PATH · The Elevate Program · Overview

From founder-led sales
to a scalable outbound machine

Eight weeks. Three phases. A built, hired, and launched SDR engine. Led personally by Mark Facciani — former VP of Sales Development at Tenna (Inc. 5000 #284, 100%+ ARR growth) — alongside a small group of 3–4 founder-operators working through the same build.

If you've already spoken with Mark about Elevate, this page is the full breakdown of what's inside the eight weeks — the phases, the room, the toolkit, and what comes with it.

8 Weeks Group of 3–4 30+ Frameworks
Led by
Mark Facciani
1
Build
Vision · Comp · Lead Engine
Wk 1–2
2
Hire
Source · Screen · Select
Wk 3–5
3
Onboard
Train · Launch · Scale
Wk 6–8
The Hard Truth

You didn't build a company to become
the bottleneck inside it.

You sold every early deal yourself. You knew the pitch. You knew the objections. You knew how to close.

And now the thing you built doesn't move unless you do.

Every meeting you can't take is a meeting that doesn't happen. Every pipeline gap waits for you to fill it. You're the founder of the business — and the only working salesperson inside it.

01
You hire. They flounder.
You bring on an SDR. Ninety days later they've booked four meetings. You blame the hire. The hire wasn't the problem. There was no script, no onboarding plan, no scoring rubric, no system around them to win.
Cost: ~$45K + 90 days
02
You step away. Pipeline stalls.
You finally try to manage the team instead of sell. Pipeline drops. You jump back in. The team stalls. You jump back out. The cycle repeats — for years. You never build the layer beneath you.
Cost: every quarter, repeating
03
You buy another course.
Frameworks. Templates. Podcasts. AI tools. You consume more. You build less. Six months later you have a folder of PDFs and the same problem. More content is not the answer. You don't need to know more. You need to install.
Cost: time you can't get back
— Here's What's Actually True —
Founders who scale past themselves don't find better hacks. They install better infrastructure.
Elevate isn't another sales course.
It's an 8-week implementation program.
You walk in with a problem. You walk out with a built engine, a hired team, scripts written, onboarding live, and a 90-day roadmap pointing forward. Done with you — alongside 3–4 peer companies installing the same thing.
The 8-Week Roadmap

Design. Hire. Launch.

Every week is an implementation block — not a lecture. You leave each session with a working artifact: a metrics sheet, a comp plan, a hiring tracker, an onboarding plan. By Week 8, every system your SDR team needs to run is built.

The roadmap is organized into three phases. Tap any phase to expand its weeks. Tap any week to see the deliverables and live mockups.

01
Phase One · Weeks 1–2
Build— or "Design" on website
Set the vision, the math, the comp plan, and the lead engine. By end of Phase One, you know exactly what you're building and what it costs to run.
Click to expand · 2 weeks · ROI calculator, comp plan, lead engine blueprint
01
Build · In-Person
Vision & System Design
You leave with your SDR mission, KPI targets, comp structure v1, and the math that proves the engine pays for itself.
01
Build · In-Person
Half-day kickoff session On-site · 4 hrs

Vision & System Design

You leave with your SDR mission, KPI targets, comp structure v1, and the math that proves the engine pays for itself.

We start in person. Four blocks across four hours, with the cohort meeting face to face. We walk the revenue → pipeline → meeting → activity math live, define what success looks like for your SDR team, and stress-test your comp plan against your real numbers.

Lightning Hot Seats: ~15 minutes per company. You present your SDR mission, team structure, KPIs, and comp plan. Mark pressure-tests and adjusts live, while peers take notes on what they'll steal.

