Sales Performance Improvement Case A Leading Wealth Management Institution — Overseas Sales Team Enablement
Program Overview
The client is a leading domestic wealth management institution dedicated to providing high-net-worth individuals and institutional investors with professional asset selection, asset allocation and diversified financial solutions. Its services span multiple asset classes, including private equity, public markets, mutual funds and overseas investments.
As the core driving force behind business growth, the client’s overseas sales team was assigned ambitious and highly challenging performance targets. To support the team in achieving these goals, the organization required more scientific, structured and effective tools to guide execution, motivation and performance management.
Prothink was engaged to design and deliver a performance-driven intervention focused on goal clarity, execution discipline and measurable outcomes.
The Challenge
How to help an overseas sales team translate ambitious financial targets into clear execution paths, sustained motivation and measurable progress？
Our Approach
- Application of the 4DX (Four Disciplines of Execution) methodology to sales management
- Facilitated workshops enabling teams to co-create business goals and execution strategies
- Identification of lead measures that directly drive performance outcomes
- Design of motivating scoreboards to enhance visibility, accountability and team engagement
Outcomes & Results
- Delivered goal execution workshops for over 80 core sales professionals and business managers
- Enabled teams to co-create clear execution plans aligned with challenging financial targets
- Established shared understanding around lead measures, scoreboards and execution priorities
- Built strong action consensus and measurable indicators to support the next phase of business growth