Frameworks.
Strategic plays from inside the Blueprint portfolio — distilled into step-by-step frameworks founders can run on Monday morning. Onboarding, hiring, GTM, churn, and the operational rituals that keep teams aligned at scale.
The Sales-to-Implementation Pre-Mortem
Thirty minutes at the sales-to-implementation handoff where the salesperson says out loud exactly where they had to sell. Implementation starts at the hard part instead of discovering it in week three.
Working Too Smart
Sequences and signals work — then they quietly become the ceiling. How to tell when your team has stopped thinking, and what to do about it.
The Product Launch Operating Model
A launch is not a hand-off and it is not a day. It's one team working from the idea to long past the release — scheduled backward from the goal, with every function in from the start.
Simple Annual Planning
A theme, a reframe, three OKRs, and the initiatives that ladder into them. The plan that fits on one page — and the planning system that keeps it alive all year.
The Who Method Hiring Framework
A pragmatic, data-driven hiring system. Replace gut feel with a scorecard, replace magic questions with a five-interview structure, and score every candidate on the same five bands.
The Revenue-First Event Playbook
Treat every event as a sales activity. Pipeline, meetings, brand exposure are byproducts — the job on the floor is to move revenue.
The Bottom-Up Expansion Forecast
Your CX function is a machine that opens expansion pipeline. Stop forecasting expansion as a percentage of your base — build the named-channel machine that produces it.
The CSM Equation
Whether you need CSMs — and what they should do all day — is not a philosophy debate. It's three numbers: customer base, reachability, and ACV.
A Marketing Funnel Framework
For B2B SaaS portfolio CMOs and CROs. Aligns Sales and Marketing on a shared funnel — philosophy, buyer journey, stages, handoff rules, and personalization plays. Reference doc and working playbook in one.
The 4-Week Onboarding Plan
A plug-and-play onboarding system for early-stage founders. Replace every instance of [Company Name] with yours, assign owners, and hand it off. Built to be customized — not followed blindly.
The Six Buckets of Churn
A shared language for why customers leave. Six primary buckets, each with a CSM on the proactive side and an owning department on the reactive side. Because churn is never a surprise — and it's never someone else's problem.
The No Script BDR Workflow
A conversation flow for BDRs who open accounts — not pitch them. The goal is never to sell the product. The goal is to make the prospect curious enough to ask for the next conversation.
AE Onboarding & Ramp Schedule
A 30-day structured ramp plan for new Account Executives. Four phases — orient, skill up, hit the phones, run your pipeline — with daily activities, role plays, and clear milestones from Day 1 through full independence.
SDR Onboarding & Training Schedule
A 30-day structured ramp plan for new Sales Development Reps. Three phases — absorb, learn, practice, ramp — with clear milestones, daily activities, and check-ins built in.
A Day in the Life of a BDR
A framework for sales leaders building high-output BDR teams. Every hour is intentional. Every block has a purpose. Tomorrow's success is built today.
The SDR Scoreboard
A two-axis framework for reading SDR performance: quantity (hustle) on one axis, quality (style) on the other. Four quadrants, four coaching moves. Know where each rep sits before your next 1:1.