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PLAYBOOK · LEADERSHIP
✓ APPROVED

Ramp a new rep to quota, fast

New hires take a quarter to contribute, and half that ramp is already lost before day one because nobody defined the job. Turn a req into a ramp that ends in quota.

[ SALES OPERATOR ]

Ramp a new rep to quota, fast

G / Groundthe problem that started all of it
Leadership

New hires take a quarter to contribute, and half that ramp is already lost before day one because nobody defined the job.

Turn a req into a ramp that ends in quota.

A / Assignthe build, block by block, and who owns each one. Open a step to see it run.
HUMAN + AI, IN THE LOOP
The skills run the work. You stay in the loop on the calls that need judgment.
Claude01
Turn a GTM opening into a scorecard before you post it.
Details
Define the outcomes and score the hire before you post it.
Connect to analyze
AI
Claude02
Turn a start date into a ramp that ends in quota.
Details
Turn the start date into a certified 30/60/90 ramp.
Connect to analyze
AI
Salesforce03
Walk into every 1:1 with the gap already found.
Details
Once she's past the cert gate and carrying full pipeline, read her early activity against the team pattern for a gap the 30/60/90 milestones would not catch.
Powers up with
AI
T / Tie backthe result it drove, and how they know
RESULT · 01

The full turnaround

Rebuilt GTM around workflows instead of headcount, every rep's number up.

OUTPUT · 01

A scorecard before the hire

OUTPUT · 02

A certified 30/60/90 ramp

OUTPUT · 03

Coaching once she's carrying full pipeline that catches a gap the milestones alone would not

The Sales Operator
01 / WHY RUN IT
RUN THIS AND YOU CAN
A scorecard before the hire
A certified 30/60/90 ramp
Coaching once she's carrying full pipeline that catches a gap the milestones alone would not
02 / THE RUN, STEP BY STEP

The workflow that solves it, one step at a time.

Each step is the plain question you are already asking. The skills answer them in order, one handing its receipt to the next.

1✓ TESTED
Turn a GTM opening into a scorecard before you post it.

The outcomes the role must hit, the competencies that predict them, questions per competency, and a shared rubric.

YOU GETThe outcomes, the competency set, the interview questions, and the rubric.
OPEN THE SKILL →
2✓ TESTED
Turn a start date into a ramp that ends in quota.

A 30/60/90 with milestones, a certification bar before full load, and the manager touchpoints that catch a slow ramp early.

YOU GETThe 30/60/90 gates, the certification bar, and the manager touchpoints.
OPEN THE SKILL →
3✓ TESTED
Walk into every 1:1 with the gap already found.

Turns rep data into a specific coaching priority per person, plus the team-level pattern underneath them.

YOU GETThe per-rep gap logic and the team-pattern rollup.
OPEN THE SKILL →
WHERE YOU LAND

A scorecard before the hire, a certified 30/60/90 ramp, and coaching once she's carrying full pipeline that catches a gap the milestones alone would not.

EVERY STEP, TESTED AND PASSED
EVAL RESULTPASS4/4 dimensions
HOW WE EVAL →
Skills resolve
Structure + proof
Example chat
Quality judge
  • All 3 chained skills resolve to real, scored skills.
  • Has a problem, an outcome, 2+ steps, and proof from a real build.
  • Ships an example chat showing the play run in Claude.
  • Reads in plain operator voice, grounded in a real build.
Last eval run 2026-09-12
DEEP EVAL · PASS
THE STANDARD →

We did not just check the structure. A judge read this play against the full text of every skill it chains (composition), then ran it on a real scenario end to end (simulated). It passed both. Test scenario: Jordan, a Sales Manager, is opening a Mid-Market AE req, needs a scorecard before posting, a ramp for the new hire's two-week start date, and a coaching read once she's past ramp.

03 / WHO ELSE HAS TO MOVE

This play runs across the org, not inside sales.

Every function below owns a piece of the play. Skip one and it stalls where most GTM plays stall: in the handoff.

REVOPS
Day-one CRM access, territory, and clean data

Without it: The rep spends week one fighting logins instead of learning the motion.

MARKETING
Current positioning and the message house the ramp certifies against

Without it: She ramps on a story the market stopped buying.

PRODUCT
A sandbox demo environment the new rep can safely break

Without it: Her first demos happen on live customer data.