Asset W1·A01
PATH ROI Calculator
Google Sheet · 4 tabs
Asset W1·A02
Winning SDR Comp Plan
Framework Doc
Framework
SDR Charter & KPI Definition
Activity
Framework
Team Structure Map
Activity
PATH ROI Calculator — Northwind Logistics
Foundation Assumptions
Baseline Metrics
Waterfall · Activity → Results
Comp Plan ROI
Pipeline Target
$4.2M
Avg Deal Size
$28K
Mtg → Deal
22%
SDRs Needed
2
Activity → Pipeline Waterfall · Per SDR / Month
Activity Conversion Output
6,000
Dials
480
8%
Connects
180
37%
Convo.
78
43%
Meetings
17
22%
Deals
Annual Pipeline
$4.36M
▲ +$160K vs target
Payback Period
5.2 mo
▲ Self-funding by Mo 6
ROI · Year One
4.8×
▲ Net of full SDR cost
DOC Building Your Winning SDR Comp Plan
v1 · Northwind Logistics
Base
covers cost of living, not effort
Variable
tied to controllable activity
Thresholds
paid only when bar is cleared
Accelerators
reward over-performance generously
ROI Tied
comp scales with pipeline value
Structure · Year One SDR Comp
Base
$55,000
Variable
$30,000
Accelerator
$15,000+
On-Target Earnings (OTE)
$85,000+
SDR Charter — Northwind Logistics
Mission
"The SDR team exists to generate qualified pipeline so our AEs spend every hour selling — not prospecting."
Core KPIs
Meetings Booked / Mo13
Mtg → Held %82%
Pipeline / SDR / Mo$180K
Team Structure Map
Founder / CEO
You
Sales Leader
Player-Coach
SDR 01
Hire 1
SDR 02
Hire 2
▲ Cohort dinner follows — private room, peer relationships deepen
02
Build · Virtual
Lead Engine & Systems
You leave with a draft Lead Engine SOP that defines how you fill and clean the tank — so your SDRs never starve.
02
Build · Virtual
Lead engine workshop Virtual · 90 min

Lead Engine & Systems

You leave with a draft Lead Engine SOP that defines how you fill and clean the tank — so your SDRs never starve.

Most founder-led businesses have a CRM full of leads no one trusts. We fix that. We walk the top 5 building blocks of a sustainable lead engine, then pair the cohort up to find the gaps in each other's systems.

Pair Exercise: Companies pair off (A with B, C with D) and work a structured gap-finding worksheet — pre-organization of leads, ICP proxies, new company generation, minimum viable record. The goal isn't to solve it all. The goal is to find where you don't have answers yet.

Asset W2·A01
Building Your Lead Engine
Strategic Blueprint
Pre-work
CRM Health Check Template
Google Sheet
Framework
Minimum Viable Record
Activity
Framework
ICP Proxy Data Map
Activity
Building Your Lead Engine — Top 5 Building Blocks
SOP
01
Lead Pre-Organization — the "Gas Tank"
How many offline / B-list companies do you have? What % are clean vs raw?
Gap · Audit needed
02
ICP Targeting & Proxy Data
What signals identify a great-fit account? Revenue band, tech stack, review count, geography…
In progress
03
New Company Generation
Which tools fill the funnel — ZoomInfo, Clay, scrapers, associations?
Solid
04
Minimum Viable Record
What fields must exist for an account to be "callable"? Name, vertical, region, email, LinkedIn…
Gap · Define standard
05
Sales Ops Cleaning Cadence
Who cleans? How often? How long to convert raw → SDR-ready?
In progress
CRM Health Check — Pre-Work for Week 2
SHEET
Segment
Total
% Clean
SDR-Ready
B-list Accounts (offline)
2,400
18%
432
CRM · HVAC Vertical
5,800
31%
1,798
CRM · Mid-Market SaaS
3,200
74%
2,368
CRM · Field Services
1,900
22%
418
Total Usable Pipeline
13,300
38%
5,016
ICP Proxy Data Map · How signals become callable accounts
FRAMEWORK
Review Count (HVAC)
100+ reviews company.reviews
In CRM 92% coverage
Revenue Band
$5–25M ARR company.revenue
Partial 61% coverage
Tech Stack Signal
Uses ServiceTitan company.tech
Missing 12% coverage
Region / Territory
SE / Mid-Atlantic company.region
In CRM 99% coverage
02
Phase Two · Weeks 3–5
Hire— or "Build" on website
Source, screen, and select your SDR team. Mark doesn't just teach you to hire — he runs roleplays, scores candidates with you, and joins your hiring panel live.
Click to expand · 3 weeks · Hiring playbook, scoring rubrics, Mark on your hiring panel
03
Hire · Virtual
Qualities & Top-of-Funnel Sourcing
You leave with your JD posted, your sourcing channels defined, and your interview windows on the calendar.
03
Hire · Virtual
Qualities & sourcing Virtual · 90 min

Qualities & Top-of-Funnel Sourcing

You leave with your JD posted, your sourcing channels defined, and your interview windows on the calendar.

We define the ideal SDR profile for your business — the values, the qualities, the experiential markers. Then we go hunting. The Going on Offense philosophy: you find candidates, you don't wait for them to find you.

LinkedIn Workshop: Live in the session. Each company customizes their LinkedIn profile, builds their search strings, and writes their first outreach messages from the template pack.

