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From First Call to Revenue Results:
Your Journey with LIFT

We don't just advise—we build the sales infrastructure alongside you. Here's exactly what that looks like from week one to successful handoff.

1-2 weeks to clarity
6-12 months to fully operational
100+ sales hires guided
See the Journey →

More Than Consulting—We're Your Fractional Sales Operating Partner

LIFT shows up differently. We don't just deliver strategy decks and advice—we build CRM workflows, write sequences, create dashboards, run weekly standups, and hand off working systems.

The LIFT Approach

We deliver operating leverage—not just recommendations. You get a functioning GTM cadence, working CRM, clear KPIs, and a team that can execute weekly. You're not just getting advice on a call. We're in your CRM, building workflows. We're writing your sequences. We're running your team meetings. We're doing the work with you.

Your Engagement Journey

From decision to handoff—here's exactly what happens at each phase

0

Phase 0: Decision & Alignment

Timeline: 1-2 conversations

What Happens:

  • Initial discovery call to understand current pipeline reality
  • Identify your biggest revenue blockers (stalled deals, no follow-up system, unclear definitions, tool friction)
  • Align on narrow initial scope that can expand as trust builds
  • Define first 30 days "big rocks"
  • Set up access requirements (CRM, call recordings, docs, pipeline)

You'll Walk Away With:

  • Clear statement of the problem we're solving
  • Defined meeting cadence for first month
  • Mutual commitment to the engagement
1

Phase 1: Diagnose & Stabilize

Timeline: 2 weeks

What Happens:

  • Quick audit of your sales motion (where deals get stuck, who owns what, why)
  • Establish baseline meeting rhythm: Weekly Founder Standup, Rep 1:1s or pod meetings, Sales Jam / team enablement sessions
  • Define the 3-5 KPIs that actually matter for your business (meetings booked, deals created, closes, talk time, etc.)
  • Stop ad-hoc activity that breaks tracking and creates chaos
Typical Immediate Fixes:
  • • Clear pipeline definitions everyone can follow
  • • Basic logging and hygiene standards
  • • Minimum follow-up cadence for active deals

You'll Walk Away With:

  • Clarity on what's broken and what's working
  • A functioning weekly operating rhythm
  • Baseline metrics you can track
2

Phase 2: Build the Machine

Timeline: 4-6 weeks

What Happens:

  • CRM Structure: Set up pipelines, required fields, deal stages, stage definitions, automation rules
  • Outreach System: Build email templates, call scripts, sequences/cadences, follow-up rules
  • Dashboards: Create activity tracking and pipeline visibility dashboards
  • Playbook Foundations: Document your sales process, ICP, qualification criteria, deal stages
  • Internal Standards: Establish "rules of the road" (what gets logged, when deals get created, how stages are defined)

Example Deliverables:

  • Working CRM with clean pipeline structure
  • 3-5 email sequences and cadences ready to deploy
  • KPI dashboard with weekly refresh
  • Draft sales process document
You'll Walk Away With:
  • • A sales system that runs weekly without heroics
  • • Reduced founder dependency on day-to-day pipeline management
  • • Clear visibility into what's working and what's not
3

Phase 3: Enablement & Scale Prep

Timeline: 6+ weeks

What Happens:

  • Playbook Development: Turn working process into documented sales playbook
  • Hiring Preparation: Build hiring plan, interview process, assessment frameworks
  • Onboarding Guides: Create rep onboarding materials (90-day ramp plan, training modules, certification checkpoints)
  • Compensation Design: Model compensation plans aligned with your economics
  • Training Cadence: Implement ongoing training (topic-based + homework + coaching)

Example Deliverables:

  • Complete Sales Playbook
  • Rep Onboarding Guide (45-90 days)
  • Hiring Process & Interview Guide
  • Compensation Structure Model
  • Talk Tracks & Objection Handling Library
You'll Walk Away With:
  • • Everything needed to hire and ramp your first sales reps
  • • Documented system that works without you
  • • Foundation for scaling beyond founder-led sales
4

Phase 4: Transition & Ongoing Support

Timeline: Ongoing as needed

What Happens:

  • Manager Development: Coach you or your sales manager on pipeline management, forecasting, and team coaching
  • Team Training: Run team enablement sessions, deal reviews, and skill-building workshops
  • Optimization: Refine systems based on real results (sequences, talk tracks, pipeline stages)
  • Hiring Support: Guide recruiting, interviewing, and onboarding of new reps
  • Performance Management: Build accountability systems, KPI tracking, and improvement protocols

