Module 1: Process Toolkit
- End-to-end maps: prospecting → close → expand
- Stage definitions, exit criteria, & manager prompts
- Persona talk tracks, objection libraries, mutual action plans
- Scorecards & dashboards (pipeline, activity, win-rate)
Sales Operating System (SOS)
A ready-to-run operating system for your revenue team — process maps, playbooks, compensation design, scorecards, and governance in one package.
What’s inside
Two core modules you can implement together or separately. Built to align strategy, execution, and rewards.
Module 2: Compensation Design Pack
- Role frameworks (BDR, AE, AM, RevOps, leadership)
- OTE, accelerators, caps, & guardrails by stage/ACV
- Plan scenarios & ROI modeling templates
- Rollout toolkit: comms, FAQs, and SPIFF menus
How it works
1) Assess (Week 0)
Quick review of motion, metrics, roles, and comp. We pick the right SOS modules for your stage.
2) Configure (Weeks 1–2)
Tailor maps, stages, talk tracks, and plan mechanics to your ICP and deal shape.
3) Launch (Weeks 3–4)
Enable managers and reps. Ship dashboards, playbooks, and plan docs. Rollout comms included.
4) Coach & Tune
Optional monthly tune-ups: inspect, coach, and iterate based on pipeline and win-rate signals.
Deliverables you can use immediately
Process Maps & Stages
Clear stage exits, shared definitions, and triggers that improve forecasting and velocity.
Playbooks & Talk Tracks
Persona-aligned openings, discovery scaffolds, objection libraries, and MAP templates.
Comp Plan Blueprints
Role-specific plans with accelerators, thresholds, and example scenarios by ACV/segment.
Dashboards & Scorecards
Rep/manager scorecards and pipeline views that surface risk, next steps, and coaching prompts.
SOS pairs well with Fractional Sales Consulting and Sales Training .
Use Fractional for oversight and Sales Training for skill lift while SOS provides the structure.
FAQs
How is SOS different from generic playbooks?
It’s a full operating system: process maps, stages, comp design, scorecards, and manager rhythms that tie together.
How long does setup take?
Most teams launch in 3–4 weeks. We assess, configure, ship assets, and enable managers.
Will this work with our CRM stack?
Yes. We map stages, fields, and dashboards to your current tools with a light IT lift.
Do you update plans and playbooks?
Optional monthly tune-ups keep plans and plays aligned to pipeline signals and win-rate trends.
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