STAOS | Sales Performance Optimization for Agency Founders

01 The diagnosis

The deals are already in your pipeline.

They are leaking out through a process nobody ever built on purpose. More traffic does not fix a funnel with holes in it.

Where founder-led pipelines leak

01

Leads in

100%

02

Contacted

74%-26

03

Qualified

41%-33

04

Demo held

23%-18

05

Closed won

9%-14

Illustrative pattern, not client data. We map your real numbers in the audit.

Four things cause almost all of it

No shared definition of a qualified meeting, so every rep uses their own.
Pricing decided deal by deal, which quietly trains buyers to negotiate.
The pipeline lives in the founder’s head instead of a system.
Nobody reviews calls, so the same mistake gets made all quarter.

Each one is fixable in weeks. None of them are fixed by buying more leads.

Find your leak in 20 minutes

02 The operating sequence

Five stages. In order. Every time.

STAOS is not a philosophy. It is the sequence we run inside a sales floor, and it only works in this order.

01Structure

Every rep knows the play before they pick up the phone. Roles, pods, pricing, offers and a written definition of a qualified meeting.

02Tracking

You can finally see where deals actually die. CRM standards, pipeline stages, activity and outcome data that agree with each other.

03Analyze

We review intro and closing calls to find the patterns behind your best meetings, then make those patterns the standard rather than the exception.

04Optimize

Cut the channels that do not pay. Double down on the ones that do. Weekly, not quarterly, because a quarter is four wasted months of learning.

05Scale

Once the machine converts predictably, we pour volume into it. Paid media into a fixed funnel compounds. Paid media into a leaking one just costs more.

03 What you get

Built with you, not handed to you.

Every engagement leaves behind assets your team still uses after we are gone.

Offer optimization

We refine the offer and the pricing ladder so revenue per closed deal goes up without adding a single new lead.

Proven SOPs and templates

Step by step sales frameworks and operating procedures used inside million dollar agencies, adapted to how your team actually sells.

The STAOS framework

The exact structure we used to triple client count and hold retention while we did it. Installed, not explained.

Weekly call reviews and 1:1 coaching

Recorded calls reviewed every week with the rep who made them. This is the part most programmes skip, and it is the part that moves the number.

04 Engagements

Four ways to work with us.

Fractional leadership, tactical projects, or workshops and intensives. We scope it on the call once we know where your structure is leaking.

01

Sales coaching

Effective coaching improves performance and morale at the same time. We work the floor with your reps, not around them.

Call shadowing and live feedback
Weekly pipeline reviews
Customized feedback per rep
1:1 sessions with your closers

02

Sales advisory

Strategy and organizational design for founders who need the shape of the team fixed before the headcount grows.

End to end process audit
Org and pod design
Compensation and quota structure
Team training programme

03

Speaking

High impact talks on sales, leadership and performance. Grounded in data, not hype.

Conference keynotes
Mastermind and community sessions
Internal kickoffs and SKOs

04

Workshops

Hands on, outcome driven sessions. Your team leaves with the script, the sequence and the scorecard written.

Prospecting intensives
Closing skills labs
Objection handling drills
Manager enablement

See how each engagement runs

05 Proof

From founder-led to a record month in 90 days.

EVO Marketing was doing $150K to $200K a month with the CEO setting and closing every deal himself. The ceiling was one person’s calendar.

A busy agency sales floor with reps working their pipeline

EVO Marketing

$455KRecord month

90Days to get there

2.3xOff baseline

“We went from everything running through me to a record $455K month in 90 days. STAOS didn’t just advise, they built the machine with us.”

Dawson Gibbs CEO, EVO Marketing

We hired the closers, built the pods, standardized the pricing, put a real dashboard behind it, then turned paid media on last.

Read the full case study

06 Who installs it

Three agency leaders for less than one senior hire.

You are not buying a course or a consultant with a deck. You get the three people who built and ran the floor.

Founder

Jimmy Smith

80,000+ cold calls made personally
200+ sales reps trained
Scaled an agency from 3,000 to 9,000 clients
Built teams inside Inc. 5000 and Fortune 500 companies

Co-founder

Tito Chavez-Nguyen

Trained hundreds of reps at an Inc. 5000 company
Led sales and enablement through two acquisitions
Headed enablement for a $300M private company
Owns onboarding and enablement at STAOS

CTO and partner

Conner Henry

Architects the revenue operations stack
Owns CRM, pipeline standards, KPIs and automation
Makes the whole system measurable
“Systems enforce discipline better than willpower ever will”

07 Where it came from

We built this inside our own agency first.

STAOS was not designed in a workshop. It is the sequence we used on our own floor when founder-led selling stopped scaling, and it is the reason we had a floor worth scaling.

From 3,000 clients

9,000

Clients served, in four years.

Retention held at

96%

While tripling the client base.

From $60M ARR

$200M

Annual recurring revenue.

08 How it runs

Three moves, then weekly.

No twelve week discovery phase. We are inside your calls in the first fortnight.

Step 01

Discovery and alignment

A call to understand where you are, what you are solving for and what is actually in the way. You leave it with a read on your structure whether or not we work together.

Step 02

Strategy and engagement track

We pick the format that fits: fractional leadership, a tactical project, or a workshop and intensive. Scope, sequence and the number we are moving get agreed in writing.

Step 03

Build, execute, iterate

Weekly working sessions, shared docs, email support between calls, and continuous optimization against the tracking we installed in week one.

09 Questions

The ones we get asked on every call.

Structure, Tracking, Analyze, Optimize, Scale. It is the operating sequence we install with your sales team, run in that order, because you cannot optimize something you are not tracking and you should not scale something you have not optimized.

Having a CRM and having tracking are different things. Most founder-led teams have a CRM where stages mean something different to every rep, so the pipeline number is a feeling rather than a forecast. Stage two is usually a fortnight of cleanup, not a migration.

Structure and tracking land in the first few weeks, and that alone usually surfaces where the leak is. Conversion changes follow the first full cycle of call reviews. EVO Marketing hit a record month at day 90.

No. If you have one, we make them better and give them a system to run. If you do not have one yet, fractional leadership covers the gap until the hire makes sense, which is usually later and cheaper than founders expect.

It depends on the engagement track and the size of the floor. We scope it on the strategy call once we can see the structure. What we can say up front is that the three of us together cost less than one senior sales hire.

Agencies with no delivery capacity, anyone looking for a lead list, and founders who want a document rather than a change in how the team works. The system only pays if someone runs it every week.

Free 20 minute strategy call

We will show you exactly where your structure is leaking.

Bring your pipeline numbers. You will leave the call with the three things costing you the most revenue, whether or not you ever work with us.

Book a free strategy call

You don’t have a lead problem.You have a structure problem.