Asset W3·A01
Qualities of a Winning SDR
Hiring Scorecard
Asset W3·A02
Going on Offense — Outreach Philosophy
Strategy Doc
Asset W3·A03
LinkedIn Outreach Templates
InMail Pack
Asset W3·A04
Project Planning Your Hiring
Google Sheet
Qualities of a Winning SDR — Candidate Scorecard
RUBRIC
01
CoachabilityAccepts feedback, applies it the next call
4 / 5
02
Grit & ResilienceBounces back from rejection, stays on it
5 / 5
03
CuriosityAsks the second question, not just the first
4 / 5
04
Competitive DriveWants to win, not just participate
3 / 5
05
Communication ClarityPlain language, no jargon, no filler
5 / 5
LinkedIn Outreach Template Pack — 4 messages
PLAYBOOK
M1 — Connection
Cold
"{First Name} — I saw your {recent post / experience} and admired the way you think about {topic}. We're building something at {Company} where folks with your perspective tend to thrive. Open to connecting?"
M2 — Invite
Warm
"Thanks for connecting, {First Name}. We're hiring an SDR at {Company} — I think the profile would suit you. 20 minutes this week to see if it's a fit either way?"
M3 — Follow-up
Cadence · Day 3 / 7 / 14
"Looping back — wanted to flag the role's filling, but if you're still curious to learn more, here's a 5-min loom: {link}"
M4 — InMail
Passive
"{First Name}, not job-hunting — got it. But if the right opportunity walked up to you in the next 90 days, what would it have to look like?"
Project Planning Your Hiring — 8-Week Timeline
SHEET
Stage
W1W2W3W4W5W6W7W8
JD & SourcingPost · LinkedIn · Network
Source
Round 1 ScreensPhone · 30 min
R1 · 18 candidates
Round 2 ExerciseMock sales · 60 min
R2 · 6 candidates
Finals & OfferDecision · sign · start
Hire · 2 SDRs
— Going on Offense · Outreach Philosophy —
"You go find candidates. You don't wait for them to find you. The best SDRs aren't on Indeed. They're already winning somewhere else."
Mark Facciani · Week 3 teaching
04
Hire · Virtual + 1:1
Round 1 — The Phone Screen System
You leave with the Round 1 script, the scorecard, and the Follow Up Exercise that separates real candidates from polished talkers.
04
Hire · Virtual + 1:1
Round 1 system Virtual · 90 min

Round 1 — The Phone Screen System

You leave with the Round 1 script, the scorecard, and the Follow Up Exercise that separates real candidates from polished talkers.

The Round 1 phone screen is where most founders bleed time hiring the wrong people. We teach the script, the red/green flags, and the scoring rubric. Then we run live roleplays in the group — refining each company's questions in real time.

The Secret Sauce: the Follow Up Exercise — a post-call assignment that tests candidate hunger and follow-through before you ever invest Round 2 time.

Asset W4·A01
Round One Interview Questions & Scoring
Question Bank · Rubric
Asset W4·A02
Scoring & Tracking Template
Google Sheet
Asset W4·A03
Round One Follow Up Template
Hunger Test
Framework
Red Flag / Green Flag Map
Reference Doc
1:1
Bonus · Premium 1:1
Mark joins your Hiring Panel
30–45 minute private session with Mark later that week to review your top candidates side-by-side and decide who advances.
Round 1 Phone Screen — Script & Scoring Rubric
SCRIPT
Section A · Motivation
5 min
"Why this role, and why now? What made you click apply this week — not three months ago?"
"Walk me through the last time you wanted something professionally and got it. What did you do?"
1
Pass
Generic, no specifics
2
Maybe
Some signal, lacks depth
3
Advance
Specific story, real action
Section B · Coachability
10 min
"Tell me about feedback you got that stung. What did you do with it?"
"In your last role, what's something you'd do differently if you could rewind?"
Section C · Resilience
5 min
"Tell me about a time you got knocked down — a deal lost, a tough stretch, a hard 'no.' What did you do next?"
Scoring & Tracking — Week 4 Candidate Pipeline
SHEET
CandidateScoreStageNext Step
Jared KrimmelEx-AE · 2 yrs SaaS
92
Advance Send R2 invite
Sebastian JimenezBootcamp grad · hungry
81
R2 Booked Follow-up sent
Dean CurtisRestaurant mgmt · strong drive
74
R2 Pending Awaiting follow-up
Austin ContiGeneric answers · no spec
42
Pass Polite decline sent
Secret Sauce
Round 1 Follow-Up Exercise
"Send candidates this assignment within 24 hours of Round 1. Watch what they do with it — and how fast."
Responds within 24 hours unprompted
Asks at least one clarifying question
Submission is specific to your business
Goes beyond what was asked for
References something from R1 call
Red Flags
Blames last manager / job / company
Can't name a specific failure
Generic answers, no real stories
Doesn't ask questions back
Green Flags
Owns past mistakes specifically
Asks what success looks like in 90 days
Curious about your product, not just role
Energy goes up under pressure, not down
05
Hire · Virtual
Round 2 — The Curveball & Final Interviews
You leave with Mark's Round Two Sales Exercise — the live mock-call that exposes who can sell under pressure — and a final-round structure that makes the decision obvious.
05
Hire · Virtual
Round 2 & finals Virtual · 90 min

Round 2 — The Curveball & Final Interviews

You leave with Mark's Round Two Sales Exercise — the live mock-call that exposes who can sell under pressure — and a final-round structure that makes the decision obvious.

