Before we get started…

My partners and I just opened enrollment for business owners who want a Scalable Operating System installed before the end of the year.

Our goal is to get you unstuck and out of the "day-to-day" before the holiday craziness takes over (including all those sales calls someone else could be running…more on that in a minute), finish 2026 strong...

…and set up to make 2027 your best year ever.

Ok, onto this week's article…

"If I fire him, I have to start doing all the sales again…"

A friend of mine has a sales problem…

For the last 8 years she’s done all the selling herself, and even though she’s good at it, she doesn’t enjoy it, and she knows she’s bottlenecking her growth.

So recently she took the plunge and hired her first sales rep.

The problem?

It’s been 2 months, and her sales guy still isn’t selling. And now she’s stuck…

If she fires him, she has to go back to doing sales.

If she keeps him, she's paying for a rep who isn't selling.

So what should she do?

And what should you do if you want to exit founder-led sales?

Today, I’m giving you the same Sales Handoff Playbook I gave to my friend.

If your goal is to go from "I'm the only one who can sell" to a sales team that sells better than you (without you), here’s how we do it…

Step 1: Map the Sales Process

Most business owners think of sales as one step called "Sales."

But sales is never just one step. Sales is a process. It’s 3-5 steps (except when it's more). For example my friend’s sales process looks something like this:

Five sticky notes in a chain: Booking, Qualifying, Discovery, Pitch, Sign

Now ask yourself one question about every step:

"Am I the only one who can do this step, or could someone else do it?"

In other words, we’re not trying to hand off the entire sales process all at once. Instead, we’re handing it off one step at a time.

The fact is, while you’re probably the only person who can run the entire sales process (for now), there’s probably just one (or maybe two) steps in the process that truly need you.

For example:

  • Maybe you need to do the pitch, but someone else could handle booking, qualifying, discovery, and even contract signing. Or…

  • Maybe you need to do the initial qualifying and discovery, but someone else could close the deal.

And even when you're absolutely certain it has to be you, it usually doesn't.

For example, I have another client (a doctor), who swore he could never hand off sales because: "Only a licensed physician can prescribe a treatment plan."

And while that may be true, anyone could run through his initial intake questionnaire, which took up most of the first appointment.

So he handed that part of his sales process to a nurse who now asks the intake questions over Zoom before the first in-person visit.

The result? My client recovered an average of 10-15 hours a week, and his patients loved it because the first visit is focused on solutions instead of data-gathering.

Best of all, his conversion rates are up, because he’s able to make the sales on the first visit instead of waiting for the second appointment.

Step 2: Write the Sales Playbook

Now that you know which pieces of the sales process to hand off, the next step is to write a playbook for how you do just that one step.

The playbook could be:

  • a questionnaire

  • an SOP

  • a script/talk track, or…

  • a pre-built presentation/slide deck

Just don't overthink it.

Document what you’re doing today, exactly how you do it.

For example, I told my friend to record her next three qualifying calls, then have AI turn each transcript into a questionnaire plus a list of common objections and rebuttals.

❝

SIDE NOTE: Once you’ve documented your playbook, it’s important that you run it yourself. If you find yourself going off-script, there’s a chance you’ve found a gap that needs filling.

Step 3: Hire a Pro

Next, hire for just the step(s) you're handing off. For example:

  • A setter (a.k.a. MDR, SDR, etc.) to book, qualify, and run discovery

  • A closer (Account Executive) to present the solution, make the pitch, and get them to sign on the dotted line.

If you’re not sure what the role is called, give your favorite AI tool your industry and the specific job you need them to do (you can even give it your playbook), and it will give you a list of recommended names.

Because here’s the important part: you need to hire a pro…

…someone with at least two years of experience in sales.

Don’t make the mistake of hiring a junior rep, because all they’ll know to do is what you tell them, which means they'll try to mirror exactly what you do (and then FAIL because they're not you).

❝

PRO TIP: When you interview for sales, the interview is the test drive. Have them role-play a piece of your playbook, then score every candidate the same way with the Hiring Scorecard.

Also, always try to hire two reps for the same role if you can afford it and if you have the lead flow to support it. When both run the same playbook, you can tell a playbook problem from a person problem.

