The three new Senior AEs are told to build pipeline from scratch in the Tri-State region, California and Texas. City managers buy from what peers nearby have done, and of 19 case studies one is from California (Suisun City), one from New Jersey (Passaic County) and none from Texas.
First action
List every live customer by state and mark which would take a reference call.
How to measure it
First meetings per new AE in the first 60 days
- Now
- –
- Target
- 15
- By
- 60 days
Steps
Map customers by state
Every live customer with state, population and products, from the CRM.
Account Manager 1 day
Ask for references
One call per state with the happiest customers; agree what they will say.
Account Manager 1 week
Write the pack
One page per territory: nearest story, references, local rules, a numbers slide.
VP of Marketing 3 days
Find the Texas story
The Texas AE picks the most advanced Texas customer or pilot and books an interview.
Senior Account Executive 2 weeks
Train the AEs
A 30-minute walkthrough of the pack and how to use a reference.
VP of Sales 1 hour
Track use
Tag meetings in Salesforce where the pack or a reference was used.
Senior Account Executive 15 minutes a week
Why it works
For each territory, a one-page pack: the closest published story, two or three customers in or near the state who will take a reference call, the state rules that shape buying (procurement thresholds, cooperative contracts the region uses, open-records rules for AI transcripts), and a short local-numbers slide built from the free service report. For Texas, sign one reference customer before the pack exists and write that story first.
An AE with a local reference books meetings that a national logo wall cannot, and the posts ask AEs to "build a compelling business case" for each city manager.
Ready to use
ChecklistTerritory proof pack
[ ] Nearest published story and its one headline number [ ] Two reference customers and what each will speak to [ ] State procurement notes: thresholds, cooperative contracts, board approval steps [ ] Open-records and AI policy notes for the state [ ] A local-numbers slide from the service report for the target agency [ ] One-line answer to "who else near us uses this?"
Risks and how to handle them
Customers tire of reference calls
Cap each reference at two calls a quarter and thank them with a Service-First Award nomination.
No Texas customer is ready
Use the closest Southern customer and a pilot quote until a Texas story is live.
Evidence
- HiringThree Senior Account Executive posts (Tri-State, California, Texas; $220K to $240K; report to the Director of Sales): "build a pipeline from scratch", 4x coverage, "Warm leads are a bonus, not a crutch", "You are selling a category of solution that your buyers have never seen before", "Sell the vision of a unified government services platform, not just individual product modules", "Collaborate with marketing on region-specific campaigns and represent Polimorphic at industry events", and use "the investments the company is making in marketing, sales development, consultants, and engineering for your territory". The posts say Polimorphic is "Deployed across 100+ government agencies".Source
- Your website19 case studies: Littleton, CO (50% fewer calls), Suisun City, CA (40 hours a month back; a finance line set up in one hour now answers about 1,500 calls a month), Passaic County, NJ paratransit, Gaston County, NC social services, Polk County, NC disaster response, Tooele County, UT, Weber Basin, UT, Omro and Bayside, WI, Castle Pines, CO and Newport. None is from Texas.Source
- Your websiteFree "Personalized State of Customer Service Report": estimated yearly resident interactions by channel, staff time on routine tasks, budget impact and growth pressure, delivered as a briefing for leadership.Source