AI PROMPTS FOR AGENCY SALES

500 prompts. Five stages. One sales operating system.

Claude, ChatGPT, and Gemini prompts built for digital marketing agencies — not generic SaaS. Paste, fill in the variables, ship.

Structure · Cold / Discovery / Demo Scripts
Write a Cold Call Opener for Agency Outbound
Generate a permission-based cold call opener that earns the first 30 seconds with a marketing director.
repmanagerBeginner⏱ 30–45 min per new ICP
Structure · Cold / Discovery / Demo Scripts
Build a Discovery Question Bank for an SEO Agency
Generate a layered discovery question bank an SEO seller can use across first calls to surface budget, urgency, and decision process.
foundermanagerrepIntermediate⏱ 2–3 hours of playbook building
Structure · Cold / Discovery / Demo Scripts
Create a Paid Media Discovery Call Script
Produce a full 30-minute discovery call script tailored to a paid media agency selling to ecomm or B2B prospects.
repmanagerIntermediate⏱ 2–4 hours of script writing
Structure · Cold / Discovery / Demo Scripts
Write a Portfolio / Case-Study Walkthrough Demo Script
Turn a case study into a tight, narrative-driven demo script that mirrors the prospect's situation back to them.
repmanagerfounderIntermediate⏱ 1–2 hours per pitch
Structure · Cold / Discovery / Demo Scripts
Build a Cold Call Objection-Handling Decision Tree
Generate a branching decision tree of word-for-word responses to the top 8 cold call objections your reps actually hear.
repmanagerIntermediate⏱ 3–5 hours of playbook work
Structure · Cold / Discovery / Demo Scripts
Write a Voicemail Script for Agency Outbound
Generate a 20-second voicemail that triggers a callback or sets up the email follow-up that follows.
repBeginner⏱ 30 min per variant
Structure · Cold / Discovery / Demo Scripts
Create a LinkedIn Voice-Note Cold Outreach Script
Write a 60-second LinkedIn voice note script that feels personal, references the prospect's profile, and asks a low-friction next step.
repfounderIntermediate⏱ 20–30 min per voice note
Structure · Cold / Discovery / Demo Scripts
Build a First-Discovery-Call Agenda Email
Write a pre-call agenda email that reduces no-shows and primes the prospect to come prepared.
repmanagerBeginner⏱ 15 min per call
Structure · Cold / Discovery / Demo Scripts
Write a Trigger-Event-Based Cold Call Script
Turn a specific trigger event (funding, hire, ad change, site relaunch) into a cold call script that earns the conversation.
repmanagerIntermediate⏱ 20 min per trigger-based prospect
Structure · Cold / Discovery / Demo Scripts
Create a Multi-Channel First-Touch Outreach Script
Write a coordinated Day-1 outreach sequence — email + LinkedIn + call — where each touch reinforces the others.
repmanagerfounderAdvanced⏱ 45–60 min per tier-1 account
Structure · Comp Plans & Role-Play Scenarios
Design a Base + Commission Plan for Agency AEs
Generate a base + commission comp plan for agency AEs with OTE math, accelerators, and retention hooks.
foundermanagerIntermediate⏱ 4-6 hours
Structure · Comp Plans & Role-Play Scenarios
Build an SDR Compensation Plan
Build an SDR comp plan tied to qualified meetings and pipeline created, not vanity activity.
foundermanagerIntermediate⏱ 3-5 hours
Structure · Comp Plans & Role-Play Scenarios
Create a Role-Play Scenario for Price Objections
Claude role-plays a prospect pushing hard on price so reps can practice anchoring on value.
repmanagerBeginner⏱ 2-3 hours per rep ramp
Structure · Comp Plans & Role-Play Scenarios
Write a Cold Call Role-Play Script
Claude plays a busy prospect who picks up a cold call so reps can practice opening lines and the first 30 seconds.
repmanagerBeginner⏱ Equivalent to 50+ live dials of practice
Structure · Comp Plans & Role-Play Scenarios
Build a Discovery Call Role-Play Prompt
Claude plays a prospect on a 30-min discovery so reps can practice asking layered questions and uncovering real pain.
repmanagerIntermediate⏱ 2-4 hours per rep ramp
Structure · Comp Plans & Role-Play Scenarios
Design a Referral Incentive Comp Structure
Design a referral comp structure that pays internal team members and external partners for closed-won introductions.
foundermanagerIntermediate⏱ 3-5 hours
Structure · Comp Plans & Role-Play Scenarios
Create a SPIFF / Sales Contest Plan
Design a time-boxed SPIFF or sales contest that drives a specific behavior without warping the comp plan.
managerfounderBeginner⏱ 2-3 hours
Structure · Comp Plans & Role-Play Scenarios
Write a Renewal / Expansion Comp Plan
Build a comp plan for the role(s) that own retainer renewals and account expansion, balancing retention and growth.
foundermanagerAdvanced⏱ 5-7 hours
Structure · Comp Plans & Role-Play Scenarios
Build a Manager-Led Role-Play Coaching Session
Generate a structured 60-min role-play coaching session a manager can run with a rep, including scenarios, rubric, and follow-up plan.
managerIntermediate⏱ 2-3 hours of prep per session
Structure · Comp Plans & Role-Play Scenarios
Create a "Hard No" Objection Role-Play Scenario
Claude plays a prospect delivering a hard 'no' so reps can practice graceful exits, real diagnosis, and reopening doors.
repmanagerAdvanced⏱ Improves win-back rate by giving reps reps they can't get live
Structure · ICP & Niche Definition
Define an Ideal Client Profile for a Digital Marketing Agency
Build a complete ICP document for your agency based on services, best clients, and unit economics.
foundermanagerIntermediate⏱ ~3 hours
Structure · ICP & Niche Definition
Score an Inbound Lead Against Your Agency ICP
Turn a raw inbound form fill into a 0-100 fit score with a clear next action.
repmanagerBeginner⏱ ~20 min per lead
Structure · ICP & Niche Definition
Pick a Profitable Niche for a New Agency
Stress-test 3-5 candidate niches against demand, margin, competition, and your unfair advantages.
founderIntermediate⏱ ~5 hours
Structure · ICP & Niche Definition
Audit Your Current Client Roster to Find Your Real ICP
Pattern-match your actual book of business to discover the ICP you're already winning with.
foundermanagerIntermediate⏱ ~4 hours
Structure · ICP & Niche Definition
Build a Disqualification ("Who We're Not For") List
Codify the bad-fit patterns that have cost your agency money so reps stop chasing them.
foundermanagerBeginner⏱ ~2 hours
Structure · ICP & Niche Definition
Find Underserved Verticals for a Paid Media Agency
Surface 5-10 verticals where paid media demand is high but specialized agency supply is thin.
founderAdvanced⏱ ~6 hours
Structure · ICP & Niche Definition
Map Firmographic + Technographic Filters for Outbound Lists
Translate your ICP into a precise filter set you can paste into Apollo, Clay, ZoomInfo, or LinkedIn Sales Nav.
managerrepIntermediate⏱ ~2 hours
Structure · ICP & Niche Definition
Build a Buyer Persona Doc for an Agency Offer
Create a one-page buyer persona keyed to a specific agency offer — what they care about, fear, and need to hear.
foundermanagerIntermediate⏱ ~3 hours
Structure · ICP & Niche Definition
Identify Expansion ICPs from Existing Best-Fit Clients
Find the adjacent ICPs your best clients unlock — same buyer, neighboring industry, or upstream/downstream of their value chain.
foundermanagerAdvanced⏱ ~4 hours
Structure · ICP & Niche Definition
Translate a Niche Statement Into Outbound Targeting Criteria
Turn a one-sentence niche statement into a concrete account/contact targeting brief your outbound team can execute against today.
managerrepIntermediate⏱ ~2.5 hours
Structure · Offer / Positioning / Messaging
Write an Agency Positioning Statement
Generate a tight, defensible positioning statement that anchors every piece of agency sales and marketing copy.
foundermanagerIntermediate⏱ 4-6 hours
Structure · Offer / Positioning / Messaging
Generate a "Why Us vs Other Agencies" Differentiator List
Produce a ranked, evidence-backed list of differentiators reps can drop into proposals and discovery rebuttals.
foundermanagerrepIntermediate⏱ 3-5 hours
Structure · Offer / Positioning / Messaging
Reframe an Agency Service as a Business Outcome
Convert a deliverable-heavy service description into outcome-first language a CFO would actually approve.
foundermanagerrepBeginner⏱ 2-3 hours
Structure · Offer / Positioning / Messaging
Build a Value Proposition Matrix per ICP Segment
Map distinct value props, pains, and proof points to each ICP segment so sales and marketing stop one-size-fits-all messaging.
foundermanagerAdvanced⏱ 6-10 hours
Structure · Offer / Positioning / Messaging
Rewrite an Agency Homepage Hero in 30 Seconds
Generate three on-brand homepage hero variants (H1, subhead, primary CTA) that pass the 5-second clarity test.
foundermanagerBeginner⏱ 3-4 hours
Structure · Offer / Positioning / Messaging
Craft a Category-of-One Narrative for an Agency
Build a 4-part narrative that names a new category and positions your agency as its only credible provider.
founderAdvanced⏱ 8-12 hours
Structure · Offer / Positioning / Messaging
Generate Three Offer Angles for the Same Service Line
Spin one core service into three distinct positioned offers (productized, premium retainer, fixed-outcome) for different buyer triggers.
foundermanagerIntermediate⏱ 5-8 hours
Structure · Offer / Positioning / Messaging
Build a Proof-Point Library (Stats, Cases, Awards)
Turn scattered client wins, stats, awards, and quotes into a tagged, searchable proof-point library reps can drop into proposals and emails.
managerrepBeginner⏱ 6-10 hours
Structure · Offer / Positioning / Messaging
Audit Agency Messaging for Buyer-Language Fit
Compare your website and sales copy to the actual words buyers use in calls and emails, then flag every mismatch.
foundermanagerIntermediate⏱ 4-7 hours
Structure · Offer / Positioning / Messaging
Write a One-Line "What Do You Do?" Pitch
Generate a memorable one-line pitch your whole team can use at events, in DMs, and on LinkedIn intros without sounding scripted.
foundermanagerrepBeginner⏱ 1-2 hours
Structure · Playbooks & SOPs
Write a Discovery Call Playbook for an Agency
Turn a blank doc into a repeatable, agency-specific discovery call playbook your reps actually follow.
foundermanagerrepIntermediate⏱ 3-4 hours per playbook
Structure · Playbooks & SOPs
Build a Demo / Portfolio Walkthrough Playbook
Build a repeatable playbook for walking prospects through your agency's case studies and live work without losing the room.
foundermanagerrepIntermediate⏱ 2-3 hours
Structure · Playbooks & SOPs
Create a Proposal-Stage Playbook
Define exactly how proposals get built, sent, and followed up on so deals don't stall after the pitch.
foundermanagerIntermediate⏱ 4-5 hours
Structure · Playbooks & SOPs
Write an SOP for Sending Sales Follow-Up Emails
Codify the rule for when and how reps send follow-up emails so deals don't die from inconsistent touches.
managerrepBeginner⏱ 2 hours
Structure · Playbooks & SOPs
Build an Inbound-Lead Response Playbook (Speed-to-Lead)
Build a minute-by-minute playbook for how inbound leads get touched, qualified, and booked before they go cold.
foundermanagerrepIntermediate⏱ 3-5 hours
Structure · Playbooks & SOPs
Create a Referral-Handling SOP
Write the rule for how referrals get acknowledged, qualified, attributed, and thanked so your best lead source stays warm.
foundermanagerBeginner⏱ 1-2 hours
Structure · Playbooks & SOPs
Write an SOP for Lost-Deal Closeout and Cleanup
Define the exact steps reps must take when a deal is lost so reasons get captured, nurture starts, and the pipeline stays clean.
managerIntermediate⏱ 2-3 hours
Structure · Playbooks & SOPs
Build a No-Show Recovery Playbook
Give reps a clear playbook for recovering no-shows fast, without sounding desperate or burning the lead.
managerrepBeginner⏱ 2 hours
Structure · Playbooks & SOPs
Create a Pre-Call Account Research SOP
Define exactly what reps must research before every sales call so prospects feel known and reps stop winging it.
managerrepBeginner⏱ 1-2 hours
Structure · Playbooks & SOPs
Write a Weekly CRM Hygiene SOP
Codify a 30-minute weekly CRM cleanup ritual so your pipeline reports are actually trustworthy.
foundermanagerIntermediate⏱ 3-4 hours weekly across the team
Structure · Pricing & Packaging
Build Three-Tier Pricing for a Paid Media Retainer
Generate a Good/Better/Best paid media retainer pricing structure with clear scope, deliverables, and margin targets.
foundermanagerIntermediate⏱ 4-6 hours of pricing workshops
Structure · Pricing & Packaging
Price a One-Off Website Build Project
Calculate a defensible fixed price for a one-off website build with scope, hours, margin, and risk buffer baked in.
foundermanagerIntermediate⏱ 2-3 hours per quote
Structure · Pricing & Packaging
Productize an SEO Offer as a Fixed Package
Turn a custom SEO service into a productized fixed-scope, fixed-price package reps can sell off the shelf.
foundermanagerIntermediate⏱ Half a day of packaging work
Structure · Pricing & Packaging
Build a Creative Services Rate Card
Generate a clear, defensible rate card for creative services (design, video, copy) that reps can quote from.
foundermanagerIntermediate⏱ 1-2 days of pricing work
Structure · Pricing & Packaging
Write a Discounting Policy for an Agency
Draft a one-page discounting policy that tells reps when, how much, and with what approval they can discount.
foundermanagerBeginner⏱ 3-4 hours of policy drafting
Structure · Pricing & Packaging
Design a Value-Based Pricing Model
Move a service from hourly or cost-plus pricing to a value-based model tied to client outcomes and willingness to pay.
founderAdvanced⏱ A full pricing strategy session
Structure · Pricing & Packaging
Build a Performance / Outcome-Based Pricing Structure
Design a hybrid base+performance pricing structure with clear KPIs, payout math, and risk caps both sides accept.
founderAdvanced⏱ A full-day pricing/legal session
Structure · Pricing & Packaging
Compare Annual vs Monthly Pricing for Retainers
Model annual vs monthly retainer pricing side-by-side with cash flow, churn, and margin trade-offs spelled out.
foundermanagerIntermediate⏱ A half-day modeling session
Structure · Pricing & Packaging
Write a Price-Increase Letter for Existing Clients
Draft a tailored price-increase email that names the increase, justifies it, gives the client a path forward, and protects the relationship.
foundermanagerIntermediate⏱ 30-45 min per client email
Structure · Pricing & Packaging
Build an Add-On / Upsell Services Menu
Create a menu of fixed-price add-ons reps and account managers can offer to existing clients to expand revenue.
foundermanagerrepIntermediate⏱ A full day of packaging and enablement
Structure · Proposals & SOWs
Write a Digital Agency Proposal Template
Generate a complete, reusable proposal template tailored to your agency's services and ideal client profile.
foundermanagerBeginner⏱ 3-4 hours per template build
Structure · Proposals & SOWs
Build a Statement of Work for an SEO Retainer
Draft a complete Statement of Work for an ongoing SEO retainer with scope, deliverables, KPIs, and exit terms.
foundermanagerIntermediate⏱ 2-3 hours per SOW
Structure · Proposals & SOWs
Create a Paid Media Proposal Outline
Produce a tight, channel-specific paid media proposal outline that maps spend, channels, and projected CAC.
foundermanagerrepIntermediate⏱ 2 hours per proposal outline
Structure · Proposals & SOWs
Write a Web Design Project SOW
Draft a fixed-scope web design SOW with phases, deliverables, revision limits, and milestone payments.
foundermanagerIntermediate⏱ 3 hours per SOW
Structure · Proposals & SOWs
Build a Creative Services Proposal
Build a creative services proposal that justifies your craft and pricing without sounding precious about it.
