Sales Team Kickoff

Sales Team Kickoff

Unify your team on one proven sales methodology with a focused alignment event.

★★★★★ 4.9 from 900+ reviews
Sales team aligned around a shared system
What Happens Inside the Kickoff

What's Included in Sales Team Kickoff

This is not a motivational seminar. Each component installs a specific piece of your sales operating system so your team leaves with structure, not just inspiration.

Sales team gathered around a whiteboard during a structured kick-off session
Kick-Off Optimization

Kick-Off Optimization

Most team kick-offs run on energy that fades by Monday. We build yours on a structured foundation that carries through the quarter.

Owner-led kick-offs burn time on motivation without delivering process. Reps leave fired up but unclear on what to actually do differently Monday morning. The energy evaporates within a week.
We use the Team Kick-Off Optimization Checklist to structure every session. Each agenda item ties directly to a measurable outcome. No filler. Every hour has a purpose tied to a specific sales system component.
Your team walks out with a shared language, a documented process, and role-specific clarity. The kick-off becomes the starting point for a system, not a one-time event.
Contractor sales leader reviewing individual rep scorecard metrics on a tablet
Role Clarity and Scorecards

Role Clarity and Scorecards

Reps who do not know exactly what is expected of them cannot be held accountable. Scorecards fix that. Every role gets defined metrics and measurable standards.

When expectations are vague, performance conversations turn into arguments. Sales managers spend time defending opinions instead of coaching to clear numbers. Everyone loses.
We build scorecards tied to the Milestone-Centric Sales Process. Each milestone on the baseball diamond becomes a trackable data point. Managers coach to specific positions in the pipeline, not gut feelings.
Documented role expectations every rep has signed off on. Weekly scorecard reviews become factual, not emotional. Accountability becomes part of the culture instead of a point of conflict.
Baseball diamond diagram overlaid on a contractor sales pipeline flowchart
Baseline Selling Installation

Baseline Selling Installation

Your team needs one shared sales process. Not seven different approaches. Baseline Selling gives every rep the same map so you can coach, track, and scale consistently.

Home plate is your starting point. First base is a booked appointment. Second base is a fully qualified prospect where pain is identified, the decision process is understood, and the cost of the problem is quantified. Third base is your proposal. Home is a closed deal.
During the kickoff we walk every rep through the Baseline Selling Sales Script and the Milestone Tracking Sheet. Role plays use real contractor scenarios, not generic B2B examples. Your trade, your language, your situations.
Pipeline reviews shift from storytelling to position tracking. Managers ask which base a deal is on, not how it feels. Forecasting becomes grounded in real milestones instead of rep optimism.
Sales rep reviewing OMG Assessment results with a coaching leader
Sales DNA and Will to Sell Assessment

Sales DNA and Will to Sell Assessment

Skills training on a broken operating system does not stick. The OMG Assessment shows you exactly what is limiting each rep before you invest in coaching them.

The OMG Assessment scores three areas: Will to Sell (Desire, Commitment, Outlook), Sales DNA (six categories including need for approval and money comfort), and ten tactical competencies. Every rep gets an objective starting point, not a manager opinion.
Assessment results tell us exactly which Sales DNA gaps are blocking each rep. A rep who needs approval softens their questions and caves on price. A rep uncomfortable with money conversations underqualifies budgets. We address the root, not the symptom.
A data-driven development plan for every person on your team. Coaching conversations shift from vague feedback to specific growth levers. You know exactly where to invest your time and attention as a sales leader.
Contractor sales team in a high-energy group session with shared whiteboard goals
Clubhouse Culture Build

Clubhouse Culture Build

A sales team without a winning culture defaults to individual behavior and politics. Clubhouse culture gives your team a shared identity and raises the performance standard for everyone in the room.

In a Clubhouse, winning is celebrated, standards are protected, and average is not tolerated by the team, not just the manager. It is a peer-enforced performance culture built on Level 5 Leadership principles and shared accountability.
During the kickoff, your team defines the standards they will hold each other to. We use the Level 5 Leader resource guide and the Team Kick-Off Optimization Checklist to structure commitments the team makes publicly, not just to the manager.
The burden of accountability stops sitting entirely on the manager. Reps who miss standards hear about it from peers, not just leadership. That is how high-performing teams in any sport operate. Your sales team is no different.
Sales leader running a structured daily check-in with contractor sales reps
Six Daily Standards for Sales Leaders

Six Daily Standards for Sales Leaders

A team performs at the level its leader operates. The Six Daily Standards give sales leaders a concrete daily execution framework, not a motivational checklist.

Most contractor sales managers are reactive. They handle fires, review proposals, and chase numbers at month end. Without daily structure, their leadership impact stays inconsistent and the team drifts.
This Boardroom-level framework defines six actions a sales leader executes daily to drive consistent team performance. Each standard is specific, trackable, and tied to outcomes the manager controls, not ones they hope for.
Sales management becomes predictable rather than reactive. Leaders stop guessing what to do each day and start executing a proven leadership operating system. The team feels it immediately because consistency at the top produces consistency in the field.

