Sales strategy discipline
Use the Sales Planner to clarify ICP, lead source, research hypothesis, qualification, discovery, value story, proposal, negotiation and close.
Business-impact sales capability platform
Help client-facing teams win more trust, improve pipeline discipline and grow strategic accounts.
A practical B2B Sales OS for consulting, advisory and professional-services teams. It combines deal planning, stakeholder mapping, trust building, proposal logic, negotiation discipline and account-growth routines into one client-ready workflow.
10sales planning stages
4relationship tools
90day relationship rhythm
Strategic integration
A sales operating system for the moments where trust, revenue and delivery quality are won
The platform connects commercial discipline with relationship intelligence. Teams can qualify opportunities, understand decision dynamics, prepare senior conversations, protect value during negotiation and build repeatable account-growth habits.
Stakeholder influence discipline
Use Relationship OS tools to audit relationship health, calculate trust, track emotional-bank deposits and prioritize stakeholders.
Sales coaching discipline
Managers can use both outputs in pipeline reviews: one view for deal readiness and one view for relationship strength.
Operating model
The integrated B2B sales journey
Use the modules in this order for live deals. The original tools are unchanged; the workflow below explains when each tool should be used.
1
Target and generate leads
Start in salesplanner. Define ICP, buying triggers, lead signal, referral path and outreach sequence.
Open stage 1–22
Research and qualify
Use salesplanner to build account context, SCQA logic, MEDDICC discipline and SPIN discovery questions.
Open stage 3–53
Map stakeholders
Switch to Relationship OS. Identify sponsor, champion, blocker, finance, procurement, influencers and users.
Open stakeholder map4
Build trust and access
Use the audit, Trust Equation and Emotional Bank tools to decide the next useful relationship deposit.
Open trust tools5
Shape the value story
Return to salesplanner. Clarify why change, why now, why us, proof points, pricing logic and risk reversal.
Open stage 7–86
Negotiate, close and expand
Complete trade-offs, procurement risks, mutual action plan, handover and expansion opportunities.
Generate account planTool modules
Run live opportunities through two practical modules
Use the Sales Planner for opportunity strategy and the Relationship Intelligence OS for stakeholder influence. The workflow is designed for coaching conversations, pursuit reviews, leadership programmes and account-growth clinics.
Module 1
Sales Planner
Guides the salesperson from opportunity snapshot, ICP and lead generation to qualification, discovery, proposal, negotiation, close and account-plan output.
- 10-stage guided sales journey
- Deal health score and stage navigation
- Exportable JSON and action CSV
- 1-page account plan generation
Module 2
Relationship Intelligence OS
Supports relationship-led selling through relationship audit, Trust Equation, Emotional Bank Account and stakeholder influence mapping.
- Relationship health diagnostic
- Trust calculator with behavioural advice
- Emotional Bank Account tracker
- Stakeholder map and 90-day cadence
How to use in a B2B sales workshop
A simple facilitation flow for participants
Participants can use one live account. The facilitator can alternate between deal strategy and relationship strategy without changing the structure of either tool.
15 min
Opportunity selection
Choose one real account or live opportunity. Capture opportunity snapshot in salesplanner.
35 min
Lead and qualification review
Complete ICP, trigger, lead signal, research hypothesis, MEDDICC and discovery questions.
35 min
Stakeholder and trust review
Move to Relationship OS. Score one critical stakeholder and identify the next trust deposit.
35 min
Value story and proposal logic
Return to salesplanner. Complete value proposition, proof points, proposal headline and risk reversal.
25 min
Negotiation and close plan
Clarify must-win, tradeables, concession plan, closing ask and mutual action plan.
15 min
Manager coaching conversation
Generate account plan and identify one deal action plus one relationship action for the coming week.