Consulting
For Teams Who Want A Few Fellows Involved
Both are optional. Neither is required to use Moneyball.
One-Time Launch Package
Opening Day
For teams that want to be hitting home runs from day one.
Moneyball is one of the easiest sales tools in existence to set up. The machine is quite proud of itself.
But changing the oil in your car is also technically easy, and many reasonable adults still hand the keys to a mechanic.
Opening Day is for teams that want to start with the shortcut: have the Moneyball folks set things up, answer the real questions, and show the team how to use it well from the beginning.
Is This For Me?
Well, that depends. Are you asking questions like...
- “Is our admin really going to watch the videos, read the docs, and feel great owning this later?”
- “Could we figure it out ourselves? Of course. Should that be our afternoon?”
- “How should managers use this in 1-on-1s, pipeline reviews, and account conversations?”
- “Who is going to show the reps what to do before they politely ignore another tab?”
- “Can we just ask the Moneyball team what they would do if this were our sales org?”
- “Wait. You have secret analysis tools? May I see them?”
What’s Included?
White-Glove Configuration
We configure Moneyball for you: CRM connection, field mapping, first-sync sanity checks, and the little setup choices that are easy to miss when you are moving fast.
Put plainly: Setup is simple. This is for teams that still prefer to say, “Excellent. Please do it correctly while we attend to the other fires.”
30-Day Slack Channel
People love the idea of self-service, especially when it is free, right up until they realize self-service can also mean self-support.
For your first 30 days, you get a private Slack channel with the Moneyball team, Monday through Friday. Ask your questions as they come up. We help you keep moving instead of spelunking through help docs like a lonely cave explorer.
3 Clubhouse Sessions
The Moneyball team sets aside three 1-hour sessions exclusively for your team. Invite whoever needs to be there: admins, RevOps, sales managers, reps, leadership, or the person who somehow became responsible for the CRM because they once made a spreadsheet that worked.
Use the sessions where they help most.
Common uses include:
- Admin handoff — get your internal owner comfortable with invites, access, basic settings, mappings, and what to do when people join, leave, or ask questions later.
- Sales manager coaching — show managers how Moneyball changes 1-on-1s, pipeline reviews, account conversations, and the eternal question of “where should this rep focus?”
- Rep walkthroughs — give reps a practical tour using real examples so they understand how Moneyball helps them find the next smart move instead of becoming another tab they politely ignore.
- Pick our brain — bring the sales, marketing, AI, and “are we crazy for trying this?” questions that do not fit neatly in the help docs.
- “Okay, now what?” planning — turn the first Moneyball signals into a short list of next moves: who to inspect, what to test, and where your team should spend attention first.
Savant™ Sales Machine Review
Do you need this? Maybe not.
Do you know the lifetime value of your customers? How it changes by rep, segment, customer type, or age of account? Do you know where deals tend to get old, stale, weird, or quietly doomed?
If yes, lovely. We admire your spreadsheets. Give your data scientist a raise.
If not, Savant™ is where things get interesting.
As part of Opening Day, we run your sales machine through Savant™, a tool we have not released to everyone yet. It looks for bottlenecks, oddities, and strange little clues hiding in the CRM.
Then we tell you what we found.
No commemorative slideware. Just the stuff worth looking at together, while there is still time to do something about it.
Monthly Engagement
Clubhouse Pass
For teams that want the Moneyball folks to stay in the room.
Some teams do not just want a clean launch.
They want a rhythm.
They want the private channel to stay open, the new tools to arrive a little earlier, and somebody who knows the machine to keep saying, “you may want to look over here.”
Clubhouse Pass is for teams that want Moneyball to become part of how they operate, not just another tab everyone promised to check.
Is This For Me?
You tell us. Any of these thoughts sound like your own?
- “Can we keep getting help after launch without going back to self-support?”
- “Are there oddities in our sales machine we should know about before they hurt the quarter?”
- “Can I keep picking the Moneyball folks’ brains on sales, marketing, AI, and what is actually worth trying next?”
- “A new rep just joined. Can someone help get them up to speed on Moneyball, or is that on me now?”
- “Can we influence what gets built next while the tools are still taking shape?”
- “Can someone help us figure out what changed, what matters, and what is just noise?”
What’s Included?
Early Access & Builder’s Ear
Do you like getting in early?
Clubhouse Pass members get first looks at new Moneyball features, chances to try beta tools before the broader community, and a direct line to the people building them.
If there is a workflow you wish Moneyball handled, a problem you keep running into, or a feature that would make your team better, this is where you put it in our ear and make the case.
Keep Your Slack Channel
People love the idea of self-service, especially when it is free, right up until they realize self-service can also mean self-support.
With Clubhouse Pass, your private Slack channel with the Moneyball team stays open. Ask questions as they come up. We help you keep moving instead of spelunking through help docs like a lonely cave explorer.
Monthly Private Clubhouse Session
Once a month, the Moneyball team sets aside a private 1-hour session exclusively for your team.
Invite whoever needs to be there: RevOps, sales managers, reps, leadership, or the new hire who just joined.
Use the session where it helps most.
Common uses include:
- New-hire refreshers — get new reps up to speed on Moneyball without turning your internal owner into the permanent training department.
- Sales manager coaching — help managers turn Moneyball signals into better 1-on-1s, pipeline reviews, account conversations, and rep focus.
- Pick our brain — bring the sales, marketing, AI, and “are we crazy for trying this?” questions that do not fit neatly in the help docs.
- “Okay, now what?” planning — turn fresh Moneyball or Savant™ signals into a short list of next moves: who to inspect, what to test, and where your team should spend attention first.
Monthly Savant™ Sales Machine Review
Do you need this every month? Perhaps the more learned question is:
Do you know what changed since last month?
Do you know whether your best customers are still coming from the same reps, segments, sources, or company types? Whether revenue is getting too concentrated in one corner of the business? Where deals are getting old, stale, weird, or quietly doomed?
If yes, lovely. We admire your spreadsheets. Give your data scientist a raise.
If not, Savant™ is where things get interesting.
Each month, we run your sales machine through Savant™, a tool we have not released to everyone yet. It looks for fresh bottlenecks, oddities, concentration risks, and strange little clues hiding in the CRM.
Then we tell you what we found.
No commemorative slideware. Just the stuff worth looking at together before it becomes the story of the quarter.
Bring us the weird one.
Something else in mind?
If you have a question, idea, or suspiciously specific situation that does not fit neatly into either package, slide it across the counter.
Ask The Moneyball Folks