Sales and systems-led digitisation · Perth, WA
Rewire how your business sells. Keep it steady as you grow.
There's no shortage of CRMs and AI tools. Gimbal unpacks your market and how your business actually finds, wins and keeps customers, digitises it with an enterprise-grade approach, then coaches and trains your team until it sticks.
Why Gimbal
Senior hires, without the hiring risk.
Hiring a sales manager and a systems manager is slow, expensive and hit and miss. With Gimbal you get senior sales and systems expertise working inside your business at a consultant level, without the overheads of permanent headcount.
A sales manager plus a technical manager
- A search and a salary for every roleRecruitment fees, salary, super, leave and payroll on-costs for each hire.
- Months before anything changesTime to recruit, onboard and ramp up before results show.
- A blank pageEach new hire brings their own habits, and the method leaves when they do.
- Hit and missIf the hire doesn't work out, you pay again and start over.
- Fixed headcountThe cost stays the same whether you need them more or less.
An enterprise sales engine and a technical systems engine
- A senior team, one engagementEnterprise sales and technical delivery expertise, working together from the start.
- Consultant-level costNo recruitment fees, super, leave or payroll overheads.
- Documented and yours to keepA proven method tailored to your business, written down and handed over, so the know-how stays when people change.
- Accountable to resultsSuccess measures agreed before we start and reviewed at agreed intervals.
- Scales with youSupport steps up or down as your business grows.
The Health Check is free. At worst, you walk away with a scorecard, a SWOT of your sales operation and a 90-day plan.
Book a free health checkOur approach
Buying the tools is easy. Making them work for your business is the hard part.
We define how your business should sell first, then digitise it. We run our own fully supported CRM platform, built around the Gimbal Method, and we can work with the system you already have.
Unpack
We map how you sell today: the people, the process, the data and the tools you already pay for.
- Stakeholder interviews
- Sales process mapping
- Systems and data audit
Digest
We make sense of what we found, measured against your market and your growth goals. You see what's working, what's leaking and what to fix first.
- Maturity scorecard
- SWOT of your sales operation
- Prioritised roadmap
Structure
We design the way of working before touching any technology, using proven enterprise sales methods sized for your business.
- Sales process and pipeline design
- Roles, responsibilities and cadence
- KPI framework
Digitise
We build it the way enterprises do: clear requirements, proper integration, testing and documentation.
- Deploy our fully supported CRM, or streamline the one you already use
- Integration with Microsoft 365, Xero and your existing systems
- AI automation where it saves real time
Implement
We roll it out with your team, move your data across and train every role so day one works.
- Data migration and cutover
- Role-based training
- Playbooks and how-to guides
Support
We stay alongside you, coaching your people and tuning the system until the new way of working sticks.
- Senior sales and systems expertise on your team
- Sales coaching for owners and team leads
- Regular adoption and KPI reviews
The result: one connected system across every stage of the customer journey, and a team that knows how to run it.
Who we work with
You're great at what you do. We help you sell it like an enterprise.
Large companies grow on disciplined sales processes, clean data and connected systems. Most growing businesses never get the chance to build them, so sales still runs on a spreadsheet, a half-used CRM and the owner's memory. That gap is where we work.
A good fit if…
- Customers rate your work, but you don't have the enterprise-level sales engine to grow, expand into new markets or win bigger contracts.
- You want to adopt AI but aren't sure where to start, or how to implement it on the right platform.
- You, the founder, are still the main closer and want to step back.
- You paid for a CRM that nobody uses, or you've never had one.
- You've lost a tender you should have won.
- You've hit a growth plateau.
Probably not a fit if…
- You need break/fix IT support. We'll refer you to a trusted managed service provider.
- You want a strategy deck and no one to build it.
- You already run a dedicated sales operations team.
- You want a one-off fix or the cheapest hourly rate rather than a lasting result.
The Gimbal Method
Proven sales methods, tailored to your market.
Six stages every customer relationship moves through, ending in a loop back to the start. The methods are classic and tested; how we apply them is shaped around your market, your team and your tools. We score you on each stage and fix the weakest first.
Built on the methodologies enterprise sales teams use: SPIN Selling · MEDDPICC · The Challenger Sale · Miller Heiman Strategic Selling.
Listen
We listen first, to you and your market, before anyone picks up the phone.