foundermanagerIntermediate⏱ 3-4 hours per proposal
Structure · Proposals & SOWs
Write the Executive Summary Section of an Agency Proposal
Write the executive summary that makes a busy buyer agree before they read the rest of the proposal.
foundermanagerrepBeginner⏱ 45-60 minutes per proposal
Structure · Proposals & SOWs
Build a Projected-Outcomes / ROI Section
Write a projected-outcomes section that shows a credible ROI range with stated assumptions, not magic numbers.
foundermanagerAdvanced⏱ 2-3 hours per projection
Structure · Proposals & SOWs
Write a Deliverables and Scope Section for a Retainer
Spell out exactly what's in and out of scope for a monthly retainer so neither side ends up resentful.
foundermanagerIntermediate⏱ 60-90 minutes per retainer
Structure · Proposals & SOWs
Write a Pricing and Payment Terms Section
Write a pricing and payment terms section that protects cash flow without scaring off the buyer.
foundermanagerIntermediate⏱ 45-60 minutes
Structure · Proposals & SOWs
Build a Scope-Creep Prevention Clause
Write a scope-creep prevention clause that turns 'just one more thing' requests into billable change orders.
foundermanagerAdvanced⏱ Recovers 5-15 hours/month of unbilled work
Structure · Rep Onboarding & Ramp
Write a 30-60-90 Day Ramp Plan for a New Agency Rep
Generate a milestone-based 30-60-90 day ramp plan that gets a new agency rep to first closed deal with measurable weekly KPIs.
foundermanagerIntermediate⏱ 4-6 hours
Structure · Rep Onboarding & Ramp
Build a Week-One Onboarding Checklist
Produce a day-by-day week-one checklist that gets a new agency rep accounts provisioned, contexted, and shadowing within 5 working days.
managerBeginner⏱ 2-3 hours
Structure · Rep Onboarding & Ramp
Create a Service-Line Training Outline (SEO/Paid/Web/Creative)
Outline a multi-week service-line training (SEO, paid, web, creative) that turns a green rep into someone who can credibly discovery a buyer.
foundermanagerIntermediate⏱ 5-7 hours
Structure · Rep Onboarding & Ramp
Write a Competitor Knowledge Brief for New Reps
Generate a structured competitor brief that arms new reps with positioning, traps, and trap-door questions per top rival.
managerrepIntermediate⏱ 3-5 hours
Structure · Rep Onboarding & Ramp
Build a Role-Play Scenario Library for Ramping Reps
Generate a tagged library of agency-specific role-play scenarios across discovery, objections, pricing, and renewal — so ramping reps practice realistic reps not abstract ones.
managerIntermediate⏱ 4-6 hours
Structure · Rep Onboarding & Ramp
Create a Shadow-Call Observation Template
Generate a structured shadow-call observation template so ramping reps capture the right reps (not just take messy notes) while listening to senior calls.
managerrepBeginner⏱ 2-3 hours
Structure · Rep Onboarding & Ramp
Write a Sales Certification Checklist
Produce a rigorous sales certification checklist with named criteria and pass thresholds so a rep is either certified or not — no vibes.
managerfounderAdvanced⏱ 3-5 hours
Structure · Rep Onboarding & Ramp
Build a Sales-Tool / Tech-Stack Onboarding Guide
Produce a tool-by-tool onboarding guide so a new rep can actually use the CRM, dialer, and prospecting stack — not just have logins.
managerrepIntermediate⏱ 4-6 hours
Structure · Rep Onboarding & Ramp
Create a First-Deal Coaching Plan
Generate a co-pilot coaching plan for a new rep's first real deal — stage-by-stage interventions that protect the deal without stealing the rep's reps.
managerAdvanced⏱ 3-4 hours
Structure · Rep Onboarding & Ramp
Build a Knowledge-Base Reading List for New Hires
Curate a tiered knowledge-base reading list — internal docs, external playbooks, customer stories — that gets a new rep contexted without firehosing them.
managerrepBeginner⏱ 2-4 hours
Structure · Sales Process & Stage Design
Map an End-to-End Agency Sales Process
Generate a complete, stage-by-stage sales process tailored to your agency's services, deal size, and sales cycle.
foundermanagerIntermediate⏱ 4-6 hours vs. building from scratch with the team
Structure · Sales Process & Stage Design
Define Exit Criteria for Every Pipeline Stage
Turn fuzzy pipeline stages into provable, CRM-enforceable exit criteria so deals stop ghost-advancing.
managerfounderIntermediate⏱ 3 hours and one painful forecast meeting
Structure · Sales Process & Stage Design
Build a Sales-Stage Cheat Sheet for Reps
Generate a one-page reference reps can keep open during calls that tells them exactly what to do, ask, and capture in each stage.
managerrepBeginner⏱ 5 hours of enablement doc writing
Structure · Sales Process & Stage Design
Design a Discovery-to-Proposal Handoff Process
Build a watertight handoff process so nothing learned in discovery gets lost on the way to a proposal.
managerfounderIntermediate⏱ Recovers ~10% of lost deals from handoff drops
Structure · Sales Process & Stage Design
Write Per-Stage Disqualification Criteria
Define what kills a deal at every stage so reps stop dragging dead pipeline through the forecast.
managerfounderIntermediate⏱ Reclaims ~6 AE hours/week on dead pipeline
Structure · Sales Process & Stage Design
Build a Stage-by-Stage Sales Activity Checklist
Generate a checklist of the exact activities a rep must complete in each pipeline stage to keep deals moving.
repmanagerIntermediate⏱ Cuts onboarding ramp ~2 weeks
Structure · Sales Process & Stage Design
Set SLAs for Each Step of the Sales Cycle
Set response and handoff SLAs across every step of the sales cycle so deals stop dying from internal latency.
managerfounderIntermediate⏱ Can compress sales cycle 15-25%
Structure · Sales Process & Stage Design
Define MQL → SQL Handoff Criteria
Define exactly when a marketing-qualified lead becomes a sales-qualified lead so the handoff stops being a fight.
managerfounderIntermediate⏱ 3 hours of meeting + months of friction
Structure · Sales Process & Stage Design
Design a Multi-Stakeholder Sales Process for Mid-Market Agencies
Design a sales process built for deals with 4+ stakeholders, procurement, and a 60-120 day cycle.
foundermanagerAdvanced⏱ Protects 6-figure deals from late-stage death
Structure · Sales Process & Stage Design
Build a Weekly Deal Review Template
Create a structured weekly deal review template that surfaces risk, drives next actions, and keeps reviews under 45 minutes.
managerfounderIntermediate⏱ 30+ minutes per rep per week
Structure · Sequence / Cadence Design
Build a 14-Day Cold Outbound Sequence
Design a 14-day, multi-touch cold email cadence tailored to your agency's ICP and offer.
foundermanagerIntermediate⏱ 2-3 hours
Structure · Sequence / Cadence Design
Design a Post-Discovery Follow-Up Cadence
Map a 10-day follow-up cadence that keeps post-discovery momentum alive and moves the deal to proposal.
repmanagerIntermediate⏱ 1-2 hours
Structure · Sequence / Cadence Design
Create a Proposal-Sent Nurture Sequence
Build a 12-day proposal-sent nurture cadence that pressure-tests objections without feeling pushy.
repmanagerfounderAdvanced⏱ 2 hours
Structure · Sequence / Cadence Design
Build a Re-engagement Cadence for Stalled Deals
Wake up stalled mid-funnel agency deals with a 21-day pattern-interrupt cadence.
repmanagerIntermediate⏱ 1-2 hours
Structure · Sequence / Cadence Design
Design a Multi-Channel Outbound Cadence (Email + LinkedIn + Call)
Architect a 17-day email + LinkedIn + call cadence with clear channel sequencing rules and SDR-friendly task design.
managerfounderAdvanced⏱ 3-4 hours
Structure · Sequence / Cadence Design
Create a Referral-Ask Cadence for Happy Clients
Systematize a 30-day referral-ask cadence triggered by client wins, milestones, or high NPS scores.
foundermanagerBeginner⏱ 1 hour
Structure · Sequence / Cadence Design
Build a Webinar / Event Follow-Up Cadence
Design a 10-day post-event cadence that segments attendees vs no-shows and books qualified discovery calls.
managerfounderIntermediate⏱ 2 hours
Structure · Sequence / Cadence Design
Design an Inbound Lead Nurture Sequence
Design a 21-day inbound nurture sequence that segments by lead source and routes high-fit leads to sales fast.
managerfounderAdvanced⏱ 3 hours
Structure · Sequence / Cadence Design
Create a "Ghosted Prospect" Re-engagement Cadence
Win back ghosted top-of-funnel prospects with a 28-day, low-pressure re-engagement cadence triggered quarterly.
repmanagerIntermediate⏱ 1-2 hours
Structure · Sequence / Cadence Design
Build a Renewal / Annual Review Cadence
Build a 90-day pre-renewal cadence that surfaces expansion opportunities and locks in agency retainer renewals.
foundermanagerAdvanced⏱ 3-4 hours
Tracking · Activity Logging & Note Templates
Write a Discovery Call Notes Template
Generates a paste-ready discovery call notes template that forces reps to capture pain, budget, decision-maker, and next step in under 2 minutes.
managerrepBeginner⏱ 15 min/call + cleaner pipeline reviews
Tracking · Activity Logging & Note Templates
Build a Demo / Walkthrough Notes Template
Creates a CRM-ready demo notes template that captures reactions, objections, and the exact 'aha' moment so the next call lands.
managerrepBeginner⏱ 20 min/demo + higher demo-to-proposal conversion
Tracking · Activity Logging & Note Templates
Create a Proposal Review Call Notes Template
Builds a CRM template for the proposal-review call so you log scope reactions, pricing pushback, and the exact close path.
managerrepIntermediate⏱ 25 min/proposal call + higher close rate
Tracking · Activity Logging & Note Templates
Write a Cold Call Activity Log Template
Generates a fast 30-second cold call log template so reps actually log dials without breaking flow — and managers get real activity data.
managerrepBeginner⏱ 30 sec/dial × 80 dials = 40 min/rep/day
Tracking · Activity Logging & Note Templates
Build a Voicemail / Touch Logging Template
Builds a one-line touch log template that captures voicemails, LinkedIn DMs, and emails so reps actually count their multi-channel work.
managerrepBeginner⏱ 15 sec/touch × dozens/day = cleaner reporting
Tracking · Activity Logging & Note Templates
Create a 'Champion Identified' Note Template
Creates a CRM note template reps fill in the moment they identify an internal champion — so the deal stops depending on one rep's memory.
managerrepIntermediate⏱ Saves the deal when the rep is on PTO or quits
Tracking · Activity Logging & Note Templates
Write a Decision-Maker Profile Note Template
Writes a one-screen decision-maker profile template so every rep working the deal knows who the DM is, what they care about, and how to talk to them.
managerrepIntermediate⏱ Cuts AE/AM handoff time from 1 hr to 5 min
Tracking · Activity Logging & Note Templates
Build a Competitor Mention Logging Template
Builds a quick log template reps drop into the CRM every time a prospect mentions a competing agency — so leadership can see win/loss patterns.
managerrepBeginner⏱ Builds an internal battle card system for free
Tracking · Activity Logging & Note Templates
Create a Pricing Conversation Note Template
Creates a CRM template for any pricing or budget conversation so you log the exact number, who said it, and the path to a yes.
managerrepIntermediate⏱ Protects margin + forecast accuracy
Tracking · Activity Logging & Note Templates
Write a Pre-Renewal Call Notes Template
Writes a CRM note template for the pre-renewal conversation so AMs log churn risk, expansion signal, and contract terms before the renewal date.
managerrepAdvanced⏱ Higher renewal rate + earlier expansion visibility
Tracking · Attribution & Source Tracking
Build a Lead Source Taxonomy for an Agency
Generate a clean, MECE lead source picklist that ends the 'Other / Unknown' mess in your CRM.
foundermanagerIntermediate⏱ 6-8 hours
Tracking · Attribution & Source Tracking
Design First-Touch vs Multi-Touch Attribution Rules
Decide which attribution model to use for which decision, written as rules your team can actually follow.
foundermanagerAdvanced⏱ 8-10 hours
Tracking · Attribution & Source Tracking
Write UTM Naming Conventions for Outbound Campaigns
Lock down a UTM convention reps and freelancers can follow without breaking your attribution.
managerrepBeginner⏱ 3-5 hours
Tracking · Attribution & Source Tracking
Map Referral Source Tracking in a CRM
Capture WHO referred each deal — client, partner, or employee — so you can pay, thank, and double down.
foundermanagerIntermediate⏱ 5-7 hours
Tracking · Attribution & Source Tracking
Build a Self-Reported Attribution Survey
Write a 'How did you hear about us?' question that actually produces useful answers and reconciles with platform data.
foundermanagerIntermediate⏱ 4-6 hours
Tracking · Attribution & Source Tracking
Design a Pipeline Source vs Revenue Source View
Build two side-by-side views that show which channels create pipeline vs which actually convert to revenue.
foundermanagerAdvanced⏱ 8-12 hours
Tracking · Attribution & Source Tracking
Write an Attribution Audit for Existing Pipeline Data
Audit your last 12 months of pipeline and find every deal with broken, missing, or wrong source data.
foundermanagerAdvanced⏱ 12-16 hours
Tracking · Attribution & Source Tracking
Build an Account-Based Attribution Model
Roll up every contact-level touch to the account so you can see what's really driving target-account pipeline.
foundermanagerAdvanced⏱ 10-14 hours
Tracking · Attribution & Source Tracking
Map Marketing Campaign IDs to CRM Deals
Stitch campaign IDs from your ad platforms and marketing tools all the way through to closed-won deals.
managerAdvanced⏱ 10-14 hours
Tracking · Attribution & Source Tracking
Design a Channel Mix Attribution Report
Build one report that shows the full channel mix — paid, organic, outbound, referral — with revenue, spend, and ROI side by side.
foundermanagerAdvanced⏱ 10-14 hours
Tracking · Call/Email Summary to CRM
Summarize a Sales Call Transcript Into CRM Notes
Turn a raw sales call transcript into a clean, structured CRM note in under a minute.
repmanagerBeginner⏱ 15-20 min per call
Tracking · Call/Email Summary to CRM
Convert a Call Recording Into Next-Step Tasks
Pull every commitment, action item, and owner out of a call transcript and format them as ready-to-create CRM tasks.
repmanagerBeginner⏱ 10-15 min per call
Tracking · Call/Email Summary to CRM
Turn an Email Thread Into a CRM Activity Log
Compress a long back-and-forth email thread into a chronological CRM activity log a teammate can scan in 60 seconds.
repmanagerfounderBeginner⏱ 20-30 min per thread
Tracking · Call/Email Summary to CRM
Extract Champion + Detractor Quotes From a Call
Find every quote in a multi-stakeholder call that signals a champion or a blocker, with attribution and a sentiment score.
repmanagerIntermediate⏱ 20-30 min per call
Tracking · Call/Email Summary to CRM
Summarize a Discovery Call Into MEDDIC Fields
Turn a discovery call transcript directly into MEDDIC fields ready to paste into your CRM qualification scorecard.
repmanagerIntermediate⏱ 20-25 min per call
Tracking · Call/Email Summary to CRM
Extract Competitor Mentions From a Call Transcript
Pull every competitor mention out of a call transcript, classify it (incumbent / shortlist / replaced / informational), and log it to CRM.
managerfounderrepIntermediate⏱ 10-15 min per call
Tracking · Call/Email Summary to CRM
Convert a Sales Call Into a Recap Email + CRM Note
Generate the prospect-facing recap email AND the internal CRM note from a single call transcript — both in one pass.
