Bring Your Team. Bring Your Stack. Leave With a Plan.
A working session for B2B sales leaders who are tired of tools that promise efficiency but create chaos. We map your current reality, identify where your technology is working against your people, and build a practical blueprint you can execute Monday morning.
The problem is rarely "we need more tools."
It is usually wasted time, duplicated software, weak adoption, messy CRM habits, synthetic buyer communication, and no shared view of where technology should actually help.
Your team is trying tools, but no one trusts the system.
Work is moving faster in spots, but message quality, handoffs, and judgment are inconsistent. That creates noise, not leverage.
Technology is creating output, but not a better operating rhythm.
You have drafts, summaries, automations, and dashboards, but the revenue team still lacks clear next steps, cleaner execution, and owner-level visibility.
You do not want another vendor pitch.
You want someone to assess the current motion, protect trust with buyers, and tell you what should happen first, second, and next.
One day. Zero fluff. Working sessions only.
This is not a lecture. You will be mapping, discussing, and deciding in real time. Bring your actual tools, your actual data, and your actual frustrations.
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9:00 AM
The Reality Check
We start with your current stack. What are you paying for? What is actually being used? Where do reps spend time managing tools instead of talking to customers? We map the gap between what you bought and what is happening on the ground.
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10:30 AM
The Friction Audit
We identify the three places where deals slow down or die. Not theoretical bottlenecks. The actual moments where your process breaks. We look at handoffs between marketing and sales, sales and success, and between your reps and their tools.
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12:00 PM
Working Lunch
We review examples of messaging that builds trust versus messaging that gets ignored. You bring examples of your current outreach. We discuss what is working and what is training the market to delete your emails.
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1:00 PM
The Human Judgment Map
We design your human-above-the-loop framework. Where should technology handle execution? Where must human judgment stay in control? We define the checkpoints that keep your reps credible and your deals moving.
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2:30 PM
The Kill List
Brutal honesty about what needs to go. Redundant tools. Processes that exist because "we have always done it this way." Reports that inform but do not guide action. We make the hard decisions about what to stop doing.
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3:30 PM
The 90-Day Blueprint
We build your specific execution plan. Week by week, what changes, who owns it, and how you will know it is working. This is not a strategy deck. It is a project plan with names, dates, and measurable outcomes.
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4:30 PM
The Commitment
We review the pre-work you completed and the decisions you made today. You leave with a printed blueprint, a shared understanding of priorities, and clarity on what happens next.
📋 Required Pre-Work
The workshop only works if you do the homework. This takes approximately 3-4 hours of preparation. Due one week prior.
- List every software tool your revenue team pays for monthly, with costs and renewal dates
- Export your last 20 outbound emails or LinkedIn messages sent by your top performer
- Identify your three biggest deals won and three biggest deals lost in the last quarter, with notes on why
- Complete the Revenue Credibility Scorecard for your team
- Bring your CRM admin or whoever manages your data (even if that is you)
- Prepare one specific frustration you want solved by the end of the day
- The Printed Blueprint: Your specific 90-day execution plan, tool recommendations, and integration priorities. Not a template. Your plan.
- The Technology Map: Visual diagram of your current stack, showing data flows, gaps, and redundancies
- The Kill List: Specific tools and processes to eliminate, with projected cost savings and timeline
- The Human-Above-the-Loop Protocol: Written guidelines for where your team uses technology for execution and where human judgment must stay in control
The blueprint is designed for self-execution. If you want continued support:
- 30-Day Check-In: One follow-up call to review progress and adjust the plan
- Fractional Engagement: Hands-on help implementing the blueprint via ongoing fractional leadership
Three layers, one operating system.
Each layer answers a different question. Each fails without the other two. Targeting and distribution deliver the meeting. The diagnostic conversation determines whether the meeting converts.
Target Identification
Which accounts deserve our attention?
A defined ICP, a tiered 100-account list, and 15 trigger events mapped to diagnostic hypotheses. Risk if missing: the team wastes effort on low-fit buyers and burns cadence on accounts that will never close.
