Tools and frameworks from the Sales Roster Engineering methodology
Everything below is pulled from the playbook I run with $2M to $20M businesses every day. No fluff, no recycled blog posts, no opt-in walls for content that isn't worth the email.
Start here
Which resource is right for you?
Pick the one that matches where you are right now. You can always come back for the others.
Best place to start
The same diagnostic I run at the start of every paid engagement. Innermetrix ADVInsights on every rep, individual analysis, top performer profile, and a one hour strategy session with me on Zoom.
Free for $2M to $20M businesses I'm evaluating as potential clients. Application based. We review every submission within 48 hours.
More tools and frameworks
Free resources for owners doing the work themselves
Self serve content from the same methodology. Use them in any order.
Free Download
The Bottleneck Matrix
A diagnostic matrix that maps your business against the most common bottleneck patterns at each revenue stage. Identify the constraint that's actually slowing you down and the specific lever that releases it.
Free Guide
Double Your Close Rate Without Sales Training
Most owners try to fix close rate by training the rep. The fastest gain usually has nothing to do with skill. This guide walks through the structural change that doubles close rate without adding tools, training, or new hires.
Free Masterclass
The Sustainable Scale Masterclass
A 45 minute masterclass walking through the Scale Cycle Framework. You'll learn where your business sits in the cycle and what the next move looks like, whether that's roster, systems, marketing, or something else entirely.
Free Service
The Shortlist
I assess thousands of candidates a year. The strong ones who don't immediately match an active client search go on The Shortlist. If you're hiring a rep in the next 90 days, you can get matched candidates with full Innermetrix data, with no recruiting fee, when they come through.
Free Library
Past Webinars and Training Sessions
Access to past webinars on hiring, role mapping, sales compensation, and the Sales Rep Hierarchy framework. New sessions added quarterly. Members get notified of upcoming live training before it's announced publicly.
The resources help you diagnose. The MRI gives you the answer.
If you've worked through the resources and you're ready for the data on your specific team, the Sales Team MRI is the next step. Application based, free for the right fit, 1 year performance guarantee on every placement that follows.
