We install sales infrastructure by starting with a paid Blueprint, then building the system and activating adoption until execution is repeatable.
01
Sales Architecture Blueprint
A principal-led diagnostic of your data, team, and tech stack so the Build + Activate phase fits your margins, model, and growth targets.
- Current-State Process Map: Identifying every bottleneck in your current funnel.
- CRM & Pipeline Health Report: A data-integrity audit of your stages, conversion rates, and reporting.
- Role & Responsibility Matrix: Clarity on exactly who does what (Executives vs. Reps).
- The 6 Month Roadmap: A prioritized implementation plan for your Legacy Sales OS and Talent Accelerator.
- Total Growth Investment Map: Tools + demand spend ranges with decision gates (no surprises).
- ROI & Payback Model: modeled from your numbers (confirmed in the Blueprint).
- Onboarding System Review (if you already have one): We audit your current ramp content, scorecards, and training flow—then rebuild only what’s necessary.
- Leadership Workshop: A live review to align on the build strategy.
Timeline: 4 weeks
SECURE YOUR BLUEPRINT- Blueprint (paid diagnostic)
- Build (90-day minimum build)
- Activate (adoption + optimization)
02
Build the Sales Engine
We don't just give advice; we install the infrastructure. This is a hands-on implementation phase.
- Process Architecture: Documented playbooks, call scripts, talk tracks, and stage-based plays.
- CRM Engineering: Custom architecture, automated reporting, and pipeline visibility dashboards.
- Modern outbound + follow-up system: multi-channel sequencing, rules, and QA so follow-up is consistent and measurable.
- Daily Execution Queue: A prioritized task list for reps so they never ask "who do I call today?"
- Operating Cadence: Implementation of weekly pipeline reviews and stage-gate discipline.
Timeline: 3 months (minimum)
Build installs the infrastructure. Activate installs the operating rhythm.
03
Activate the Sales Engine
The build is the infrastructure. Activate is what makes it run without heroics. We operationalize adoption through leadership cadence, accountability, and continuous tuning—until execution is consistent and measurable.
- Adoption Operating Cadence: Weekly pipeline rhythm, stage-gate discipline, and accountability the team can sustain.
- Manager Enablement: Coaching prompts, inspection routines, and scoreboards so managers can lead the system—without relying on you.
- Execution QA + Tuning: Identify breakdowns in follow-up, messaging, and process—then refine the plays and cadence based on real performance data.
- Documentation + SOP Completion: Finalize plays, definitions, and standards so the Sales OS survives turnover and growth.
- Stabilization to Repeatability: We stay in the system long enough to confirm it’s being used correctly—and producing predictable execution.
Activate is where “install” becomes real. If you want infrastructure that lasts, adoption can’t be optional.
Timeline: 3 months (minimum)
Optional but impactful services:
- Build the Talent Accelerator
- Fractional VP of Sales
04
Build the Talent Accelerator
Optional (best after the Sales Engine is built):
Hiring + onboarding infrastructure tied to the system your reps will run.
We don’t recruit—we build the system and participate in final interviews.
- Job Descriptions + Role Scorecards: Competencies and standards aligned to your Sales OS.
- Screening Workflow Installation: Configure screening tools, evaluations, and scorecards to reduce bad hires.
- Structured Interview Process: Repeatable interview stages and scoring (we join final interviews).
- Automated Onboarding + Ramp Path: 30‑60‑90 plan, certification gates, and training tied to the Sales Engine.
- Ramp Visibility: Simple dashboards to track adoption and early performance signals.
Timeline: 3 months (typical)
05
Fractional VP of Sales
Executive-level leadership to drive adoption, protect the infrastructure, and hit revenue targets.
We lead through cadence, governance, and accountability—not motivational training.
- Weekly Execution Oversight: Holding the team accountable to the new process and data integrity.
- Pipeline & Deal Coaching: Strategic 1-on-1s to move high-value opportunities through the funnel.
- Sales-Led Alignment: Ensuring marketing and customer success are aligned with the sales engine.
- Continuous Optimization: Monthly reporting and system tuning to improve win rates, ramp time, and hiring success.
Timeline: Month-to-month
