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Slide 1 — Title; Slide 2 — The three windows; Slide 3 — Days 1–30 B2B Playbook working file. Read sales-leadership ramp first. Paste each block into a Google Slides slide or a Google Doc heading. Rewrite every line in your facts. Delete this instruction slide. Copyright © 2026 Ivan Xu. Private operating copy permitted. See LICENSE.

Slide 1 — Title

  • Role (VP Sales / first sales leader / other):
  • Name:
  • Period start:
  • Motion already named in channel strategy:
  • What is already broken (one sentence):

Slide 2 — The three windows

  • Days 1–30: Observe and learn
  • Days 31–60: Quick wins we can defend
  • Days 61–90: Set the course (with marketing and CS)

Slide 3 — Days 1–30

Goal: explain how a deal is born, worked, and credited.
  • Stakeholders to meet:
  • Calls / demos to sit in on:
  • Product training:
  • Systems to audit (CRM, MAP, dialer, enablement):
  • Metrics on the wall vs metrics in the forecast:

Slide 4 — Days 31–60

Goal: small repairs, not a new methodology brand.
  • Sales process as lived (gaps):
  • Pipeline hygiene rule we will ship:
  • Standard of performance (what good is):
  • Systems: stop / keep / integrate:
  • Win / lose / stall (by ICP slice):

Slide 5 — Days 61–90

Goal: one language, one number, hires only if the model says so.
  • Alignment with marketing (named people):
  • Alignment with customer success (named people):
  • KPI set (weekly / monthly / quarterly):
  • Roadmap horizon (months):
  • Hires: yes/no and the capacity-model sentence that justifies it:

Slide 6 — Org (consequence, not decoration)

  • Boxes we will draw now:
  • Boxes we will not draw yet:
  • Span of control we are testing:

Slide 7 — Principles we will be quoted on


Slide 8 — Summary