01 · IT services

Northstar Technology

Salespeople rebuild implementation responses and each account executive runs discovery differently.

What the company provides
  • 12 selected won deals
  • 5 strongest multi-site proposals
  • 3 onboarding plans
  • Retention review notes from six established accounts
What Arete structures
  • Proven multi-site implementation response
  • Approved six-week onboarding plan
  • Cybersecurity capability statement
  • Project handover checklist
What the playbook learns

Run an implementation-risk workshop and name the onboarding owner before the commercial proposal is approved.

Arete OnRamp

First value: First validated environment

Promise handoff → risk workshop → access → configuration → validation → 30-day value review.

Employee action

An account executive searching “multi-site implementation” receives the approved answer, proof, onboarding plan and the enhanced discovery play.

Illustrative result

Illustrative outcome: proposal preparation falls from several hours to under one hour while delivery commitments become more consistent.

02 · Recruitment

Horizon Search

High-performing consultants use effective client-calibration habits, but those methods are not consistently taught.

What the company provides
  • 15 retained client accounts
  • 8 successful retained-search proposals
  • Candidate scorecards
  • Client review and role-calibration notes
What Arete structures
  • Role-calibration agenda
  • Approved candidate scorecard
  • Retained-search proposal structure
  • Weekly client update template
What the playbook learns

Complete a written role-calibration scorecard and agree the weekly feedback rhythm before candidate research begins.

Arete OnRamp

First value: First aligned shortlist

Role calibration → search plan → scorecard → first shortlist → feedback rhythm → placement review.

Employee action

A new consultant launches a search from the proven calibration sequence rather than copying the last consultant’s email thread.

Illustrative result

Illustrative outcome: faster alignment, fewer avoidable candidate resets and a more consistent client experience.

03 · Marketing agency

Arc & Field

The agency wins on strategic thinking but proposals focus too heavily on deliverables, and successful account practices remain with individual directors.

What the company provides
  • 10 won pitch decks
  • 4 proposals with detailed customer feedback
  • 30-day testing roadmaps
  • Quarterly review formats from long-retained clients
What Arete structures
  • Benchmark-led pitch opening
  • 30-day testing roadmap
  • Measurement framework
  • Quarterly decision log
What the playbook learns

Lead proposals with the customer benchmark and first testing decision; confirm the measurement owner before presenting the channel plan.

Arete OnRamp

First value: First measurable test

Goals → asset access → benchmark → measurement setup → first test → learning review.

Employee action

A strategist finds the winning pitch structure and adapts it using approved proof rather than starting from an empty deck.

Illustrative result

Illustrative outcome: clearer strategic differentiation and stronger continuity from pitch through account delivery.

04 · Professional services

Meridian Advisory

Proposals vary by partner, scope boundaries are not always explicit, and customer-success practices are inconsistent after the sale.

What the company provides
  • 9 successful advisory proposals
  • Statement-of-work templates
  • Project review notes
  • Retention and renewal summaries
What Arete structures
  • Outcome-led proposal structure
  • Scope-boundary language
  • Executive kickoff agenda
  • Quarterly value-review template
What the playbook learns

Define the measurable outcome, explicit exclusions and first executive review date before final commercial sign-off.

Arete OnRamp

First value: First decision-ready insight

Scope confirmation → stakeholder map → data readiness → first insight → executive review.

Employee action

A manager creates a proposal from approved scope and value sections, then hands the same success measures into onboarding.

Illustrative result

Illustrative outcome: fewer scope misunderstandings and stronger continuity between what is sold and what is delivered.

The repeatable model

Different sectors. The same evidence loop.

Arete does not prescribe identical selling behaviour to every business. It provides a disciplined structure for learning from the work each company is entitled to use.

01
SELECT

Choose relevant evidence.

Won deals, strong proposals, retained accounts, onboarding plans and proven processes.

02
STRUCTURE

Add ownership and context.

What it was, where it was used, what happened, who approves it and when it must be reviewed.

03
ENHANCE

Improve the routine playbook.

Connect baseline practice to observed company patterns and specific repeatable actions.

04
LEARN

Capture the next result.

Record what happened and decide whether the play should remain, change or be retired.

Your example

Build the first version with your own evidence.

The Excellence Sprint turns one team’s selected work into a usable library and one evidence-enhanced sales playbook in 30 days.