Custom Playbooks That Turn Every Rep Into Your Best Rep
Most sales reps fail because they were never shown how to be successful. Our Custom Sales OS transforms average performers into A-players - custom built in 7 days.
Most Leaders Don’t Believe an Outsider Could Build Their Playbook
They assume their business is too nuanced. Until they see their Custom Sales OS - and realize it’s not just a generic playbook, it’s their new engine of growth.
Input
You complete a short questionnaire.
Build
We custom engineer your Sales OS.
Transfer
You receive editable, Notion playbook.
A Complete System for Your Team to Master Your Product, Pitch and Process
Tailored for your business, delivered in Notion, and owned by you. Easily shared with reps and accessible on desktop or mobile.
Get 11 custom playbook pages to train reps on your market, your customer, your messaging, and your sales best practices.
Plus, 14 custom playbook pages for reps to reference every day to run your sales process from discovery to close.
Align Your Team, Accelerate Your Pipeline, and Hit Revenue Targets Faster
When every rep runs the same proven plays, your business scales with consistency and predictability.
Faster Ramp Times
Ramp new hires in weeks, not months.
More Pipeline Growth
Proven plays that create consistent opportunities.
Better Conversion Rates
Talk tracks that turn pipeline into revenue.
Higher Quota Attainment
Reps stay on target, leaders hit plan.
Predictable Revenue Growth
A repeatable system makes growth predictable.
“This isn’t generic AI - it’s the most usable sales playbook I’ve ever seen.”
“We went from having no playbook to a roadmap for acquiring customers.”
Transform Your Current Playbook Into a System That Produces Top Performers
Questions? Let’s Clear Them Up.
Why wouldn't I just build this myself?
You could, but it would take weeks (or months) of trial and error. We’ve already built and refined this system across our own sales teams and for clients like you, so you get a proven framework in 7 days - without wasting time reinventing the wheel.
What if I already have a sales playbook?
No problem. We’ll review what you have, keep what works, and rebuild the rest inside a structured OS. Most clients start with scattered docs, slides, or notes. We turn that into a unified, usable system your reps can actually follow.
How is the sales playbook actually customized?
You complete a 15-question questionnaire, which we review your responses together during our Strategy Kickoff Call. From there, we use AI to conduct deep research on your company, competitors and market to customize the playbook to your sales process, team size, ICP, and growth stage. It’s hyper tailored to your business. It's how your sales reps will learn to operate as a high performance team.
What happens on the calls?
After purchase, you’ll complete a 15-question questionnaire and receive a booking link for your Strategy Kickoff Call. On that call, we’ll align on your sales process and priorities before building your OS. Once it’s complete, the Activate & Transfer Call hands you full ownership of the playbook inside Notion and shows you how to use it. If you choose the Evolution package, we’ll also meet monthly to update and optimize as your market evolves.
Do I need a Notion account to use the Sales OS?
Yes. Notion is free to use, and we’ll deliver your Sales OS directly inside your workspace. If you don’t already have an account, we’ll provide simple setup instructions before delivery.
Do you offer any refunds?
Yes - we do have a fully refundable option for teams that want zero risk. To learn more and explore flexible options, schedule a Sales OS Tour call and we’ll walk you through what’s best for your team.
Schedule a 15-Minute Custom Sales OS Tour
Schedule a quick, 15 minute guided tour through the Custom Sales OS playbook, and get your questions answered before buying.