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 creator of the Sales Leadership Accelerator. KD shares his personal background, his passion for small‑business SaaS, and the upcoming launch of his community‑based accelerator. The core of the conversation revolves around sales playbooks: KD defines a playbook as a documented set of best‑practice “wiggles,” introduces his 5‑P framework (People, Prospect, Problem, Process, Product), and walks through each component—from virtues and role expectations to buyer‑matrix, problem‑implication charts, call scorecards, and product positioning. He explains why playbooks are essential for scaling, consistency, and coaching, and details how to build them by observing top performers, using the BIPSI model (Behaviors, Issue diagnosis, Process, Skills, Insight), and involving the whole team in weekly “wiggle” sessions. KD outlines a prioritization method that distinguishes high‑volume problems from loud but rare issues and ties playbook work to key metrics. He describes deployment tactics: practice (30 min daily for scripts), frequent referencing, embedding in coaching, and continuous updates. Measurement relies on call recordings, scorecards, one‑on‑one check‑ins, and metric health. KD also shares operational rhythms (weekly wiggle, quarterly wiggle, “dark week” deep‑work), onboarding fill‑in‑the‑blank playbooks, tooling (Momentum.io, Hyperbound), and leadership advice (don’t turn people into you, document the wiggle early, release control). The episode ends with recommended reading and where to find KD’s content.

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