How your team wins, written down
You have leadership. You lack documentation.
Post-engagement teams
You finished a Diagnostic or Leadership engagement and want what was built to outlast it.
Scaling teams
You're hiring and need new reps to inherit a system — not learn by osmosis.
New leadership
You hired a sales leader. Give them the documentation layer instead of six months of rebuilding.
Two modules — together or separately
Most teams start with the Process Toolkit. Compensation Design is an add-on for teams redesigning their plans.
Process Toolkit
The documentation layer for how your team sells.
- ✓ Stage definitions with entry/exit criteria
- ✓ Playbooks: discovery, qualification, closing
- ✓ Talk tracks and objection library
- ✓ Scorecards for reps, managers, leadership
- ✓ Pipeline and forecast dashboards
Compensation Design Pack
Align incentives with how you actually want people to sell.
- ✓ Role frameworks and OTE structure
- ✓ Accelerators, thresholds, guardrails
- ✓ Scenario and ROI modeling
- ✓ Rollout kit: comms, FAQs, SPIFF menu
What changes when you have a system
FAQs
How is this different from Fractional Leadership?
Fractional Leadership includes operating your motion while building the system. The Sales OS is pure documentation — for teams that already have leadership but need the artifacts.
How long does it take?
Process Toolkit: 3–4 weeks. Compensation Design: 2–3 weeks. They can run in parallel.
Will this work with our CRM?
Yes. Stage definitions, fields, and dashboards map to HubSpot, Salesforce, or whatever you use.