A library of artifacts mined from a season of real Sales Connector onboarding, strategy, and check-in calls. Names and identifying details are removed. Patterns are kept.
Both of these pages are designed to be printable. Both answer questions that come up multiple times every month.
The same questions show up every month. Sales Navigator, account safety, who to target, what numbers to expect, and many more. Direct answers, with a real-customer note for each.
Read the cheat sheetFor sales reps and AEs. Twelve objections in real customer voice, why each is a useful signal, three handling moves, and a reframe line you can borrow as is. Print this. Tape it to the wall.
Read the objections cheat sheetSame software, three very different customers. Each story is built to teach something the others did not.
A leadership-focused author with thirteen thousand connections realized he had been chasing reach when his real opportunity was already in his network. What changed and what the early numbers showed.
Read the caseA regional wealth advisor with a long-running radio show was certain LinkedIn would not match his existing channel. He was right. We did not try to compete. We built him a steady second flow that fills the days the radio is off.
Read the caseA specialty benefits firm came back from a long pause with a complicated request. Recruiting and direct sales, in parallel, from one account. The disciplines that kept the two campaigns from becoming one.
Read the caseThe playbook is the strategic version. The week-by-week is the tactical schedule the team and the customer hand back and forth.
What to do in week one, week two, week three, week four. What to ignore. What to expect. The quiet truth: most clients almost quit on day eighteen, when they should be holding steady.
Read the playbookFor AEs, CSMs, and customers. What the customer should be doing each week, what the team should be doing, the most common stuck point at every stage, and the trigger that says it is time to escalate.
See the scheduleThese pages are not customer-facing. They are pattern files. Built for the people inside Sales Connector, but useful for any operator who runs a complex retainer.
Six small habits that mark the customers who get the most out of Sales Connector. None of them are about the software. All of them are about how the customer holds the relationship between themselves, the campaign, and the team.
Read the patternsThe founder's working theory of why most LinkedIn outreach feels gross, what he refused to do, and why the friendliness of the first message turned out to be the safety mechanism. A short read.
Read the originOne for advisors who want to know whether the platform fits their world. One for prospects who want to hear from current customers in their own voice.
Advisors and wealth-services firms make up a third of our customer book. The search recipes that work, the cohorts to avoid, and the openers that consistently produce above-target connection rates.
Read the operator's guideEight questions, asked across thirty recorded check-ins, stitched into one read. Anonymized voices, real language. The most honest read we can offer.
Read the interview