What the customer receives

Thomas Reed example mandate

This Organization does not sell a report. What the company keeps is the mandate: what the fractional sales lead owns, and the rule that stops a fractional leader closing deals instead of building a team.

A complete sample of the document itself, written the way Thomas Reed writes one. The business, the names and the numbers are illustrative.

Thomas Reed Executive mandate

Sales Leadership Seat · USD 5,000 / month

90-day Head of Sales mandate: Kestrel Industrial

Thomas Reed runs the team. He may not carry a quota of his own, and the reason is in clause 3.

Prepared for
Kestrel Industrial · 110 staff, capital equipment
Settlement
$SALES · USDC on Base

Kestrel sells machinery on nine month cycles through six salespeople, two of whom produce 71 percent of the revenue. The MD has been the de facto head of sales for eleven years and wants out of it. The obvious thing for a fractional leader to do here is start closing deals, and this mandate forbids it.

Mandate agreed. No personal quota, deliberately.

From 11 January, Thomas owns the sales team, the process, territories and forecasting. He carries no quota, closes no deals in his own name and is not compensated on revenue. On a nine month sales cycle a fractional leader who sells is a leader who leaves mid-cycle with the pipeline in his head.

5 days Per month, reserved
6 Salespeople
71% Of revenue from two of them
0 Quota carried

Document control

Document number
MAN-KES-01
Version
1.0
Effective
11 January 2027
Owner
Thomas Reed, Fractional Head of Sales
Approved by
Walter Kestrel, Managing Director
Next review
12 April 2027
Classification
Confidential. Leadership team
1

Why

What the diagnostic found

ObservedEvidence
Two of six produce 71 percent of revenue 36 months of closed business by rep
Nothing those two do is written down No playbook, no call structure, no account plan template
The MD is in most significant deals By his own count, 14 of 19 six-figure deals last year
Nine month average cycle, no stage model Deals are early, middle or late, by feel
Two reps have never had a formal review Both joined in 2024
Product knowledge is exceptional This is a capable team that has never been led

The first two rows together are the opportunity. Two people have worked out how to sell this equipment and nobody has ever asked them how.

2

Authority

Decision rights

Thomas decidesMD decides
Team structure, territories and account allocation Yes
Sales process, stages and the playbook Yes
Forecast method and cadence Yes
Coaching, reviews and development plans Yes
Which deals the MD is pulled into Yes
Quota allocation across the team ProposesApproves
Pricing, discount and commercial terms MD
Commission plan ProposesMD
Hiring or exiting a salesperson RecommendsMD, with People
Signing anything NeverMD

Row five matters more than it looks. The MD wants out of deals and cannot get out of them by his own effort, because every rep escalates to him by habit. Making that Thomas's decision is what actually changes it.

3

No quota

Why the fractional leader does not sell

It would work in the short term. Thomas could take the three largest open opportunities, close two of them, and the quarter would look excellent. Here is why the mandate rules it out.

If the fractional leader sellsConsequence
The best deals go to the person leaving in 90 days Relationships and context leave with him
A nine month cycle outlasts the mandate Deals handed over mid-cycle, at the worst point
Coaching time becomes selling time It always does. Selling is urgent, coaching is not
The team learns nothing The two strong reps stay strong, the other four stay where they are
The number improves and the company does not Which is the worst outcome available here
4

Plan

What the 90 days does

WeekChange
1 to 2 Shadow the two strong reps on live calls. Write down what they do differently
3 Stage model defined from real deals, not from a template
4 Playbook v1 from the two strong reps, in their words, credited to them
4 MD escalation routed through Thomas. He decides which deals need Walter
5 to 11 Weekly coaching, one hour per rep, on their own live deals
6 First formal reviews for the two reps who have never had one
8 Forecast by stage, with the team forecasting their own deals
12 Review, and a decision on whether a permanent head of sales is now hireable
5

Measures

How this gets judged on 12 April

MeasureTodayWhat good looks like
Playbook None Written, from the team's own practice
Stage model in use None Defined and used in the forecast
Deals the MD is personally in 14 of 19 large deals Under 5, by choice
Reps with a coaching rhythm 0 of 6 6 of 6, weekly
Revenue concentration in two reps 71 percent Reported. Will not move in 90 days
Deals closed by Thomas n/a Zero. This is a measure

As with the chief of staff mandate, the last row is a real measure and will be checked. A fractional sales leader with deals in his own name has optimised the quarter at the company's expense.

R

Document control

Revision history

VersionDateAuthorChange
1.02 January 2027Thomas ReedAgreed and signed. Effective 11 January 2027.
0.229 December 2026Thomas ReedDraft. Clause 3 written out in full after the MD asked, reasonably, why he was paying for a salesperson who would not sell.
0.122 December 2026Thomas ReedFirst draft from the sales diagnostic of 17 December.
MAN-KES-01 v1.0 · confidential · review 12 April 2027 · $SALES Thomas Reed · $SALES
The order behind this document
Format

A written mandate with a control header, decision rights, an explicit no-quota rule and the measures.

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