Resources

Field guides for the number you have to stand behind.

For CROs, sales leaders, and front-line managers who are done managing by rep confidence. Each guide tackles a revenue problem that shows up in the forecast, the pipeline review, or the board meeting, and gives you a clear operating method to deal with it. Take it into Monday’s inspection. For shorter working notes published as we go, see the blog.

BriefPipeline

The Coverage Brief

3x coverage assumes you win a third of what you carry. A 2025 industry benchmark reported a 19% new-logo win rate, not your team's rate. Test the arithmetic against your own pipeline assumptions.

Read the brief
ChecklistForecasting

The Forecast Integrity Checklist

A forecast is not a number. It is a set of deals you are prepared to defend. Pressure-test every commit before the board call, identify where confidence is doing the work of evidence, and see where the number can break.

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PlaybookPipeline

The RevOps First-30-Days Playbook

Coverage can look healthy right up until you miss. Build one inspection standard across managers, clean up the signals behind your pipeline, and make the coverage number useful before the quarter is already gone.

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Field guideCoaching

The Manager’s Coaching Guide

Most managers coach the deal that gets discussed most, not the deal that needs intervention. Separate activity gaps from commercial risk, focus the rep on the next move, and stop late-stage surprises from becoming forecast calls.

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Field guidePipeline

How to Win Enterprise Mega Deals

A practical guide to orchestrating the buying process, building the business case, aligning stakeholders, and structuring complex deals worth $5M and more.

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Buyer’s briefGovernance

Deterministic AI and Procurement

AI can create more questions than it answers for security, legal, and procurement. Give reviewers a plain-English brief on transparent inputs, explainable outputs, and decision support they can approve without taking on unnecessary risk.

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BlogPublished as we go

Working notes on forecasting and pipeline coverage

Shorter pieces between the guides. The same operating discipline, applied to whatever question is in front of us that week.

Read the blog

Every guide is free. Leave a work email and we will send the next one when it is ready; unsubscribe whenever you want. Or skip the reading and put the methodology against your own pipeline. Book a 30-minute walkthrough.

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