Sales playbooks are common, but the same rigor should be applied to customer success. Create a dedicated playbook for account managers covering onboarding, user adoption, quarterly business reviews (QBRs), and proactive upsell/cross-sell techniques. This is a significant and often overlooked revenue opportunity.
Drive significant growth not through a single massive overhaul, but through marginal 10-20% improvements across key levers like qualified opportunities, average contract value, and win rates. These small, achievable gains have a multiplicative effect, compounding into substantial overall revenue growth.
Many PE firms use backward-looking commercial due diligence, which is superficial and fails to assess a target's true growth potential. A more effective approach is go-to-market focused due diligence that evaluates the scalability of the future revenue engine, not just past performance.
Given private equity's finite 5-7 year investment hold period, the 80/20 principle is an essential framework. It forces leadership to ruthlessly prioritize by identifying and doubling down on the 20% of customers, markets, leads, or team members that drive 80% of the results.
Go beyond persuasion during a sales call. Use "pre-suasion" to shape the conversation's context beforehand. By strategically sending relevant content, links, and discussion topics, you can prime the prospect to focus on your strengths, making the eventual sales meeting far more effective.
To define Ideal Customer Profiles (ICPs), go beyond analyzing past data. Use the Analytic Hierarchy Process (AHP), a statistical method where the executive team weights criteria and scores potential markets. This forces a rigorous, data-driven prioritization of the most promising customer segments.