Strategic Enablement

A five-stage operating system that codifies best practice into your workflow (CRM / enablement / co‑pilot), links behaviours to KPIs, and makes execution repeatable.

Diagnose → Equip → Train → Coach → Analyse

For £5M–£20M ARR teams (5–50 sellers)

It’s more than enablement content.

It’s a closed-loop system that turns best practice into measurable field execution.

What’s happening now
  • Training becomes an event; behaviour doesn’t stick.

  • Playbooks sit unused; CRM stages don’t match reality.

  • Managers coach inconsistently; deal reviews go ad hoc.

  • Limited visibility from enablement activity to revenue impact.

What we install
  • Stage-gated playbooks and conversation guides aligned to qualification & method

  • Role based learning paths, micro-assessments, and 30 60 90 onboarding

  • Competency matrix + manager coaching plays (deal inspection + call review)

  • Scorecards that connect enablement activity → seller activity → revenue signals

  • AI & agentic workflows to reinforce prep, follow-up, and deal coaching

What changes
  • Skills and behaviours are defined, trained, coached, and evidenced.

  • Guidance lives in workflow (enablement platform + CRM).

  • Managers run consistent deal & skill coaching plays.

  • Scorecards link behaviour → stage movement → board KPIs.

Our Strategic Enablement model

‍AI & agentic workflows reinforce every stage.

Understand

Surface sales capability, process, and execution gaps that directly impact revenue outcomes.

Equip

Codify best practices into stage-based playbooks and conversation guides integrated into CRM and enablement tools.

Train

Deliver role-based training, simulations, and structured onboarding to reduce ramp time and build consistency.

Coach

Standardize deal coaching and inspection cadence using scorecards, role-play, and ongoing feedback loops.

Analyse

Review pipeline health, win rates, cycle length, and forecast accuracy to establish a clear performance baseline.

What we install

Shippable assets, in workflow, with an evidence trail back to KPIs.

Diagnose
  • Capture clean baselines (stage conversions, pipeline and activity signals)

  • Stand up a draft dashboard linking enablement activity → seller activity → revenue signals

  • Choose a quarterly Call‑to‑Action (the one KPI we’re moving first)

Equip
  • Build stage-gated playbooks and conversation guides (inbound + outbound)

  • Embed into your enablement platform and sales workflow

  • Bake usage into meeting cadences for adoption and reinforcement

Train
  • Role-based learning paths (AE / AM / SDR)

  • Micro-quizzes + light certifications that test key behaviours

  • 30–60–90 onboarding track to shorten ramp to first deal

Coach
  • Competency matrix (functional + mindset) tied to observable behaviour

  • Manager coaching plays: deal inspections + call review rubrics

  • AI pitch-practice workspace with scoring rubrics

Analyse
  • KPI schema: enablement signals → call usage → CRM velocity metrics

  • Scorecards (rep, manager, asset) with clear definitions

  • Monthly Enablement Impact report template (slide deck)

AI Co‑pilot
  • Private Gemini/GPT knowledge base loaded with playbooks + call/email data

  • Five workflows: pre-call plan, deal coach, proposal creator, 1-page business case, why-change narrative

  • Pilot findings and a concise rollout roadmap

Delivered in sprints

Sprint 1
Train
  • Learning paths live for priority stages

  • First micro-quiz + light cert operational

  • 30–60–90 onboarding shell published

Sprint 2
Coach
  • Competency matrix published

  • Deal inspection + call review rubrics loaded

  • Manager enablement workshop + pitch practice

Sprint 3
Analyse
  • KPI schema joins enablement → CRM velocity

  • Scorecards connected; baselines captured

  • First Enablement Impact deck produced

Sprint 4
AI Pilot
  • Private co‑pilot seeded with playbooks + calls

  • Five “golden prompt” workflows live

  • Pilot findings + rollout roadmap

How we prove impact

Outputs → Live CRM workflow + Deal Scorecard

Step 1

Define business outcome (lag kpi)

Step 2

Specify the quarterly Call‑to‑Action

Step 3

Instrument the loop (signals in workflow)

Step 4

Link leading metrics to stage movement

Step 5

Analyse & iterate (monthly impact report)

Behaviour → KPI chain (example)

We map the behaviours you want, the evidence you’ll see, and the KPI it moves.

Desired behaviour
Leading metric (observable)
Pipeline KPI most affected
Discovery: ask “why now / cost of inaction” and document impact
Impact captured in CRM + call recap evidence
Win rate · ACV · Sales cycle
Qualification: run MEDDPICC checklist and disqualify time‑wasters early
MEDDPICC completeness + next step locked
Win rate · Sales cycle
Process & rhythm: accurate close dates and stage exit criteria
Stage updates + next step hygiene in CRM
Forecast accuracy · Sales cycle

AI & agentic workflows (pilot, then scale)

Use a private co‑pilot to reinforce the system: prep, follow-up, deal coaching, and consistency.
Pilot scope
  • Private Gemini/GPT knowledge base seeded with playbooks + call/email data

  • Five “golden prompts” that mirror your sales stages

  • POC results + concise rollout roadmap

Golden prompt workflows
  • Pre‑Call Plan

  • Deal Coach

  • Proposal Creator

  • 1 Page Business Case

  • Hyper personalisation + linkage

What it’s for
  • Seller productivity: faster call prep and follow‑up

  • Seller effectiveness: lift in key stage conversions

  • Manager leverage: first‑pass deal inspection before forecast calls

  • Consistency: “why change” narrative and ROI story stay tight

Guardrail

Baselines and improvement targets are agreed once data integrity is confirmed.

Your Questions, Answered

How do you show ROI?

Dashboards connect enablement usage → seller activity → stage conversion and velocity.

What does “done” look like?

Artefacts live in workflow, validated, and managers can run the cadence without us.

Ready to make execution repeatable? Book a Strategic Enablement call.