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Part of every engagement

A sales system your team runs without you.

In many companies the pipeline lives in the owner's head and inbox. We set up the pipeline, the reporting and the routines in the CRM you already use, write down how each one works, and train a person on your team to run them. When we leave, everything stays registered to the company.

Request a Blueprint Call How it works
Illustrative example.

How it works

Four steps, in this order.

  1. Map how sales works today

    01

    Who sells, what is tracked and where, and which deals still depend on the founder.

  2. Set up the pipeline

    02

    Stages that match how your buyers buy, in HubSpot, Salesforce or your ERP, with only the fields the team will fill in.

  3. Write the routines

    03

    Every routine we build, from follow-up to account plans to outreach, gets written instructions anyone on the team can follow.

  4. Hand over

    04

    A named person is trained and runs the system with us before we leave. An asset registry lists every account, domain and tool in the company's name.

Illustrative example.

What we build

What we build.

Pipeline stages

Stages that match how your buyers decide, set up in the CRM you already use.

Reporting

One weekly view of what came in, what moved and what closed.

A sales process

Who does what from first inquiry to signed order, written down.

Runbooks

Written instructions for every routine, kept where the team works.

A trained system owner

One person on your team who runs it all after we leave.

An asset registry

Every data source, domain and tool account, in the company's name, with who holds the login.

When it fits

This is usually the right place to start if:

  • The owner still runs the biggest deals.
  • There is a CRM, and nobody trusts it.
  • A sales hire left and took the pipeline with them.

Companies we work with

What the company ends up with

Less dependence on the founder, and data, domains and tools registered to the company.

Questions

Do we have to change CRM?

No. We work in HubSpot, Salesforce or whatever your ERP provides, and only propose a change when the CRM itself is what's holding revenue back.

We tried hiring a VP of Sales. It didn't work.

That's common. The hire usually inherited no system, with no clean pipeline, no record of why deals were won or lost and nothing to manage against. We build that first, so whoever you hire next walks into something that works.

Who should be the system owner?

Someone who will still be with the company in two years: often a sales operations person, a senior inside salesperson or the controller.

What exactly stays with us?

All of it: the data, the domains, the tool accounts, the reports and the runbooks. The asset registry lists each one and who holds the login.

Find out what's already in your records.

Every engagement starts with a Blueprint Call: two conversations about your numbers and where your customers come from.

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