repIntermediate⏱ 25-30 min per call
Tracking · Call/Email Summary to CRM
Turn a Slack DM Sales Conversation Into a CRM Update
Convert a sprawling Slack Connect or DM thread with a prospect into a clean CRM update with commitments, sentiment, and next steps.
founderrepIntermediate⏱ 20-30 min per thread
Tracking · Call/Email Summary to CRM
Extract Pricing Objections From a Call Transcript
Find every pricing pushback in a transcript, categorize it (sticker shock, comparison, scope, ROI doubt, timing), and suggest a CRM-tagged response.
repmanagerfounderIntermediate⏱ 15-20 min per call
Tracking · Call/Email Summary to CRM
Generate a CRM-Ready Deal Summary From Raw Notes
Take your messy post-call notes (typos, shorthand, brain-dump) and turn them into a clean, structured deal summary ready for the CRM.
repfounderBeginner⏱ 15-20 min per deal
Tracking · CRM Setup & Required Fields
Build a CRM Field Spec for an Agency Sales Pipeline
Generate a complete CRM field specification covering deal, contact, and company objects tailored to an agency's services and reporting needs.
foundermanagerIntermediate⏱ 4-6 hours of RevOps planning
Tracking · CRM Setup & Required Fields
Define Required Fields per Pipeline Stage
Map which CRM fields must be filled at each pipeline stage so deals can't move forward with garbage data.
managerfounderIntermediate⏱ 3-4 hours plus prevents 1-2 blown forecasts/quarter
Tracking · CRM Setup & Required Fields
Map Custom Fields for Tracking Agency Service Lines
Design a custom field structure that cleanly tracks which service lines a deal includes, what each is worth, and which AM owns delivery.
foundermanagerAdvanced⏱ 6-8 hours of CRM architecture work
Tracking · CRM Setup & Required Fields
Build a Lead Source Field Taxonomy
Design a two-level lead source taxonomy (Source + Source Detail) so attribution reports actually work and reps stop typing 'Referral' 9 different ways.
managerfounderIntermediate⏱ 3-5 hours of attribution cleanup
Tracking · CRM Setup & Required Fields
Design a Deal Object Schema for a Retainer Agency
Architect a Deal object that handles MRR, contract length, renewal dates, and expansion deals cleanly — built for retainer agencies, not SaaS.
foundermanagerAdvanced⏱ 8-10 hours of CRM architecture
Tracking · CRM Setup & Required Fields
Build a Contact Roles Schema for Multi-Stakeholder Deals
Define every stakeholder role on a multi-stakeholder agency deal — champion, decision maker, economic buyer, blocker — and what data to capture for each.
managerrepIntermediate⏱ 4-5 hours of schema design
Tracking · CRM Setup & Required Fields
Audit a Messy CRM for Missing Required Data
Run a structured audit of an agency CRM to find missing, stale, or inconsistent data — with a triage plan for what to fix first.
managerfounderIntermediate⏱ 8-12 hours of audit work
Tracking · CRM Setup & Required Fields
Standardize Field Names Across Pipedrive/HubSpot/Salesforce
Build a canonical field naming convention that maps cleanly between Pipedrive, HubSpot, and Salesforce — so migrations, integrations, and reporting don't break.
foundermanagerAdvanced⏱ 10-15 hours and one migration disaster avoided
Tracking · CRM Setup & Required Fields
Build a CRM Field Glossary for the Whole Team
Turn your CRM's fields into a plain-English glossary every rep, AM, and leader can actually understand — so 'MRR' means the same thing to everyone.
managerfounderBeginner⏱ 3-4 hours and weeks of internal arguments
Tracking · CRM Setup & Required Fields
Map Required Fields by Stage to a Conditional Logic Spec
Turn your stage-by-stage required fields into a developer-ready conditional logic spec your CRM admin can build directly into validations and workflows.
managerfounderAdvanced⏱ 6-8 hours of admin spec work
Tracking · Dashboard & KPI Spec
Spec a Sales Pipeline Dashboard for an Agency Founder
Generate a focused, founder-level pipeline dashboard spec ready to hand to a BI builder.
founderIntermediate⏱ 4-6 hours of dashboard scoping
Tracking · Dashboard & KPI Spec
Build a Rep Activity KPI Dashboard
Spec a sales-manager activity dashboard that connects rep behavior to pipeline outcomes.
managerIntermediate⏱ 3-5 hours
Tracking · Dashboard & KPI Spec
Design a Conversion-Rate Dashboard by Stage
Spec a stage-by-stage conversion dashboard that exposes exactly where deals leak.
foundermanagerIntermediate⏱ 3-4 hours
Tracking · Dashboard & KPI Spec
Spec a Forecast Roll-Up Dashboard for Managers
Spec a forecast roll-up dashboard so managers can submit a defensible number, not a guess.
managerfounderAdvanced⏱ 5-7 hours
Tracking · Dashboard & KPI Spec
Build a Service-Line Performance Dashboard
Spec a per-service-line P&L-style dashboard so you know which offerings to double down on.
founderAdvanced⏱ 5-8 hours
Tracking · Dashboard & KPI Spec
Design a Lead-Source ROI Dashboard
Spec a lead-source ROI dashboard so you stop paying for channels that don't close.
foundermanagerIntermediate⏱ 4-6 hours
Tracking · Dashboard & KPI Spec
Spec a Daily Pipeline Hygiene Dashboard
Spec a daily CRM hygiene dashboard so dirty data never poisons your forecast again.
managerrepBeginner⏱ 2-3 hours + ongoing forecast accuracy
Tracking · Dashboard & KPI Spec
Build a Win-Rate Trend Dashboard
Spec a win-rate trend dashboard that segments wins by rep, service, and deal size so the trend is actionable.
foundermanagerIntermediate⏱ 3-5 hours
Tracking · Dashboard & KPI Spec
Design an SDR Performance Scorecard
Spec an SDR scorecard that ties prospecting effort to qualified meetings AEs actually accept.
managerIntermediate⏱ 3-5 hours
Tracking · Dashboard & KPI Spec
Spec a Revenue-by-Cohort Dashboard
Spec a client-cohort revenue dashboard so you see retention, expansion, and churn by signup cohort.
founderAdvanced⏱ 6-10 hours
Tracking · Data-Capture Checklists
Build a Pre-Call Data Capture Checklist
Define the exact fields reps must fill in CRM before any discovery call so every meeting starts with full context.
managerrepBeginner⏱ 30–45 min per discovery call
Tracking · Data-Capture Checklists
Write a Post-Call Data Capture Checklist
Lock down the fields a rep must update in CRM within 24 hours of a discovery call so the deal is forecastable.
managerrepBeginner⏱ 1–2 hours per deal in lost-context recovery
Tracking · Data-Capture Checklists
Design a Proposal-Sent Data Capture Checklist
Specify the CRM fields that must be true the moment a proposal is sent so the deal is properly forecastable from that point on.
managerrepIntermediate⏱ 10+ hours/month in forecast cleanup
Tracking · Data-Capture Checklists
Build a Closed-Won Data Capture Checklist
Lock in the fields that must be captured the day a deal closes-won so onboarding, finance, and reporting all fire correctly.
foundermanagerIntermediate⏱ 3–5 hours per won deal in handoff cleanup
Tracking · Data-Capture Checklists
Write a Closed-Lost Data Capture Checklist
Capture structured loss data on every dead deal so the agency can spot patterns instead of guessing why deals die.
foundermanagerIntermediate⏱ Unlocks 5–10% win-rate gains via pattern recognition
Tracking · Data-Capture Checklists
Build a New-Lead Data Capture Checklist
Define the minimum fields that must be true on a brand-new lead before it counts as a qualified opportunity in pipeline.
managerrepBeginner⏱ 5+ hours/week of rep triage time
Tracking · Data-Capture Checklists
Design a Champion Identification Checklist
Specify the exact CRM fields that prove a contact is a real champion — not just a friendly voice — so reps stop forecasting hope.
managerrepAdvanced⏱ Avoids 1–2 forecast misses per quarter
Tracking · Data-Capture Checklists
Build a Stakeholder-Mapping Capture Checklist
Force reps to capture every buying-committee role in CRM so multi-threaded deals don't collapse when one contact ghosts.
managerrepAdvanced⏱ Saves 1–2 mid-cycle deal collapses per quarter
Tracking · Data-Capture Checklists
Write a Competitive Deal Data Capture Checklist
Lock in the CRM fields that must be captured when a competitor is named so battle cards, win-rate, and discounting are all data-driven.
managerrepIntermediate⏱ Lifts competitive win rate 5–15% over two quarters
Tracking · Data-Capture Checklists
Build a Renewal-Prep Data Capture Checklist
Define the fields that must be true 90 days before a retainer renewal so the agency walks in armed with results, risks, and expansion paths.
foundermanagerAdvanced⏱ Protects 10–20% of recurring revenue from silent churn
Tracking · Forecast / Deal Hygiene Rules
Write a Deal Hygiene Policy for Agency Reps
Generate a written deal hygiene policy that every rep at your digital agency must follow to keep CRM data trustworthy.
foundermanagerIntermediate⏱ 3-4 hours
Tracking · Forecast / Deal Hygiene Rules
Build a "Move-It-or-Lose-It" Stuck-Deal Rule
Create a hard rule that forces every stuck agency deal to either advance, downgrade, or drop within a set window.
managerrepIntermediate⏱ 2-3 hours
Tracking · Forecast / Deal Hygiene Rules
Design a Forecast Categorization Schema (Commit / Best Case / Pipeline)
Define exactly what Commit, Best Case, and Pipeline mean at your agency so every rep categorizes the same way.
foundermanagerAdvanced⏱ 4-6 hours
Tracking · Forecast / Deal Hygiene Rules
Write a Close-Date Slippage Audit Prompt
Audit every deal whose close date has slipped more than once to catch sandbagging, padding, or stalled deals before they wreck the forecast.
managerIntermediate⏱ 2-3 hours per audit
Tracking · Forecast / Deal Hygiene Rules
Build a Mid-Quarter Pipeline Cleanup Checklist
Give every rep a 30-minute checklist that flushes dead deals, fixes dirty data, and resets the pipeline halfway through the quarter.
managerrepBeginner⏱ 30 min/rep, hours saved on bad forecasts
Tracking · Forecast / Deal Hygiene Rules
Design a Deal-Push Approval Workflow
Stop reps from silently pushing close dates by requiring manager approval and a written justification for every slip.
foundermanagerAdvanced⏱ Recovers 15-25% of slipped forecast
Tracking · Forecast / Deal Hygiene Rules
Write a Forecast Submission Template for Reps
Give every agency rep a structured weekly forecast submission template so the manager gets apples-to-apples data every Monday.
repmanagerBeginner⏱ 30-45 min per forecast call
Tracking · Forecast / Deal Hygiene Rules
Build a Pipeline Coverage Ratio Rule
Set a hard pipeline coverage ratio rule (e.g., 3x remaining quota) and define the actions that trigger when reps fall below it.
foundermanagerAdvanced⏱ Prevents quarterly quota misses
Tracking · Forecast / Deal Hygiene Rules
Design a "Why Will This Close" Justification Template
Force every Commit-bucket deal to come with a written justification covering decision maker, evidence, timeline, and risk.
repmanagerIntermediate⏱ 5 min per deal, hours of forecast accuracy
Tracking · Forecast / Deal Hygiene Rules
Write a Stale-Deal Auto-Archive Rule
Auto-archive zombie deals after a defined idle threshold so your pipeline reflects only deals reps are actively working.
foundermanagerIntermediate⏱ Hours of weekly pipeline cleanup; instant forecast clarity
Tracking · Lead Scoring & Qualification
Build a BANT Qualification Scorecard for an Agency
Turn raw discovery notes into a weighted BANT score with a clear pursue/nurture/disqualify recommendation.
foundermanagerBeginner⏱ 20-30 minutes per lead
Tracking · Lead Scoring & Qualification
Build a MEDDIC Scorecard for Mid-Market Agency Deals
Score a mid-market agency opportunity across all six MEDDIC dimensions with evidence and explicit gaps.
foundermanagerIntermediate⏱ 45 minutes per deal review
Tracking · Lead Scoring & Qualification
Design a 0-100 Lead Score for Inbound Agency Leads
Generate a complete 0-100 lead scoring model tailored to inbound form fills, website behavior, and firmographics for your agency.
foundermanagerIntermediate⏱ 4-6 hours of ops design work
Tracking · Lead Scoring & Qualification
Score a Discovery Call for Sales Readiness
Grade a discovery call transcript on whether the prospect is ready to advance to proposal — and what's missing if not.
repmanagerBeginner⏱ 25 minutes per call review
Tracking · Lead Scoring & Qualification
Build a Demographic + Behavioral Lead Scoring Model
Build a two-axis lead scoring matrix that combines fit (demographic) and intent (behavioral) for agency lead prioritization.
managerfounderAdvanced⏱ 1 full day of ops design
Tracking · Lead Scoring & Qualification
Write an Auto-Disqualify Rule Set
Generate a clean rule set of automatic lead disqualifiers so reps stop wasting time on dead-on-arrival prospects.
foundermanagerIntermediate⏱ Saves 5-8 hours of AE time per week
Tracking · Lead Scoring & Qualification
Build a Champion-Strength Score
Grade how strong your internal champion really is — power, motive, and willingness to sell on your behalf — so you stop confusing friendliness with influence.
repmanagerIntermediate⏱ Prevents 1-2 lost deals per quarter
Tracking · Lead Scoring & Qualification
Design a Budget Confirmation Checklist
Create a 10-point budget confirmation checklist you can walk a prospect through to confirm a deal is financially real before building a proposal.
repmanagerBeginner⏱ Prevents 1-2 zombie deals per month
Tracking · Lead Scoring & Qualification
Build a Decision-Process Mapping Worksheet
Map every gate, stakeholder, and approval a prospect needs to clear before signing — and score how complete your map is.
repmanagerAdvanced⏱ Avoids 30-60 days of deal slippage
Tracking · Lead Scoring & Qualification
Score a Deal for Stalling Risk
Detect early signals that a deal is about to stall and get a clear stall-risk score plus the unblock action to take this week.
repmanagerIntermediate⏱ Recovers 1-3 deals per quarter that would otherwise die silently
Tracking · Pipeline Stages & Exit Criteria
Define Pipeline Stages for an Agency CRM
Generate a clean, finite list of CRM pipeline stages tailored to how your agency actually sells.
foundermanagerBeginner⏱ 3-4 hours of RevOps debate
Tracking · Pipeline Stages & Exit Criteria
Write Quantitative Exit Criteria for Each Stage
Turn each pipeline stage's exit into an objective, data-checkable rule instead of rep gut-feel.
managerfounderIntermediate⏱ 1 full RevOps day
Tracking · Pipeline Stages & Exit Criteria
Build a Stuck-Deal Definition per Stage
Define how many days in each stage equals "stuck" so your CRM can flag rot automatically.
managerIntermediate⏱ 6 hours of pipeline cleanup per quarter
Tracking · Pipeline Stages & Exit Criteria
Map a Single Pipeline for Multiple Service Lines
Design ONE pipeline that handles SEO, paid, web, and creative deals without forcing service-specific stages.
foundermanagerAdvanced⏱ 2-3 days of CRM migration debate
Tracking · Pipeline Stages & Exit Criteria
Build a Verbal vs Written Commitment Threshold per Stage
Spell out exactly what counts as a verbal commit vs a written commit at each stage so forecasts stop slipping.
managerrepIntermediate⏱ Prevents 1-2 forecast misses per quarter
Tracking · Pipeline Stages & Exit Criteria
Define Probability Weights per Stage
Assign realistic win-probability percentages to each pipeline stage based on YOUR historical conversion, not vendor defaults.
foundermanagerAdvanced⏱ Half a day per quarter of forecast modeling
Tracking · Pipeline Stages & Exit Criteria
Write a "Closed-Lost Reason" Picklist
Build a finite, mutually-exclusive Closed-Lost reason picklist that actually drives product, pricing, and ICP decisions.