Round 2 is where most founder-led hires guess. We replace the guess with a system. Mark walks you through The Curveball — a structured mock sales exercise designed to surface real selling instinct under realistic pressure.

Workshop: Each company practices running the Round Two exercise live in the session. By the end, you know how to run it, score it, and read it.

Asset W5·A01
Round Two Sales Exercise — The Curveball
Playbook
Asset W5·A02
Final Round Interview Guidelines
Structured Agenda
Framework
Objection Response Grading
Rubric
Framework
Final Decision Criteria
Reference
Round Two Sales Exercise — The Curveball
PLAYBOOK
Live Scenario
Your candidate has 5 minutes to prep
"You're an SDR at Northwind Field Services. You're cold-calling Lisa, COO of a 220-truck operator. She picks up. She's short. She has 30 seconds before her next call. Go. We're going to interrupt you with three objections. We're going to grade your recovery, not your opener."
Grading Dimension
Rating
Score
Composure under pressureDoes the script hold when interrupted?
4 / 5
Discovery instinctDoes the candidate ask before pitching?
3 / 5
Objection recoveryDoes "no" become a real conversation?
5 / 5
Close commitmentDo they ask for a real next step?
4 / 5
Coachability mid-callDid they adjust after first interrupt?
5 / 5
Final Round Interview — Structured Agenda
60 MIN
0:00
Founder Vision PitchWhy the company exists · why this hire matters
CEO
0:10
Candidate Story · Year in 90 Days"Walk us through what you'd do in your first 90"
Both
0:30
Live Roleplay · Real ProspectUse a target from this week's pipeline
Team
0:45
Candidate Q&AWhat are they asking? That's the signal.
Both
0:55
Stakeholder DebriefScore privately · vote · share rationale
Team
Final Decision Criteria
1
Cleared the Curveball with a 4+ score
30%
2
Showed coachability between rounds
25%
3
Asked the team substantive questions
15%
4
Founder gut-check after stakeholder debrief
15%
5
Hunger signal — wants this, not "a job"
15%
Objection Response Grading
Sample Objection
⚑ TO BE ADVISED — sample objection & graded responses pending Mark's input
Weak Response · 1/5
[ placeholder — to be filled ]
Strong Response · 5/5
[ placeholder — to be filled ]
03
Phase Three · Weeks 6–8
Onboard— or "Launch" on website
Train, launch, and scale. Your SDRs walk into a system that's already designed for them to win — scripts written, frameworks built, ramp plan locked, and a 90-day roadmap pointing forward.
Click to expand · 3 weeks · Onboarding plan, scripts, A-R-M objection framework, 90-day roadmap
06
Onboard · Virtual
Onboarding — Setting the Tone
You leave with your Success Framework, your Failure Pre-Mortem, and the first draft of your SDR onboarding plan.
06
Onboard · Virtual
Setting the tone Virtual · 90 min

Onboarding — Setting the Tone

You leave with your Success Framework, your Failure Pre-Mortem, and the first draft of your SDR onboarding plan.

Most onboarding fails because no one defined what success — or failure — actually looks like in the role. We fix that first. The Success Framework defines the skills, knowledge, and dispositions that drive performance. The Failure Pre-Mortem maps what failure costs you in dollars and time before it happens.

Workshop: Each company builds their own Success Framework and Failure Pre-Mortem live in the session, with peer pressure-testing.

