Advisor Channel Growth & Sales Enablement Strategy for Financial and HR Services Firms.
ChannelWorks Advisory designs and scales advisor and broker referral ecosystems. We align sales, marketing, and enablement programs so partners can originate qualified opportunities, improve win rates, and expand revenue across the Western U.S. and beyond.
About
ChannelWorks Advisory partners with HR, payroll, and financial services organizations to build advisor-led distribution models and sales enablement frameworks. Our work centers on actionable systems—clear referral paths, right-sized incentives, role-based training, and operating rhythms that translate strategy into measurable commercial outcomes.
Focus Areas
- Advisor & Broker Ecosystem Development
- Enablement Playbooks & Certification
- Territory Design & Coverage Models
- Salesforce Operating Rhythms
- GTM Pricing, Packaging & Convergence
Advisor Channel Growth
- Partner segmentation, COI programs, and activation plans
- Referral intake, routing, and SLA design in CRM
- Tiered incentives and partner marketing support
Sales Enablement
- Role-based training, demos, and objection handling
- Playbooks, talk tracks, and competitive positioning
- Ramp time reduction and win-rate improvement
GTM & Commercial Strategy
- Territory & segment architecture; coverage ratios
- Price-realization guidance with Finance
- Executive dashboards & leading indicators
Operating Rhythms
- Pipeline inspection & forecast hygiene
- Quarterly business reviews for partners
- Advisor councils & best-practice communities
Our Approach
1. Diagnose Identify partner segments with true influence on target buyers; map referral flows and friction points.
2. Design Build simple referral paths, incentives, and enablement aligned to field reality and compliance.
3. Activate Launch with workshops, role plays, and co-marketing; instrument activity and conversion in Salesforce.
4. Scale Automate what works, establish advisor councils, replicate across markets with localized lists & offers.
Note: Client names omitted for confidentiality.
Contact
Richard Gomez
Principal, ChannelWorks Advisory
Email: info@channelworksadvisory.com
Location: Orange County, CA