5-Sprint Deployment Roadmap
Track your organization's 30-day journey from initial playbook design to full team rollout.
My Next Implementation Action
Map Customer Journeys
Sprint 1: Design & Alignment — Define eligible inbound lead sources, channels, and TCPA consent capture points.
Selecting a checkbox tracks your progress locally. It does not configure or verify a live CRM integration.
Sprint 1: Design & Alignment
Map Customer Journeys
Define eligible inbound lead sources, channels, and TCPA consent capture points.
Establish Coverage Windows
Document staffed phone hours, timezone guards, and after-hours text responses.
Customize Playbook Worksheets
Fill out company-specific discovery questions, pricing brackets, and team roles.
Sprint 2: Build & CRM Infrastructure
Configure CRM Pipeline Stages
Set up NEW, ATTEMPTED, CONNECTED, DISCOVERY, BOOKED, OFFER, WON, NURTURE, LOST.
Implement 60s Speed Alerts
Set up instant push notifications and round-robin SDR call routing on form submit.
Automate Opt-Out Suppression
Ensure text STOP or DNC requests automatically tag and suppress contacts.
Sprint 3: Team Training & Roleplays
Train Reps on 4 Pillars
Review 60s SLA, value-add follow-ups, and the 6-move Conversation Engine.
Execute Practice Lab Roleplays
Have reps achieve 85+ on fast-shopper and price-objection scenarios.
Pass Participant Knowledge Check
Verify team achieves at least 8/10 on the 10-question masterclass assessment.
Sprint 4: Controlled Pilot Launch
Deploy Live Pilot with On-Duty SDRs
Route 20% of inbound web lead flow to trained reps under manager monitoring.
Audit Speed SLA & Connection Rate
Measure % of leads called under 60 seconds and initial connect rates.
Conduct Call Reviews with 100pt Rubric
Review 5 live calls with reps using the 8-dimension consultative rubric.
Sprint 5: Tune & Full Scale
Full System Rollout Across All Channels
Route 100% of inbound lead channels through the Exxelerate Sales Engine.
Establish Weekly Coaching Cadence
Schedule 30-minute weekly call audits and objection review meetings.
Publish Monthly SLA & Pipeline Report
Track lead response time, appointment show rate, and closing ratio.