Asset W6·A01
Onboarding — Creating a Masterpiece
Architecture Map
Asset W6·A02
Success Framework & Failure Pre-Mortem
Worksheet
Asset W6·A03
Training with Context — Best Practices
Session Design
Asset W6·A04
Sample SDR Onboarding Plan
3-Week Template
Onboarding Architecture · 3-Week Ramp Plan
PLAN
Week 01
Foundation
Company immersion · founder story
Product training · ICP deep-dive
Tools setup · CRM · LinkedIn
Roleplay #1 · scripted
Activity Target 25%
Week 02
Live Calls
First 50 dials · live
Daily roleplay · objection drill
First booked meeting
Pipeline hygiene check
Activity Target 60%
Week 03
Ramp to Full
Full activity quota live
3+ meetings booked
Manager 1:1 cadence locked
Self-running daily
Activity Target 100%
Success Framework · What "Ready to Win" Looks Like
WORKSHEET
S
Skills
Runs the script without reading it
Handles 3+ objections in a row
Asks a real discovery question
Books a meeting in < 90 seconds
K
Knowledge
Names the top 3 ICP signals
Explains product in one sentence
Knows top 3 competitor responses
Can pull a target list unaided
D
Dispositions
Starts the day before anyone asks
Logs learnings without prompt
Brings questions to 1:1s
Energy rises under pressure
!
Failure Pre-Mortem
"It's 90 days from now. Your SDR has failed. Why? Name it before it happens — so you can prevent it."
Failure Mode
Root Cause
Cost
No meetings booked by Week 6
Script never tested in real calls week 2
$22K
Burns out and quits at Day 60
No 1:1 cadence · no early wins reinforced
$45K
Calls don't sound like the brand
Skipped product immersion · onboarding rushed
$15K
Pipeline quality is junk
ICP never internalised · targeting weak
$30K
07
Onboard · Virtual + 1:1
Scripts, Toolkit & Rhythm
You leave with tailored call scripts, your top 3 A-R-M objection responses, and the full SDR Elevation Toolkit — 11 frameworks that drive performance after launch.
07
Onboard · Virtual + 1:1
Scripts & toolkit Virtual · 90 min

Scripts, Toolkit & Rhythm

You leave with tailored call scripts, your top 3 A-R-M objection responses, and the full SDR Elevation Toolkit — 11 frameworks that drive performance after launch.

This is the heaviest content week — Outbound 101 distilled. We start with The Ultimate Outbound Metaphor (outbound as matchmaking, not interrogation), build the call script architecture, then drill into the A-R-M Objection Handling Framework with real objections from each company's market.

Workshop: Each company tailors their scripts and builds their top 3 A-R-M responses live, with peer feedback. The full Elevation Toolkit ships at week-end — 11 frameworks covering mindset, language, performance, and growth.

Asset W7·A01
The Ultimate Outbound Metaphor
Mindset
Asset W7·A02
Generic Call Scripts
Playbook
Asset W7·A03
A-R-M Objection Handling
Framework
Assets W7·A04–A11
SDR Elevation Toolkit (8 more)
Growth Tracker, Call Status, Buyer's Mentality, Deposits & Withdrawals, Words to Use & Avoid, Necessary vs. Unnecessary Suffering, Neutral Thinking, Stress vs. Pressure
1:1
Bonus · Premium 1:1
Mark reviews your Onboarding Plan v1
30–45 minute private session the week of 8/20 to review your V1 onboarding draft and refine before launch.
— The Ultimate Outbound Metaphor —
Outbound is matchmaking, not interrogation.
Are you single?
Are you growing your team?
Tell me what you're looking for
What does success look like?
I might know someone
We help companies like yours
Want me to set it up?
Worth a 20-minute call?
SDR Call Script · Outbound Cold Call
PLAYBOOK
Opener
"Hey {First Name}, this is {rep} from {Company}. We just started working with {Competitor} — do you know those guys?"
15 sec
Pattern Interrupt
"Most COOs we talk to at 220+ truck shops are losing 6–8 hours a week to dispatcher chaos. Sound at all familiar?"
20 sec
Discovery
"What's your current setup look like — and what would have to change for it to feel handled?"
90 sec
Value Statement
"We help shops your size cut dispatch chaos by ~40% in the first 60 days — no rip and replace, no IT lift."
30 sec
Objection Pivot
If pushback → run A-R-M framework (below). Do not skip Acknowledge.
Varies
Close
"Worth 20 minutes Thursday afternoon, or does Friday morning land better?"
10 sec
A-R-M Objection Handling Framework
FRAMEWORK
A
Acknowledge
Validate the concern without backing down.
R
Respond
Overcome the objection head-on — directly, without backing down.
M
Move On
Move to the next question — keep the conversation going.
— Live Example —
"We're not looking to make any changes right now."
A
"Totally fair — most folks I talk to aren't looking when I call."
R
"That said — the shops who waited 6 months last year are spending 3× more to fix it now. Curious if that pattern fits your world."
M
"Worth 15 minutes to compare notes — even if it's just so you know what to look out for?"
SDR Elevation Toolkit · 8 Frameworks for performance after launch
TOOLKIT
01
Growth Tracker
3-tab learning sheet
02
Buyer's Mentality
Worth reframes
03
Call Status
Confidence ladder
04
Deposits & Withdrawals
Empathy framework
05
Words to Use / Avoid
Power language
06
Necessary Suffering
Pain philosophy
07
Neutral Thinking
Emotional control
08
Stress vs. Pressure
Crunch-time performance
08
Onboard · In-Person
Launch & 90-Day Roadmap
You leave with your engine built, your team launched, and a 90-day operational roadmap pointing forward — targets, projects, risks, and one non-negotiable commitment.
08
Onboard · In-Person
Half-day culmination On-site · 4 hrs

