Step 1
Territory Design Model
Interactive toolA live US heat map ranking metro areas for your first 10 sales hires, built on public data.
03Month 3 · Structure
Sales Planning & Structure
Decide who sells, what they sell, where, and to whom, before you hire anyone.
The question this month answers
If I hired someone tomorrow, could I hand them a territory, a comp plan, and a clear definition of what success looks like in 90 days?
By the end of this month
- Design the commercial structure before recruiting starts, not while it starts
- Define territory logic, comp philosophy, and role scope with enough clarity to hire against it
- Build the CRM and pipeline framework that will track what great looks like from day one
Step 2
Compensation Plan & Rep Decision Framework
Interactive toolDirect vs. independent rep economics, fully loaded compensation, and breakeven modeling in one linked model.
Step 3
CRM Selection Scorecard
Interactive toolCompare CRM platforms on cost, contact management, pipeline, and integrations.
Step 4
Lean CRM Stage Framework
Video walkthroughCollapse a 19-stage pipeline into 7 and define what great looks like at each one. The interactive tool is on its way; the walkthrough covers the framework now.
Interactive tool coming soon