- Market and competitor scan
- Customer segments and buying triggers
- Value proposition review
PROVEN METHODSSPIN discovery, buyer personas
Identify
Know exactly who you should be selling to, and who you shouldn't.
- Ideal customer profile
- Target account lists
- CRM segmentation
PROVEN METHODSIdeal customer profile scoring, MEDDPICC qualification
Nurture
Stay in front of the right people until they're ready to buy.
- Contact cadences
- Partner and referral channels
- Email and LinkedIn automation
PROVEN METHODSChallenger insight-led messaging, account-based selling
Win
Turn interest into signed work with a process your team can repeat.
- Sales process and pipeline stages
- Proposal and tender templates
- Deal reviews
PROVEN METHODSMEDDPICC deal reviews, Miller Heiman stakeholder mapping
Cultivate
Keep good customers and grow what they spend with you.
- Onboarding
- Account plans
- Renewal and expansion triggers
PROVEN METHODSMiller Heiman account planning, Net Promoter Score
Iterate
Measure what's working and fine-tune the approach as your market moves.
- Quarterly performance reviews
- Win/loss analysis
- Playbook and system updates
PROVEN METHODSWin/loss reviews, plan-do-check-act
Gimbal CRM
Your growth engine, running from day one.
Every engagement can include the Gimbal CRM: one platform for your pipeline, conversations, automation and reporting. It's built around the Gimbal Method and the customer lifecycle before we tune it to your business. Pick a stage, or click through the out-of-the-box build below.
Sales dashboard
LiveWhat the owner sees every morning: pipeline, forecast and activity, with no spreadsheet in sight.
Pipeline by stage
Where leads come from
Today
- OverdueCall Sarah Nguyen re proposal
- TaskRevised quote: Kestrel Civil11:00
- MeetingDeal review: Swan Valley Foods14:00
- AI2 meetings booked overnight
- Alert1 deal idle 14+ days
Sales pipeline
Gimbal Method stagesEvery deal in one place, with clear stage definitions so forecasts mean something. Click the highlighted deal to open it.
Contact & deal record
One view of the person, the company, the deal and every touchpoint, so anyone can pick it up.
- Lifecycle
- Opportunity
- Source
- Partner referral
- Owner
- Alex T.
- Deal
- 3PL warehousing contract · $140k
- Next step
- Proposal review, Thu 10:00 (Outlook)
MEDDPICC · 7 of 8
- Metrics: cut freight cost 12%
- Economic buyer: CFO
- Decision criteria
- Decision process
- Paper process
- Identified pain
- Champion: Sarah
- Competition: incumbent 3PL
Activity timeline
- Quote Today 09:12
Proposal viewed for the 3rd timeOwner alerted. Follow-up task created.
- Email · Outlook Yesterday
"Can we include after-hours pick-ups?"Synced from Alex's Outlook inbox.
- Meeting Mon
Discovery meeting held (Teams)Notes logged, 2 MEDDPICC fields updated.
- AI assistant 2 weeks ago
Web enquiry qualified and call bookedFit score set, deal created in Qualified.
- Referral 3 weeks ago
Introduced by partner: Swan Freight Brokers
Unified inbox
Email, SMS, web chat, calls and WhatsApp in one thread per customer. Nothing lives in someone's personal inbox.
- Sarah NguyenEmailCan we include after-hours pick-ups?
- Coastline MedicalWeb chat · AIAI booked a call for Tue 2pm
- Redgum JoinerySMSThanks, see you then.
- 0412 *** 118Missed callText-back sent automatically
- Kestrel CivilWhatsAppRevised quote received, reviewing.
Automations
The follow-up nobody has time for, done every time. Here's the speed-to-lead workflow, plus the starter set switched on from day one.
Workflow: new website enquiry
Starter automations
- Speed-to-lead responseEvery enquiry answered in minutes
- Missed-call text-backNo lost callers
- Meeting remindersFewer no-shows
- Proposal follow-upDays 2, 5 and 9 after sending
- Idle deal alert14 days without activity
- Won → onboardingTasks, welcome email, Xero invoice
- Review requestAfter onboarding is complete
- Renewal reminder90 days before contract end
- Lost-deal reason captureFeeds win/loss reviews
- Weekly pipeline digestMonday 7am to the owner
AI assistants
Chat and voice assistants trained on your services answer, qualify and book meetings around the clock, then hand over to your team.
