A hundred sales is a maths problem, not a mystery.
Pick the target, the average deal and how many calls it takes you to get a meeting, and the platform tells you how many calls a rep makes tomorrow morning. Then it hands them the queue, the script and the place to log what happened — so the number moves instead of being admired.
Six weeks from empty workspace to a working sales motion
No implementation project. Each step is a screen, and each one is useful on its own.
Week 1
Connect and describe
Plug in the CRM, inbox, calendar, store or spreadsheet you already run. Write one offer profile per product or service. That is the whole setup.
Week 1
Add your sellers
Names, roles, territories and a daily call target. From that moment routing assigns to a real person, not a label.
Week 2
Put a page live and switch on the sequence
A page for the thing you actually sell, and a follow-up sequence so nobody gets one touch and forgotten.
Week 2
Work the queue
Reps open the Call Console: who to call, why, the opener, the questions, the objection answers, and one click to log what happened.
Weeks 3-6
First sales, then the ratios
Once ten are logged you can see calls per meeting and meetings per sale for real, and the target maths stops being a guess.
Weeks 6-26
Repeat the motion that worked
Double the step that converts, cut the one that does not, and hire against a proven number instead of hope.
Selling a product is not selling a service
Same platform, different sequence, different language, different milestones. Pick your business type once and everything follows.
Products — quote to reorder
- Answer the enquiry while they are still deciding — quantity, spec, delivery window.
- Quote inside the hour with priced line items and a lead time.
- Sample or spec sheet the next day to remove the last doubt.
- Chase the quote on day three with one question: what would need to be true to order this week?
- Delivery check at two weeks — the referral moment nobody uses.
- Reorder nudge timed to their consumption cycle. Repeat orders are the margin.
Services — call to proposal
- First call from the queue using the opener and the pain hypotheses, aiming for a discovery slot.
- Same-day email referencing the exact gap found on their site.
- LinkedIn touch and the matching case study on day two.
- Discovery run by the AE with SPIN questions and BANT checks.
- Proposal on day nine with scope, price and the ROI case in their currency.
- Proposal review live, then one dated decision nudge. No infinite chasing.
Different people, different jobs, one chain that never drops the deal
The AI qualifies and books. Your people do the part that needs a person. Everyone can see who holds it right now.
SDR — opens conversations
Works the queue, makes the first calls, books the meeting and hands over.
- · First call
- · Follow-up steps 1-3
- · Booking the meeting
AE — runs the deal
Takes the booked meeting, runs discovery, builds the quote and closes.
- · Discovery
- · Proposal or quote
- · Close
Account manager — keeps and grows
Owns the account after the first sale: delivery, reorders, renewals, referrals.
- · Onboarding
- · Reorders and renewals
- · Referrals
Customer success — drives adoption
Makes sure the customer gets the outcome, so the renewal is won long before the date.
- · Adoption
- · Health checks
- · Renewal risk
Sales engineer — proves it works
Joins the deal when technical proof is needed: demos, security answers, integration design.
- · Technical discovery
- · Demo and proof
- · Security review
Sales manager — coaches the team
Sets targets, watches pace, coaches on logged calls and approves exceptions.
- · Targets
- · Coaching
- · Approvals
The short version
- Every routed lead names the person who holds it, and the person who picks it up next.
- Reps see one queue with a reason attached to every name — never a spreadsheet of numbers.
- Managers see calls, connects, meetings and wins per seller without asking anybody for an update.
- The whole motion is traced and costed, so you know what each won deal took to produce.
Questions we get about the first 100
Short, straight answers — the same ones we give on a first call.