| Engineering and industrial manufacturing | The founder has personally sold to every OEM and contractor for fifteen years, and the two salespeople on the payroll mostly handle order follow-up. | Capture the founder's technical selling method, define a key-account role and a new-business role, hand over mid-tier accounts first with the founder as sponsor, and keep the two largest OEMs with the founder by charter. | New enquiries and mid-tier accounts are worked by the team, and the founder's week is spent on the largest relationships and the plant. |
| B2B professional and consulting services | Clients buy the founder's expertise. Senior staff can deliver the work but have never had to win it, and every proposal still goes out under the founder's name. | Document how the founder scopes, prices and proposes, define a business-development role for two senior consultants, and stage the handover from repeat clients to new prospects. | Proposals go out and get signed with a consultant leading the relationship, and the founder joins only where the charter says. |
| Distribution and dealer-led businesses | The founder holds every dealer relationship and every credit decision. Adding a region means the founder travelling more, so regions are not added. | Define regional sales roles with decision rights on schemes and credit within limits, hand over dealers by region in stages, and set the review where dealer issues are raised without calling the founder. | A new region can be opened with a regional salesperson rather than the founder's diary, and dealer issues have a home other than the founder's phone. |
| Healthcare groups and clinics | The lead doctor or promoter is the reason referrers and corporate clients send patients, and the front office cannot convert enquiries without escalating. | Capture how the promoter talks to referrers and corporate buyers, define a growth or corporate-relations role, and hand over referrer relationships in tiers while the promoter stays visible in the clinical story. | Referrer and corporate relationships are maintained by a named person, and the promoter's time returns to clinical work. |
| Software and IT services | The technical founder sells because only the founder can answer the buyer's questions. Every demo and every scope conversation stalls without them. | Write the discovery questions and demo flow into the playbook, define an account-executive role supported by a pre-sales engineer, and hand over inbound enquiries before existing accounts. | Demos and scoping run without the founder, and the founder is pulled in only for the deals the charter defines as strategic. |
| Interiors, construction and project businesses | The owner meets every prospective client at site, prices every project and follows up personally, so the number of projects a year is fixed by the owner's travel. | Capture the site-visit and pricing method, define a project sales role with pricing authority within limits, and hand over new enquiries first while the owner stays on referred and repeat clients. | More site visits and quotes go out than one person could manage, with pricing that stays inside rules the owner wrote. |