Creating A Proactive Sales Culture

How Secantor Helped An SME Transform Its Performance

Transforming Sales in an SME: From Reactive Habits to Purposeful Performance

Within months, this SME went from drifting sales, inconsistent performance and over-reliance on two directors… to a motivated, structured, high-performing sales team exceeding its targets.

The change wasn’t magic — it was method. Purposeful sales. Clear expectations. A mindset shift from “selling” to “solving.” And hands-on leadership that empowered the whole team.

If you’ve ever wondered what it takes to turn a reactive sales culture into a proactive commercial engine, this real-world transformation shows exactly how it can be done.

Transforming A Reactive Sales Culture into A Purposeful, High-Performing Sales Engine

For many owner-managed SMEs, sales performance is the engine that powers growth, stability and long-term value. Yet, across Secantor’s work with UK businesses, a pattern emerges: many SMEs do not have a truly proactive, structured or accountable sales function.

This Case Study explores how one specialist lighting hire company transformed its reactive sales habits into a deliberate, purposeful commercial system — and how Secantor’s broader insights help illustrate why this challenge is so familiar to many growing businesses.

The Business Challenge: A Common SME Sales Pattern

Secantor was invited to carry out our Strategic Business Review - a kind of health check or Business MOT - with a specialist company that provides professional lighting equipment to venues, conferences, major events and theatres. One of the issues we identified was a reactive sales culture which is a typical problem in many SME businesses.

Sales generation relied heavily on two sales directors who, despite also carrying wider strategic responsibilities, personally generated around 40% of all sales. The remaining 60% was delivered by seven sales executives whose performance varied widely but was in general sub-standard.

Evidence from Secantor’s experience shows that more than two-thirds of SMEs rely on a very small number of individuals to drive most of the revenue, often unintentionally creating a critical dependency on founders or senior staff. This business reflected that trend almost perfectly.

When Secantor was brought in, we discovered:

  • No sales targets of any kind
  • A reactive sales approach — waiting for enquiries rather than generating opportunities
  • Little or no structured account management
  • No prospect lists, sector plans or forward pipeline
  • No CRM discipline or scheduled customer contact cycles
  • Salespeople’s performance unchecked and with no accountability for lack of contribution

These issues are not unusual. Across SMEs analysed by Secantor, around 70% lacked structured sales targets, and over 60% operated primarily on reactive demand rather than proactive business development.

The lighting company was no exception.

Understanding The Root Causes: Why Reactive Selling Takes Hold

The directors’ professional background played a major role. Both had worked in large corporate organisations known for rigid sales targets, aggressive KPIs and high-pressure performance management. When they joined this SME, they wanted the opposite environment — a softer, more trusting culture where individuals would take personal ownership without the need for targets.

But as Secantor frequently sees, removing targets altogether rarely produces motivated, self-driven teams. In fact, our research indicates that when SMEs avoid target-setting, sales activity typically becomes inconsistent and motivation declines. People do not feel liberated — they feel directionless.

This business demonstrated exactly that:

  • Sales executives became comfortable rather than driven
  • Relationships were maintained only superficially
  • No-one was actively shaping demand
  • The business was growing, but not at the rate it should have been
  • Opportunities were being missed

The directors’ intentions were positive, but without structure, accountability and a shared sense of purpose, the team simply didn’t have the framework required to perform at a high level.

Secantor’s Intervention: Moving from Reactive to Purposeful Sales

Drawing on the client’s situation and evidence from Secantor’s experience of improving SME business performance, we helped the directors redesign their sales function around six principles of purposeful commercial discipline — a practical, human approach ideal for SMEs.

1. Introduce Clear, Realistic Sales Targets

Rather than imposing top-down quotas, we facilitated a collaborative process where sales executives helped shape their own targets. This created:

  • ownership
  • engagement
  • clarity
  • accountability

Secantor clients that have introduced structured, co-created sales targets regularly see meaningful and measurable improvements in both sales performance and team engagement. This business quickly began to experience the same shift in energy and focus.

