Custom Sales Playbooks

For Small to Mid‑Sized Businesses

A documented, repeatable sales process your team can actually follow — designed for your business, built with your people, and made to scale.

The Blueprint Draft

We map what you have, identify where deals stall, and design the sales process your business actually needs.

Includes:

~ A comprehensive question set for all 7 stages of the sales cycle: detailed, stage-by-stage questions your team can work through

~ Sample scripts and talk tracks: example language and questions to use at each step of the sales cycle

~ A KPI-building formula: a simple framework for creating effective, measurable performance metrics

~ A sample 90-day onboarding schedule: a week-by-week roadmap for ramping new sales hires

~ 5 ready-to-use sales meeting agendas: outlined agendas your team can run as-is

~ One 60-minute strategy call: redeemable within 60 days of purchase, to answer questions, work through details, and finalize your company's sales playbook

The Blueprint Build

A collaboratively created and fully written playbook your team can pick up and run.

Includes:

- 6 hours of collaborative working time — structured across 3 meetings

- Evaluation of your current sales process — a full review of what's working and where the gaps are

- Comprehensive design of all 7 stages of the sales cycle — prospecting, outreach, discovery, presentation, closing, objection handling, and follow-up

- Custom-written sales assets — call scripts, email sequences, and objection responses tailored to your business

- KPI framework and pipeline metrics — the numbers to track and the targets to hit at each stage

- CRM structure recommendations — how to set up and organize your system to support the process

- 90-day onboarding roadmap — with built-in sales metrics and deadlines for new hires

- 10 ready-to-use sales meeting agendas — outlined and ready for your team to run

- A one-on-one meeting agenda — a repeatable format for effective individual check-ins with team members

The Blueprint Delivered

Everything in the Build, plus the training and reinforcement that makes it stick.

- Everything in The Blueprint Build

- 4 hours of team training — delivered as one half-day session, two 2-hour sessions, or four 1-hour sessions

- Travel and lodging expenses not included — any additional travel or lodging costs are the responsibility of the client

Most Growing Companies Don't Have A Sales Process. They Have A Collection Of Habits.

It usually looks like this:

- Your best salesperson has a process — but it lives in their head, and no one else can run it.

- New hires ramp slowly because onboarding is shadowing, not training.

- Every rep pitches differently, so your message changes depending on who's in the room.

- Follow-up is inconsistent, and deals go quiet without anyone noticing.

- Your CRM is a filing cabinet, not a management tool.

- You can see the revenue number, but you can't see which activities produced it.

- You've built the sales function through trial and error — and you're paying for the errors.

None of that is a people problem. It's a system problem. Systems can be built.

What I Do as Your Fractional Sales Director

I operate as part of your leadership team, responsible for designing and driving your sales function.

That typically includes:

1. Sales Strategy & Targets

- Clarifying your ideal customer profiles and best opportunities

- Defining revenue targets that are ambitious and realistic

- Aligning marketing, sales, and customer success around the same goals

2. Sales Process & Playbooks

- Mapping your full sales process from lead to close

- Creating practical playbooks, talk tracks, and qualification criteria

- Standardizing how your team runs calls, follows up, and closes deals

3. Team Leadership & Coaching

- Assessing your current team and roles

- Coaching reps and managers on performance and pipeline ownership

- Setting clear expectations, metrics, and accountability

4. Metrics, Forecasting & Operating Rhythm

- Building dashboards and reports that you’ll actually use

- Implementing a consistent forecasting and pipeline review cadence

- Establishing a weekly and monthly operating rhythm for sales

How It Works

Step 1: Discovery & Diagnosis

We start with a deep‑dive into your current sales situation: numbers, team, process, current pipeline, and goals. You’ll walk away with a clear picture of what’s working, what’s not, and where to focus first.

Step 2: Customized Sales Playbook

We develop a customized sales playbook tailored to your unique business goals and target audience to serve as a strategic roadmap for your team. This playbook is created with sustainability in mind to not only serve your current sales team, but your future sales teams and the long-term growth of your organization.

Step 3: Hands‑On Fractional Leadership

I step in as your fractional sales director—leading sales meetings, coaching the team, implementing processes and tools, and making sure the plan is executed.

Step 4: Review, Adjust, and Decide Next Phase

We review progress, refine what’s needed, and decide how to execute the next phase of growth.

Is Fractional Sales Leadership Right for You?

Best fit if:

You’re a small to mid‑sized business with real demand and paying customers

You’re ready to invest in building a real sales function, not just “more tactics”

You value direct communication, clear expectations, and accountability

You want a senior partner at the table, but not yet a full‑time sales executive

Not the best fit if:

You’re pre‑revenue or still validating your basic offer

You want someone to “just do some selling” without touching strategy or structure

You’re not ready to make changes to how your team currently operates

Let’s Find Out What Your Sales Process Is Costing You.

A short consultation, no obligation.

We'll look at where you are and what a documented process would change.

Assess Your Blueprint

Helping businesses grow through proven sales strategy rather than theory, repeatable systems, accountability and sustainable growth that builds a business capable of holding both your ambition and your life.

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