
Jim Sheldon, Executive Consultant
Company: Private Consulting Group (Healthcare & Professional Services)
Industry: B2B, specializing in field sales enablement for medical, dental and legal clients
Team Size: 11+ distributed employees and contractors
"I can't overstate it—Spark is the difference between me forgetting half my calls and me staying 2–3 steps ahead."
— Jim Sheldon
Challenge:
Overwhelming meeting load, field reps spread across multiple locations, and countless follow-up items prone to slipping through the cracks.
Results:
- • Daily voice check-ins keep priorities front-and-center
- • Post-meeting recaps highlight actionable "quick wins"
- • End-of-day Slack summaries ensure nothing gets missed
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