Book a fit call

METHOD

FOR PE

CASES

PARTNERS

Book a fit call

Book a fit call

SKILL modules

Start where it hurts.

Every MXL skill is a standalone fix for a named revenue problem, extracted from your best performers and installed in the tools your team already uses. Buy one. Add another when you're ready.

THE SIX INSTALLED SKILLS

Fixes for common revenue problems.

SKILL 01 · CROSS-SELL CHAIN

STRATEGY & ICP

Your best customers buy one thing from you and everything else from someone else.

We interview your top expanders and your most loyal customers, map the bridge from product to product, and install cross-sell as a named motion your CRM can see. Account-level whitespace analysis shows exactly where the expansion revenue is hiding, and a monthly scoreboard keeps leadership looking at it.

MOVES

Revenue per account, multi-line penetration rate

SHIPS

Cross-sell map, bridge talk tracks per product pair, whitespace analysis, win/loss review of past expansion attempts, CRM motion tracking, 12+ simulator scenarios, monthly leadership scoreboard

TIMING

90-day install, then monthly practice and coaching

SKILL 02 · DISCOVERY + QUALIFICATION

STRATEGY & ICP

The pipeline looks full. The forecast says otherwise.

We codify how your best reps qualify, build the weighted scorecard and question flow, and install walk-away rules the whole team follows. Managers get a deal-review talk track. Reps get an ICP one-pager they actually use. Fewer deals in the pipeline, more deals that close.

MOVES

Win rate, sales cycle length, pipeline quality

SHIPS

Qualification scorecard, discovery question flow by segment, walk-away rules, ICP one-pager, CRM stage gates, manager deal-review talk track, simulator scenarios

TIMING

90-day install, then monthly practice and coaching

SKILL 03 · COMPETITIVE POSITIONING

STRATEGY & ICP

You’re losing winnable deals to a weaker rival.

Battlecards built from your actual wins and losses, not from the competitor’s website. Trap-setting questions, an objection library your reps rehearse until it’s muscle memory, and pricing-defense talk tracks that hold up when procurement pushes back. A quarterly win/loss ritual keeps it all current.

MOVES

Competitive win rate, price retention

SHIPS

Battlecards per named competitor, objection library, trap-setting questions, pricing-defense talk tracks, quarterly competitive win/loss ritual, simulator scenarios

TIMING

60-day install, then monthly practice and coaching

SKILL 04 · NEW-REP RAMP

TALENT & RAMP

Nine months to full productivity is six months too long.

New hires learn from a skill, not a shadow schedule. Day one they get the playbook, a learning path with checkpoints, and an AI simulator loaded with your real selling situations. Managers get a coaching guide for weeks one through twelve. Certification is earned in the simulator before it’s tested on a customer.

MOVES

Ramp time to quota, time to first deal, certification rate

SHIPS

Onboarding learning path with checkpoints, 30-60-90 plan, hiring profile and scorecard, manager coaching guide for weeks 1-12, certification rubric, simulator scenario library

TIMING

90 days to install, then it runs on every hire

SKILL 05 · POST-ACQUISITION FOUNDATION

PROCESS & PLAYBOOK

You bought the business. The sales process stayed with the founder.

We get what’s in the owner’s head into a system before it drives away. Structured, recorded founder interviews. Accounts graded, stages defined, relationships mapped and documented, pricing logic captured, and a CRM build spec an implementer can run with. You get a founder-dependency read and a 90-day commercial transition plan.

MOVES

Founder dependency, pipeline visibility, forecast accuracy

SHIPS

Founder knowledge extraction (recorded, structured), account grading matrix, stage and exit-criteria architecture, relationship map, pricing logic capture, CRM build spec, founder-dependency risk read, 90-day transition plan

TIMING

90-day install, ideally inside the first 180 days of ownership

SKILL 06 · STAGES + FORECASTING

PROCESS & PLAYBOOK · DATA & SYSTEMS

Your forecast is a feeling, not a system.

Clear stages with written exit criteria your team actually uses, CRM configuration that enforces them, and a weighted-pipeline forecast model that makes the number mean something. A pipeline review cadence and a stage-hygiene dashboard keep it honest. This is the backbone every other skill plugs into, and the first install when nothing exists yet.

HOW THE PLAYBOOK INFORMS THE CRM BUILD →

MOVES

Forecast accuracy, stage hygiene, pipeline coverage

SHIPS

Stage definitions with written exit criteria, CRM configuration spec, weighted-pipeline forecast model, pipeline review cadence and agenda, stage-hygiene dashboard spec, forecast-vs-actual tracking ritual

TIMING

60-90 day install

the full catalogue

07 · ACCOUNT PRIORITIZATION

Every account gets the same effort. Your best reps’ time goes to whoever calls loudest.

08 · COMP PLAN DESIGN + ACCOUNTABILITY

Your comp plan pays for last year’s strategy.

09 · REVENUE DATA FOUNDATION

Your CRM can’t answer the board’s first question. And every AI tool you buy runs on data you can’t trust.

10 · PRICING DISCIPLINE + NEGOTIATION DEFENSE

Nobody knows the floor, and margin walks out the door quietly each quarter.

11 · PIPELINE GENERATION

Revenue is 100% inbound and founder relationships. Nobody has ever had to go get a customer.

12 · RETENTION + EXPANSION SIGNALS

Three customers are 60% of revenue and the relationship health lives in one person’s gut.

13 · MESSAGING + VALUE PROPOSITION

The founder can pitch. Nobody else can.

14 · TERRITORY + ACCOUNT PLANNING

The grades exist. The plans don’t.

WHERE TO START

Not sure which skill is first? Usually one of these.

NOTHING INSTALLED YET →

Stages + Forecasting. The backbone every other skill plugs into.

JUST BOUGHT THE BUSINESS →

Post-Acquisition Foundation, ideally inside the first 180 days.

EVERYTHING ELSE →

The diagnostic maps your gaps and names the install order.

PRACTICE + COACHING · ONE SUBSCRIPTION, EVERY SKILL

Skills stay sharp because someone owns keeping them sharp.

Every installed skill loads into one practice and coaching subscription: simulator seats, monthly coaching, live call scoring, and quarterly refreshes as your market moves. Add a skill and the subscription gets more valuable, not more complicated.

SMALL · OWNED · SCORED · RECURRING

OPERATE+ · SELECT CLIENTS

The system, run for you.

Every install leaves behind a playbook written as rules your CRM enforces and files your AI workspace reads. Operate+ puts that machinery to work daily. Software checks every open deal against your exit criteria overnight and flags the ones that don’t hold up. Your forecast rolls up from stage data each week with nobody assembling it by hand. Game film runs continuously: real calls scored against your playbook, coaching pointed at the exact moment that cost the deal. A certified MXL operator reads the gauges, runs the weekly cadence, and reports the numbers your board reads.

THE MACHINERY

Deal checks, forecast rollup, call scoring, and board reporting, running on the playbook we installed.

THE OPERATOR

A certified MXL operator owns the cadence. Weekly coaching, pipeline review, quarterly re-baseline.

THE FIT

Offered to select clients who have completed at least one skill install. By invitation or by request.

Ask about Operate+

AVAILABLE AFTER YOUR FIRST INSTALL · PRICING BY CONVERSATION

T-MINUS 3 WEEKS