managerfounderIntermediate⏱ Drives 1-2 packaging changes per year
Tracking · Pipeline Stages & Exit Criteria
Build a "Closed-Won Type" Picklist (New, Expansion, Reactivation)
Split every won deal into New, Expansion, or Reactivation so revenue mix is reportable instead of muddled.
managerfounderIntermediate⏱ Eliminates monthly leadership confusion on growth source
Tracking · Pipeline Stages & Exit Criteria
Design a Two-Pipeline Setup for SMB vs Mid-Market
Split your pipeline into SMB and Mid-Market with different stages, exit criteria, and cycle expectations.
foundermanagerAdvanced⏱ Eliminates 2-3 quarters of bad forecast modeling
Tracking · Pipeline Stages & Exit Criteria
Document a Stage-Skip Policy
Write the policy that says when and how a deal can legitimately skip a pipeline stage — and who has to approve it.
managerrepIntermediate⏱ Eliminates a quarter of forecast distortion
Tracking · Reporting Cadence & Templates
Build a Weekly Sales Report Template for Agency Founders
Generate a one-page weekly sales report template a founder can scan in under 3 minutes.
founderBeginner⏱ 2–3 hrs per week + faster founder decisions
Tracking · Reporting Cadence & Templates
Design a Monthly Pipeline Review Deck
Create a monthly pipeline review deck template that drives deal-by-deal decisions, not status updates.
managerfounderIntermediate⏱ 3–4 hrs of prep + sharper monthly reviews
Tracking · Reporting Cadence & Templates
Write a Daily Stand-Up Report Template
Build a 5-minute daily stand-up report template reps post in Slack before 9am.
managerrepBeginner⏱ 30+ min/day of meeting time across the team
Tracking · Reporting Cadence & Templates
Build a Quarterly Business Review Template
Generate a QBR template that connects sales performance to agency strategy, not just last quarter's numbers.
foundermanagerAdvanced⏱ 1–2 days of QBR prep
Tracking · Reporting Cadence & Templates
Design a Manager-to-Founder Update Template
Build a weekly manager-to-founder update template that earns trust and triggers founder support, not surprise.
managerIntermediate⏱ 1 hr/week + far fewer founder interruptions
Tracking · Reporting Cadence & Templates
Build a Rep-Level Weekly Self-Report Template
Create a self-report template reps fill in every Friday — turns 1:1s into coaching, not status updates.
repmanagerBeginner⏱ 15–20 min per 1:1, plus much sharper coaching
Tracking · Reporting Cadence & Templates
Write a Lost-Deal Report Template
Build a lost-deal report template that captures the real reason — not just 'price' — every time you lose.
managerfounderIntermediate⏱ Compounds quarterly — better ICP + 2–5 pts of win rate
Tracking · Reporting Cadence & Templates
Build a Service-Line Performance Report
Generate a report template that compares win rate, ACV, and margin across your agency's service lines.
foundermanagerAdvanced⏱ Sharper investment decisions worth 5–10 pts of agency margin
Tracking · Reporting Cadence & Templates
Design an Inbound-Lead Quality Report
Build a report template that scores inbound lead quality by source so marketing stops sending tire-kickers.
managerfounderIntermediate⏱ Better marketing spend allocation — often 10–20% CAC improvement
Tracking · Reporting Cadence & Templates
Build a Sales-Marketing Alignment Report
Create a joint sales-marketing report template both teams own — ending the 'leads are bad / sales doesn't follow up' loop.
foundermanagerAdvanced⏱ Hours of unproductive back-and-forth + measurable pipeline conversion lift
Analyze · Call-Transcript & Objection-Pattern Analysis
Analyze a Sales Call Transcript for Objections
Surface every objection raised in a single agency sales call with evidence quotes and severity.
managerrepBeginner⏱ 30-45 min per call vs. manual review
Analyze · Call-Transcript & Objection-Pattern Analysis
Identify Common Objection Patterns Across Calls
Cluster objections across a batch of agency calls to see which concerns are systemic vs. one-offs.
foundermanagerIntermediate⏱ 4-6 hours of manual call review
Analyze · Call-Transcript & Objection-Pattern Analysis
Extract Buyer Language Patterns From Call Transcripts
Pull the exact words prospects use to describe pain, goals, and outcomes so marketing and sales stop guessing.
foundermanagerIntermediate⏱ 5-8 hours of VoC research
Analyze · Call-Transcript & Objection-Pattern Analysis
Analyze Discovery Calls for Missed Questions
Find the qualifying questions your reps should have asked but didn't, based on your own discovery framework.
managerIntermediate⏱ 1-2 hours per call audit
Analyze · Call-Transcript & Objection-Pattern Analysis
Identify Pricing Conversation Patterns
Map exactly when, how, and with what reaction price gets introduced across your agency's sales calls.
foundermanagerAdvanced⏱ 6-10 hours of manual call review
Analyze · Call-Transcript & Objection-Pattern Analysis
Analyze Demo Calls for Engagement Drop-Off
Pinpoint the exact moment a prospect's energy drops in an agency demo or pitch walkthrough.
managerrepIntermediate⏱ 1-2 hours per demo review
Analyze · Call-Transcript & Objection-Pattern Analysis
Extract Competitor Mention Patterns
See which competitors prospects bring up, in what context, and how reps actually respond.
foundermanagerIntermediate⏱ 4-6 hours of competitive research
Analyze · Call-Transcript & Objection-Pattern Analysis
Analyze a Lost Deal's Final Call
Diagnose exactly why an agency deal died by re-reading the final conversation with fresh eyes.
foundermanagerIntermediate⏱ 2-3 hours per loss review
Analyze · Call-Transcript & Objection-Pattern Analysis
Identify Buyer Pain Patterns Across Discovery Calls
Cluster the recurring pains your ICP describes in discovery so messaging and offers can target the real ones.
foundermanagerIntermediate⏱ 6-8 hours of VoC synthesis
Analyze · Call-Transcript & Objection-Pattern Analysis
Compare Rep Talk-Time Across Call Transcripts
Benchmark how much your reps are talking vs. listening across calls — and where it correlates with outcomes.
managerAdvanced⏱ 3-5 hours of manual ratio calculation
Analyze · Churn / Retention & Expansion Signals
Identify Churn Risk Signals in Active Clients
Scan your active client roster for early churn warning signs and rank them by urgency and revenue at risk.
foundermanagerIntermediate⏱ 3-4 hours per monthly review
Analyze · Churn / Retention & Expansion Signals
Analyze Retention Patterns by Client Cohort
Group clients into cohorts by sign-up quarter, channel, or service line and see which ones actually stick.
foundermanagerIntermediate⏱ 1 full day of analyst work
Analyze · Churn / Retention & Expansion Signals
Build a Churn-Risk Scoring Model
Turn your messy account-health intuition into a weighted 0–100 churn score every AM can apply consistently.
foundermanagerAdvanced⏱ 2-3 days of RevOps work
Analyze · Churn / Retention & Expansion Signals
Identify Expansion Signals in Existing Accounts
Surface the clients who are quietly telling you they're ready to spend more — before a competitor asks first.
managerrepIntermediate⏱ 2-3 hours per month per AM
Analyze · Churn / Retention & Expansion Signals
Analyze NPS / Feedback for Churn Signals
Read every NPS comment and verbatim like a leading indicator instead of a vanity metric.
foundermanagerBeginner⏱ 2-3 hours per NPS cycle
Analyze · Churn / Retention & Expansion Signals
Diagnose Why a Specific Client Churned
Run a structured post-mortem on a single churn to extract the lessons your team can actually use.
foundermanagerIntermediate⏱ Half day of meetings
Analyze · Churn / Retention & Expansion Signals
Build a Quarterly Retention Report
Generate a board-ready retention report that connects gross retention, net retention, and the moves behind both.
foundermanagerIntermediate⏱ 4-6 hours of analyst + slide prep
Analyze · Churn / Retention & Expansion Signals
Identify Upsell-Ready Accounts From Usage Data
Mine delivery and performance data to find the accounts whose results already justify a bigger scope.
managerrepIntermediate⏱ 3-4 hours per month
Analyze · Churn / Retention & Expansion Signals
Analyze Renewal Patterns Across Service Lines
See which of your service lines actually renew, which leak, and which earn the right to be repriced.
foundermanagerAdvanced⏱ 1-2 days of finance + accounts work
Analyze · Churn / Retention & Expansion Signals
Build a Save-Play List for At-Risk Clients
Turn a red-flagged client list into a sequenced playbook with the right move, owner, and deadline for each.
managerrepIntermediate⏱ Half day of save planning + months of retained revenue
Analyze · Cohort & Channel ROI
Analyze Customer Cohort Retention
Calculate month-over-month retention for each client cohort and surface which intake periods produce the stickiest accounts.
foundermanagerIntermediate⏱ 3-4 hours
Analyze · Cohort & Channel ROI
Build a Channel-by-Channel ROI Report
Turn spend, leads, and closed-won data into a per-channel ROI report with CAC, payback, and reallocation guidance.
foundermanagerIntermediate⏱ 4-6 hours
Analyze · Cohort & Channel ROI
Compare LTV Across Acquisition Channels
Calculate and compare gross LTV per acquisition channel to find which sources deliver clients who actually stay and expand.
foundermanagerIntermediate⏱ 3-4 hours
Analyze · Cohort & Channel ROI
Analyze Cohort Revenue Growth
Measure how revenue per client cohort grows (or shrinks) over time to quantify expansion, contraction, and net dollar retention.
foundermanagerAdvanced⏱ 4-5 hours
Analyze · Cohort & Channel ROI
Identify Highest-ROI Lead Channels
Rank lead-gen channels by true ROI (revenue produced / spend) and pinpoint where your next dollar of GTM budget should go.
foundermanagerrepBeginner⏱ 2-3 hours
Analyze · Cohort & Channel ROI
Compare Paid vs Organic Lead ROI
Stack paid and organic GTM channels side-by-side on a true ROI basis to decide where the next hire or ad dollar goes.
foundermanagerIntermediate⏱ 3-4 hours
Analyze · Cohort & Channel ROI
Analyze Referral Channel ROI
Quantify the true ROI of referrals (including soft costs) and surface which partners or clients drive the most revenue.
foundermanagerIntermediate⏱ 2-3 hours
Analyze · Cohort & Channel ROI
Build a Channel Mix Optimization Report
Model an optimal multi-channel budget mix that maximizes pipeline within constraints (total budget, max CAC, payback cap).
foundermanagerAdvanced⏱ 5-6 hours
Analyze · Cohort & Channel ROI
Diagnose a Declining Channel's Performance
Decompose a single channel's ROI drop into the exact metric that broke (spend, leads, conversion, deal size) and prescribe the fix.
foundermanagerAdvanced⏱ 3-4 hours
Analyze · Cohort & Channel ROI
Identify Compounding ROI Channels
Separate channels whose ROI compounds over time (SEO, content, partnerships) from channels that flatline, and reallocate accordingly.
foundermanagerAdvanced⏱ 4-5 hours
Analyze · Competitor / Market Analysis
Analyze Competitor Wins Against Your Agency
Find the repeatable reasons a specific competitor keeps beating your agency on deals.
foundermanagerIntermediate⏱ 2-3 hours of manual loss review
Analyze · Competitor / Market Analysis
Build a Competitor Win-Loss Profile
Turn scattered win and loss notes into a single profile of where you beat a competitor and where they beat you.
foundermanagerIntermediate⏱ 3-4 hours of CRM analysis
Analyze · Competitor / Market Analysis
Map Competitor Pricing Patterns
Spot the pricing structure a competitor is using so you can decide whether to match, undercut, or differentiate.
foundermanagerIntermediate⏱ 2 hours of pricing research
Analyze · Competitor / Market Analysis
Identify Market Shifts in Agency RFPs
Find out what buyers are actually asking for now by analyzing your recent RFPs side by side.
foundermanagerIntermediate⏱ 4-5 hours of RFP review
Analyze · Competitor / Market Analysis
Analyze Competitor Messaging on Their Site
Decode a competitor's homepage and services page to see who they're really selling to and how.
foundermanagerrepBeginner⏱ 1-2 hours of close reading
Analyze · Competitor / Market Analysis
Build a Competitive Positioning Matrix
Plot your agency against 3-5 competitors on the axes that actually drive buyer decisions.
foundermanagerAdvanced⏱ Half a day of strategy work
Analyze · Competitor / Market Analysis
Analyze Competitor LinkedIn Activity for Plays
Read a competitor's LinkedIn activity to spot the GTM plays they're running right now.
foundermanagerrepIntermediate⏱ 2-3 hours of scrolling and synthesis
Analyze · Competitor / Market Analysis
Identify Underserved Buyer Pains in the Market
Find the buyer pains every competitor is ignoring so you can build a wedge around them.
foundermanagerAdvanced⏱ Half a day of market research
Analyze · Competitor / Market Analysis
Build a Competitor Battlecard From Public Data
Turn public site copy, posts, and pricing notes into a sales-floor battlecard your reps can actually use on calls.
managerrepIntermediate⏱ 3-4 hours of research and synthesis
Analyze · Competitor / Market Analysis
Analyze a Lost-to-Competitor Deal Pattern
Take one lost deal apart in detail so the same loss doesn't happen on the next 5 deals like it.
managerrepBeginner⏱ 1-2 hours of structured loss review
Analyze · Conversion / Funnel Analysis
Analyze Stage-to-Stage Conversion Rates
Calculate exact conversion rates between every pipeline stage from your real CRM data.
foundermanagerBeginner⏱ 2-3 hours per pipeline review
Analyze · Conversion / Funnel Analysis
Identify the Biggest Funnel Drop-Off Stage
Pinpoint the single stage leaking the most revenue and quantify the dollar impact of fixing it.
foundermanagerIntermediate⏱ 1-2 hours of pipeline triage
Analyze · Conversion / Funnel Analysis
Compare Conversion Rates by Lead Source
Rank your lead sources by true closed-won conversion rate so you know where to double down.
foundermanagerIntermediate⏱ 3-4 hours of spreadsheet wrangling
Analyze · Conversion / Funnel Analysis
Analyze Conversion Rates by Rep
Compare each rep's stage-by-stage conversion rates to spot coaching gaps and top performer patterns.
managerfounderIntermediate⏱ 2-3 hours per coaching cycle
Analyze · Conversion / Funnel Analysis
Identify Bottlenecks in the Sales Funnel
Surface every stage where deals are stalling or dying and rank them by severity.
foundermanagerAdvanced⏱ 4-6 hours of diagnosis work
Analyze · Conversion / Funnel Analysis
Compare Conversion Rates by Service Line
See which of your agency's service lines actually close and which ones are draining sales capacity.
foundermanagerIntermediate⏱ 3-4 hours of cross-tab analysis
Analyze · Conversion / Funnel Analysis
Analyze Time-in-Stage by Deal Type
Measure how long deals sit in each stage broken down by deal type to find what's slowing your cycle.
managerfounderAdvanced⏱ 4-5 hours of pivot table work
Analyze · Conversion / Funnel Analysis
Build a Funnel Health Diagnostic Report
Produce a one-page funnel health diagnostic with stage rates, velocity, coverage, and a red/yellow/green verdict.
foundermanagerAdvanced⏱ 5-8 hours per executive report
Analyze · Conversion / Funnel Analysis
Compare Inbound vs Outbound Conversion
Settle the inbound vs outbound debate with stage-by-stage conversion math and CAC implications.
foundermanagerIntermediate⏱ 3-4 hours of GTM modeling
Analyze · Conversion / Funnel Analysis
Identify Conversion Gains From Recent Changes
Quantify which recent sales-process changes actually moved conversion vs which were noise.
foundermanagerAdvanced⏱ 4-6 hours of A/B reasoning
Analyze · Forecasting & Gap-to-Quota
Build a Bottoms-Up Quarterly Forecast
Roll up every open deal in your agency pipeline into a defensible quarterly forecast with commit, best-case, and pipeline buckets.
