Phase 1: Deployment & Calibration

Critical: This is a Configuration Session. We are about to ingest your "Top Performer" data to build your organization's Digital Benchmark.

Do not invite your reps to this call. This session is for the Project Sponsor (You) to define the standards that the AI will enforce.

Required Data for System Calibration:

  • The Role Inventory (Internal Staff): Break down your current roster into three distinct buckets. We will generate separate assessment links for each to ensure accurate coaching:

    • Producers: (SDRs, AEs, Account Managers)

    • Leaders: (Team Leads, Sales Managers)

    • Executives: (VP, CRO, Founder)

  • The "Gold Standard" List: Identify your Top 3 Performers in each role. We need their names and emails.

    • Why? We will assess them first to build the "Winning Benchmark." (e.g., How does a top rep at [Company Name] think vs. an average rep?)

  • Active Hiring Needs (External): List the roles you are actively hiring for. We will create specific "Candidate Screening Links" that filter out applicants who don't match your Gold Standard.

The Engineering Agenda:

  • Benchmark Construction: We will map your "Gold Standard" reps to define the ideal wiring for your specific sales cycle.

  • Link Generation (Internal Audit): We will create the specific links to audit your current Producers (Sales Skills), Managers (Coaching Skills), and Leadership (Strategy Skills).

  • The Hiring Firewall (External): We will configure your "Candidate Links." These allow you to assess applicants before you interview them, comparing them instantly against your Top Rep benchmark.

  • The 21-Day Rollout: Setting the dates for the team assessment and the first "Manager Inspection" review.