Step 4: Run the 80% Test

Here's where most business owners blow it…

They demand that their new person sell EXACTLY like they do.

Don’t do that. (Remember, they aren’t you. This isn’t their company.)

Yes, you want to train them following the “I do, we do, you do” process.

In other words, they watch you (“I do”), you run it together (“We do”), then they run it while you watch (“You do”).

But experienced reps are going to do things a little bit differently than how you did them, and that needs to be OK. The playbook is the starting point, not the law.

I know what you're thinking: "Nobody sells like I do."

And you’re right! But here’s the good news…

A professional rep who's focused on sales full time will frequently sell BETTER than you, because selling is a skill and sales is a profession.

Still, they probably won’t sell as well as you at first because 1) they don’t have as much experience with your offer and 2) they aren’t the owner of the company.

That’s why you should expect them to achieve 80% of your metrics (conversion rate, order value, etc.) in 60 days or less.

The rule: 80% is 100%.

Somebody who's 80% as good as you, doing it all day, is probably 100% better than you doing it between meetings.

And if they miss, don't just blame the rep:

  • If neither rep hits 80%, it's the playbook. Fix it and run the test again.

  • If one hits 80% and the other doesn't, it's the person. Rehire that seat.

❝

SIDE NOTE: Only one rep? If they miss while following your playbook, rehire once. If the second one misses too, it's likely the playbook. The catch? That's at least 90 days gone, which is why two reps beat one.

Step 5: Scale

Once your reps are hitting 80% of your numbers, it’s time to hire a sales manager.

The job of the sales manager is simple:

  • Manage the reps you already have (so you don’t have to)

  • Develop the reps you have (so they start selling better than you), and…

  • Build more playbooks, hire more reps, and take over the remaining steps that only you thought you could do.

Because the goal was never for somebody to sell like you…

…the goal is for the business to sell without you.

So, back to my friend…

Before she fires her lone sales rep, she needs to ask: “Am I asking my salesperson to do too much of the sales process too soon?”

Because while he may never be able to sell as well as my friend, he may be able to do one part of the sales process better than her.

And that’s not only a win today, it’s the first step to exiting founder-led sales once and for all.

⚡️ Action Step: This week, run Step 1 of the Sales Handoff Playbook: grab one sheet of paper and map every step of your sales process. Next to each step, ask: "Am I the only one who can do this step, or could someone else do it?" Then grab the free Hiring Scorecard before your first interview.

Give it a shot and let me know how it goes…

-Ryan

Ryan Deiss
Co-Founder and CEO, The Scalable Company

P.S. The Sales Handoff Playbook gets you out of sales, but only if your reps have a system to run and a weekly scorecard that tells you whether it's working.

That's exactly what a Scalable Operating System gives you.

And my partners and I just opened enrollment for business owners who want one installed before the end of the year, so you can finish 2026 strong and start 2027 with a business that can run (and sell) without you.

Quick Hits

The best of what I read, watched, and clicked this week…

📈 Growth

  • He grew a plumbing company from $4.7M to $6.2M in a year without buying more leads (Owned and Operated)

  • The 10-customer test that shows how much of your sales still runs on you (Girdley's Letter)

  • Why niching to your service killed the meta ads agencies (YouTube)

💰 Money

  • Founders doing $5M a year who take home less than they did at half the size (LinkedIn)

  • One rep financed 20% of his sales, another 80%, and the second one's tickets ran 30% higher (Owned and Operated)

  • Our client onboarding used to take 22 weeks, and this AI playbook got it down to 6. (LinkedIn)

⚙️ Systems & Ops

  • If fewer than 80% of your reps hit quota, fix the system before you fire anyone (YouTube)

  • Her charismatic sales leader refused scripts and cost her "probably millions in lost sales" (Contrarian Thinking)

  • Before you hire the role you can't define, bring in someone who can define it (Instagram)

  • Waffle House cooks four orders in three minutes with no ticket, tablet or notebook (Girdley's Letter)

🛠️ Tools & AI

  • Build the comp plan that motivates a new rep without wrecking the budget (IncentiveWise Planner)

  • Record the call, and let it write the first draft of your playbook (Granola)

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