Distribution and Positioning
Where do our buyers already pay attention?
A 5-bucket-by-20-channel matrix: podcasts, newsletters, communities, events, and partners, plus AI-agent visibility. Risk if missing: every outreach is cold and every conversation starts at zero trust.
Diagnostic Conversation
What do we ask to earn the right to be chosen?
A 5-stage conversation framework with a 25-point scoring model. Risk if missing: every meeting degrades into a vendor pitch and the team self-commoditizes into a price competition.
What gets installed, module by module.
Each module produces a specific, documented artifact in your CRM and a specific behavior change in the room. By 5 PM, the operating system is built, not just discussed.
Target Identification (The WHO)
Define which 100 accounts deserve concentrated, persistent, high-quality engagement. Bridge triggers to diagnostic hypotheses.
- Single-page ICP document the team can recite
- Title authority map (economic, user, technical, champion, coach, blocker)
- 15 trigger events tied to diagnostic entry questions
- 100 named accounts tiered A / B / C with cadence rules
Market Positioning (The WHERE)
Identify 100 distribution channels where target buyers already pay attention, and a defensible plan for each.
- 5 buckets x 20 channels: podcasts, newsletters, communities, events, partners
- 3 to 5 developed pitch angles built around diagnostic frames
- Attribution design with unique URLs and CRM tagging
- AI-agent visibility gap report (ChatGPT, Claude, Perplexity, Gemini)
Diagnostic Conversation (The HOW)
Install the conversation discipline that determines whether a meeting converts or self-commoditizes into a vendor bake-off.
- 5-stage framework: Discover, Diagnose, Design, Deliver, Decide
- 25-point scoring rubric (under 15 = not yet qualified)
- Live role-play with scored feedback per attendee
- CRM stage-gate spec and a defined paid diagnostic entry offer
Operating System (The WHEN)
Install the weekly cadence, the technology configuration, and the reporting rhythm that keeps the discipline alive after Tim leaves.
- Monthly 6-touch cadence template (Tier A and Tier B)
- One-page weekly KPI report with 12 metrics
- Shadow AI inventory: sanctioned, governed, or removed
- 90-day kill criteria signed by the economic buyer
What the team walks out with.
Six tangible artifacts, all printed or digitally delivered the same day. None are templates. They are your team's documents, built from your team's data, ready to execute Monday morning.
Printed 90-Day Blueprint
A specific week-by-week execution plan. Not a strategy deck. A project plan with names, dates, and measurable outcomes.
Technology Stack Map
Visual diagram of your current stack showing data flows, integrations, gaps, and redundancies. Surfaces what to keep, what to fix, what to kill.
The Kill List
Specific tools, processes, and reports to eliminate, with projected cost savings and a 30-day deactivation timeline.
Human-Above-the-Loop Protocol
Written guidelines defining where AI handles execution and where human judgment must stay in control. Includes Shadow AI governance.
CRM Stage-Gate Specification
Configuration document for your CRM: required fields, exit criteria per stage, and the diagnostic-score gate before any proposal is sent.
One-Page Weekly KPI Report
The metrics that actually predict revenue, formatted so the board reads it in under two minutes. Same format every Monday.
From workshop close to measurable pipeline.
The workshop installs the system. The next 90 days determine whether the team runs it. Tim conducts a 60-minute review at days 30, 60, and 90 to coach the failure modes that surface in real execution. These reviews are included in every workshop option.
Workshop Close
Printed blueprint in hand. Every attendee has a named deliverable and a due date. Shadow AI inventory complete.
System Live
100-account list populated. CRM stage gates enforced. First full monthly cadence complete. First diagnostic conversations scored.
Pipeline Visible
First paid diagnostic entry offer sold. First earned distribution placement live. 10+ qualified discovery calls booked. Attribution flowing.
ROI Confirmed
First core engagement closed. Pipeline attributed to program greater than 3x program cost. Kill criteria evaluated: continue, pivot, or rebuild.