FINANCE
Ramp quota relief and the comp plan signed before day one

Without it: Comp confusion in month one costs trust you never get back.

04 / SEE IT RUN

Watch the skills answer in order.

Describe your situation in plain language. The right skill fires on its own and hands its receipt to the next.

EXAMPLE CHATJordan, Sales Manager, running the loop in one sitting
J
We're hiring an AE. Before I post it, what does good actually look like for this role?
S
Step 1· Hiring Scorecard
I turned the opening into the outcomes the role has to hit, the competencies that predict them, questions per competency, and a shared rubric so the panel scores the same way.
Receipt
4 outcomes, 6 competencies, interview questions each, and a shared 1-4 rubric.
J
She starts in two weeks. Build me a ramp that ends in her hitting quota, not just showing up.
S
Step 2· Enablement Plan
Here's a 30/60/90 with real milestones, a certification bar before she carries full pipeline, and the manager touchpoints that catch a slow ramp while you can still fix it.
Receipt
30/60/90 with a certification gate at day 45 before full pipeline load.
J
She's ten weeks in, past the cert gate and carrying full pipeline. How's she tracking now, and where do I step in?
S
Step 3· Coaching Analyst
Now that she has a full pipeline to read, I compared her activity and deal data against the team pattern and pulled the one gap the 30/60/90 milestones would not have caught.
Receipt
On pace on activity, but discovery is thin against the team median; one coaching priority set for Friday's 1:1.
05 / SEE IT IN PRODUCTION

Before you run it, I ran it for real.

This workflow is genericized from a real build. Here is the number it moved, and what I actually did.

THE BUILD · AI-NATIVE GTM
A mid-stage B2B SaaS
2x
win rate. Twice as many of the same conversations became deals
$1M+
product-led pipeline in 6 months, a channel built from zero
1.5x
average deal size. Half again bigger, same seller
~2x
new-business revenue, on a far leaner engine
WHAT I DID
01
Owned the full commercial number. New business, retention, and expansion across SDR, Sales, and Customer Success, unified so what a rep learns in the deal reaches the CSM and expansion compounds instead of leaking.
02
Made retention proactive. An expansion and churn-risk model that flags accounts before they slip. Churn stopped and the installed base grew, cohort by cohort, on household-name accounts already on the product.
03
Rebuilt the ICP on who actually buys. More than a thousand customer and prospect calls, pressure-tested against won and lost deals. Reps stopped chasing good-looking accounts that never close, and deal sizes and win rates both climbed.

Rebuilt GTM for the AI era, from headcount to workflows.

See the full story
06 / ROLL IT OUT AND INSPECT IT · THE OTHER HALF

The ramp is only as good as the manager running it

The scorecard and the 30/60/90 hand you a hiring bar and a ramp with cert gates; the quota comes from what the manager does in the weekly one-on-one. Here is how a sales leader turns a ramp plan into a rep who sells instead of a checklist that gets signed off.

THE FRAMEWORK BEHIND IT
The cert-gate walkthrough

Before each gate in the enablement-plan, the rep runs the certified motion live against her manager: the pitch, the discovery set, the demo. The gate clears on the performance, not the calendar, and a miss resets the clock without shame.

  1. 01
    Score the job before the hire

    Run hiring-scorecard to a finished bar before the req posts, and interview against outcomes, not vibes. Half the ramp is decided by who walks in the door.

  2. 02
    Teach what on-track looks like

    Walk the rep and her manager through each cert bar in the enablement-plan, so both can tell a slow week from a real gap. A ramp nobody can read gets managed by feel.

  3. 03
    Run the weekly ramp review

    Every week gets a scheduled review against the 30/60/90 milestones: what cleared, what slipped, what changes next week. A ramp without a cadence is a start date and a hope.

  4. 04
    Inspect the ramp after the gate

    Once she carries full pipeline, put the coaching-analyst read next to the team pattern and coach the gap it surfaces, not the one the milestones show. The milestones say certified; the activity says how she actually sells.

07 / INSTALL THE WHOLE PLAYBOOK

One plugin. 3 skills, bundled.

The whole playbook installs as a single plugin in Claude Code, no copy-pasting 3 times. Or grab any single step above. It runs on what you paste; connect your stack to go live.

OR KICK IT OFF IN CHAT
Here is my situation: [describe your workflow or account in a sentence or two]. Walk me through Ramp a new rep to quota, fast step by step, and run each skill as we go.
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