foundermanagerIntermediate⏱ 2-3 hours per forecast call
Analyze · Forecasting & Gap-to-Quota
Analyze the Gap to Quota for This Quarter
Quantify the dollar gap between your weighted pipeline and quota, then break it into the exact actions needed to close it.
foundermanagerIntermediate⏱ 60-90 minutes per quarter
Analyze · Forecasting & Gap-to-Quota
Identify Pull-Forward Deals to Close the Gap
Surface the 3-7 deals in your agency pipeline that can realistically be pulled into this quarter — with the exact lever to pull on each.
managerrepIntermediate⏱ 1-2 hours per forecast review
Analyze · Forecasting & Gap-to-Quota
Diagnose a Forecast Miss
Run a post-mortem on a missed quarter to pinpoint whether the miss came from pipeline volume, conversion, slip, or deal size — not gut feel.
foundermanagerAdvanced⏱ 3-4 hours of post-mortem analysis
Analyze · Forecasting & Gap-to-Quota
Build a Best-Case / Worst-Case Forecast Range
Generate a defensible forecast range — worst, likely, best — from your current agency pipeline so leadership can plan hiring and cash with confidence.
foundermanagerIntermediate⏱ 2 hours per board prep
Analyze · Forecasting & Gap-to-Quota
Analyze Forecast Accuracy by Rep
Score each rep on how accurate their commit number actually is — and surface who consistently sandbags or over-promises.
managerfounderAdvanced⏱ 2 hours per quarter close
Analyze · Forecasting & Gap-to-Quota
Project Year-End Revenue From Current Pipeline
Extrapolate from your current open pipeline to a year-end revenue projection — including retainer carry-forward and new-business close estimates.
foundermanagerAdvanced⏱ 3-4 hours per planning cycle
Analyze · Forecasting & Gap-to-Quota
Identify Coverage Gaps for Next Quarter
Calculate whether your current pipeline supports next quarter's quota at a healthy coverage ratio — and what's missing if it doesn't.
foundermanagerIntermediate⏱ 90 min per quarter
Analyze · Forecasting & Gap-to-Quota
Build a Reverse-Engineered Pipeline Plan
Work backwards from a quota number to the exact pipeline, opportunities, and meetings each rep needs to generate — at your real win rates.
foundermanagerAdvanced⏱ 4-5 hours of annual planning
Analyze · Forecasting & Gap-to-Quota
Run a Mid-Quarter Forecast Reset
Re-baseline your quarter at the halfway mark with fresh pipeline math, an updated commit, and a recovery plan if you're behind.
managerfounderIntermediate⏱ 2 hours per quarter
Analyze · ICP-Fit & Lead-Quality Analysis
Analyze Inbound Lead Quality vs ICP
Score last month's inbound leads against your ICP so you know whether your top-of-funnel is attracting the right agency clients.
foundermanagerIntermediate⏱ 2-3 hours per month
Analyze · ICP-Fit & Lead-Quality Analysis
Identify ICP Mismatches in Current Pipeline
Pinpoint which active opportunities in your pipeline don't match your agency's ICP so you can disqualify fast and protect rep capacity.
foundermanagerIntermediate⏱ 3-4 hours per pipeline review
Analyze · ICP-Fit & Lead-Quality Analysis
Score Recent Closed-Won Deals for ICP Fit
Grade your last 90 days of closed-won agency deals against ICP to see whether you're winning the right clients or just any client with a budget.
foundermanagerIntermediate⏱ 2-3 hours per quarter
Analyze · ICP-Fit & Lead-Quality Analysis
Compare Best-Fit vs Worst-Fit Client Outcomes
Contrast outcomes from your A-tier and D-tier agency clients to prove (with numbers) why ICP discipline matters.
foundermanagerAdvanced⏱ 4-6 hours of manual analysis
Analyze · ICP-Fit & Lead-Quality Analysis
Audit Outbound List for ICP Accuracy
Audit an outbound prospect list before SDRs touch it so you don't waste sequence sends on accounts that will never close.
managerrepBeginner⏱ 1-2 hours per list build
Analyze · ICP-Fit & Lead-Quality Analysis
Identify Patterns in Disqualified Leads
Find the repeating reasons your agency disqualifies leads so you can stop the bad-fit traffic at the source.
foundermanagerIntermediate⏱ 3 hours per month
Analyze · ICP-Fit & Lead-Quality Analysis
Build a Lead-Quality Trend Report
Generate a month-over-month lead-quality trend report for your agency that leadership can actually read in 60 seconds.
foundermanagerIntermediate⏱ 3-4 hours per monthly report
Analyze · ICP-Fit & Lead-Quality Analysis
Diagnose Why ICP-Fit Leads Aren't Converting
Diagnose why your A-tier agency leads are stalling or losing so you can fix sales execution, not blame the leads.
foundermanagerAdvanced⏱ 4-6 hours of pipeline forensics
Analyze · ICP-Fit & Lead-Quality Analysis
Compare Inbound vs Outbound ICP Fit
Compare ICP fit across your agency's inbound and outbound motions to decide where to invest the next dollar of growth budget.
foundermanagerAdvanced⏱ 4-5 hours per planning cycle
Analyze · ICP-Fit & Lead-Quality Analysis
Identify ICP Expansion Opportunities From Existing Wins
Spot adjacent segments your agency is already winning in so you can responsibly expand ICP without diluting it.
foundermanagerAdvanced⏱ 5-7 hours of strategy work
Analyze · Pipeline Review & Deal Risk
Run a Weekly Pipeline Review Analysis
Turn a raw CSV pipeline export into a structured weekly review with movement, risk, and coaching focus.
foundermanagerBeginner⏱ 60-90 min/week
Analyze · Pipeline Review & Deal Risk
Identify At-Risk Deals in This Week's Pipeline
Scan your open pipeline for risk signals and return a ranked list with the why.
managerfounderBeginner⏱ 45 min/week
Analyze · Pipeline Review & Deal Risk
Analyze Deal Slippage Patterns Across Reps
Compare reps' slippage history to find who consistently pushes close dates and where in the cycle it happens.
foundermanagerIntermediate⏱ 2-3 hours/quarter
Analyze · Pipeline Review & Deal Risk
Build a Deal-Risk Scoring Model
Derive a weighted risk score (0-100) per deal from your own pipeline data and house rules.
foundermanagerAdvanced⏱ 4-6 hours of spreadsheet work
Analyze · Pipeline Review & Deal Risk
Diagnose Stalled Deals by Stage
Group stalled deals by stage to reveal which part of your sales process is actually broken.
managerfounderIntermediate⏱ 1-2 hours
Analyze · Pipeline Review & Deal Risk
Identify Deals Missing a Champion
Scan deal records for the signals of a real internal champion vs a friendly contact.
managerrepIntermediate⏱ 30 min per deal review
Analyze · Pipeline Review & Deal Risk
Audit Pipeline for Single-Threaded Deals
Find every deal in your pipeline relying on a single contact and quantify the dollar exposure.
managerfounderIntermediate⏱ 1 hour/month
Analyze · Pipeline Review & Deal Risk
Analyze a Single Deal for Risk Factors
Paste one deal record and get a clear-eyed risk read with specific weak spots.
repmanagerBeginner⏱ 20 min per deal
Analyze · Pipeline Review & Deal Risk
Build a Top-10 At-Risk Deal List
Compress your whole open pipeline into a one-pager: the 10 deals most likely to slip and why.
foundermanagerIntermediate⏱ 1 hour/week
Analyze · Pipeline Review & Deal Risk
Identify Deals That Need Manager Escalation
Surface the deals where a rep alone won't close it — and the manager needs to step in this week.
managerfounderIntermediate⏱ 1 hour/week + saved deals
Analyze · Rep Performance Diagnostics
Diagnose Why a Rep is Missing Quota
Pinpoint the most likely reason a sales rep at your agency is missing quota, ranked by evidence.
foundermanagerIntermediate⏱ 60-90 min per rep diagnosis
Analyze · Rep Performance Diagnostics
Analyze a Rep's Activity vs Outcomes
See whether a rep's activity volume is actually converting into pipeline and closed business — or just looking busy.
managerIntermediate⏱ 45 min per rep
Analyze · Rep Performance Diagnostics
Identify Skill Gaps From a Rep's Call Recordings
Surface the specific selling skills a rep is missing, drawn directly from transcripts of their real discovery calls.
managerAdvanced⏱ 2-3 hours of manual call review
Analyze · Rep Performance Diagnostics
Compare Rep Performance Across Stages
See exactly which pipeline stage each rep is strongest and weakest at, so you stop generalizing about "good" or "bad" reps.
managerfounderIntermediate⏱ 1-2 hours of manual comparison
Analyze · Rep Performance Diagnostics
Build a Rep Coaching Diagnostic Report
Generate a structured diagnostic of a rep's performance designed to feed directly into a 1:1 coaching plan.
managerIntermediate⏱ 2-4 hours per rep per quarter
Analyze · Rep Performance Diagnostics
Analyze Rep Performance by Lead Source
Find out whether a rep's results are about them or about the leads they're getting — broken down by channel.
managerfounderIntermediate⏱ 60-90 min per rep
Analyze · Rep Performance Diagnostics
Identify Strong Plays From a Top Rep
Extract the specific, repeatable moves your top rep makes — so they can be turned into team standards later.
managerfounderAdvanced⏱ 3-4 hours of manual call comparison
Analyze · Rep Performance Diagnostics
Diagnose a Rep's Pipeline Coverage Problem
Determine whether a rep's pipeline coverage will support their quota — and if not, exactly which stage is starving.
managerrepIntermediate⏱ 30-45 min per rep per check
Analyze · Rep Performance Diagnostics
Audit a Rep's CRM Hygiene
Find every messy, stale, or misreported deal in a rep's CRM so your forecast and performance data can be trusted.
managerBeginner⏱ 45 min per rep per audit
Analyze · Rep Performance Diagnostics
Build a Rep Performance Review Doc
Generate a fair, evidence-based performance review document for a sales rep — ready to share in a formal review.
managerfounderAdvanced⏱ 4-6 hours per rep per review cycle
Analyze · Win/Loss Analysis
Run a Win/Loss Analysis on Last Quarter's Deals
Turn a quarter of CRM deal data into a structured win/loss readout with patterns, themes, and 3 prioritized actions.
foundermanagerIntermediate⏱ 3-4 hours per quarter
Analyze · Win/Loss Analysis
Compare Won vs Lost Deal Profiles
Side-by-side profile of your won vs lost deals so you can see exactly where the two cohorts diverge.
managerfounderIntermediate⏱ 2 hours
Analyze · Win/Loss Analysis
Analyze Lost Deal Reasons for Patterns
Cluster messy CRM loss-reason text into clean themes ranked by frequency and ACV impact.
managerfounderBeginner⏱ 2-3 hours
Analyze · Win/Loss Analysis
Identify Common Traits of Won Deals
Extract the shared characteristics of your closed-won deals so you can target more accounts that look like them.
managerrepIntermediate⏱ 2 hours
Analyze · Win/Loss Analysis
Build a Win/Loss Interview Guide
Generate a tailored win/loss interview guide for a specific recent deal, with open-ended questions mapped to your hypothesis.
foundermanagerIntermediate⏱ 45 minutes per interview
Analyze · Win/Loss Analysis
Analyze Lost-to-Competitor Deals for Patterns
Diagnose where specific competitor agencies are beating you and what consistently tips deals their way.
foundermanagerAdvanced⏱ 3 hours
Analyze · Win/Loss Analysis
Compare Win Rates Across ICP Segments
Slice your deal data by ICP segment to see where your win rate is real, where it's noise, and where to double down.
foundermanagerIntermediate⏱ 2 hours
Analyze · Win/Loss Analysis
Analyze Won Deals for Replicable Plays
Reverse-engineer your wins into 3-5 named plays your reps can run again on similar accounts.
managerrepAdvanced⏱ 4 hours
Analyze · Win/Loss Analysis
Diagnose Why a Specific Big Deal Was Lost
Run a structured post-mortem on a single high-stakes loss using the CRM trail and any buyer interview notes you have.
foundermanagerrepAdvanced⏱ 2 hours
Analyze · Win/Loss Analysis
Build a Win/Loss Quarterly Summary
Roll up a quarter of win/loss findings into a 1-page executive summary your leadership team can act on in 10 minutes.
foundermanagerIntermediate⏱ 2 hours
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on a Discovery Call Recording
Turn a messy discovery call transcript into 3 specific, quote-backed fixes your rep can practice this week.
managerfounderIntermediate⏱ 45-60 min of listen-back and note-taking per call
Optimize · Call Coaching & Talk-Track Fixes
Fix a Weak Demo Talk-Track
Rewrite a flat agency demo into a tight, story-led talk-track that actually moves the deal forward.
managerrepfounderIntermediate⏱ 2-3 hours of rewriting and role-play prep
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on Reducing Talk-Time
Find the exact moments your rep talked over the prospect and rewrite them into questions that flip the ratio.
managerrepBeginner⏱ 30-45 min per coaching session
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on Handling Pricing Conversations
Find every flinch, discount, and apology in your rep's pricing moment — and rewrite them into confident, value-anchored lines.
managerrepfounderIntermediate⏱ 1 hour per coaching session + measurable margin protection
Optimize · Call Coaching & Talk-Track Fixes
Rewrite a Rep's Opening Pitch
Take your rep's current 60-second opener and rewrite it into a sharper, prospect-first version that earns the rest of the call.
managerrepfounderBeginner⏱ 2 hours of rewriting + role-play
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on a Lost-Deal Final Call
Dissect the final call of a lost deal and pull out 3 moments where your rep could have flipped it — with exact rewrites.
managerfounderAdvanced⏱ 2 hours per post-mortem + compounding team learning
Optimize · Call Coaching & Talk-Track Fixes
Fix a Talk-Track That's Too Feature-Heavy
Take a feature-dump pitch and convert each feature into an outcome line a prospect actually cares about.
managerrepfounderIntermediate⏱ 90 min per talk-track rewrite
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on Listening Skills From a Transcript
Find every moment your rep missed, interrupted, or talked past a prospect signal — and give them the line they should have used to dig deeper.
managerrepIntermediate⏱ 1 hour per call review
Optimize · Call Coaching & Talk-Track Fixes
Rewrite a Rep's "What Do You Do" Answer
Replace your rep's vague 'we're a full-service agency' answer with a sharp, memorable line a prospect will actually repeat.
repmanagerfounderBeginner⏱ Compounds — sharper positioning lifts every conversation
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on Handling Silence on Calls
Find every moment your rep filled silence that should have been left alone — and coach them on the exact pauses that win deals.
managerrepIntermediate⏱ Massive on margin — silence drills directly protect deal value
Optimize · Cold Email Rewriting
Rewrite a Cold Email to a Specific Agency Prospect
Take your generic outbound email and rewrite it specifically for one named prospect at one named company.
founderrepIntermediate⏱ ~20 min/email
Optimize · Cold Email Rewriting
Make a Cold Email More Specific and Less Generic
Strip the vague filler out of your cold email and replace it with concrete numbers, named outcomes, and proof.
foundermanagerrepBeginner⏱ ~15 min/email
Optimize · Cold Email Rewriting
Cut a Cold Email Down to 75 Words
Take your bloated 250-word cold email and cut it to 75 words without losing the proof, hook, or CTA.
foundermanagerrepBeginner⏱ ~10 min/email
Optimize · Cold Email Rewriting
Rewrite a Cold Email Using a Trigger Event
Rebuild your cold email around a specific trigger (funding, hire, launch, exec change) so the timing feels obvious.
founderrepIntermediate⏱ ~25 min/email
Optimize · Cold Email Rewriting
Personalize a Cold Email With LinkedIn Data
Feed in LinkedIn snippets (posts, comments, About section, recent activity) and rewrite your email with real personalization — not just '{first_name}'.
