Offers & Investment

Scale sales with pipeline and process, not more people.

Three operating levers. Clear fit criteria. Retainers or project investments matched to the revenue constraint. Choose the lever that removes the biggest bottleneck.

Three investment paths shown as columns of different heights.
HubSpot

HubSpot Revenue Operating System

From zero to HubSpot in 5 weeks per hub, with clean pipeline and a forecast the board can trust.

What is included

  • Concept, CRM structure and lifecycle in week 1
  • Migration from Salesforce, Pipedrive or tool zoo
  • Automation, workflows, routing and reporting
  • User adoption, training and RevOps excellence

Good fit

  • B2B software companies with 25 to 500 employees
  • Teams replacing Pipedrive, Salesforce or a tool zoo
  • Leadership that needs a reliable forecast
Implementation 5 weeks per hub
Complexity Depends on setup
Investment CHF 5,000-50,000 total
Free intro call
Clay

GTM efficiency with Clay

Awareness, trust and qualified sales pipeline with an automated allbound engine.

What is included

  • Positioning, messaging and GTM strategy
  • LinkedIn authority, content and warm outreach
  • Clay enrichment and AI outbound sequences
  • HubSpot handover, reporting and testing rhythm

Good fit

  • B2B software companies with 10 to 250 FTEs
  • More than CHF 500,000 ARR and deal sizes above CHF 10,000
  • Focus on trust and qualified pipeline instead of raw lead and meeting counts
Setup 2-6 weeks
Duration At least 6 months
Investment CHF 4,000-14,000 / month
Free intro call
Interim Sales

Interim Sales Leadership

Interim sales leadership in 2 to 4 weeks when deals need to become larger, faster and more repeatable.

What is included

  • Interim CRO, VP Sales or Head of Sales
  • Deal desk, pipeline reviews and deal coaching
  • Sales process, playbooks and qualification standards
  • Training for repeatable execution without founder dependency

Good fit

  • Revenue leader has left or is currently missing
  • Upmarket motion, internationalisation or inbound-to-outbound shift
  • Team needs leadership now, not after a long search
Start In 2-4 weeks
Duration 3-9 months
Investment CHF 4,000-24,000 / month
Free intro call

Start with the free 60-minute Strategy Call.

In one focused working session with a SalesPlaybook expert, you clarify where pipeline, HubSpot or sales execution blocks growth.

The Strategy Call is free and contains no pitch. You leave with an honest fit / no-fit assessment and a clear next step. That means a five-figure investment only begins once fit, ROI and the next lever are clear; scope, investment and responsibilities are defined before implementation begins. If there is no fit yet, you receive relevant free resources instead of an offer.

Book Strategy Call
1
Free Strategy Call

60 minutes to clarify the constraint, assess fit or no fit and agree on the right next step.

2
Define a fixed scope

Outcomes, responsibilities, timing and investment are transparent before either side commits.

3
Start implementation

The specialist team begins operational execution in your systems and processes.

Avoid six-figure mistakes before they happen.

The most common revenue mistakes in B2B software: a CRM nobody uses, outbound without ICP logic, or a sales leader who needs six months before impact appears.

SalesPlaybook works operationally. Not as an advisor who leaves behind recommendations.

3 mo.

Instead of quarters until pipeline is visibly running

5x

Demo generation in 3 months (node.energy)

2–5x

Higher ACV deals through better discovery

5 weeks

From zero to HubSpot with a clean forecast

Could your company be the next operating system story?

Use a free 60-minute Strategy Call to clarify the revenue constraint, fit or no fit and the right next step. No pitch.

Book Strategy Call