Launch & 90-Day Roadmap

You leave with your engine built, your team launched, and a 90-day operational roadmap pointing forward — targets, projects, risks, and one non-negotiable commitment.

We close in person. Each company presents their SDR engine — charter, comp, onboarding, scripts, metrics — and Mark gives direct feedback while peers note what they'll steal for their own.

Then we move to forward operations: Manager Cadence (1:1 communication structures), Sales Ops 2.0 (top 5 processes to install next), and Progression Ladder (ramp plans, PIPs, what comes after the first 90 days).

Asset W8·A01
1:1 Communication Basics
Manager Cadence
Asset W8·A02
Sales Ops Building Blocks
Top 5 Processes
Asset W8·A03
Sales Ops Progression — What's Next
Quarterly Roadmap
Activity
Your 90-Day Roadmap
Built live in session
1:1 Communication Basics · Manager-SDR Cadence
CADENCE
When
Structure & Purpose
Time
Daily
Pipeline StandupActivity check · 1 win · 1 blocker
15 min
Weekly
1:1 Coaching SessionCall review · roleplay · skill development
45 min
Monthly
Performance & Growth ReviewQuota progress · career path · feedback both ways
60 min
Sales Ops Building Blocks · Top 5 Foundational Processes
FRAMEWORK
DH
Data Hygiene
Clean & deduplicate
RC
Reporting Cadence
Daily · weekly · monthly
PD
Pipeline Definitions
Stage gates · exit criteria
PO
Process Ownership
Who owns each handoff
KG
KPI Governance
What we track · why
Your 90-Day Post-Launch Roadmap
BUILT LIVE
D 0–30
Stabilize
Get the engine running cleanly
Ramp to 50% activity target · 1:1 cadence locked · first booked meetings in week 2
Daily standup live First 5 meetings Roleplay weekly
D 31–60
Activate
Full activity · measured pipeline contribution
Full quota live · first $200K in sourced pipeline · weekly call-review running clean
Full activity quota $200K sourced First pipeline review
D 61–90
Scale
Sales Ops 2.0 begins · second hire opens
Quota tracking weekly · Sales Ops 2.0 install begins · second SDR JD posted
Quota attainment % Sales Ops install SDR #2 sourcing
Sales Ops Progression · Quarter-by-Quarter What's Next
SHEET
Q1
Install & stabilize
Pipeline definitions live
Weekly reporting cadence
Activity baseline established
Q2
Optimize the funnel
Conversion analytics by stage
A/B test outbound messaging
Manager scorecard built
Q3
Scale the team
Hire SDR #3 & #4
Onboarding playbook v2
Comp plan review & adjust
Q4
Predictable revenue engine
Forecast accuracy < 10%
Tenure-based career ladder
Annual planning · next phase
▲ Closing dinner — cohort celebration, continuity into Operator Guild
What's Actually In The Room
It's not a course.
It's a room.
A course is one person talking to many. Elevate is the opposite — a small, deliberate room of operators building the same engine at the same time, with the same coach in the room every step.
— The Format —
A small room. By design.
Cohorts capped at 3 to 4 founders. Selected by Mark personally for fit, stage, and seriousness. Nobody is here to "learn about sales." Everyone is here to build.
  • 3–4 operators per cohort — no audience, no spectators
  • Application + fit call before anyone is admitted
  • Same problems, different verticals — pattern recognition compounds
Two in-person boardroom sessions + private dinner — intimate working sessions with the cohort. Week 1 kickoff + Week 8 close.
— The 1:1 Time —
Two private sessions with Mark.
Most group programs end at the group. Elevate doesn't. Built into every cohort: two dedicated 1:1 sessions where it's just you and Mark working on your specific build.
  • Week 4 — Hiring Panel: Mark sits on your panel for your first SDR hire
  • Week 7 — Onboarding Review: Mark reviews your reps' first 30 days, live
  • Async access in between — Slack, Skool, Loom, voice notes
These are the two highest-leverage moments in the entire program. They're not bonuses — they're load-bearing.
— The Access —
Mark, in the build.
This isn't a content drip. Mark is in the work with you — reviewing your hires, your scripts, your dashboards, your numbers. The same operator who built the SDR engine that contributed to Tenna's 100%+ ARR growth is in your build.
  • Live working sessions — not recorded lectures
  • Asset reviews — your comp plan, scripts, scorecards
  • Continuity post-program — Operator Guild for cohort alumni
Built for founders who don't want to be taught. They want to build alongside someone who's done it.
3–4
Founders per cohort
8
Weeks · Build to launch
Private 1:1s with Mark
30+
Live assets delivered
The 30-Asset Toolkit
Built once.
Yours forever.
Every asset below is a working tool, not a slide. Real Google Sheets. Real interview rubrics. Real scripts. The same operating system Mark built at Tenna — handed to you, customized to your business, ready to run on day one.

