testing demand in Vietnam without a local team, and producers that want a structured B2B sales function.

For example

  • An overseas software company testing demand in Vietnam before hiring locally.
  • A manufacturer with strong production but no structured B2B sales team.

What's included

  • Go-to-market plan
  • Recruited and managed reps
  • CRM and tool stack
  • Weekly pipeline report
Back

Every engagement starts with a conversation about how you sell today, so we can recommend where to begin.

Inquire about Sales Operations
United Consulting strategic collaboration and execution
Structured execution

How We Work Together

Clear findings, practical changes and regular progress updates, without unnecessary bureaucracy.

01
Discovery

Sales Review & Scope

A focused discovery session to understand your market, your sales team and how deals move through your pipeline today.

02
Pilot

Fix One Stage First

We start with the stage that loses the most deals, agree what success looks like, and make the changes together with your team.

03
Rollout

Measure, Then Extend

We measure the result with you, then carry the improvements across the rest of the funnel with weekly progress updates.

Got Some Questions?

At United Consulting, we provide practical, results-driven support to help you set up, scale, and succeed in Vietnam and across Asia. From company registration to sales consulting, we deliver real-world solutions that free up your time—so you can focus on growth. We’re business owners too, so if you’re looking for more than just generic advice, this is the right place!

At United Consulting, we provide practical, results-driven support to help you set up, scale, and succeed in Vietnam and across Asia. From company registration to sales consulting, we deliver real-world solutions that free up your time—so you can focus on growth. We’re business owners too, so if you’re looking for more than just generic advice, this is the right place!

Navigating a new market can be overwhelming. As business owners ourselves, we understand the complexities of local regulations, cultural nuances, and logistics. That’s why we focus on providing clear, actionable solutions that streamline the entire process from market entry, to virtual assistants, all the way to sales and operations audits. We’re here to help you succeed!

We take a collaborative approach, working alongside you every step of the way. Our process starts with a call to understand your specific needs, followed by tailored strategies and solutions to match. Whether you need ongoing support or a one-off project, we’re here to make sure everything runs smoothly. And if we can’t do it ourselves, we’ll connect you with trusted partners!

We handle both! From the initial setup to long-term operational support, we’re with you every step of the way. Whether you need us to setup your CRM, establish a call center, or assist with brand management, we’ve got you covered for the long haul. We also offer process reviews to help identify and close operational gaps.

Absolutely! Our main focus is entrepreneurs, startups, and SMEs. We understand that every business has unique challenges at different stages. Whether you’re a startup or an established company looking to scale, we’ll partner with you to refine your operations, expand your team, and grow your business with clear, actionable strategies.

If you’re looking to expand in Asia, Vietnam is one of the most dynamic markets with enormous growth potential. Having said that, we also assist in the Philippines, Indonesia, Hong Kong, Singapore, and other parts of Asia. Our local expertise, combined with international knowledge, can help you assess your opportunities, reduce risk, and capitalize on the region’s full potential.

Ready to Scale Your Business?

Book a free 30-minute consultation with our expert consultants. We’ll discuss your goals and how our tailored solutions can help you achieve them.

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