Could someone else run your pipeline on Monday?
If you had to think about it, this month is for you.
Step 1 · Self-check
Six questions. No system, no notes, no inbox.
Tick each one you could answer right now, without opening anything. It takes two minutes.
Tick the ones you can answer. Your result shows here.
Step 2 · Watch
Stop blaming your salesperson. The problem is you
Your sales process lives in your head. That works when you're selling. It fails the moment someone else has to do it.
- Your first hire
- The first 90 days
- Systems before people
- How to measure them
Step 3 · Read and listen
The rest of the conversation
What a good MSP sales process looks like
The three stages, why the order matters, and how to turn a revenue target into a hiring plan.
Read the article →Tracie Orisko on the scaleUP podcast
Tracie runs sales development at Huntress. Her blunt view on what a new hire’s first 90 days should look like, and why almost nobody does it.
Listen to the episode →Step 4 · Build it
Build a sales process your next hire can follow
3 free templates to get it out of your head and into the business.
Every live deal on one list, weighted by stage, with coverage, win rate and stalled deals calculated for you.
Labour hours, cost of goods and gross margin per client, so you know the deals you are forecasting are worth winning.
The playbook. Who to hire first, when to add account management, and how to run a QBR that isn’t admin.
Step 5 · See where you stand
You can’t audit yourself
This month shows you what good looks like. The Maturity Audit shows you where you actually are, from your own PSA, not how you’d describe it.
Recurring invoices don’t match agreements
Off trackTickets closed without time logged
Off trackTicket types in use don’t match those configured
At riskSLAs configured but not being met or reported
At riskContracts linked to the correct customers
On track