Operating Manual
The single source of truth: every rule, threshold and stop rule, written down once.
PDF · A4 · 47 pages · print & screen
DetailsThe Complete VELIIXOR System
One prospecting operating system, in three modules
Understand the rules, build them on your territory, and run them every day. The Manual, the Implementation Workbook and the Operating Workbook were written as one system: every output has a defined place to go next.
$129USD · one-time · all three modules
$38 less than the three modules bought separately ($167).
Tax calculated at checkout · Single-user licence · How delivery works
The customer journey
Understand → Build → Execute → Track → Improve
What each module contributes at each step — named down to the part, the day and the sheet.
- 01
Understand
Operating Manual
Learn every rule once — the gate, evidence tiers, the five scores, thresholds, tiers, sequence, stages and KPIs.
Parts 01–10 · about 2 hours
- 02
Build
Implementation Workbook
Apply the rules to your own territory: ICP v1, a gated list, research briefs, decisions, a ranked list, first touches.
Day 0 + Days 1–7
- 03
Execute
Operating Workbook
Work the queue every day: due touches first, one account end to end, then pipeline hygiene.
06 Queue · 07 Sequences · daily blocks A–B–C
- 04
Track
Operating Workbook
Every record carries a stage and a dated next action; stale records and overdue touches surface automatically.
01 Control Center · 08 Pipeline · 10 KPIs
- 05
Improve
All three
Every Friday: record, compare with your baseline, locate the bottleneck, inspect, change one thing — and test it for two weeks.
Manual Part 09 · Workbook Weeks 2–4 · 09 Weekly Review
Why one system
Fifteen working assets. Each one has a page, a day and a sheet.
This is the cross-reference printed in the Manual (p.05). It is the reason the system is sold together: an asset learned in the Manual is built on a specific day and lives in a specific sheet.
| # | Asset | Manual · page (blank) | Implementation Workbook | Operating Workbook (Excel) |
|---|---|---|---|---|
| 01 | Enterprise ICP Builder | 12 · 41 | Day 1 | 02 ICP Builder |
| 02 | Account Research Brief | 18 · 42 | Day 3 | 03 Accounts (evidence) |
| 03 | Research Evidence Checklist | 17 · 42 | Days 2–3 | 03 Accounts (research card) |
| 04 | Account Qualification Scorecard | 19 · 43 | Day 4 | 03 Accounts → 04 Scoring |
| 05 | Account Prioritization Matrix | 21 · 43 | Day 5 | 04 Scoring → 06 Queue |
| 06 | Buying Committee Map | 24 · 44 | Day 5 | 05 Contacts |
| 07 | Trigger-to-Message Framework | 25 · 45 | Day 6 | 05 Contacts (angle) |
| 08 | Outreach Planning Worksheet | 28 · 45 | Day 6 | 07 Sequences |
| 09 | Prospecting Sequence Planner | 28 · 45 | Day 6 | 07 Sequences (T1–T6) |
| 10 | Pipeline Stage Reference | 29 · — | Day 7 | 08 Pipeline |
| 11 | Weekly Prospecting Review | 32 · 46 | Day 7, Weeks 2–4 | 09 Weekly Review |
| 12 | KPI Definition Sheet | 31 · 46 | Day 7, Week 4 | 10 KPIs |
| 13 | Master Implementation Checklist | 37 · — | Day 0, Week 4 | 00 Start Here |
| 14 | Decision Trees | 36 · — | Day 3, Weeks 2–4 | 11 Rules |
| 15 | Quick Reference Sheet | 40 · — | Reference | 11 Rules |
What’s included
Three modules, three jobs
Implementation Workbook
Build the method on your own territory, one day at a time, with an output at the end of every day.
Fillable PDF · A4 · 32 pages
Details
Operating Workbook
The rules, enforced every day: gate, scores, decision, tier, T1–T6 dates, pipeline and ten KPIs.
Excel .xlsx · 13 sheets · no macros
DetailsOne rule set
No module invents its own rules
The Implementation Workbook has no scoring model of its own. The Operating Workbook implements the Manual’s Parts 03–09 exactly — and if someone changes a threshold in 12 Settings, it shows a CUSTOM RULES banner and counts the settings that differ.
- The gate: exclusions first, then required criteria
- Five scores of 0–3; Qualified when Total ≥ 9 and Timing ≥ 2
- P1 / P2 value-led / P2 timing-led tiers
- The T1–T6 sequence over 15 working days
- One pipeline stage list, ending at Meeting set → hand-off
Pricing
The system, or a single module
Modules 1 + 2 + 3
Complete System
$129USD · one-time
$38 less than buying the three modules separately ($167).
- Operating Manual — PDF, 47 pages
- Implementation Workbook — fillable PDF, 32 pages
- Operating Workbook — Excel, 13 sheets
- One rule set, cross-referenced page by page
Module 1 · PDF
Operating Manual
$59USD · one-time
- 47-page A4 PDF, designed for print and screen
- 10 parts in the order you use them
- 15 working assets, each with a five-part brief
- Worked examples on one fictional territory, end to end
Module 2 · Fillable PDF
Implementation Workbook
$39USD · one-time
- 32-page A4 fillable PDF (form fields, checkboxes and dropdown lists)
- Day 0 setup and Days 1–7, each with Goal · Read · Practice · Build · Enter it · Check
- Weeks 2–4: run, measure, change one thing
- Practice exercises on the fictional Corvane territory, with an answer key
Module 3 · Excel
Operating Workbook
$69USD · one-time
- Excel workbook (.xlsx) with 13 sheets, from 00 Start Here to 12 Settings
- Read-only scoring engine: gate, caps, Total, decision, reason, tier, rank and dates
- Capacity for 150 accounts, 300 contacts and 150 account sequences
- 06 Queue: the ordered list of what to do next, plus the next 5 working days
Prices in USD. Sales tax or VAT is calculated at checkout by Lemon Squeezy, the merchant of record. Instant digital download. Single-user licence · Refund Policy · Delivery
Run prospecting as a system.
Three modules, one rule set, a clear next action on every account.