The Standard: If the system is executed as designed, measurable pipeline improvement appears inside 60 days. If it does not, the engagement restructures or ends. That is the same standard your team is being taught to hold itself to with its own buyers.
Who this is for, and who it is not for.
B2B firms that already have motion
- Owner-led or revenue-led teams evaluating technology in prospecting, prep, follow-up, or internal execution
- Organizations with 5 to 50 customer-facing or revenue-supporting staff
- Teams that already bought tools, but need operating discipline and clearer priorities
- Leaders who want trust, credibility, and execution, not volume for its own sake
- Businesses with complex sales, consultative sales, or relationship-driven revenue motion
- You can commit a full day and do the pre-work honestly
What this workshop is not built for
- Teams looking for a generic keynote about AI
- Companies wanting fully autonomous outbound with no human review
- Organizations expecting software procurement disguised as strategy
- Businesses that want more activity without improving judgment or relevance
- Teams with no willingness to inspect their actual workflow and buyer communication
- You cannot get your team in a room for a full day
This workshop does not work remotely.
I need to see your whiteboards, your sticky notes, and the body language when you talk about what is broken. I need to sit with your reps during breaks and hear what they actually think about the tools you pay for.
Nationwide travel
I travel to your office anywhere in the United States. The investment includes travel time and expenses. You provide the conference room, the whiteboard, and your honest attention.
Up to 8 participants
Bring the people who actually use the tools, manage the data, and talk to customers. This is not a spectator sport. Everyone participates.
Working materials
Bring laptops with access to your actual systems. We will be looking at real data, real workflows, and real examples. No hypotheticals.
Printed deliverables
You leave with a bound, printed blueprint. Not a PDF. Something you can put on your desk, mark up, and share with your team without sending another email.
Context that supports this work.
These pages reinforce the workshop from the angles owners care about: trust, workflow discipline, buyer communication, and practical technology use.
Human-Above-the-Loop
Why technology should support execution without replacing accountable judgment.
Problem framingYou Bought 12 AI Agents. Your Revenue Flatlined.
For owners who already bought tools and still feel little has improved.
DiagnosticRevenue Credibility Scorecard
Test whether your current process is earning trust or quietly burning it.
Next stepFractional Leadership
If the workshop reveals the need for operating rhythm and installation support.
Choose your workshop depth
Three options based on how much support you need after the workshop day. All include nationwide travel and printed deliverables.
- 1-day onsite workshop (9am-5pm)
- Up to 8 participants
- Pre-work review and preparation
- Printed 90-day execution roadmap
- Executive summary with key decisions
- Technology stack assessment
- Nationwide travel included
Terms
50% upfront to reserve dates
50% due 7 days before workshop
- 1-day onsite workshop (9am-5pm)
- Up to 8 participants
- Pre-workshop stakeholder interviews (3-5 people)
- Printed 90-day execution roadmap
- Detailed implementation playbooks
- Technology stack assessment with integration map
- Human-above-the-loop protocol documentation
- 30-day post-workshop check-in call
- Nationwide travel included
Terms
50% upfront to reserve dates
50% due 7 days before workshop
- 2-day onsite workshop (9am-5pm each day)
- Up to 12 participants across both days
- Pre-workshop stakeholder interviews (5-8 people)
- Comprehensive implementation plan with week-by-week breakdown
- Detailed playbooks for each workflow
- Technology stack redesign with vendor recommendations
- Human-above-the-loop protocol with training materials
- Four weekly follow-up coaching calls (30 min each)
- 90-day progress review and plan adjustment
- Nationwide travel included
Terms
50% upfront to reserve dates
50% due 7 days before workshop
Payment via PayPal, wire transfer, or check. Questions? Email us or call 732-299-2543.
Tell us about your situation
Fill this out and we will get back to you within 24 hours with availability, next steps, and any questions.
Questions a serious buyer is likely to ask.
Ready to fix your revenue plumbing?
Book the workshop if you want a serious look at how your team is using technology, where trust may be leaking, and what a disciplined next-step plan should look like.