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Building a Sales Strategy: A Practical Framework

Strategy is what you choose not to do. Most sales plans are activity lists in disguise — here is a framework that forces the actual decisions.

By Michael Cox· ·9 min read

Most documents titled "sales strategy" are activity lists wearing a suit. They describe what the team will do — attend these events, run these campaigns, hire these people — without making any of the decisions that would constitute an actual strategy.

Strategy is what you choose not to do. A sales strategy that does not rule anything out has not been written yet. What follows is a framework that forces the real choices, in the order they need making.

1. Segmentation: who you are deliberately not selling to

Every strategy starts with a decision about where to compete, and the useful part of that decision is the exclusion. A segment definition that includes almost everyone provides no guidance to anyone.

Useful segmentation at this stage combines three things: a firmographic definition specific enough to build a list from, a problem those companies feel acutely, and evidence they are willing to spend on it. The third is where most segmentation falls down — plenty of companies have a problem they will never fund.

Rank segments on four criteria: size of the opportunity, how acute the pain is, how easily you can reach the buyer, and how well you can serve them relative to alternatives. Then pick one or two. A company running four segments simultaneously at early stage is running none of them properly.

2. Value proposition: the claim you can actually defend

A value proposition is not a description of your product. It is a claim about the change a specific customer experiences, stated in terms they would recognise, that a competitor cannot make as credibly.

Three tests:

  • Specificity. Could a competitor put their name on it? If so, it is a category description, not a proposition.
  • Recognition. Would your buyer describe their problem this way, or is it your internal framing?
  • Evidence. Can you support it with something — a result, a reference, a demonstration? An unsupported claim is a liability in a considered sale.
If your value proposition survives a competitor putting their logo on it, it is not a value proposition.

3. Route to market: one motion, run properly

The channel decision follows from deal size and cycle length, and the economics are relatively unforgiving.

Below roughly £10,000 average contract value, a human-led sales motion rarely pays for itself — the cost of the conversations exceeds the margin. That points to inbound, self-serve, or product-led motion. Between £10,000 and £50,000, a lightweight direct motion works if the cycle is short. Above £50,000, direct and partnership routes dominate because the deal supports real human investment.

Partnerships deserve specific mention because they are consistently underused at early stage. One relationship with an organisation that already has trust with your buyers can outperform a year of direct outreach. They are slow to establish and hard to force, which is why most companies skip them — and why they remain available.

4. Pricing: a strategic decision, not an afterthought

Pricing communicates positioning before anything else does. Price low and you signal a commodity, invite scrutiny of value, and remove the margin that funds the sales effort. Price high and you must justify it — which imposes a useful discipline on the proposition.

Two questions worth resolving explicitly. What is the buyer comparing this to, including doing nothing and building internally? And what does the price signal about who this is for? A number that seems arbitrary invites negotiation; a number with a rationale behind it invites a decision.

5. Coverage model: who does what

Coverage is the decision about how selling effort maps to accounts. The realistic options at small scale are a founder-led motion, a single generalist seller, a specialist split between opening and closing, or a fractional or partner-led arrangement.

The common error is hiring a generalist salesperson before the motion is proven, which asks that person to invent a process rather than execute one. Most do not, most cannot, and the failure takes two to three quarters to become undeniable.

The related error is the opposite: a founder holding onto sales long past the point where their time is better spent elsewhere, because handing it over feels risky. Both errors are versions of the same problem, which is not having decided what the coverage model actually is.

6. Metrics: leading indicators that arrive in time to act on

Revenue is the outcome, and it arrives too late to steer by. A strategy needs indicators that move early enough to change something.

  • Qualified conversations opened per week, by segment
  • Reply and engagement rate, split by segment, so the targeting is testable
  • Conversion from first conversation to qualified opportunity
  • Average cycle length, and where deals stall most often
  • Loss reasons, collected honestly rather than diplomatically

Loss reasons are the most undervalued of these. A quarter of honestly recorded losses will tell you more about whether your positioning and pricing are right than any planning exercise.

7. Review: the strategy is a hypothesis

Everything above is a set of bets. Review them quarterly against evidence, and be specific about what would change your mind before you have the data — otherwise every result gets rationalised as confirmation.

The question at each review is not "are we working hard enough" but "is the segment right, is the proposition landing, and is the channel producing at the rate we assumed." Those are strategy questions. Activity questions are answered weekly in the pipeline review.

The common thread

Each of the seven decisions above forces an exclusion — a segment not pursued, a channel not run, a price point declined, a customer turned down. Companies find this uncomfortable and frequently avoid it by keeping every option nominally open, which produces a plan that reads well and provides no guidance on a Tuesday morning.

A strategy someone can act on without asking you is one that made the choices. That, rather than the document, is the deliverable.

Michael Cox

Michael Cox · Founder, Qualify Advance

Over a decade building commercial functions across AdTech, sports media and iGaming — including growing advertiser revenue 112% at an AdTech start-up and delivering 56% year-on-year growth through relationships with WPP, GroupM, Omnicom and Publicis. Qualify Advance works as an embedded commercial partner for businesses that need pipeline and process without the cost of an internal team.

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