FOR PE-BACKED AND OWNER-RUN COMPANIES · $10M–$250M
Your sales team doesn’t have a talent problem. It has a system problem.
For thirty years we documented what the best reps do and shipped it as a playbook. Now we ship it as a skill: installed in your CRM, your AI workspace, and your team’s daily rhythm. Measured in your pipeline.
11 QUESTIONS · SIX AREAS · RESULTS ON SCREEN, NO SALES CALL
TRUSTED BY OPERATORS AND THE SPONSORS BEHIND THEM
THE PROBLEM
If someone sent you here, one of these is probably true.
POST-ACQUISITION
Two reps carry the whole number.
Revenue still moves because a few operators carry institutional memory, not because the system teaches everyone what good looks like.
STAGES + FORECASTING
Your CRM is a graveyard.
Stages mean different things to different reps. Half the deals have no next step. The forecast is a feeling.
DISCOVERY + QUALIFICATION
Full pipeline. Nothing closes.
Reps chase everything that breathes because nobody agreed on what a real deal looks like.
CROSS-SELL CHAIN
Cross-sell is a suggestion.
Your best customers buy one thing from you and everything else from someone else. Nobody runs it as a motion.
COMPETITIVE POSITIONING
Losing on price to weaker rivals.
Positioning lives in each rep’s improvisation. The objection never gets rehearsed until it’s live.
NEW-REP RAMP
Ramp takes nine months.
New hires learn by shadowing whoever’s nearby. Training fades in 60 days. Instinct wins again.
These six are just the visible symptoms: nothing was ever installed, defined, written down, and baked into the tools your team already uses.
WHAT GETS INSTALLED
Six areas. One system.
Everything we do maps to the same six areas on your assessment, your diagnostic scorecard, and your board rollup.
01
Strategy & ICP
Who you sell to, who you don’t, and why you win.
02
Process & Playbook
Stages with exit criteria, one language for how you sell, baked into your CRM.
03
Talent & Ramp
Hiring profiles, learning paths, and rep practice that doesn’t happen on live prospects.
04
Data, Systems, & AI
A pipeline you’d bet a hiring decision on. Rep-level discipline rolling into one master view AI can leverage.
05
Comp & Accountability
A plan that pays for the behavior you actually want.
06
Leadership & Culture
The weekly rhythm and coaching cadence that keeps all of it from decaying.
×0.8
Running through all six: a Leadership Buy-In Index. Systems don’t fail on design. They succeed in direct proportion to how much leadership stays engaged. The index measures that, and it adjusts your score toward what you'll actually experience.
HOW GAPS GET FIXED
The scorecard finds the gap. A skill closes it.
Every weak bar on the scorecard maps to a named skill: a fixed-scope module extracted from your best performers and installed in the tools your team already uses.
SKILL 01 · CROSS-SELL CHAIN
Cross-sell installed as a named motion your CRM can see.
IMpacts: REVENUE PER ACCOUNT · MULTI-LINE PENETRATION
SKILL 02 · DISCOVERY + QUALIFICATION
Your best reps’ qualification, codified and enforced at the stage gate.
IMpacts: WIN RATE · SALES CYCLE
SKILL 03 · COMPETITIVE POSITIONING
Battlecards from your actual wins and losses, rehearsed until they hold.
IMpacts: COMPETITIVE WIN RATE · PRICE RETENTION
SKILL 04 · NEW-REP RAMP
New hires certified in the simulator before they’re tested on a customer.
IMpacts: RAMP TO QUOTA · TIME TO FIRST DEAL
SKILL 05 · POST-ACQUISITION FOUNDATION
What’s in the founder’s head, extracted into a system before it drives away.
IMpacts: FOUNDER DEPENDENCY · FORECAST ACCURACY
SKILL 06 · STAGES + FORECASTING
The backbone every other skill plugs into. Stages, exit criteria, CRM logic.
IMpacts: FORECAST ACCURACY · STAGE HYGIENE · PIPELINE COVERAGE
THE METHOD BEHIND EVERY INSTALL
Extract it once. Run it every day.
BASELINE DAY 0 · RE-MEASURED DAY 90 · EVERY QUARTER NAMES THE NEXT THREE MOVES
Who it’s built for.
WHO THIS IS NOT FOR
A STRONG FIT LOOKS LIKE THIS
Two ways in.
WANT THE DATA FIRST
Start the assessment
KNOW YOUR PROBLEM ALREADY