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Playbooks
Playbook

Outbound In a Box: SDR Motion for $2M–$10M ARR

Territory, cadence, tooling, comp, and the 6-week ramp plan.

5 min read

TL;DR

Territory, cadence, tooling, comp, and the 6-week ramp plan.

Who this is for

Founders and operators at $1M–$50M revenue companies engaging a fractional sales leader. Use this as the artifact you scope against in week one.

The play

  1. Week 1 — Diagnose. Interview the exec team, pull the last four quarters of data, and produce a one-page current-state assessment.
  2. Week 2 — Design. Draft the target-state artifact (dashboard, model, cadence, playbook) with named owners and refresh intervals.
  3. Week 3 — Roll out. Ship v1 to the leadership team, capture objections, and set a two-week review to iterate before locking it in.
  4. Week 4 — Handoff. Document the operating rhythm, assign the in-house owner, and set a 30-day check-in.

What good looks like

  • The artifact is used weekly by the exec team without prompting from the fractional leader.
  • One in-house owner is named and trained on maintenance.
  • Success metric is instrumented and reviewed monthly.

Common mistakes

  • Over-designing v1. Ship the 60% version in week two; iteration beats polish.
  • No named in-house owner. If the fractional leader is the only one who touches it, it dies when they roll off.
  • Skipping the socialization step. The exec team has to hear the plan twice before they'll act on it.

Next step

Post a private mandate on RecruitFractional to receive a vetted shortlist of fractional sales operators within 72 hours.

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