After-hours call · Voice AI
7:42pm · 2m 14s. Facilities manager at Northbridge Dental Group needs pricing for 4 sites. Callback requested 8am.
Guardrails
- Trained on your services, FAQs and rules, never invents pricing
- Hands over to a person on request or when unsure
- Works your hours, or after hours only
- Every conversation logged to the contact record
Quotes & invoices
Quote from the deal, sign online, invoice through Xero and get paid, without retyping anything.
Valid 30 days
| Item | Amount |
|---|---|
| Site assessment | $4,800 |
| Implementation, phase 1 | $62,000 |
| Support, 12 months | $29,200 |
| Subtotal | $96,000 |
| GST | $9,600 |
| Total (AUD) | $105,600 |
Quote to cash
- ✓Quote sentBuilt from the deal and your price book
- ✓Viewed 3 timesOwner alerted each time
- 3E-signedDeal moves to Won automatically
- 4Invoice synced to XeroNo double entry
- 5PaidCard or bank transfer, reconciled
Marketing & reviews
Campaigns, forms and landing pages that feed the pipeline, plus review requests that build your reputation on autopilot.
Email campaign: quarterly industry update
Landing page: free site assessment
Google reviews
"Responsive, on time and easy to deal with." Sample review, requested automatically after onboarding.
Social planner · next two weeks
Reports
Two views from the same data: the sales team's week and the board's quarter.
Team scorecard · last 30 days
| Rep | Activities | Meetings | Pipeline added | Won | Win rate |
|---|---|---|---|---|---|
| Alex T. | 142 | 11 | $310k | $96k | 34% |
| Jordan P. | 118 | 8 | $244k | $72k | 29% |
| Sam K. | 96 | 4 | $128k | $46k | 27% |
Stage conversion · 90 days
Revenue won vs target ($k)
Quarter forecast
Integrations
The CRM connects to the tools you already run, so data is entered once and flows everywhere.
Work where you already work
Money
Marketing & reputation
Everything else, via connectors and open API
Exact integrations are confirmed in the Health Check. Some connect natively, others through connectors or the open API.
A working sales system, not a blank CRM
- Pipeline stages and stage gates built on the Gimbal Method
- Sales and executive dashboards
- Ten starter automations, from speed-to-lead to renewals
- Email, SMS and proposal templates
- Microsoft 365 email and calendar, and Xero, connected
- AI chat assistant on your website
- Mobile app and team training
Fitted to how your business actually sells
- Your stages, fields, products and price book
- Data migrated from spreadsheets or your old CRM
- Integrations with your ERP, job or industry systems
- AI assistants trained on your services and voice
- Custom reports for your board and KPIs
- Ongoing tuning as part of your support
See it built around your business, with your stages and your numbers.
Book a free health checkDemo shows sample data for a fictional business. Prefer to keep your current CRM? We'll streamline it instead.
Engagements
Start with a health check. Stay because it works.
No price lists and no piecemeal jobs. After the free Health Check we propose one tailored plan: an upfront project to set things up, and ongoing support to make it stick.
Sales & Systems Health Check
- 2–3 hours on site unpacking how you sell, the tools you use and where data lives
- Scorecard across the six Gimbal stages, with a SWOT of your sales operation
- Your top three fixes and a 90-day digitisation plan
You keep the scorecard and plan, whether or not you work with us.
Your Gimbal plan
- Upfront project: we structure, digitise and implement the Gimbal Method in your business
- Ongoing support: our enterprise sales engine and technical systems engine embedded in your business
- Coaching, KPI reviews and system tuning on an agreed cadence
- Success measures agreed before we start
Scoped and priced after the Health Check, once we both know what success looks like.
Who we say yes to
- Businesses ready to work with us, not just buy from us
- A complete plan with clear success criteria, not small disconnected pieces
- If we can't see a clear path to results, we'll tell you
We'd rather do the whole job well than part of it badly.
Documented. Yours to keep.
We don't keep the know-how. We hand it over.
Experience only counts if it stays in your business. Everything we design and build is properly documented, and your team is trained to run it, so the value stays with you.
Your sales playbook
Your tailored Gimbal Method in writing: process, pipeline stages, qualification rules, cadences and templates.
Your systems, documented
How your CRM, integrations and automations are set up, why, and how to change them. Your data stays yours.
A team that can run it
Role-based training and how-to guides, so your people own the new way of working, not us.
