MSP Company Replaced Founder-Led Sales with a Repeatable System

Details shared with permission.

Situation

A managed services provider (MSP) with 50 employees had grown to $4M in revenue through the founder's personal network and relationships. The founder wanted to step back from direct sales but every attempt to hand off to the team had failed. New reps would struggle for months and then leave.

What was unclear

The sales knowledge was entirely in the founder's head. There was no documented sales process, no ICP definition, and no onboarding structure for new reps. The founder's approach relied on deep industry relationships that could not be transferred. New reps were given a CRM login and told to "start reaching out."

What we changed in the system

We extracted the founder's sales knowledge into a structured playbook covering target profile, initial outreach, discovery questions, common objections, and proposal structure. We created a 30-day onboarding plan for new sales hires. We defined a clear sales process with documented entry and exit criteria for each stage. We set up weekly coaching sessions where the founder reviewed deals with the team using a structured format.

What improved

The first rep hired after the system was built reached quota in 60 days, compared to the previous average of 5 months. The founder reduced direct sales involvement from 30 hours per week to 5 hours. Revenue grew 28% year-over-year with the founder focusing on strategy and partnerships instead of closing deals.

Go deeper

Read the thinking behind our approach, learn how we work with teams, or start a conversation about your situation.

Sales Activity Distribution (After)

Before vs After System

afterbeforemetric
20%95%Deals Dependent on Founder
4 hrs48 hrsAvg Response Time
$140K$85KMonthly Revenue
30Reps Onboarded

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