Weekly · Sales
Choose. Execute. Review.
Set priorities and capacity, review replies before outreach, and close the week with pipeline movement and decisions.
01 / Start here
Operations
Open a playbook to run the process. Use the supporting tools to record the work and review the evidence.
01 / Retain and expand
Pilot conversion
Turn pilot results into a clear renewal decision. Set success measures, run reviews and bring a priced recommendation to the buyer before the budget deadline.
Open Pilot Renewal Strategy
02 / Build the pipeline
Sales operations
Run the university outreach process from research to a signed pilot. Send through business Gmail, log each touch in PipeLists and advance on verified evidence.
Open University Pilot Sales Strategy
03 / Show the evidence
Pilot Proof Package
A twelve-measure reporting example covering participation, trust, usefulness, support connections and team wellness. Sample results are illustrative.
Open the Proof Package
04 / Track the work
Pipeline workspace
Keep contacts, activity logs, completed touchpoints, owners and next actions together. Review the actual account history before each follow-up.
Open PipeLists · Sign-in required
05 / Help the buyer decide
University Partnerships
Share the buyer guide, explore athlete and staff workflows, and download the university overview and pilot blueprint.
Open the university guide
06 / Scope the investment
University pricing
Share standard pilot and annual pricing, estimate roster costs, and define a custom statement of work.
Open university pricing
02 / The working rhythm
Make progress repeatable.
Every two weeks · Pilots
Review with the team.
The pilot lead, coach and school coordinator review the scorecard, resolve blockers and assign the next adjustments.
Key milestones · Buyer
Build toward a decision.
Bring the athletic director or budget owner into kickoff, midpoint and the renewal decision before the budget deadline.
03 / Execution references
The agent handoff.
Use the sales guide for sending rules, activity logging, touchpoint stages and reply handling. Verify access, measurement collection and the end-to-end workflow before automated execution.