founderrepIntermediate⏱ ~20 min/email
Optimize · Cold Email Rewriting
Rewrite a Cold Email With a Stronger CTA
Replace your weak 'open to a quick chat?' CTA with a specific, low-friction next step that prospects actually click.
foundermanagerrepBeginner⏱ ~12 min/email
Optimize · Cold Email Rewriting
Translate Agency Features Into Buyer Outcomes
Take the feature-heavy paragraph in your cold email ('we do technical audits, content production, link building...') and rewrite it as outcomes the buyer actually cares about.
foundermanagerrepIntermediate⏱ ~20 min/email
Optimize · Cold Email Rewriting
Rewrite a Cold Email for a Founder vs Marketing Director
Take one email and produce two versions — one for the founder/CEO, one for the marketing director — each speaking to what they actually care about.
foundermanagerrepIntermediate⏱ ~30 min (saves writing 2 emails from scratch)
Optimize · Cold Email Rewriting
Add Social Proof to a Cold Email Without Sounding Salesy
Weave named clients and outcome numbers into your cold email so they feel like context, not a brag.
foundermanagerrepIntermediate⏱ ~15 min/email
Optimize · Cold Email Rewriting
Rewrite a Cold Email From a Top-Performer's Template
Take your best rep's highest-converting email and adapt it for a new rep, vertical, or prospect — without losing the structure that made it work.
managerrepAdvanced⏱ ~45 min (vs onboarding a rep to a new template from scratch)
Optimize · Discovery Question Design
Generate 10 Strong Discovery Questions for a Paid Media Prospect
Generates 10 sharp, channel-specific discovery questions tailored to a paid media prospect's stack, spend, and attribution gaps.
repmanagerIntermediate⏱ 45 min per discovery call prep
Optimize · Discovery Question Design
Rewrite Generic Discovery Questions to Be Specific
Takes your existing weak, generic discovery questions and rewrites them into sharp, agency-specific versions that actually move deals.
repmanagerBeginner⏱ 1 hr of script revision
Optimize · Discovery Question Design
Generate Pain-Discovery Questions for SEO Prospects
Generates pain-first discovery questions tailored to SEO prospects — surfacing traffic decline, ranking volatility, and content velocity gaps.
repIntermediate⏱ 30-45 min prep per call
Optimize · Discovery Question Design
Build a Discovery Question Set for a Founder Buyer
Builds a discovery question set tuned for founder-buyers who own the P&L, hate fluff, and decide fast.
repfounderAdvanced⏱ Earns peer-level credibility in 15 minutes
Optimize · Discovery Question Design
Generate Budget-Surfacing Discovery Questions
Generates discovery questions that surface budget without ever asking 'what's your budget?' — using value, comparison, and cost-of-inaction framings.
repmanagerAdvanced⏱ Eliminates 'we don't have a budget' dead-ends
Optimize · Discovery Question Design
Generate Decision-Process Discovery Questions
Generates discovery questions that map the buying committee, decision criteria, timeline, and approval steps — without sounding like an interrogation.
repmanagerIntermediate⏱ Saves 2-3 weeks of slipped deal cycles
Optimize · Discovery Question Design
Generate Champion-Building Discovery Questions
Generates discovery questions that turn a curious prospect into an internal champion — surfacing their personal win, political capital, and willingness to sell internally.
repmanagerAdvanced⏱ Prevents 1-2 lost deals per quarter from coach-not-champion misreads
Optimize · Discovery Question Design
Build a Discovery Question Set for Web Design Prospects
Builds a discovery question set tailored to web design prospects — surfacing scope risk, stakeholder paralysis, conversion goals, and platform/tech-stack realities.
repfounderIntermediate⏱ Prevents 30%+ scope creep on web projects
Optimize · Discovery Question Design
Generate "Implication" SPIN Questions
Generates SPIN-style Implication questions that turn a stated problem into a quantified business cost the prospect can't unsee.
repmanagerAdvanced⏱ Converts stalled discovery calls into proposal opportunities
Optimize · Discovery Question Design
Generate Disqualifying Discovery Questions
Generates discovery questions designed to disqualify bad-fit prospects fast — saving proposal hours and protecting close rate.
repmanagerfounderIntermediate⏱ 20-30 hours of wasted proposal work per quarter
Optimize · Follow-Up & Multi-Touch Sequences
Rewrite a Follow-Up Email That Isn't Getting Replies
Diagnose why your follow-up flopped and rewrite it into a version that earns a reply.
repmanagerBeginner⏱ 20-30 min per rewrite
Optimize · Follow-Up & Multi-Touch Sequences
Build a 5-Touch Follow-Up Sequence
Generate a full 5-touch follow-up sequence with real subject lines, body copy, and a goal per touch.
repmanagerfounderIntermediate⏱ 60-90 min per sequence
Optimize · Follow-Up & Multi-Touch Sequences
Write a Bump Email for a Stalled Thread
Write a short, value-adding bump email that revives a stalled thread without sounding desperate.
repBeginner⏱ 10-15 min per email
Optimize · Follow-Up & Multi-Touch Sequences
Build a Multi-Channel Follow-Up Plan
Design a multi-channel follow-up plan combining email, LinkedIn, voice, and video with real copy per touch.
managerrepAdvanced⏱ 90-120 min per plan
Optimize · Follow-Up & Multi-Touch Sequences
Write a "Should I Close Your File?" Breakup Email
Write a permission-based breakup email that resurrects 15-25% of dead threads without burning the relationship.
repmanagerBeginner⏱ 15 min per email
Optimize · Follow-Up & Multi-Touch Sequences
Rewrite a Generic Follow-Up Into a Value-Add
Turn a generic 'checking in' email into a value-add touch the prospect actually wants to open.
repmanagerIntermediate⏱ 20-25 min per rewrite
Optimize · Follow-Up & Multi-Touch Sequences
Write a Follow-Up Email Referencing a Specific Call Detail
Write a follow-up email that opens with a hyper-specific call detail the prospect will instantly recognize.
repBeginner⏱ 15-20 min per email
Optimize · Follow-Up & Multi-Touch Sequences
Build a Post-Proposal Follow-Up Cadence
Build a post-proposal follow-up cadence with real copy that surfaces objections and pushes to a decision.
managerrepfounderAdvanced⏱ 75-100 min per cadence
Optimize · Follow-Up & Multi-Touch Sequences
Write a Last-Touch Email With No CTA Pressure
Write a final-touch email that pure-gives — no ask, no calendar link — to leave a high-trust impression.
repfounderIntermediate⏱ 20 min per email
Optimize · Follow-Up & Multi-Touch Sequences
Build a Follow-Up Plan for a No-Show
Build a follow-up plan that recovers a no-show prospect without sounding annoyed or desperate.
repmanagerIntermediate⏱ 30-45 min per plan
Optimize · Objection Handling
Handle a "Too Expensive" Objection on a Sales Call
Reframe price objections into value conversations so you stop discounting your retainer to win.
founderrepIntermediate⏱ 30 min of post-call regret per deal
Optimize · Objection Handling
Handle a "We're Happy With Our Current Agency" Objection
Crack open incumbent-agency complacency without trash-talking the competitor.
founderrepIntermediate⏱ Saves the 3-touch cadence usually wasted after a brush-off
Optimize · Objection Handling
Handle a "Send Me More Info" Brush-Off
Turn 'send me more info' from a polite no into a scheduled discovery call.
repmanagerBeginner⏱ Recovers ~30% of deals that die in 'send me info' purgatory
Optimize · Objection Handling
Handle a "Not the Right Time" Objection
Diagnose whether 'not now' means 'never,' 'Q3,' or 'I'm scared,' then act accordingly.
founderrepIntermediate⏱ Frees up ~10 hours/month of pipeline review on stalled deals
Optimize · Objection Handling
Handle a "Bad Past Agency Experience" Objection
Rebuild trust with a burned prospect without spending the whole call defending your industry.
founderrepAdvanced⏱ Reclaims deals most reps would write off in the first 5 minutes
Optimize · Objection Handling
Handle a "We're Doing It In-House" Objection
Position your agency as a force multiplier for the in-house team — not a threat to their job.
founderrepAdvanced⏱ Saves deals from the new-hire veto that kills ~25% of agency pitches
Optimize · Objection Handling
Handle a "Need to Talk to My Partner" Stall
Get into the room with the actual decision-maker instead of becoming a memo someone else delivers badly.
founderrepIntermediate⏱ Doubles close rate on dual-decision-maker SMB deals
Optimize · Objection Handling
Handle a "We Need to Think About It" Stall
Surface the real hesitation behind 'we'll think about it' instead of letting the deal ghost.
repmanagerIntermediate⏱ Cuts deal ghost rate roughly in half on proposal-stage calls
Optimize · Objection Handling
Handle a "Why Should We Pick You" Question
Differentiate without bragging by anchoring to the prospect's specific situation and outcome.
founderrepIntermediate⏱ Replaces hours of pitch deck rewrites with a sharper 90-second answer
Optimize · Objection Handling
Handle a "Your Competitor is Cheaper" Objection
Hold your price by reframing scope, risk, and outcome instead of matching the lower quote.
founderrepAdvanced⏱ Protects margin on every competitive deal you walk into
Optimize · Personalization at Scale
Personalize 50 Cold Emails Using a CSV of Prospects
Take a base cold email and a CSV of 50 prospects and generate 50 personalized variants in one pass — with skips for low-signal rows.
managerrepIntermediate⏱ ~3 hrs per 50-prospect batch
Optimize · Personalization at Scale
Generate Personalized Openers From LinkedIn Profiles
Paste a batch of scraped/copy-pasted LinkedIn profile text and get one specific, non-generic opener per prospect — or a SKIP.
repmanagerBeginner⏱ ~2 hrs per 30 prospects
Optimize · Personalization at Scale
Write Personalized P.S. Lines for Cold Emails
Generate a batch of throwaway-but-specific P.S. lines (the last thing prospects actually read) tied to one detail per prospect.
repmanagerBeginner⏱ ~90 min per 50-prospect batch
Optimize · Personalization at Scale
Generate Personalized Subject Lines for a List
Turn a prospect list into 50 subject lines that each reference one specific signal — not just '{{first_name}}, quick question'.
managerrepBeginner⏱ ~1 hr per 50-prospect batch
Optimize · Personalization at Scale
Generate Personalized Voicemail Scripts at Scale
Produce 20-50 ready-to-read voicemail scripts (≤25 seconds each) personalized to one signal per prospect — for cold-calling SDR teams.
repmanagerIntermediate⏱ ~2 hrs per 40-call session
Optimize · Personalization at Scale
Personalize a Sequence by Industry Vertical
Take one base 4-touch sequence and produce vertical-specific variants (DTC, B2B SaaS, local services, etc.) with vertical-true examples, pain points, and proof.
managerfounderAdvanced⏱ ~4 hrs per vertical variant
Optimize · Personalization at Scale
Generate Personalized LinkedIn Connection Notes
Batch-generate ≤300-character LinkedIn connection notes that each reference one specific profile detail — no "I'd love to add you to my network".
repfounderBeginner⏱ ~75 min per 30 connection notes
Optimize · Personalization at Scale
Build a Personalization Variable Library
Turn a stack of past wins, case studies, and ICP notes into a reusable library of personalization snippets your team and prompts can pull from.
managerfounderAdvanced⏱ ~6 hrs vs. building manually + compounding savings on every future batch
Optimize · Personalization at Scale
Generate Personalized Video Outreach Scripts
Print 10-25 ≤60-second Loom/Vidyard scripts per session — each tied to one specific page or detail the rep can point at on camera.
repfounderIntermediate⏱ ~2 hrs per 15-video session
Optimize · Personalization at Scale
Personalize Follow-Ups Using Discovery Notes
Turn raw discovery call notes (5-20 deals at once) into personalized post-call follow-up emails that quote what the prospect actually said.
repmanagerIntermediate⏱ ~2.5 hrs per 10-deal follow-up batch
Optimize · Pricing / Offer Tests
Generate Three Pricing Test Variants for a Retainer
Generate three testable price variants for an existing agency retainer with hypothesis and decision rules.
foundermanagerIntermediate⏱ 2-3 hours of pricing committee work
Optimize · Pricing / Offer Tests
Build an A/B Test Plan for Two Offer Structures
Build a rigorous A/B test plan comparing two agency offer structures with sample size, randomization, and decision rules.
foundermanagerAdvanced⏱ 4-6 hours of test design work
Optimize · Pricing / Offer Tests
Test a Performance-Based Pricing Pitch
Design a controlled test of a performance-based pricing pitch against your current fixed-fee offer.
foundermanagerrepAdvanced⏱ 5-8 hours of pricing model work
Optimize · Pricing / Offer Tests
Test a Higher Anchored Price
Test a higher anchored price for an existing agency offer with controlled exposure and an explicit win/kill rule.
foundermanagerIntermediate⏱ 2-3 hours of pricing analysis
Optimize · Pricing / Offer Tests
Test a Productized vs Custom Offer
Run a head-to-head test of a productized offer against your current custom scoped offer with margin and close-rate gates.
foundermanagerIntermediate⏱ 4-6 hours of offer design work
Optimize · Pricing / Offer Tests
Generate Three Discount Test Variants
Generate three responsible discount test variants for stuck deals with margin floors and explicit decision rules.
managerrepIntermediate⏱ 2-3 hours building a discount playbook
Optimize · Pricing / Offer Tests
Test an Annual Prepay Pricing Offer
Design a test for an annual prepay pricing offer with cash-flow math and explicit incentive design.
foundermanagerAdvanced⏱ 3-5 hours of cash-flow modeling
Optimize · Pricing / Offer Tests
Generate Pricing Variants for an Audit Offer
Generate testable pricing variants for an agency audit offer aimed at converting more audits into retainers.
foundermanagerIntermediate⏱ 3-4 hours of audit offer modeling
Optimize · Pricing / Offer Tests
Test a "Pilot" Lower-Risk Offer
Design a pilot offer variant that lowers buyer risk without cannibalizing your full retainer revenue.
foundermanagerrepIntermediate⏱ 3-4 hours of pilot offer design
Optimize · Pricing / Offer Tests
Generate Bundle / Add-On Pricing Tests
Generate bundle and add-on pricing variants for your agency to lift ACV without dropping close rate.
foundermanagerIntermediate⏱ 3-4 hours of bundle/tier design
Optimize · Proposal / Pitch Optimization
Rewrite an Agency Proposal Executive Summary
Turn a vague, agency-centric executive summary into a buyer-centric opener that earns the next 10 pages of attention.
foundermanagerBeginner⏱ 45-90 minutes per proposal
Optimize · Proposal / Pitch Optimization
Cut a 30-Page Proposal Down to 10 Pages
Compress a bloated 30-page agency proposal into a 10-page version that keeps every decision-driving section and kills the filler.
foundermanagerIntermediate⏱ 3-5 hours per proposal
Optimize · Proposal / Pitch Optimization
Rewrite a Proposal Outcomes Section for Specificity
Replace vague 'increase brand awareness' outcomes with specific, numeric, time-bound results the buyer can hold you to.
foundermanagerrepIntermediate⏱ 60-90 minutes per proposal
Optimize · Proposal / Pitch Optimization
Rewrite Generic Case Studies to Match the Prospect
Reframe an existing case study so it mirrors the prospect's industry, problem, and KPIs without inventing new facts.
managerrepIntermediate⏱ 30-60 minutes per case study
Optimize · Proposal / Pitch Optimization
Optimize Proposal Visuals and Copy Hierarchy
Audit a proposal's headings, callouts, and visuals so a buyer skimming for 90 seconds still lands on the right takeaways.
foundermanagerIntermediate⏱ 2-3 hours per proposal
Scale · Automation & Workflow Design
Design a Lead-Capture-to-CRM Automation
Generate a paste-ready spec that pushes web-form leads into your CRM with enrichment, dedupe, and instant rep assignment.
