The pipeline lives partly in the CRM and partly in the founder's head. Every Monday the brief flags the deals stuck in a stage or hanging on one contact, with the move, ready to forward to the founder.
The sales management operating system built for leaders and used by their teams: insights, coaching and actions to develop yourself, your team and your business.
Eight reps, one of you, one week: every rep on a coaching theme, one diagnosed with GROW, and the four things moving your number. Watch on YouTube (opens in a new tab)
What does a first sales leader inherit from a founder?
Relationships the CRM never saw, a forecast built on conviction, and a boss who knows the work. Each one changes when the weekly read is yours.
Feature
What you inherit
Your read, every week
Relationships
The CRM holds the deals the founder remembered to log, and some buyers still call the founder
Each flagged deal shows its owner and whether it hangs on a single contact
The pipeline
Partly in the CRM, partly in the founder's head
Each deal read against how long it should sit in its stage, with the stuck ones flagged
The forecast
Built on conviction: what the founder believes each buyer will do. That instinct doesn't transfer to a team on its own
The gaps named deal by deal, with the move for each
Your boss
The founder can check your read of any deal from memory
A brief to forward: the forecast snapshot and the deals that need you. You see the same things sooner, and show your work
A call recorder keeps the calls the founder was on, and a dashboard shows where each deal sits. The brief adds the owner, the contacts and the move.
Week 1 · Meet the founder's buyers
Which deals are real, and which hang on one relationship?
The ones with evidence behind them. The brief at the top of the page flags one that hangs: $115K, one contact, no activity in 21+ days. When you take over a founder's meeting, the one-pager shows who is in the room, what a win looks like and what is still unconfirmed.
Meetings · One-pager
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Live product
Leave that meeting without a named funder and the deal lands after the quarter you're graded on. When you and the founder disagree, it's about the deal. Guide: How do you tell if a deal is real?
Every screen here is the live product, on our demo workspace, Cipher Atlas. Its CRM uses real company names as accounts; none of those companies is a Management OS customer.
Watch · 1:06
Your Rep Doesn't Need More Training
The rep lost deals after two rounds of training. The coaching diagnostic finds the pattern and sets the standard, not another course. Watch on YouTube (opens in a new tab)
Core reps who receive great coaching average 102% of goal; core reps who receive ineffective coaching average 83%. Sales Executive Council (CEB), 2007
Your first quarter
Your first quarter: step the founder out, prep the call, forward the update.
If the founder stays in every deal, the team never learns to close without them, and your first quarter is graded on their pipeline.
Week 4 · Step the founder out
Put the question to Ask Management OS in your own words: which open deals does the founder own, and who else is engaged on each? Hand them over one at a time, with the founder briefed on each. Guide: When should a CRO step into a deal?
Sunday 9pm · Prep the forecast call
Forecast Call Prep lands at 9pm on Sunday: what to commit, what to defend and what to walk back.
Monday 6am · An update to forward
You can ask Management OS a question any time; the Monday Intelligence Brief arrives at 6am without being asked, in the app and by email. Forward it to the founder. Guide: What should a weekly pipeline review answer?
Automations · Daily and weekly rituals
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Live product
Proven by hand before it was software
A method built carrying the number.
Jason Mesiarik spent twenty years leading revenue teams and training the people who run them, and was inducted into Training Magazine's Hall of Fame. Management OS runs the operating rhythm he used, on your own data, every week.
Results Jason led as an operator, using the method Management OS now runs. They are his results, not Management OS customer results.
Read-only to your CRM. Management OS never creates, changes or deletes a CRM record. No training on customer data. Trust & Security · Sub-processors · DPA
Questions
Questions first sales leaders ask
The founder still runs our biggest deals. Is that a problem?
Not at first. It becomes one when nobody can say which deals depend on the founder. Put the question to Ask Management OS: which open deals does the founder own, and who else is engaged on each? Then hand them over one at a time.
Who should own the tool, me or the founder?
You. It's built for the leader carrying the number. Forward the founder any brief you want them to see, or send the two-minute tour, which runs without a login.
We're a small team. Is it too early?
If you lead sellers against a number, it isn't too early. The Leader package covers you and up to three people.
What does it cost after the trial?
From $1,250 a month. Leader covers you and up to 3 people, Team ($1,800) up to 5, and Org ($3,000) up to 10, any mix of managers and reps. Annual billing costs less, and there is no platform fee. The 30-day trial runs on the package you choose and continues on it unless you cancel before day 30.
Does it work with our CRM?
It connects read-only to HubSpot, Salesforce, Pipedrive, Zoho CRM, Keap, monday.com, Attio or a spreadsheet.
On day 30 the trial becomes the package and billing you chose at sign-up, unless you cancel: from $1,000 a month billed yearly, or $1,250 billed monthly. See every package.
