01 · The big picture
Operating baseline for non-sales
High-level only. The goal is one agreed baseline number and scope — it becomes the denominator we measure outcomes against, not the headline.
1.1 Non-sales strength & cost
The technology, operations and support teams outside the sales/field org. Headcount and annual fully-loaded cost (salary + benefits), split on-roll vs. contract if you have it.
Population
Headcount
Annual fully-loaded cost
1.2 Split by function
Approximate is fine. Include large contractor / BPO spend doing the same work.
Function
Headcount
Annual fully-loaded cost
Anything we've missed
Other non-sales functions, with rough headcount and cost.
1.3 Tooling & infrastructure
1.4 What success looks like
Beyond headcount reduction — what business impact over the next 18–24 months would make this a win? Faster turnaround, freed capacity moved to revenue work, better customer or employee experience. Cost is one input; business value is the anchor.
Section B · When you have time
Tools & people discovery
The detail behind the baseline — data platforms, the people around them, how work actually gets done, systems access, CRM and where to start. Send Section A now and come back to this whenever suits; anything you fill in here goes with the same submission.
Open Section B
6 sections