Transition Options:

  • Full handoff to internal team (most common after 6-12 months)
  • Ongoing monthly optimization support ($2-5K/month)
  • Manager coaching retainer ($3-5K/month)
You'll Walk Away With:
  • • Independent sales operation
  • • Confidence to manage your team
  • • Ongoing access to LIFT for strategic support

The Infrastructure We Build Together

Concrete deliverables you'll have in your hands—not just recommendations

Operating System

  • Weekly meeting cadence (standups, 1:1s, jams)
  • KPI scoreboard and review structure
  • Pipeline management process
  • Forecasting and reporting dashboards

CRM & Tech Stack

  • Pipeline definitions and stage logic
  • Email templates and sequences
  • Call scripts and talk tracks
  • Automated workflows and reminders
  • Reporting dashboards

Playbooks & Enablement

  • Sales Playbook (process, ICP, methodology)
  • Hiring Guide and interview process
  • Rep Onboarding Guide (45-90 days)
  • Script & Objection Library
  • Compensation model (if needed)

What a Typical Week Looks Like

Your weekly cadence with LIFT—real work, not just calls

Mon

Founder Standup (30-45 min)

Review pipeline, set week priorities, unblock deals

Tue

Sales Jam / Team Enablement (60 min)

Training, role plays, deal strategy

Wed

Rep 1:1s or Pod Meetings (30 min each)

Pipeline review, coaching, skill development

Thu

Working Session (60-90 min)

CRM build, dashboard creation, template drafting

Fri

Week-in-Review

KPI scorecard, wins/losses, next week planning

You're not just getting advice on a call. We're in your CRM, building workflows. We're writing your sequences. We're running your team meetings. We're doing the work with you.

What to Expect: Investment & Timeline

Clear expectations on time commitment, timeline, and investment

Tier 1: Founder-Led Sales Acceleration

  • Timeline: 3-6 months
  • Time Commitment: 3-5 hours/week (meetings + implementation)
  • Investment: $4,900-$6,900/month
  • Outcome: Sales system you can hand off to first hire

Tier 2: Scale-Ready Sales Organization

  • Timeline: 6-12 months
  • Time Commitment: 5-8 hours/week initially, decreasing as team ramps
  • Investment: $8,900+/month
  • Outcome: Fully operational sales team with infrastructure to scale

This is a partnership, not outsourcing. Your involvement is critical—especially in the first 4-6 weeks. The time investment decreases as systems solidify.

Frequently Asked Questions

Significant involvement initially (3-8 hours/week). We build with you, not for you. Involvement decreases as systems are built and team members are trained.

That's exactly when to start. Building infrastructure before hiring ensures your first rep has systems to succeed. Tier 1 is designed for pre-hire system building.

We do the work. We build CRM workflows, create sequences, write playbooks, run team meetings. You get working systems, not strategy decks.

Most clients operate independently with the systems we've built. Some continue with monthly optimization support ($2-5K/month) or manager coaching ($3-5K/month).

We assess current capabilities, identify infrastructure gaps, and build the missing systems. Tier 2 is designed for this situation.

Clarity and stabilization in 1-2 weeks. Functioning system in 4-6 weeks. Full infrastructure and team readiness in 6-12 months. Revenue impact depends on your starting point.

HubSpot, Salesforce, Pipedrive (CRM). Apollo, ZoomInfo (lead gen). LinkedIn Sales Navigator. Gong, Chorus (call recording). We adapt to your existing stack or help you choose.

Yes. Many clients start with Tier 1 (founder-led) and expand to Tier 2 (team building) as they grow. We design engagements to start narrow and expand as trust builds.

Client Success Stories

Bramble

Bramble came to us with inconsistent pipeline visibility and no clear sales process. After 4 months, they now have a functioning CRM, documented playbook, and a system that runs weekly without heroics.

Fliip

Fliip needed to scale beyond founder-led sales. After 8 months, they have a team of 3 reps, complete onboarding system, and infrastructure to scale to $5M+ revenue.

Symmetre

Symmetre had an underperforming team and no clear metrics. After 6 months, they have clear KPIs, working dashboards, and a team that consistently hits targets.

See Exactly How LIFT Can Help Your Business

Not sure which tier is right for you? Start with a complimentary strategy session. We'll assess your current sales approach, identify your biggest growth opportunities, and recommend the right engagement structure for your situation.

Questions? Email Us