SMB Sales Ops Setup — 90-Day Plan
A founder's 90-day plan for setting up sales ops from scratch — first hire, first tools, first playbook.
What this framework is.
For Indian founders making their first 2 sales hires. Week-by-week for 90 days: the sales motion to run, the tools to buy (and avoid), the playbook to write, the metrics to track.
Assumes <₹10L/month in sales budget; skips enterprise-grade tooling until later.
Everything you'll get.
- Week 1–2: Hire profile + compensation structure
- Week 3–4: Tools — what to buy on day 1 (Google Workspace, WhatsApp, Leadkaun) and what to skip (Salesforce, full HubSpot stack)
- Week 5–8: First playbook — pipeline stages, ICP, qualification gates
- Week 9–12: Metrics + accountability system (weekly review, Morning Brief, rep scorecards)
Run it like this.
- 01
Read the plan in one sitting.
- 02
Adapt to your industry (the framework is vertical-agnostic).
- 03
Execute week-by-week; don't jump ahead.
Why it matters
Most founders over-buy tools in month 1 and under-build process in month 3. The plan inverts that — minimal tools, maximum process clarity.
This is the product behind the page.
Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.
Skip the manual version.
Everything this resource teaches, Leadkaun automates the same day — scoring, Priority Queue, Morning Brief, ₹ at risk. No spreadsheet to maintain.