E2: CRO Kevin "KD" Dorsey on creating, developing, and deploying playbooks

2 Oct 2024 · 68 min
Episode

2 Oct 2024 · 68 min

0:00

In this episode of the Revenue Leadership Podcast, host Kyle Norton interviews Kevin "KD" Dorsey, CRO at Finally and founder of the Sales Leadership Accelerator. KD shares his philosophy and practical framework for building, deploying, and scaling sales playbooks. He defines a playbook as a documented set of best‑practice "wiggle" and introduces his 5‑P structure (People, Prospect, Problem, Process, Product). The conversation covers how to start a playbook by codifying virtues, expectations, and a buyer’s matrix, then move through problem‑implication charts, call scorecards, and product positioning. KD explains his prioritization method (high‑volume vs. loud problems tied to key metrics), his observation‑first approach to uncovering best practices, and the BIPSI model (Behaviors, Issue diagnosis, Process, Skill, You). He describes the operational cadence that fuels playbook creation – weekly “Wiggle” sessions, quarterly “Wiggle” deep‑dives, and the concept of a “dark week” for intensive documentation. Deployment tactics include mandatory practice (e.g., 30 minutes daily for scripts), constant referencing, embedding playbook items in coaching and one‑on‑ones, and continuous updates. Measurement relies on call recordings, scorecards, issue‑diagnosis checklists, and metric health (e.g., show‑rate). KD also shares leadership advice: don’t try to make people like you, document the wiggle early, and release control. The episode ends with recommendations for further resources (LinkedIn, salesleadershipaccelerator.com) and a quickfire on books and lessons learned.

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