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Unit 7 — Interdependent & Cross-Functional Flows: Managing Work Across Teams
Unit ID: FO-FND-07Estimated Time: 120–180 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, workflow owners, team leadsPrerequisites: Completion of Units 4–6 (Workflow, Exceptions, Data) Unit Purpose and Role in Flo...
Unit 9 — Capacity & Bottlenecks: Making Flow Sustainable
Unit ID: FO-FND-09Estimated Time: 120–180 minutesDelivery Mode: Self-Guided or Catalyst-LedApplies To: Founders, operators, managers, workflow ownersPrerequisites: Completion of Units 4–8 (Workflow, Exceptions, Data, Cross-Functional Flow, Roles) Unit Purpo...
FlowOps Foundations I
SalesOps Playbook
Catalyst SalesOps Manual: NEPQ Framework
Introduction Neuro-Emotional Persuasion Questioning (NEPQ) is a modern sales methodology that focuses on leading conversations with questions to help buyers persuade themselves, rather than pushing a hard sales pitch. Developed by Jeremy Miner, NEPQ brings hu...
SalesOps Manuals
FlowOps Foundations II
Unit X: Evidence-Based Progression
Designing steps, defining proof, and governing support without chaos Unit Intent This unit teaches how to: break real processes into valid steps define where steps start and end identify what data and artifacts prove completion redesign steps based o...
SalesOps Framework
Unit 1 — SalesOps First Principles
Purpose of This Unit This unit defines the non-negotiable principles that govern SalesOps. Before stages, metrics, pipelines, or training exist, SalesOps must be grounded in clear operating truths.These principles act as constraints — they determine what is ...
Unit 2 — Lead Generation Architecture
Purpose of This Unit This unit defines how demand enters the SalesOps system. Before qualification, nurturing, or closing can exist, SalesOps must establish a clear architecture for lead generation. Without this, sales teams are forced to self-generate deman...
Unit 3 — Lead Qualification & Routing
Purpose of This Unit This unit defines how leads are controlled, protected, and assigned once they enter the SalesOps system. Lead generation creates inputs.Qualification determines truth.Routing determines ownership. Without clear qualification and routing...
Unit 4 — Nurture & Pipeline Momentum
Purpose of This Unit This unit defines how SalesOps maintains forward motion once a lead has been qualified and routed. Qualification establishes truth.Routing establishes ownership.Momentum ensures progress. Without intentional momentum, pipelines stall, f...
Unit 5 — Discovery & Sales Control
Purpose of This Unit This unit defines how SalesOps ensures that sales conversations create clarity, control, and commitment. Momentum moves deals forward.Discovery determines why they should move at all. Without disciplined discovery, sales becomes: fea...
Unit 6 — Proposal, Negotiation & Close
Purpose of This Unit This unit defines how SalesOps turns clarity into commitment. Discovery creates understanding.Proposals formalize value.Negotiation aligns reality.Close secures commitment. SalesOps exists to ensure this sequence is controlled, predicta...
Unit 7 — Sales Management System
Purpose of This Unit This unit defines how SalesOps ensures visibility, accountability, and improvement across the sales system. Selling produces outcomes.Sales management governs behavior, consistency, and truth. SalesOps does not manage people emotionally...
Unit 8 — B2B vs B2C Execution Models
Purpose of This Unit This unit defines how SalesOps adapts execution without changing principles. SalesOps is universal.Execution is contextual. B2B and B2C selling differ in pace, complexity, and buyer behavior — but they do not require different systems. ...
Unit 9 — Sales Data, CRM & Measurement
Purpose of This Unit This unit defines how SalesOps creates truth, visibility, and trust through data. Sales conversations are subjective.Decisions must not be. SalesOps uses data to: replace opinion with evidence expose system friction enable accurate...