Step 1
Territory Design Model
Interactive toolA live US heat map ranking metro areas for your first 10 sales hires, built on public data. Pull in your beachhead segments and export the map to PowerPoint.
Structure
Sales Planning & Structure
Decide who sells, what they sell, where, and to whom, before you hire anyone.
The question this section 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 section
- 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
Rep Economics Model
Interactive toolDirect vs. independent rep economics, fully loaded compensation, and breakeven modeling in one linked model, with results you can drop into a board deck.
Step 3
CRM Selection Scorecard
Interactive toolCompare CRM platforms on cost, contact management, pipeline, and integrations.
Step 4
Lean CRM Stage Framework
Interactive guideSet up a simple and easy to manage sales pipeline to measure movement towards purchase and identify which deals are stuck. This structure can be used for managing your potential investor pipeline as well but should be kept separate from sales opportunities.