STAOS | Sales Performance Optimization for Agency Founders

01 The diagnosis

The deals are already in your pipeline.

They are leaking out through a process nobody ever built on purpose. More traffic does not fix a funnel with holes in it.

Where founder-led pipelines leak

01

Leads in

100%

02

Contacted

74%-26

03

Qualified

41%-33

04

Demo held

23%-18

05

Closed won

9%-14

Illustrative pattern, not client data. We map your real numbers in the audit.

Four things cause almost all of it

No shared definition of a qualified meeting, so every rep uses their own.
Pricing decided deal by deal, which quietly trains buyers to negotiate.
The pipeline lives in the founder’s head instead of a system.
Nobody reviews calls, so the same mistake gets made all quarter.

Each one is fixable in weeks. None of them are fixed by buying more leads.

Find your leak in 20 minutes

02 The operating sequence

Five stages. In order. Every time.

STAOS is not a philosophy. It is the sequence we run inside a sales floor, and it only works in this order.

01Structure

Every rep knows the play before they pick up the phone. Roles, pods, pricing, offers and a written definition of a qualified meeting.

02Tracking

You can finally see where deals actually die. CRM standards, pipeline stages, activity and outcome data that agree with each other.

03Analyze

We review intro and closing calls to find the patterns behind your best meetings, then make those patterns the standard rather than the exception.

04Optimize

Cut the channels that do not pay. Double down on the ones that do. Weekly, not quarterly, because a quarter is four wasted months of learning.

05Scale

Once the machine converts predictably, we pour volume into it. Paid media into a fixed funnel compounds. Paid media into a leaking one just costs more.

03 Services

Four lines. Transparent pricing.

Consulting sets the strategy, coaching drills the team, CRM development makes the data honest, automation removes the manual work.

01from $1,500/mo

Consulting

We design and install the revenue engine, process, pipeline, playbook, forecast, and meet you on the cadence you choose.

See pricing

02from $3,000/mo

Coaching

Repetition, that is. Call reviews, objection drills on live deals, and a weekly rhythm that turns good months into every month. Built by coaches who have trained more than 500 closers.

See pricing

03from $1,000/mo

CRM Development

Dead deals, empty fields, dashboards nobody opens. We clean it, rebuild it, and enforce it every month, so your pipeline finally tells the truth.

See pricing

04from $1,500/mo

AI Automation

The team behind the STAOS free tools, the dialer, the checkers, the calculators, dedicates monthly build capacity to client automation and custom tooling.

See pricing

Compare all twelve tiers

04 Proof

From founder-led to a record month in 90 days.

EVO Marketing was doing $150K to $200K a month with the CEO setting and closing every deal himself. The ceiling was one person’s calendar.

A busy agency sales floor with reps working their pipeline

EVO Marketing

$455KRecord month

90Days to get there

2.3xOff baseline

“We went from everything running through me to a record $455K month in 90 days. STAOS didn’t just advise, they built the machine with us.”

Dawson Gibbs CEO, EVO Marketing

We hired the closers, built the pods, standardized the pricing, put a real dashboard behind it, then turned paid media on last.

Read the full case study

05 Who installs it

Three agency leaders for less than one senior hire.

You are not buying a course or a consultant with a deck. You get the three people who built and ran the floor.

Founder

Jimmy Smith

80,000+ cold calls made personally
200+ sales reps trained
Scaled an agency from 3,000 to 9,000 clients
Built teams inside Inc. 5000 and Fortune 500 companies

Co-founder

Tito Chavez-Nguyen

Trained hundreds of reps at an Inc. 5000 company
Led sales and enablement through two acquisitions
Headed enablement for a $300M private company
Owns onboarding and enablement at STAOS

CTO and partner

Conner Henry

Architects the revenue operations stack
Owns CRM, pipeline standards, KPIs and automation
Makes the whole system measurable
“Systems enforce discipline better than willpower ever will”

Inc. 5000Jimmy built and ran sales teams inside Inc. 5000 companies.

Fortune 500And inside Fortune 500 sales organisations before that.

06 Where it came from

We built this inside our own agency first.

STAOS was not designed in a workshop. It is the sequence we used on our own floor when founder-led selling stopped scaling.

From 3,000 clients

9,000

Clients served, in four years.

Retention held at

96%

While tripling the client base.

From $60M ARR

$200M

Annual recurring revenue.

07 Free, no email required

Four tools we would not run a floor without.

Everything here is free and ungated. These four are the ones our own reps open every single day.

01 AI Call Grader

Paste a call transcript and get it scored the way a sales manager would score it: opener, discovery, objection handling, next step.

Replaces: listening to 40 calls a week Open the tool → 02 Remote Cell Dialer

A free browser power dialer that runs off your own cell number. Load a CSV, dial the list, log dispositions as you go.

Replaces: a $99/seat dialer Open the tool → 03 STAOS Prospect

Find advertisers running paid traffic right now, pull their public contacts, check ad status, and build a list you can actually call.

Replaces: three tabs and a scraper Open the tool → 04 LeadLens

A browser extension that colours any URL by its CRM lead status, so you can see who has already been worked before you dial.

Replaces: checking the CRM twice Open the tool →

08 24 tools, 500 prompts

Pick your seat.

Same library, three doors. Start with the one that matches the job you actually do all day, then take the rest when you need it.

01 · rep Sales reps

You are on the phone all day. You need a dialer, a script, a checklist and a way to know who has already been called.

Tools 9 Prompts 198

02 · manager Sales managers

You own the floor and the forecast. Velocity, win rate, ramp cost, quota capacity, and calls graded without you listening to all of them.

Tools 7 Prompts 456

03 · owner Agency owners

You are still the best closer in the building. CAC, LTV, margin, comp design, break-even, and what a real sales leader costs.

Tools 8 Prompts 342

24 free sales tools

Fractional cost calculator, sales velocity, quota and capacity planner, AI call grader, cold call script generator, a free power dialer, prospecting and more. No gate, no drip sequence, no card.

Open the tools

500-prompt AI sales library

Every prompt organised by the five STAOS stages and by role. Scripts, comp plans, pipeline rules, call analysis, objection handling, hiring loops.

Open the library

09 Questions

The ones we get asked on every call.

Structure, Tracking, Analyze, Optimize, Scale. It is the operating sequence we install with your sales team, run in that order, because you cannot optimize something you are not tracking and you should not scale something you have not optimized.

Having a CRM and having tracking are different things. Most founder-led teams have a CRM where stages mean something different to every rep, so the pipeline number is a feeling rather than a forecast. Stage two is usually a fortnight of cleanup, not a migration.

Structure and tracking land in the first few weeks, and that alone usually surfaces where the leak is. Conversion changes follow the first full cycle of call reviews. EVO Marketing hit a record month at day 90.

No. If you have one, we make them better and give them a system to run. If you do not have one yet, fractional leadership covers the gap until the hire makes sense, which is usually later and cheaper than founders expect.

Every tier is published. Consulting starts at $1,500 a month, coaching at $3,000, CRM development at $1,000 and automation at $1,500. The audit tells you which line you need first.

Agencies with no delivery capacity, anyone looking for a lead list, and founders who want a document rather than a change in how the team works. The system only pays if someone runs it every week.