Commercial handbook

Sigma Intel designs and implements intelligent operations for growing companies — software, integrative AI, payments, and data shaped around the diagnosed business need.

Four pillars

• Software — portals, ops modules, internal tools in production
• AI — integrated into real company workflows: scoring, voice, operations, and decision support
• Payments — Stripe / Pagar.me inside their platform
• Data — dashboards and KPI packs leadership actually opens

How we deliver

• Paid only — no free consulting or unpaid discovery
• One capability at a time — phase multi-module deals clearly
• Client owns the code — we ship, document, hand off
• Diagnostic → Blueprint → Build → Retainer is the client journey, not your sales checklist

What we are not

• Not a generic CRM or marketing automation tool
• Not unlimited parallel builds or 24/7 operations without a contracted SLA
• Not generic AI promises or 100% accuracy guarantees

Commercial rules

• Every engagement is paid — Diagnostic, Blueprint, Build, and Retainer have a defined price
• Sell at or above the stacked floor — never below in Sales OS
• Suggested price is a prefill anchor — closers can sell above freely
• Never promise parallel builds or unlimited scope — stack modules, phase in the proposal

Commission

• 20% on setup when the client pays (first payment)
• 7.5% on each monthly payment for 12 months only — not lifetime MRR
• Commission triggers on payment, not when the deal is opened

Diagnostic credit

• 100% of paid Diagnostic setup can credit the recommended service within 60 days
• One use, no cash refund, and never below the next service floor

What you cannot promise

• Full ERP or platform rewrite in one Transformation Build
• Unlimited change requests after handoff
• Fractional CAIO or data office without a Command Retainer expansion line
• Unlimited voice lines or telephony without scoping usage

This is your sales timeline. The value ladder and packages are what you sell — not steps in this process.

1 · Lead

• Create account in CRM — company + contact
• Capture pain in one sentence

2 · Qualify

• Confirm pain, budget path, decision maker access
• Disqualify free consulting early

3 · Fit

• Pick Sigma area: Software, AI, Payments, or Data
• Pick the ladder stage: Diagnostic, Blueprint, Build, or Retainer

4 · Package

• Select named SKU in Sell desk or stack modules
• Layered builds = sell the outcome, phase delivery in proposal

5 · Price

• Use suggested, adjust up — never below floor
• Check commission preview in the dock before opening deal

6 · Close

• Open deal in Sales OS → move through Deals
• Client pays setup or deposit to kick off delivery

7 · Handoff

• Won stage — scope frozen
• Handoff pack: what was sold, modules, price, delivery phases

Motions (product lines)

• Command Diagnostic — paid diagnosis, 1–2 weeks, one-time
• Operating Blueprint — executable design, one-time
• Transformation Build — priority infrastructure, setup + monthly care bridge
• Command Retainer — monthly governance, evolution, and SLA

Named packages (fast path)

• Sigma Command Diagnostic — map, priorities, ROI hypothesis
• Sigma Operating Blueprint — requirements, integrations, governance, budget
• Transformation Build + Payments — one capability plus checkout and billing
• Transformation Build + Voice AI — one voice flow with human handoff
• Transformation Build + Operations Layer — text AI + data, phased
• Sigma Command Retainer — monthly delivery + priority SLA
• Command Retainer + AI Governance — delivery plus AI leadership

Client fit shortcuts

• No scope clarity → Sigma Command Diagnostic
• Needs executable architecture → Sigma Operating Blueprint
• Priority capability ready → Sigma Transformation Build
• Calls / voice → Transformation Build + Voice AI
• Ops drowning + blind KPIs → Transformation Build + Operations Layer
• Live system, needs monthly team → Sigma Command Retainer
• AI strategy without hire → Command Retainer + AI Governance

Pages

• Leads — accounts you own or with your deals
• Sell — pick lead, motion, package, price, open deal
• Deals — pipeline from offer to won
• Commissions — your projected and earned commission

Sell desk flow

• Pick the ladder stage, then select a package
• Search and select lead
• Choose package card — use Suggested / Floor on price
• Open deal from the dock when stance is at or above floor

Commercial guide on Sell

• Collapsed reference while selling — open when you need process, areas, or fit
• Use in desk on fit recommendations jumps to the right package

Questions on scope or delivery? Escalate to Paul before promising anything outside this handbook.