Sales Process
& Playbooks

  • Implement a repeatable, AI-enhanced sales process.
  • Build predictability in pipeline management and forecasting.
  • Understand who you sell to, what they care about, and how we align.

What we deliver

Build a one-stop shop for how you sell. Start with the sales process, then guidance on how we activate it, including AI use cases by stage, buyer personas, positioning, forecasting method, and more.

Sales Process

Define the full process from lead to closed-won, including buyer stages, sales stages, sequenced success factors, and buyer-driven exit criteria.

Sales process

Sales Stage Detail

Clarify key activities to drive buyers forward in their purchasing journey, integrate sales methodology, and align 
enablement.

Sales stage detail

GenAI Stage Enablement

Improve rep efficiency and effectiveness in executing critical sales moments.

GenAI stage enablement

Forecasting Methodology

Build ARR predictability with an objective forecasting process.

Forecasting methodology

Buyer Persona

How we tailor our messaging, predict objections, and align our solution capabilities to each persona’s success metrics.

Buyer persona

Our Value Proposition & Positioning

Understand the big problems we solve, value it drives, and our unique competitive differentiation.

Our value proposition positioning

“Cody guided our team through a fundamental reimagining of how we approached GTM enablement, operations, and productivity. As we proceeded to analyze and build a completely new enablement structure, Cody helped us to mesh historically productive activities with new approaches and a sales playbook to set both our enablers and sellers up to be successful. Regardless of the problem were trying to solve, Cody offered perspective where appropriate and challenged assumptions when necessary. Most importantly, his advice transcended academic concepts and identified tangible areas to focus. I wholeheartedly recommend Cody.

Ready to build repeatability into your sales motions?