SALES PLAN · FY2027–FY2031

Sell with their data, close on the pilot

The seller's job is not persuasion — it is getting the buyer's item list, delivering the savings report, and running a clean pilot. The ledger does the convincing.

SECTION 01THE PLAYBOOK

Six stages, ~60 days report-to-close

Pipeline stages

CONVERSION TARGETS · MATURE PLAYBOOK
flowchart TB
  S1["1 · Target
ICP-scored account"] --> S2["2 · Data pull
item list / invoices shared"] S2 -->|"~50%"| S3["3 · Savings report
delivered in ≤10 days"] S3 -->|"≥40%"| S4["4 · Pilot
2 families · 30–60 days"] S4 -->|"≥70%"| S5["5 · Commercial
take rate on sourced GMV"] S5 --> S6["6 · Expand
+ families · + net terms"]
STAGE EXITS ARE LEDGER EVENTS — PIPELINE TRUTH LIVES WHERE EVERYTHING ELSE DOES
SECTION 02CAPACITY MODEL

Headcount that reconciles to the buyer plan

Y1Y2Y3Y4Y5
Gross new buyers+20+52+136+316+525
Churned (share of installed base)0−2 · 10%−6 · 9%−16 · 8%−25 · 5%
Net new buyers+20+50+130+300+500
Channel-sourced share0%5%15%30%40%
Ramped AEs (avg)founders3.5101826
Direct buyers / ramped AE10 ea~14~12~12~12
New GMV / ramped AE$34M$27M$25M$24M

Sanity check: ~12–14 direct landings per ramped AE per year at a 28% report→paid compound rate requires ~43–50 savings reports per AE — 3–4 per month, which the marketing plan's report volume supports. Churn is planned, not discovered: ~10% of the installed base early, compressing to ~5% by Y5 as ledger history and terms raise switching costs — the gross adds are what the team must land.

SECTION 03CAC — SHOWN, NOT ASSERTED

Where the ≤$30K comes from

SELLER COST

$220K

AE at $180K OTE (50/50 split), fully loaded with benefits, tools, and T&E.

MARKETING ALLOC

+$60K

Program spend allocated per ramped AE (events, content, SDR support).

DIRECT LANDINGS

÷ ~10

Net direct buyers per ramped AE per year, after channel attribution.

CAC

≈ $28K

Under the ≤$30K target in the unit-economics model → ~5.5-month payback.

SECTION 04COMP & RULES OF ENGAGEMENT

Paid on sourced GMV, clawed back on churn

Compensation design ALIGNED

  • Commission on first-year sourced GMV, not bookings — no phantom revenue
  • Expansion (new families, terms attach) pays at 50% rate to reward farming
  • Clawback if a buyer churns inside 6 months
  • Pilot conversion quality gate: disputes in pilot zero out the accelerator

Rules of engagement DISCIPLINE

  • No discounting the take rate below floor without CRO + CFO sign-off
  • No buyer above the concentration cap — walk from whales that break it
  • Savings reports only from real buyer data — no synthetic demos
  • Channel deals registered in the ledger; first-touch attribution, no double comp