A partner for the next stage
Once the foundations are in, we help you push into new markets, bigger contracts and the next growth step.
We teach your team to fish. Then we help you find bigger waters.
Our aim isn't to make you dependent on us. It's to get you moving and growing, so we earn a lasting place in your growth strategy. That relationship runs on honesty: if something isn't working, or isn't worth your money, we'll tell you.
About Gimbal
Enterprise sales discipline, sized for growing businesses.
Our team brings careers in enterprise selling and channel building, and in designing, automating and delivering the systems behind them. We bring that rigour to businesses that don't have a sales operations team of their own.
Bart Duys
Founder · Enterprise sales engine
- Finished #1 in sales in every team he joined, over 13 years in telco and satellite
- Built a Tier-1 partner channel (Telstra, Optus, Vocus) end to end
- Delivered the first OneWeb LEO satellite service in Asia-Pacific
- Closed several $3–5M projects in mining, energy and critical infrastructure
- Led a team of 14 and a ~$35M portfolio; ran Ten Gigabit Adelaide (1,000+ buildings signed in nine weeks)
Tony Farrow
Principal Architect · Technical systems engine
- More than 20 years turning business requirements into working systems, across energy, health, telco and government
- Program and project manager in LEO satellite services; digital project manager for a WA statutory authority
- DevOps operations engineer automating Linux and cloud platforms with Ansible
- Technical architect and health-system implementation specialist (Department of Health WA)
- Nearly eight years as a business analyst at ConocoPhillips, and four years owning and running his own business
Questions
What people ask before they start.
What does the free health check involve?
A 2–3 hour working session with you and your key people. We ask structured questions about your market, customers, sales process, systems and team, then send back a scorecard, a SWOT of your sales operation and your top three priorities. There's no cost and no obligation.
Is this consulting or do you actually do the work?
We do the work. We configure the CRM, build the pipeline stages, write the templates, set up the reports and automations, and coach your team to use them. Advice without implementation isn't what we sell.
Will we have to change CRM?
Not on day one. Gimbal runs its own CRM platform, built around the Gimbal Method and fully supported by us, and that's what we implement where we can. If you're settled on another system, such as Salesforce, HubSpot or Pipedrive, we'll start there and streamline it. Many businesses move to ours over time for cost and efficiency, but it's never a condition of working with us.
Which sales methodologies do you use?
The four most widely used in enterprise sales: SPIN Selling for discovery, MEDDPICC for qualification and forecasting, The Challenger Sale for insight-led messaging, and Miller Heiman Strategic Selling for deals with several decision-makers. We combine them to fit how your business sells, then build them into your CRM so your team actually uses them.
What are the sales engine and the systems engine?
They're the two halves of every engagement. The enterprise sales engine is senior sales leadership and the Gimbal Method embedded in your business: running the sales rhythm, coaching your people and holding the numbers to account. The technical systems engine is senior technical delivery: designing, building and running the CRM, integrations and automation behind it.
Why not just hire a sales manager?
You can, and some businesses should. But recruiting senior people takes months, costs fees and on-costs, and doesn't always work out. Gimbal gives you senior sales and systems expertise at a consultant level from the start, with a tested method and success measures in place.
Why include coaching and training?
Because most digitisation projects fail on adoption, not technology. Training and coaching are built into every Gimbal plan so your team actually uses what we build.
How much does it cost?
It depends on what the Health Check finds. We then propose one plan with two parts: an upfront project to set things up, and ongoing support. You'll see the full investment and the success measures together before you commit to anything.
What do we keep if we stop working with you?
Everything we've built for you: your documented sales playbook, system and process documentation, training guides, templates and your data. We'd rather earn the next stage of work than lock you in.
Why don't you offer smaller pieces of work?
Because fixing one part of a sales operation in isolation rarely moves the numbers. We'd rather agree a complete plan we can stand behind than take on a fragment and dilute the result. Whatever we build stays yours.
Do you work outside Perth?
Yes. We're based in Perth and work on site across WA, and remotely with clients across Australia.
2-minute Quick Check
Short on time? Start with 10 quick questions.
Rate each statement from 1 (not true at all) to 5 (completely true). You'll see where your sales and systems stand straight away, and your answers carry into a full Health Check if you book one.
Your Quick Check
Your results will be added to the enquiry form.
Get in touch
Book a free sales & systems health check.
Tell us a little about your business and we'll come back within one business day to find a time.