2. Build A Structured Prospect Pipeline

We encouraged the team to:

  • identify high-potential new customers
  • map them by sector
  • assign ownership
  • define next actions
  • pursue opportunities deliberately

This simple step mirrors a common finding from Secantor’s research: over 60% of under-potentialised SMEs have no formal prospecting list, meaning opportunity remains invisible until it is too late to pursue strategically.

Once implemented, the lighting company immediately improved visibility, direction and momentum.

3. Introduce Proactive Customer Relationship Management

Instead of waiting for existing clients to ask for quotes, we introduced:

  • planned contact cycles
  • clear visit and call rhythms
  • systematic intelligence gathering
  • documented needs and opportunities
  • structured account development plans

This approach is highly effective because Secantor’s experience of working with clients shows that consistent engagement with customers strengthens sales performance, yet it is often the least structured part of customer management.

4. Reframe Sales As “Solution Provision”

The team initially equated proactive sales with being pushy or salesy and were therefore reticent to take the first step. Secantor helped shift the mindset telling them:

“You’re not selling lighting. You’re providing solutions that help clients deliver unforgettable events and experiences.”

and,

“Given that you have the perfect solution for your customers, surely the right thing to do is make them aware.”

This mindset shift is powerful. In Secantor’s experience, SME sales teams gain confidence immediately once sales are reframed as problem-solving rather than persuasion.

It was a turning point for this client.

5. Strengthen Sales Leadership

Instead of being the top salespeople, the directors needed to become leaders of the sales function. Secantor coached them to introduce the following with their sales team:

  • regular 1:1 reviews
  • pipeline management
  • activity coaching
  • constructive challenge of under-performance
  • celebration of individual and team success
  • upskilling through sales training and development programs

Our broader experiences show that sales uplift often occurs only after owner-managers transition from “doing the selling” to “leading the sales team.” Not only does this increase sales, but it also releases directors to operate more strategically, de-risks the business by removing over-dependence on few individuals and creates a succession plan for the future.

This client saw exactly that shift.

6. Embed Purposeful, Consistent Sales Behaviours

The new system encouraged:

  • planned conversations
  • meaningful follow-ups
  • structured notetaking ensuring continuity in follow up conversations and maximised opportunities
  • shared visibility
  • consistency across the team
  • purposeful activity linked to targets

These behaviours replaced drift with direction.

The Outcome: A High-Performing, Proactive Sales Engine

Within 12 months, the transformation was evident:

  • Sales were above target, not just meeting expectations
  • The sales team felt far more motivated and aligned
  • Directors were leading, not firefighting
  • Customer relationships were deeper and more consistent
  • New opportunities were being proactively developed
  • The commercial risk of over-reliance on two directors significantly reduced

These outcomes reflect a pattern Secantor sees frequently:
When SMEs adopt purposeful sales structures, performance almost always improves — often dramatically.

Conclusion: Purposeful Sales Is Not Pressure — It’s Clarity

This case study demonstrates a truth that Secantor sees repeatedly across its work with SMEs:

  • Salespeople perform better when they have clarity
  • Realistic targets do not demotivate — they engage and inspire
  • Proactivity beats reactivity every time
  • Structure enables success
  • Sales leadership is a skill, not a by-product of seniority
  • Customer relationships grow when managed deliberately
  • SMEs can adopt professional sales discipline without becoming “corporate”

This lighting company did not change its culture. It strengthened it. By embracing purposeful, structured sales principles — supported by Secantor — the business unlocked potential that had always been there, but had never previously guided or harnessed.

If you would like help moving your business from reactive to proactive sales, please contact us for a chat with one of our Directors.

“Secantor has made a world of difference to our business – we are now in control. It’s been a transformation of the higher level work within the business. It’s a very cost effective way for us to have high level management and strategic help. “We will never forget your huge contribution to Montezuma’s and your constant support, encouragement and all the board room laughs. Thank you for everything!”
Co-Founder & Managing Director

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Why not read one of our short case studies to learn about Secantor's impact.

“We will never forget your huge contribution to Montezuma’s and your constant support, encouragement and all the board room laughs. Thank you for everything!” - Helen Pattinson, MD & Co-founder of Montezuma’s Chocolates

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