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Playbook Ready

Find out whether someone else can run the sales motion, where the method still relies on heroics and what a controlled transfer requires.

Complete it here, save locally or download your working copy.

Use this when

The method relies on the founder or senior operator. You want to hire and need to expand the team.

Useful outcome

The method becomes scalable and can endure without relying on individual heroics.

01

Stress test the playbook

Give a capable person the current material. Test what they can explain, run and evidence without founder interpretation.

AreaCan they explain it?Can they run it?Evidence producedSupport needed
Qualification
Discovery
Value and evidence
Next steps
02

Test the critical components

Record observable proof instead of giving the playbook a subjective readiness score.

Can they explain qualification?
Can they run discovery?
Can they articulate evidence?
Can they prescribe next steps?
03

Use a 30-day transfer

Move from observation to independent execution with explicit evidence at each stage.

StageSeller roleLeadership sponsor roleExit criteriaDecision criteria
Observe
Run with support
Run independently
Transfer ready