Tap any week to see the assets included that week.

Week 01
BUILD
PATH ROI Calculator · Winning SDR Comp Plan
2 assets
Week 1 W1-A01
PATH ROI Calculator
4-tab Google Sheet — foundation assumptions, baseline metrics, activity waterfall, and a comp plan that delivers ROI.
Google Sheet · 4 tabs
Week 1 W1-A02
Winning SDR Comp Plan
The five principles for building a comp plan that ties SDR activity and outcomes back to your ROI model.
Framework · 5 principles
Week 02
BUILD
Lead Engine Blueprint
1 asset
Week 2 W2-A01
Lead Engine Blueprint
The questions you must answer to build a sustainable lead engine — channels, inputs, conversion flow, all mapped.
Strategy · Channel map
Week 03
HIRE
Qualities of a Winning SDR · Outreach Philosophy · LinkedIn Templates · Hiring Project Plan
4 assets
Week 3 W3-A01
Qualities of a Winning SDR
The five traits to screen for in the interview process — what to look for and how to weight it.
Scorecard · Trait matrix
Week 3 W3-A02
Outreach Philosophy: Going on Offense
Stop waiting for candidates to find you. The recruiting mindset shift that fills your pipeline before you post a job.
Philosophy · Mindset
Week 3 W3-A03
LinkedIn Outreach Templates
Plug-and-play InMails, connection requests, and interview invitations. Copy, customize, send.
Templates · Plug-and-play
Week 3 W3-A04
Hiring Project Plan
Google Sheet with stage-by-stage timelines, time estimates, and owner columns. Run your hiring like a project, not a guess.
Google Sheet · Gantt
Week 04
HIRE
Round 1 Interviews + Scoring · Candidate Tracking · Follow-Up Exercise
3 assets
Week 4 W4-A01
Round 1 Interviews + Scoring
Mark's exact Round 1 question set and the scoring rubric he uses to separate signal from noise.
Rubric · Question set
Week 4 W4-A02
Candidate Tracking Template
Google Sheet that moves candidates from outreach → Round 1 → Round 2 with status, scoring, and follow-up baked in.
Google Sheet · Tracker
Week 4 W4-A03
Round 1 Follow-Up Exercise
The follow-up test that reveals hunger and follow-through before you waste a Round 2 slot.
Exercise · Hunger test
Week 05
HIRE
Round 2 Mock Sales Exercise · Final Round Interview Guide
2 assets
Week 5 W5-A01
Round 2 Mock Sales Exercise
Mark's step-by-step mock sales call exercise — including the grading framework that tells you if they can actually sell.
Exercise · Mock + grade
Week 5 W5-A02
Final Round Interview Guide
Best-practice format, agenda, and decision criteria for the call that makes the offer or kills the deal.
Guide · Decision framework
Week 06
ONBOARD
Onboarding Masterpiece · Success Framework + Pre-Mortem · Training with Context · Sample Plan
4 assets
Week 6 W6-A01
Onboarding: Creating a Masterpiece
The high-level architecture for ramping a new SDR — every key stage, mapped end-to-end.
Architecture · Ramp stages
Week 6 W6-A02
Success Framework + Failure Pre-Mortem
Define the skills, knowledge, and dispositions for success — and what failure costs you before it happens.
Framework · ✓ vs ✗
Week 6 W6-A03
Training with Context
Step-by-step guide to designing training sessions that actually transfer — context, objective, practice, feedback.
Guide · Session design
Week 6 W6-A04
Sample SDR Onboarding Plan
Weeks 1–3 onboarding template — daily milestones, accountability checkpoints, ready to clone.
Template · 3-week calendar
Week 07
ONBOARD
11 frameworks — scripts, A-R-M, growth tracker, deposits & withdrawals, stress vs. pressure, more
11 assets
Week 7 W7-A01
The Ultimate Outbound Metaphor
Outbound, reframed as matchmaking. The metaphor that makes new SDRs finally get it.
Metaphor · Mindset
Week 7 W7-A02
Generic Call Scripts
Starter call scripts built on Mark's core outbound principles — customize to your ICP, ship in a day.
Scripts · Starter set
Week 7 W7-A03
A-R-M Objection Framework
Acknowledge. Respond. Move on. The objection-handling methodology that wins more meetings than any tactic.
ARM Framework · 3-step
Week 7 W7-A04
SDR Growth Tracker
3-tab Google Sheet: log connect learnings, capture daily insight, track results. The dashboard reps actually use.
Google Sheet · 3 tabs
Week 7 W7-A05
Call Status
The positioning framework that stops SDRs from putting prospects on a pedestal — and starts levelling the call.
Mindset · Positioning
Week 7 W7-A06
Buyer's Mentality
Confidence-building mechanism that helps SDRs recognize their own worth — and bring it on every call.
Framework · Confidence
Week 7 W7-A07
Deposits and Withdrawals
Empathy framework that turns calls from interrogations into conversations. Give before you ask.
Framework · Empathy
Week 7 W7-A08
Necessary vs. Unnecessary Suffering
The philosophy that separates the pain you must accept from the pain you can avoid. Resilience, distilled.
Philosophy · Resilience
Week 7 W7-A09
Words to Use and Avoid
Power words. Weak words. Phrase swaps. The language guide that quietly compounds your conversion rate.
Guide · Language
Week 7 W7-A10
Neutral Thinking in Sales
Philosophy + exercises for building emotional control. The mindset that holds up after the 50th no of the day.
Worksheet · Mindset
Week 7 W7-A11
Stress vs. Pressure
Reframe the big moments. The performance mindset that turns crunch time into the time SDRs actually want.
Framework · Performance
Week 08
ONBOARD
1:1 Communication · Sales Ops Building Blocks · Sales Ops: What's Next
3 assets
Week 8 W8-A01
1:1 Communication Basics
Three structures for the Manager–SDR 1:1 that turn it from a status meeting into a coaching moment.
System · Cadence
Week 8 W8-A02
Sales Ops Building Blocks
The Top 5 sales ops processes to implement first — your operating system, modularised.
System · 5 blocks
Week 8 W8-A03
Sales Ops: What's Next
Quarter-by-quarter Google Sheet for your next data priorities and the insights to chase 90 days at a time.
Q1Q2Q3Q4 Google Sheet · Roadmap
Thirty assets. One operating system.
The same one Mark built at Tenna.
Yours to keep · Yours to customize · Yours to scale
— What's Included Beyond The Eight Weeks —