What's Included in Sales Team Kickoff

Three focused blocks. Each one builds the infrastructure your team runs on from day one.

Sales scorecard framework for contractor sales teams
Role Clarity Through Scorecards

Every rep knows their number. Every leader knows what to coach.

Scorecards and Role Definitions That Stick

Most sales teams struggle because no one knows exactly what winning looks like in their role. We fix that on day one. Each rep and leader leaves with a defined scorecard tied to the Milestone-Centric Sales Process, so performance is measurable, not a gut feeling.

  • Individual scorecards built around your specific trade and sales cycle
  • Baseline Selling positions mapped to each rep's current pipeline
  • Sales leader coaching cadence defined with 6 Daily Standards framework
See How Scorecards Work
OMG Sales Assessment for contractor sales reps
Sales DNA Diagnosis

Fix the OS before loading the apps.

Diagnosing What Is Actually Holding Your Reps Back

Skills training on top of broken Sales DNA does not stick. Before coaching tactics, we use the OMG Assessment to identify the internal operating system issues, the self-limiting beliefs, the approval-seeking, the discomfort around money, that cause reps to lose deals they should win.

  • OMG Assessment data reviewed for each rep at kickoff
  • Will to Sell drivers identified: Desire, Commitment, Outlook
  • Limiting beliefs surfaced and replaced with contractor-specific supportive beliefs
Learn About Sales DNA
Clubhouse culture framework for contractor sales teams
Building the Clubhouse

Culture is not a perk. It is the system that holds everything else together.

Building the Environment That Makes the System Run

A sales system without a team culture behind it breaks down fast. The Clubhouse framework, drawn from Level 5 Leadership and the Team Kick-Off Optimization Checklist, gives your leader the structure to run a high-performance environment, not just manage a headcount.

  • Team identity and standards set using the Level 5 Leadership framework
  • Kick-Off Optimization Checklist completed before reps leave the room
  • Leader accountability system installed with weekly coaching cadence
See the Full Program
What Happens at the Kickoff

The Framework Behind Sales Team Kickoff

The Sales Team Kickoff is a structured, two-day event built around four specific outcomes. Each step builds on the last. Nothing is vague and nothing is motivational fluff.

1

Assess Every Rep with Objective Data

Before day one, every rep completes the OMG Sales Assessment. This gives Ryan objective data on each person's Will to Sell, Sales DNA, and tactical competencies. Scores reveal who has limiting beliefs, who avoids money conversations, and who lacks commitment at the core level. Coaching starts from facts, not gut feel.

2

Debrief the Results as a Team

Each rep and leader gets their OMG results explained in plain language. Ryan walks through the Sales DNA categories and Will to Sell drivers with your team. Everyone understands their starting point on the diamond. No one leaves the room guessing where they stand or what they need to fix.

3

Install the Sales Operating System

The Baseline Selling framework gets installed into your team's daily language. Every deal gets a position: first base, second base, third base, or home. Reps learn the Milestone-Centric Sales Process so pipeline conversations stop being guesswork. Scorecards are built so leadership can coach to specific milestones, not vague activity.

4

Build the Clubhouse and Lock In Culture

The Clubhouse culture framework gets defined and agreed upon by the full team. Roles, expectations, and daily standards are written down and owned. The Team Kick-Off Optimization Checklist is completed before anyone leaves. Your team walks out with a shared system, not a shared experience that fades in 30 days.

Ready to Align Your Sales Team?

You came here because your team needs a system, not another pep talk. The Sales Team Kickoff gives you that system. 900+ contractor companies have made this transition. The next step is yours.

  • A shared sales process every rep on your team actually runs
  • Role clarity, scorecards, and accountability from day one
  • A Clubhouse culture your team buys into and competes within
  • Built for contractors. Implemented with you, not just handed to you.

The Framework Behind Sales Team Kickoff

Three focused tracks. Each one builds something your team can run with on Monday morning.

Baseball diamond showing the Baseline Selling sales process stages
Baseline Selling for Contractors

First base to home. Every deal tracked.

The Baseline Selling Process, Built for Your Trade

Every rep leaves knowing exactly where each deal stands on the diamond. First base is the appointment. Second base means pain is identified, the decision process is understood, and the cost of the problem is quantified. Third base is the proposal. Home is the close. The Milestone-Centric Sales Process makes every stage measurable and coachable, so you stop guessing and start managing by the numbers.

  • Each deal tracked by position, so nothing gets lost or moved forward too early
  • Feel the Pain discovery framework: label it, expand it, quantify it before presenting anything
  • Scripts and playbooks built around contractor scenarios, not generic B2B theory
See How the Process Works
Sales leader reviewing team scorecards and daily standards with contractor sales team
Role Clarity and Scorecards for Contractor Sales Teams

Clear standards. Measurable output. No guesswork.

