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.
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 Upsell Machine
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 Framework
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.