foundermanagerIntermediate⏱ 8-12 hours/month + 90% faster speed-to-lead
Scale · Automation & Workflow Design
Build an Inbound Lead Auto-Routing Workflow
Route every inbound lead to the right rep in seconds based on service line, deal size, geography, and rep capacity.
managerfounderAdvanced⏱ 5-8 hours/month + faster first-touch on every lead
Scale · Automation & Workflow Design
Design a Stalled-Deal Auto-Alert Workflow
Catch deals going dark before they die — auto-flag stalled opportunities by stage-specific idle thresholds and escalate to managers.
managerfounderIntermediate⏱ Recovers 10-20% of stalled pipeline value/quarter
Scale · Automation & Workflow Design
Build a Proposal-Sent Auto-Follow-Up Workflow
Auto-trigger a sequenced, human-feeling follow-up cadence the moment a proposal is sent — and stop instantly if the prospect replies.
repmanagerIntermediate⏱ 3-5 hours/week per rep + 15-25% lift in proposal close rate
Scale · Automation & Workflow Design
Design a Closed-Won Onboarding Handoff Automation
Move every closed-won deal from sales to delivery in 5 minutes — with kickoff invite, project workspace, intake form, and contract on file.
foundermanagerAdvanced⏱ 4-6 hours per closed-won deal + dramatic onboarding NPS lift
Scale · Automation & Workflow Design
Build a Quote Approval Automation
Route every non-standard quote through the right approver in minutes — with audit trail, auto-escalation, and approval-baked-into-the-proposal.
managerfounderAdvanced⏱ 6-10 hours/month + protects 2-5% of revenue from unauthorized discounting
Scale · Automation & Workflow Design
Design a Renewal-Reminder Automation
Surface every retainer renewal 90/60/30 days out with health context, expansion signals, and a kickoff-the-renewal task auto-assigned to the AM.
managerfounderAdvanced⏱ Saves 2-3 retainer churns per quarter + drives 5-15% renewal uplift via expansion
Scale · Automation & Workflow Design
Build an Activity Logging Automation From Email/Calendar
Auto-log every sales email and meeting to the right CRM contact and deal — without reps lifting a finger.
repmanagerAdvanced⏱ 30-60 min/day per rep + dramatically cleaner activity data for forecasting
Scale · Automation & Workflow Design
Design a Slack-CRM Deal Update Automation
Push real-time deal moves to Slack and let reps update the CRM with a slash command — no tab-switching, no after-hours data entry.
managerfounderAdvanced⏱ 20-40 min/day per rep + sharply higher CRM update compliance
Scale · Automation & Workflow Design
Build a Re-engagement Drip Automation
Wake up cold-but-not-dead leads with a tightly-scoped 4-touch revival sequence that auto-pauses on any response and recycles back to a rep.
managerfounderAdvanced⏱ Unlocks 3-8% of dormant pipeline value per quarter + zero manual rep time
Scale · Hiring & Recruiting Reps
Write a Job Description for an Agency Account Executive
Generate a high-converting AE job description tailored to agency selling (retainers, scopes, creative deliverables) — not SaaS.
foundermanagerBeginner⏱ 2-3 hours
Scale · Hiring & Recruiting Reps
Write a Job Description for an Agency SDR
Produce an SDR job description built for agency outbound (LinkedIn + email to CMOs), not SaaS BDR boilerplate.
foundermanagerBeginner⏱ 2 hours
Scale · Hiring & Recruiting Reps
Build an Interview Scorecard for AE Candidates
Create a structured interview scorecard so every AE candidate is rated against the same agency-specific competencies.
foundermanagerIntermediate⏱ 4-5 hours
Scale · Hiring & Recruiting Reps
Generate Sales Interview Questions for an Agency
Generate behavioral interview questions specifically engineered to surface agency-sales DNA vs SaaS-sales DNA.
foundermanagerIntermediate⏱ 3-4 hours
Scale · Hiring & Recruiting Reps
Build a Role-Play Interview Scenario
Design a realistic role-play scenario that surfaces how a sales candidate actually sells your agency's services in a live discovery call.
foundermanagerAdvanced⏱ 4-6 hours
Scale · Hiring & Recruiting Reps
Write a Sales Hire Outreach Message on LinkedIn
Draft a LinkedIn outreach message that gets passive top-tier agency-sales talent to reply.
foundermanagerIntermediate⏱ 1-2 hours per candidate
Scale · Hiring & Recruiting Reps
Build a Sales Hiring Scorecard / Rubric
Build a weighted hiring rubric that turns the full interview loop into a single defensible hire/no-hire decision.
foundermanagerAdvanced⏱ 5-6 hours per hiring cycle
Scale · Hiring & Recruiting Reps
Write a Reference Check Question List
Create reference check questions that actually surface real signal instead of polite confirmations.
foundermanagerIntermediate⏱ 2 hours per reference
Scale · Hiring & Recruiting Reps
Build a Take-Home Sales Assignment
Design a take-home sales assignment that proves how a candidate thinks about agency selling — without burning more than 90 minutes of their time.
foundermanagerAdvanced⏱ 4-5 hours of designing it from scratch
Scale · Hiring & Recruiting Reps
Write a Sales Hire Offer Letter Template
Generate an agency sales offer letter that closes the candidate without over-promising on quota or comp structure.
foundermanagerIntermediate⏱ 3-4 hours and a future legal headache
Scale · Manager 1:1 & Coaching Frameworks
Build a Weekly Manager-Rep 1:1 Agenda
Generate a repeatable 30-minute weekly 1:1 agenda that works across your entire agency sales team.
managerfounderBeginner⏱ 2-3 hours per quarter of agenda drift
Scale · Manager 1:1 & Coaching Frameworks
Design a Quarterly Performance Review Framework
Build a quarterly performance review framework you can run identically for every sales rep on the team.
managerfounderIntermediate⏱ 4-6 hours per quarter per manager
Scale · Manager 1:1 & Coaching Frameworks
Build a Deal Coaching Session Framework
Stand up a repeatable deal coaching session that moves specific opportunities forward without the manager taking over the deal.
managerIntermediate⏱ 3-5 hours per week of manager 'deal rescue' work
Scale · Manager 1:1 & Coaching Frameworks
Write a 1:1 Pipeline Review Script
Write a repeatable pipeline review script that audits every deal in 15 minutes without devolving into status theater.
managerfounderBeginner⏱ 30-45 min per 1:1 per rep per week
Scale · Manager 1:1 & Coaching Frameworks
Design a Coaching-by-Call-Recording System
Stand up a repeatable call-recording review system that turns Gong/Fathom/Fireflies recordings into weekly rep skill gains.
managerfounderIntermediate⏱ 1-2 hours per rep per week vs. ad-hoc call review
Optimize · Proposal / Pitch Optimization
Rewrite a Pitch Deck Opening Slide
Replace a generic 'welcome to our pitch' opener with a slide that earns the next 20 minutes of the prospect's attention.
foundermanagerrepIntermediate⏱ 30-60 minutes per pitch
Optimize · Proposal / Pitch Optimization
Rewrite a Proposal Pricing Page for Clarity
Reformat a confusing pricing page so the buyer understands what they're paying for, what's optional, and what the total is in under 30 seconds.
foundermanagerBeginner⏱ 45-60 minutes per proposal
Optimize · Proposal / Pitch Optimization
Make a Proposal Match Buyer Language From Discovery
Replace agency jargon throughout a proposal with the exact words and phrases the buyer used in discovery, so it reads like it was written for them.
managerrepIntermediate⏱ 60-90 minutes per proposal
Optimize · Proposal / Pitch Optimization
Rewrite an Agency Pitch for a Skeptical Audience
Rework a proposal or pitch deck for a buyer who's been burned before, baking risk-reversal and proof into every section.
foundermanagerAdvanced⏱ 2-3 hours per proposal
Optimize · Proposal / Pitch Optimization
Optimize a Proposal CTA / Next Steps Section
Replace a vague 'let us know if you have questions' close with a specific, dated next-steps section that makes the buyer's path to yes obvious.
managerrepBeginner⏱ 30-45 minutes per proposal
Optimize · Re-engagement & Win-Back
Re-engage a Closed-Lost Deal From Six Months Ago
Revive a closed-lost agency opportunity with a candid, change-led outreach that acknowledges the loss.
repmanagerIntermediate⏱ 25 min per email
Optimize · Re-engagement & Win-Back
Win Back a Churned Agency Client
Open the door with a former retainer client by naming what went wrong and what's different now.
foundermanagerIntermediate⏱ 30 min per email
Optimize · Re-engagement & Win-Back
Re-engage a Ghosted Prospect After a Proposal
Break a post-proposal silence with a graceful, low-pressure note that surfaces the real blocker.
repBeginner⏱ 15 min per email
Optimize · Re-engagement & Win-Back
Re-engage a Cold Pipeline From Last Quarter
Run a bulk-but-personalized revival pass on every stalled deal from last quarter in one sequence.
managerrepIntermediate⏱ 2 hours per cohort
Optimize · Re-engagement & Win-Back
Write a "We've Improved" Win-Back Email
Turn an internal improvement (process, team, pricing) into a credible reason to reach back out.
foundermanagerIntermediate⏱ 20 min per email
Optimize · Re-engagement & Win-Back
Re-engage a Lead Who Went Dark After Discovery
Reopen a deal that had a great discovery call and then disappeared by surfacing the most likely real reason.
repIntermediate⏱ 20 min per email
Optimize · Re-engagement & Win-Back
Write a Win-Back Sequence for a Lost-to-Competitor Deal
Stay top-of-mind through a competitor's typical pain points so you're the obvious next call.
managerrepAdvanced⏱ 45 min per sequence
Optimize · Re-engagement & Win-Back
Re-engage a Newsletter Subscriber Into a Sales Call
Turn a long-time engaged newsletter reader into a booked discovery call without breaking the newsletter's voice.
founderrepBeginner⏱ 15 min per email
Optimize · Re-engagement & Win-Back
Re-engage a Demo No-Show
Recover a missed discovery call without guilt-tripping and rebook with friction removed.
repBeginner⏱ 10 min per no-show
Optimize · Re-engagement & Win-Back
Build a Quarterly Re-engagement Campaign
Plan a full quarterly campaign that systematically revives lost deals, churned clients, and cold subscribers.
foundermanagerAdvanced⏱ 4 hours per quarter
Optimize · Subject-Line & A/B Variants
Generate 10 Subject Line Variants for a Cold Email
Turn one cold email body into 10 inbox-safe, testable subject line variants with per-variant rationale.
foundermanagerrepBeginner⏱ 30-45 min
Optimize · Subject-Line & A/B Variants
Test Curiosity vs Specificity Subject Lines
Generate matched pairs of curiosity-driven and specificity-driven subject lines for a head-to-head A/B.
managerrepIntermediate⏱ 1 hour
Optimize · Subject-Line & A/B Variants
Generate Subject Lines With a Trigger Event
Turn a real trigger event (funding, hire, launch, redesign) into 8 subject lines that earn the open without being creepy.
repIntermediate⏱ 20-30 min
Optimize · Subject-Line & A/B Variants
Generate Follow-Up Subject Lines for a Stalled Thread
Resurrect a stalled prospect thread with 7 follow-up subject lines that don't sound desperate or templated.
repmanagerIntermediate⏱ 30 min
Optimize · Subject-Line & A/B Variants
Build an A/B Test Plan for Cold Email Subject Lines
Get a full, statistically-honest A/B test plan for your next subject line experiment — variants, sample size, kill criteria, and decision rule.
managerfounderAdvanced⏱ 2-3 hours
Optimize · Subject-Line & A/B Variants
Generate Reply-Bait Short Subject Lines
Get 10 ultra-short subject lines (≤3 words) engineered to bait a reply from busy operators.
repBeginner⏱ 20 min
Optimize · Subject-Line & A/B Variants
Test Personalization Token Subject Lines
Test whether {first_name}, {company}, {custom_field}, or no token wins on reply rate for your sequence.
managerrepAdvanced⏱ 1-2 hours
Optimize · Subject-Line & A/B Variants
Generate Subject Lines for a Re-engagement Email
Wake up cold leads or churned clients with 8 re-engagement subject lines that don't read like a desperate win-back.
managerfounderIntermediate⏱ 45 min
Optimize · Subject-Line & A/B Variants
Generate Question-Based Subject Lines
Get 8 question-format subject lines tuned for replies, not just opens, with a recommended winner per ICP.
repBeginner⏱ 20 min
Optimize · Subject-Line & A/B Variants
Generate Subject Lines That Reference a Recent Post
Reference a prospect's recent LinkedIn or blog post in the subject line — 8 variants that earn the open without sounding like a stalker.
repmanagerAdvanced⏱ 30-45 min
Scale · Manager 1:1 & Coaching Frameworks
Build a Mid-Quarter Reset 1:1 Template
Run a 45-minute mid-quarter reset 1:1 that re-baselines every rep with 6 weeks left to recover the quarter.
managerfounderIntermediate⏱ Recovers a quarter that would otherwise be written off
Scale · Manager 1:1 & Coaching Frameworks
Write a Difficult-Conversation Script for Underperformers
Write a clear, humane, repeatable script for the 'we need to talk' conversation with an underperforming agency sales rep.
managerfounderAdvanced⏱ Avoids a 3-month PIP cycle that ends in the same place
Scale · Manager 1:1 & Coaching Frameworks
Build a Career Path Conversation Framework
Stand up a 60-minute career path conversation managers run with every rep once a quarter to retain top performers.
managerfounderIntermediate⏱ One retained senior AE = 6+ months of ramp time you didn't lose
Scale · Manager 1:1 & Coaching Frameworks
Design a Manager Coaching Scorecard
Design a scorecard that measures whether your sales managers are actually coaching — not just hitting team quota.
foundermanagerAdvanced⏱ Tells you which managers are coachable themselves vs. need replacement
Scale · Manager 1:1 & Coaching Frameworks
Build a Skip-Level 1:1 Framework
Build a quarterly skip-level 1:1 framework agency founders run with every IC rep to surface what their managers aren't telling them.
founderAdvanced⏱ Catches manager problems 1-2 quarters before they become attrition
Scale · New-Market / Service-Line Expansion
Design a Go-to-Market Plan for a New Service Line
Generate a 90-day go-to-market plan that defines ICP, offer, pricing, channels, and a kill switch for launching a new agency service.
foundermanagerAdvanced⏱ 6-10 hours of strategy work
Scale · New-Market / Service-Line Expansion
Write a Pitch for a New Geographic Market
Draft a localized sales pitch that positions your agency credibly in a new city or country without sounding like a tourist.
founderrepIntermediate⏱ 3-5 hours of pitch + research work
Scale · New-Market / Service-Line Expansion
Build a Service-Line Pilot Test Plan
Design a small, time-boxed pilot that proves (or disproves) a new agency service line in 60 days without burning the team.
foundermanagerIntermediate⏱ 4-6 hours of planning
Scale · New-Market / Service-Line Expansion
Design a Vertical-Specific Sales Motion
Build an end-to-end sales motion (ICP, channels, messaging, sales cycle, proof) tailored to a single vertical you want to dominate.
foundermanagerAdvanced⏱ 8-12 hours of strategy work
Scale · New-Market / Service-Line Expansion
Write an Internal Launch Memo for a New Service
Draft a one-page internal memo that aligns the whole agency on what the new service is, why it exists, and what success looks like.
foundermanagerBeginner⏱ 2-3 hours of writing + alignment meetings
Scale · New-Market / Service-Line Expansion
Build a Cross-Sell Plan for Existing Clients
Generate a per-account cross-sell plan that ranks current clients by expansion potential and gives reps a named next-best offer.