Scorecards, Standards, and Who Does What

A sales team without clear roles is just a group of people running in different directions. The kickoff installs the 6 Daily Standards framework for leaders, individual scorecards for reps, and the Achievement Roadmap so every person connects their daily activity to the company goal. No more reactive management. No more reps winging their week.

  • 6 Daily Standards give the leader a consistent operating rhythm, not a firefighting loop
  • Individual scorecards make performance visible and coaching conversations specific
  • Achievement Roadmap ties personal goals to company targets so reps stay motivated with purpose
Learn About Role Clarity
Contractor sales team in kickoff session building shared culture and standards
Clubhouse Culture for Contractor Sales Teams

Same system. Same standards. One Clubhouse.

Building the Clubhouse from Day One

Sales DNA is the operating system underneath every skill your reps carry. Six categories, including Does Not Need Approval, Stays in the Moment, and Comfortable Discussing Money, determine whether a rep's skills actually work in the field. The kickoff surfaces each person's Sales DNA profile using the OMG Assessment, then builds a Clubhouse environment where the team holds shared standards, calls each other up, and competes with pride, not ego.

  • OMG Assessment gives objective data on every rep's Will to Sell, Sales DNA, and tactical competencies
  • Level 5 Leadership framework and Metanoia mindset shift replace old habits with the identity of a sales professional
  • Team Kick-Off Optimization Checklist ensures the culture foundation is installed, not just discussed
Understand the Clubhouse Model

Team Kickoff vs. Individual Training

The difference is not motivation. It is infrastructure.

Typical Kickoff

Energy On Day One. Confusion By Day Ten.

Generic sales training feels good in the room. Then real calls start and nothing translates to the trades.

  • Generic scripts not built for roofing, HVAC, or plumbing
  • No shared language across your team
  • Roles unclear, scorecards nonexistent
  • Manager guessing what reps are doing in the field
  • Momentum dies within two weeks
STG Sales Team Kickoff

A Shared System, Built for Your Trade.

Built exclusively for contractors. Every script, role play, and framework comes from the trades, not a generic sales textbook.

  • Baseline Selling methodology mapped to contractor sales cycles
  • Scorecards and role clarity defined before anyone leaves the room
  • Clubhouse culture built from day one, not retrofitted later
  • Milestone-Centric tracking so managers coach to data, not gut feel
  • 900+ contractor companies have made this transition since 2018

Ready to Launch Your Team on a Real System?

591+ active members inside STG Academy. Weekly coaching calls. Frameworks built for the trades. We implement alongside you, not just train and leave.

Sales team gathered around a table during a kickoff session with whiteboards and scorecards visible
Built for Contractors

900+ companies. 12+ trades. One proven system.

Still Have Questions?

Talk to someone who has been in your shoes. Ryan built and sold a roofing company before coaching 900+ contractor teams. Get your questions answered before you commit.

Email Us Schedule a Call

Questions We Hear Before the Kickoff

Common questions from contractor owners and sales leaders before they commit.

The kickoff is the starting line, not the finish line. You leave with infrastructure built and a team aligned to a shared system.

  • The on-site day builds your scorecards, role clarity, and Clubhouse culture foundation.
  • After the kickoff, your team continues through STG Academy with weekly coaching calls and 10 structured courses.

STG trains contractors only. Roofing, HVAC, plumbing, electrical, general contracting, and more. Every script, role play, and framework is built around contractor-specific situations.

  • No generic B2B theory adapted for construction. Real contractor scenarios from the start.
  • 900+ companies across 12+ trades have gone through this process since 2018.

Yes. Role clarity is one of the core outcomes of the kickoff. Everyone learns where they stand and what their job actually is.

  • The OMG Assessment gives you objective data on each rep's strengths and growth areas before you coach anyone.
  • Scorecards and the Milestone-Centric Sales Process create a shared standard every rep can be measured against.

That is the most common situation we walk into. The kickoff is designed to shift belief, not just teach tactics.

  • We address Sales DNA and limiting beliefs directly. The work goes deeper than closing techniques.
  • When reps see their OMG data and compare it to the Baseline Selling process, they stop guessing and start building.

This is a process, not a switch. The kickoff creates immediate clarity and alignment. Measurable sales improvement follows consistent implementation over time.

  • Teams that commit to the system and use the weekly coaching calls build compounding momentum.
  • We promise process and accountability. Results depend on your team's commitment to the work.

The Sales Team Kickoff is built for contractors who are serious about building a system, whether you have two reps or twelve.

  • Starting with the right infrastructure prevents the bad habits and cultural problems that are hard to fix later.
  • The Skool community with 591+ active members gives smaller teams access to peer support and proven playbooks from day one.