What's Included
Month 1
Phase 1: Foundation & Research
Complete Revenue Diagnostic (if not already completed)
Target market and persona development
Competitive positioning analysis
Sales process documentation (current state)
Buyer journey mapping
Month 2
Phase 2: Framework Development
Messaging matrix creation
Sales process redesign (future state)
Email and phone script templates
Value proposition refinement
Outbound strategy development
Discovery call framework
Qualification criteria (NEAT, BANT, or custom)
Month 3
Phase 3: Tools & Implementation
Prospect list building (100+ target accounts)
AI tool recommendations and setup
Sales enablement materials
Training session for team
Content strategy roadmap
CRM optimization guidance
Implementation roadmap
What You Receive
The Complete Playbook (100+ Pages)
Messaging Matrix & Value Props
Documented Sales Process (with stage gates)
Outbound Playbook (email/phone templates)
Discovery Framework & Qualification Criteria
Objection Handling Scripts
Proposal Templates
Content Strategy (12-month roadmap)
Prospect List (100+ accounts with contacts)
AI Sales Stack Setup Guide
Implementation Timeline
Training Presentation Deck
90-Day Success Metrics Dashboard
Ideal Candidates
Companies ready to invest in systematic infrastructure rather than hoping the next hire will solve everything.
Organizations where sales success depends too heavily on specific individuals rather than repeatable process.
Teams preparing to scale and need documentation before hiring additional reps.
Leadership committed to building a predictable revenue engine that survives turnover and growth.
Ideal for companies generating $1M-$100M in annual revenue
Client Results
FUNSIZE (DIGITAL AGENCY)
​
Secured $1M+ in new revenue within 2 months of implementing outbound strategy.
​Metaspex
New Brand + Positioning
200+ Product Demos
4 New Product Launches
​Fresh Tilled Soil​
​
Grew from $3M to $5M ARR using documented sales processes that scaled beyond founder.
Timeline
3 Months
Month 1: Research & Foundation
Month 2: Framework Development
Month 3: Tools & Implementation
Investment
$25,000
• 50% at signing, 50% at completion
• Three monthly payments of $8,333
• Discount if Revenue Diagnostic already completed
TRUSTED BY INDUSTRY LEADERS
Harvard Business School Madison AI Metaspex Funsize.co Earls.co
