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Sales Command Center

Everything you need to close high-ticket deals. Updated January 2026.

Entry Offer
$2,500
Automation Jumpstart
Core Offer (PIF)
$48K
Automation Partner
Core Offer (Monthly)
$5K/mo
x 12 months = $60K
Target ICP Revenue
$1-20M
annual revenue
Core Positioning
"Your Fractional AI & Automation Team. Stop hiring. Start automating."

Team Playbooks (Jan 2026)

📞

SDR Daily Playbook

Cold outreach templates, qualification criteria, daily structure. Updated for two-offer model.

View Document
🤝

Sales Playbook

Discovery calls, Jumpstart + Partner positioning, objection handling. Updated pricing.

View Document
⭐

Customer Success Playbook

Jumpstart check-ins, Partner upsell scripts, retention. Updated for new offers.

View Document
👥

Team Overview

How SDR, Sales, and CS work together. Offers, math, conversion targets.

View Document

Service Documentation

*

Automation Jumpstart (Client-Facing)

Service overview for prospects. Discovery + 1 workflow + 30-day support for $2,500.

View Document
*

Automation Jumpstart (Internal)

Delivery playbook, upsell scripts, conversion framework. INTERNAL ONLY.

View Document
*

Automation Partner Pitch Deck

16-slide presentation deck for the $48K/$60K core offer. $127K value stack.

View Deck
*

Automation Partner (Client-Facing)

Full service overview for the 12-month fractional automation team engagement.

View Document

Legacy Resources

#

Product Brochure (OLD)

Previous product catalog - Growth/Scale/Total model. Reference only.

View PDF
#

Qualification Framework

ICP criteria, discovery questions, scoring system. Still relevant.

View PDF
#

Positioning Guide

Talk tracks, objection handling. Needs update for new positioning.

View PDF

Our Two Offers

AUTOMATION SERVICES PRICING
Offer Price What's Included Use Case
Automation JumpstartEntry Point $2,500 one-time Discovery + 1 custom workflow + 30-day support Quick win, prove value, upsell to Partner
Automation Partner (PIF)Best Value $48,000 one-time 12-month partnership: 8-10 workflows, CRM, integrations, dashboard, AI assistant, support Committed clients ready for transformation
Automation Partner (Monthly) $5,000/mo x 12 Same as PIF ($60K total) Clients who prefer monthly payments
JUMPSTART TO PARTNER CONVERSION
Scenario Jumpstart Revenue Partner Revenue Total
No conversion $2,500 $0 $2,500
Convert to Partner (PIF) $2,500* $45,500 $48,000
Convert to Partner (Monthly) $2,500* $57,500 $60,000
*Jumpstart fee is credited toward Automation Partner. Target: 40% conversion rate = avg client value of $20,500-$25,500.

ICP Quick Reference

Pursue These

  • $1M-$20M annual revenue
  • 10-75 employees
  • 3+ years in business
  • Owner/CEO on the call
  • No dedicated IT person
  • Growing, hitting process walls

Disqualify These

  • Less than 3 years in business
  • Solopreneur / 1-3 people
  • "What's your cheapest option?"
  • Comparing 5+ vendors
  • Has internal IT team
  • Tech company / SaaS

Key Definitions

ICP(Ideal Customer Profile)
The type of company most likely to buy and succeed with our services. For Apex: $1M-$20M revenue, 10-75 employees, 3+ years in business, no dedicated IT person.
MRR(Monthly Recurring Revenue)
The predictable revenue we receive each month from a client. Our target MRR per deal is $2,000-$6,000/month.
Contract Value
The total value of the deal over the contract term. For a $3,000/mo deal on a 12-month contract = $36,000 contract value. Commission is based on this.
SaaS(Software as a Service)
Software delivered via subscription. Our Automation products (Growth, Scale, Total, Automate Everything) are SaaS offerings with 10% commission.
Managed Services
Ongoing IT support and management we provide. Our Managed IT products are managed services with 7% commission.
MSP(Managed Service Provider)
A company that remotely manages a customer's IT infrastructure. Apex Pro AI is an MSP for our Managed IT clients.
Discovery Call
Initial call to understand the prospect's situation, pain points, and goals. Focus on asking questions, not pitching. Qualify or disqualify here.
Decision Maker
The person with authority and budget to say "yes." For our ICP, this is typically the Owner, CEO, or COO. Always confirm they're on the call.
Pain Point
A specific problem the prospect is experiencing. Our best prospects have pain around: wasted time on manual tasks, tech frustrations, scaling bottlenecks, or security concerns.
Objection
A concern or hesitation from the prospect. Common ones: price, timing, "need to think about it." See Positioning Guide for handling scripts.
Close Rate
Percentage of qualified opportunities that become paying clients. Focus on qualifying well upfront to increase close rate.
Disqualify
Politely ending pursuit of a prospect who isn't a fit. Not a failure—it's protecting your time for real opportunities. Disqualify fast, disqualify often.

Apex Pro AI Sales Portal • Internal Use Only • December 2025

If they can't afford $2K/mo → NOT our ICP. Politely disqualify.