The weekly sessions are just the spine.

The engine you walk away with is built in the spaces between — in private reviews with Mark, in weekly open office hours, and in the cohort room that doesn't close when the call ends.

— Private 1:1 Time With Mark —
Two of the highest-leverage moments are private.
1:1
Week 4 of the program
The Hiring Panel
Mark personally sits on your interview panel as you make your first SDR hire. He sees the room, hears the candidate, and pulls you aside after to debrief — before you make an offer.
30–45 min Live · virtual or in-person Top candidates only
1:1
Week 7 of the program
The Onboarding Review
You bring your V1 onboarding plan to Mark, page by page. He stress-tests it against the failure modes he's seen most often — and you leave with a refined plan you can launch with confidence.
30–45 min Private session Pre-launch refinement
— Weekly Office Hours —

Eight open hours. Every Thursday.

The hardest questions show up between sessions. So every Thursday through the program, the room reconvenes for a focused open hour — a different weekly topic (lead-gen, hiring, onboarding, scripts) and direct access to Mark in real time.

Thursdays · 12:15 – 1:15 PM ET 8 sessions across 8 weeks Weekly topical focus
8 Office Hour Sessions
8 Thursdays across the program
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WEEK 1
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WEEK 2
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WEEK 3
Thu
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WEEK 4
Thu
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WEEK 5
Thu
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WEEK 6
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WEEK 7
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WEEK 8
Thu
Topic-led open hours · Mark in the room · ask anything · build in public with your cohort
— That's the program in full —

When you're ready to talk it through.

The Elevate program runs as small group cohorts (3–4 founder-operators per group), Tuesdays 12:15–1:15 PM ET, with weekly Thursday office hours and two private 1:1s with Mark. Investment is $15,000 total — or $9,000 split into two payments. A 20% deposit reserves your seat in the next cohort.

If you've been talking with Mark and want to take the next step, grab a time below — or just reply to him directly.