01 / Audit

Find where it breaks

A full-cycle review of how deals actually get won today — discovery, demo, negotiation, hand-off — to find exactly where the current motion depends on one person's instincts instead of a repeatable process.

This phase produces a clear map of the existing sales motion and a short list of the highest-leverage gaps to fix first.

02 / Build

Build the system

The system itself: outbound infrastructure that self-sources pipeline, and a pricing/positioning framework calibrated to what the product can actually support — not just what the first customers happened to pay.

This phase produces the actual sequences, scripts, pipeline structure, and pricing framework the team will run on.

03 / Handoff

Make it run without me

Documentation and coaching so the system runs without me — the same 1:1 coaching structure used to onboard BDRs and AEs as a promoted Team Lead, adapted to a team of one or two.

This phase produces written playbooks and a coaching cadence, so the system outlives the engagement.

What "the Build" actually looks like.

A sample playbook — built around a fictional company, Nova, to show structure and depth without exposing any real client's process. This is the shape a real engagement deliverable takes, not a template to fill in.

01 Buyer Personas
02 The Sales Process
03 Discovery Framework
04 Demo Methodology
05 Objection Handling
06 Qualification Scorecard
Download the Sample PDF

What to expect going in.

Timeline
Most engagements run 4–8 weeks, scoped up front
Format
Async plus scheduled working sessions — no daily standing meetings
What it's not
Not a fractional or interim hire, and not an ongoing retainer
Availability
A limited number of engagements at a time, alongside a full-time AE role
Pricing
Fixed fee, set before work starts — see the Pricing page for ranges

Ready to scope a project?

Start a Project