foundermanagerIntermediate⏱ 5-8 hours of account planning
Scale · New-Market / Service-Line Expansion
Design a Pricing Strategy for a New Service Line
Design defensible pricing (model, anchor, tiers, guardrails) for a new agency service line with margin math and a kill switch.
foundermanagerAdvanced⏱ 4-6 hours of pricing analysis
Scale · New-Market / Service-Line Expansion
Write Outbound Messaging for a New Vertical
Write a 4-touch outbound sequence tuned to a specific vertical's pain, buyer, and proof — not your generic 'we help brands grow' deck.
managerrepIntermediate⏱ 3-5 hours of copywriting
Scale · New-Market / Service-Line Expansion
Build a Market-Entry Competitive Analysis
Map the 5-8 incumbents in a new market or vertical and identify a defensible wedge before you commit budget and headcount.
foundermanagerAdvanced⏱ 6-10 hours of research + synthesis
Scale · New-Market / Service-Line Expansion
Design a Beta Customer Recruitment Plan
Build a named recruitment plan for 3-5 beta customers who will give you real money, real feedback, and the case study you need to scale.
foundermanagerIntermediate⏱ 4-6 hours of recruitment planning
Scale · Onboarding / Ramp Systems
Build a Repeatable 90-Day Ramp Program
Generate a documented, repeatable 90-day ramp program that every new agency sales hire moves through identically.
foundermanagerAdvanced⏱ 8-12 hours
Scale · Onboarding / Ramp Systems
Build an Onboarding Knowledge Base Outline
Produce a complete information architecture for a sales onboarding knowledge base every new rep can self-serve.
foundermanagerIntermediate⏱ 4-6 hours
Scale · Onboarding / Ramp Systems
Design a Cohort-Based Sales Bootcamp
Design a 2-week cohort bootcamp that takes a group of new agency reps from day-1 to certified-to-sell together.
foundermanagerAdvanced⏱ 10-15 hours
Scale · Onboarding / Ramp Systems
Build a Manager Onboarding Checklist for New Reps
Give every sales manager an identical, dated checklist of what THEY must do for each new rep's onboarding.
managerIntermediate⏱ 3-5 hours
Scale · Onboarding / Ramp Systems
Design a Self-Paced Onboarding Curriculum
Design a modular self-paced curriculum new reps can complete async, freeing managers from live training.
foundermanagerAdvanced⏱ 12-20 hours
Scale · Onboarding / Ramp Systems
Build a "Ramp Certifications" Framework
Design a tiered certification system where reps formally prove competency before being trusted with real pipeline.
foundermanagerAdvanced⏱ 6-10 hours
Scale · Onboarding / Ramp Systems
Write a Week-by-Week Ramp Email Series for New Hires
Write a 12-week automated email series that drips the right resources, nudges, and reflection prompts to every new rep.
foundermanagerIntermediate⏱ 5-8 hours
Scale · Onboarding / Ramp Systems
Build a Mentor / Buddy System for New Reps
Design a structured mentor-buddy program that pairs every new rep with a tenured one and gives both a clear playbook.
foundermanagerIntermediate⏱ 4-6 hours
Scale · Onboarding / Ramp Systems
Design a Ramp Tracker Dashboard
Spec out a leadership dashboard that shows ramp velocity, milestone status, and at-risk reps across every cohort.
foundermanagerAdvanced⏱ 6-10 hours
Scale · Onboarding / Ramp Systems
Build an Onboarding Feedback Survey
Create a multi-point feedback survey that captures honest signal from every cohort so the ramp program keeps improving.
foundermanagerBeginner⏱ 2-4 hours
Scale · Outbound at Volume
Design an Outbound Engine That Sends 1,000 Emails/Week
Architect a multi-domain, multi-mailbox outbound system that reliably sends 1,000+ cold emails per week without torching deliverability.
foundermanagerAdvanced⏱ 8-12 hours of infra planning
Scale · Outbound at Volume
Build an Outbound Pod Structure (SDR + AE)
Design a repeatable SDR + AE pod that owns a slice of ICP, hits volume targets, and scales by cloning the pod — not by hiring chaos.
foundermanagerAdvanced⏱ 6-10 hours of org design
Scale · Outbound at Volume
Design a List-Building SOP for Outbound at Scale
Document a repeatable list-build SOP that feeds your engine fresh, enriched, deduped, intent-scored leads every week without rep guesswork.
managerrepIntermediate⏱ 4-6 hours per week of rep time
Scale · Outbound at Volume
Build a Multi-Channel Outbound Operating System
Build the operating system that orchestrates email, LinkedIn, phone, and gifting touches into one synchronized cadence per account at volume.
foundermanagerAdvanced⏱ 10-15 hours of system design
Scale · Outbound at Volume
Write an SOP for Daily Outbound Activity Standards
Codify exactly what every outbound rep does between 8am and 5pm so volume is predictable, coachable, and not personality-dependent.
managerrepBeginner⏱ 3-5 hours of management overhead per week
Scale · Outbound at Volume
Design an Outbound Domain & Email Infrastructure Plan
Plan the exact domains, mailboxes, DNS records, and warmup schedule that will protect your primary brand while sending serious cold volume.
foundermanagerAdvanced⏱ 6-10 hours of infra research
Scale · Outbound at Volume
Build an Outbound Deliverability Audit Checklist
Build the monthly audit checklist that catches deliverability rot — blacklists, DMARC drift, mailbox decay — before it kills your pipeline.
managerIntermediate⏱ 4-6 hours per audit cycle
Scale · Outbound at Volume
Write an Outbound Reply-Handling Playbook
Write the playbook reps use to triage every reply — interested, objection, unsub, out-of-office, wrong-person — in under 60 seconds without losing pipeline.
managerrepIntermediate⏱ 3-5 hours per week of rep ambiguity
Scale · Outbound at Volume
Design an Outbound Account-Based Targeting Strategy
Design the account-based layer on top of your volume engine so your top 200 dream accounts get personalized treatment without breaking the system.
foundermanagerAdvanced⏱ 8-12 hours of strategy work
Scale · Outbound at Volume
Build a Weekly Outbound Performance Review Template
Build the weekly review template that turns raw outbound data into 3 decisions and 3 actions — every Friday, no debate, no dashboard fatigue.
foundermanagerIntermediate⏱ 2-3 hours per week of review prep
Scale · Partner / Referral Programs
Design a Referral Partner Program for an Agency
Design a complete referral partner program your agency can launch in 30 days with clear ICP, offer, and ops.
foundermanagerAdvanced⏱ 8-12 hours
Scale · Partner / Referral Programs
Write a Referral Partner Recruitment Email
Write a cold recruitment email that gets adjacent agencies and consultants to opt into your referral program.
foundermanagerrepIntermediate⏱ 2-3 hours
Scale · Partner / Referral Programs
Build a Referral Partner Onboarding Doc
Build a partner-facing onboarding doc that gets new referral partners sending their first qualified intro in under 14 days.
foundermanagerIntermediate⏱ 4-6 hours
Scale · Partner / Referral Programs
Design Partner Commission Structures
Design a partner commission structure that motivates quality referrals without eating your margin.
foundermanagerAdvanced⏱ 6-10 hours
Scale · Partner / Referral Programs
Write a Co-Marketing Pitch to a Partner Agency
Write a co-marketing pitch that gets a complementary agency to co-host a webinar, report, or campaign with you.
foundermanagerIntermediate⏱ 2-4 hours
Scale · Partner / Referral Programs
Build a Quarterly Partner Review Template
Build a quarterly business review template that turns partner check-ins into pipeline-generating working sessions.
foundermanagerIntermediate⏱ 3-5 hours
Scale · Partner / Referral Programs
Design a Tech Partner Integration Program
Design a tech partner program where your agency becomes the implementation partner of choice for a specific SaaS platform.
foundermanagerAdvanced⏱ 8-15 hours
Scale · Partner / Referral Programs
Write a Client Referral Ask Sequence
Write a 3-touch referral ask sequence that gets happy clients to send qualified intros without feeling weird.
foundermanagerrepBeginner⏱ 1-2 hours
Scale · Partner / Referral Programs
Build a Partner Lead-Sharing Workflow
Build an end-to-end lead-sharing workflow so partner intros don't rot in someone's inbox.
foundermanagerAdvanced⏱ 6-10 hours
Scale · Partner / Referral Programs
Design a Partner Tier Structure
Design a 3-tier partner structure with earned criteria and tier-specific benefits that scale your channel without scaling chaos.
foundermanagerAdvanced⏱ 6-10 hours
Scale · Process Docs & SOP Libraries
Build a Master Index of Sales SOPs
Generate a single, searchable index of every sales SOP your agency uses so reps can find the right doc in under 60 seconds.
foundermanagerIntermediate⏱ 4-6 hours per quarterly audit
Scale · Process Docs & SOP Libraries
Write an SOP for New Pipeline Stage Rollouts
Document the exact change-management steps for adding, renaming, or retiring a pipeline stage so reporting doesn't break.
managerfounderAdvanced⏱ 6-10 hours of cleanup per botched rollout
Scale · Process Docs & SOP Libraries
Build a Sales Onboarding SOP
Produce a 30/60/90 sales onboarding SOP that gets new reps to first booked meeting by day 14 and first closed deal by day 75.
managerfounderIntermediate⏱ 20-30 hours per new hire vs. ad-hoc onboarding
Scale · Process Docs & SOP Libraries
Write a Lead Routing SOP
Document the rules that decide which rep gets which inbound lead — and what happens when the rule breaks at 11pm on a Friday.
managerIntermediate⏱ Eliminates 5-8 hours/week of routing escalations
Scale · Process Docs & SOP Libraries
Build an SOP for Deal Desk Approvals
Define exactly who approves what discount, term length, or scope exception — and how fast — so deals don't stall waiting on the founder.
managerfounderAdvanced⏱ 8-12 hours/week of founder-as-bottleneck approvals
Scale · Process Docs & SOP Libraries
Write a Sales-Marketing Handoff SOP
Specify exactly when an MQL becomes an SQL, who touches it next, and what happens to leads sales rejects.
managerIntermediate⏱ Recovers 10-20% of MQLs from black-hole, plus 2hr/wk of finger-pointing
Scale · Process Docs & SOP Libraries
Build a Quote / Proposal SOP
Standardize how every quote and proposal gets built, reviewed, and sent so reps stop writing them from scratch.
managerrepIntermediate⏱ 3-5 hours per proposal vs scratch-built
Scale · Process Docs & SOP Libraries
Write a Win-Loss Interview SOP
Run a repeatable monthly win-loss program that surfaces why you're winning and losing — without bugging the closing rep for every detail.
managerfounderIntermediate⏱ Replaces 10+ hours of anecdotal post-mortems with structured insights
Scale · Process Docs & SOP Libraries
Build a Manager-Rep 1:1 SOP
Standardize the weekly manager-rep 1:1 so every conversation drives pipeline progress, skill growth, and retention — not just status updates.
managerBeginner⏱ 30-45 min of meeting prep per rep per week
Scale · Process Docs & SOP Libraries
Write a Quarterly Sales Planning SOP
Run a repeatable quarterly sales planning cycle that resets targets, territories, comp, and capacity in 3 weeks — not 8.
foundermanagerAdvanced⏱ Cuts planning cycle from 6-8 weeks to 3 weeks
Scale · Productizing Sales Motion + Content Engine
Productize the Agency Sales Motion Into a Repeatable System
Turn a founder-led sales process into a documented, repeatable system any rep can run.
foundermanagerAdvanced⏱ 12-20 hours of internal documentation work
Scale · Productizing Sales Motion + Content Engine
Design an Inbound Content Engine for Agency Lead Gen
Map a full inbound content engine that ties every asset to a pipeline metric.
foundermanagerAdvanced⏱ 15-25 hours of strategy work
Scale · Productizing Sales Motion + Content Engine
Build an SEO Content Calendar for Agency Inbound
Build a 90-day SEO content calendar where every post maps to a buying-intent keyword and a CTA.
foundermanagerIntermediate⏱ 8-12 hours of planning
Scale · Productizing Sales Motion + Content Engine
Design a Podcast-to-Pipeline Engine
Turn an agency podcast into a sales pipeline machine by inviting your ICP as guests.
founderAdvanced⏱ 10-15 hours of strategy and ops design
Scale · Productizing Sales Motion + Content Engine
Build a Webinar-Driven Sales Engine
Design a recurring webinar funnel that converts registrants to booked discovery calls.
foundermanagerIntermediate⏱ 10-15 hours per funnel design cycle
Scale · Productizing Sales Motion + Content Engine
Design a Newsletter-to-Sales Funnel
Turn a weekly newsletter into a predictable pipeline source with embedded CTAs.
foundermanagerIntermediate⏱ 8-12 hours of newsletter strategy
Scale · Productizing Sales Motion + Content Engine
Build a Customer Story Engine for Inbound
Productize customer stories so you ship a new case study every month without founder bottleneck.
managerfounderIntermediate⏱ 5-8 hours per case study, 60+ hours/year
Scale · Productizing Sales Motion + Content Engine
Design a LinkedIn Founder-Brand Engine
Build a LinkedIn content engine for the founder that drives DMs from ICP buyers.
founderIntermediate⏱ 8-12 hours of content planning
Scale · Productizing Sales Motion + Content Engine
Build a "Free Audit" Lead Magnet Funnel
Productize a free audit so it generates qualified pipeline without burning hours per request.
foundermanagerIntermediate⏱ Recovers 10-20 hours/month of senior time
Scale · Productizing Sales Motion + Content Engine
Design a Repeatable Content-to-Demo Funnel
Map a repeatable funnel from any content asset to a booked discovery call.
foundermanagerAdvanced⏱ 20-30 hours of funnel design and tooling work
Scale · Sales Enablement Content
Build a Sales Battlecard for a Top Competitor
Generate a one-page competitor battlecard reps can quote live on a sales call.
managerrepIntermediate⏱ 4–6 hours per competitor
Scale · Sales Enablement Content
Write a One-Pager for a New Service Line
Turn a newly-launched service into a one-page leave-behind reps can send the same day.
foundermanagerBeginner⏱ 3–5 hours per new offer
Scale · Sales Enablement Content
Build a Buyer Persona Enablement Doc
Turn a fluffy marketing persona into a rep-ready doc with real questions, objections, and language.
managerrepIntermediate⏱ 5–8 hours per persona
Scale · Sales Enablement Content
Write a Talking-Points Doc for Pricing Conversations
Give reps the exact words to defend price, justify the band, and stop discounting on instinct.
managerrepIntermediate⏱ 2–4 hours, plus 1–5% margin recovery per deal
Scale · Sales Enablement Content
Build a Case Study Library Template
Standardize every case study into the same skimmable shape so reps can find one in 10 seconds.
foundermanagerIntermediate⏱ 10+ hours across reps every quarter
Scale · Sales Enablement Content
Write an Objection-Handling Cheat Sheet
Give reps a one-page cheat sheet with the 10 objections they actually hear and the exact words that work.
repmanagerIntermediate⏱ 1–2 hours per rep per week, plus win-rate lift
Scale · Sales Enablement Content
Build a Cold-Outreach Snippet Library
Stock a reusable library of cold-email snippets reps mix-and-match instead of writing from scratch.
managerrepIntermediate⏱ 8–12 minutes per cold email, per rep
Scale · Sales Enablement Content
Write a Demo Script Template Library
Build a reusable demo script library so every rep runs the same proven sequence — tailored by persona.
managerrepAdvanced⏱ Lift demo→close conversion 10–20%
Scale · Sales Enablement Content
Build a "Why Us / Why Now" Narrative Doc
Codify the single agency narrative every rep uses to answer 'why you' and 'why now' the same way.
foundermanagerrepAdvanced⏱ Compounding: consistent positioning across every deal
Scale · Sales Enablement Content
Write a Sales Asset Index for Reps
Build a single index that maps every sales asset to the deal stage and persona it's meant for.
managerrepBeginner⏱ 5–10 hours per rep per quarter
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