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What’s stopping you from using Moneyball?

Want Moneyball, but something’s in the way? Pick the problem. We’ll show the way forward.

White-Glove Configuration

Set It Up For Me

For teams that want Moneyball configured correctly without making it someone’s afternoon.

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.

Is This For Me?

Well, that depends. Are you asking questions like...

  1. “Could we figure this out ourselves? Probably. Should that be our afternoon?”
  2. “Is our admin really going to watch the videos, read the docs, and feel great owning this later?”
  3. “What if our CRM keeps product, lead source, region, or rep fields somewhere weird?”
  4. “Can someone who knows Moneyball just make sure this is set up correctly?”
  5. “Once it is configured, can you show our internal owner what was done?”

What’s Included?

  1. CRM Connection

    We walk through connecting Moneyball to your CRM and make sure the right source objects are available for analysis.

  2. Field Mapping

    We map the important CRM fields Moneyball needs: deals, accounts, sales reps, products or services, lead sources, regions, dates, amounts, and whatever else your setup requires.

  3. First-Sync Sanity Check

    Once Moneyball runs, we inspect the first output for obvious setup issues, missing fields, strange values, or anything that would make the machine squint.

  4. Basic Categorizations

    If your CRM says “Web,” “Website,” “Inbound,” and “internet thingy” all in different places, we help group the obvious stuff so Moneyball can reason about it more cleanly.

  5. Admin Handoff Notes

    We leave your internal owner with a clear summary of what we configured, where to look later, and what to do if the CRM changes after launch.

  6. Optional 1-Hour Handoff Session

    Want the future owner to ask questions live instead of reading docs and watching videos? Add a 1-hour handoff session with the Moneyball team.

Private Support Channel

The Clubhouse Channel

For teams that want a human line to the Moneyball gents.

Moneyball is built to be self-serve. Lovely idea. Very modern. Very democratic.

And yet, sometimes a sales manager has a question, a new teammate needs a walkthrough, or someone wants the Moneyball folks to explain the machine out loud like civilized people.

Is This For Me?

Probably, if you are thinking things like...

  1. “Can we ask someone when we get confused instead of spelunking through help docs?”
  2. “A new manager just joined. Can you run them through the demo?”
  3. “Our reps will have questions, and no, they will not watch every video.”
  4. “Can we show you what we are trying to do and ask if we are using Moneyball correctly?”
  5. “Can we tell you what we wish the app did and why?”

What’s Included?

  1. Private Slack Channel

    You get a private Slack channel with the Moneyball team. Ask questions, flag confusion, send “are we doing this right?” notes, or tell us where the product should get better next.

  2. One Monthly Clubhouse Session

    Each month, you get one private 1-hour session with us. Use it however you wish.

    Common uses include:

    • Onboard a teammate — bring in a new manager, rep, admin, or stakeholder and we will walk them through what matters.
    • Ask live questions — bring the confusing thing, the weird workflow, or the “where do I find X?” problem.
    • Run the demo again — if someone else needs to see Moneyball explained by the people building it, hand us the microphone.
    • Use Moneyball better — talk through how managers, reps, or RevOps should use the tool in the real world.
    • Shape the machine — tell us what you want to see in the app, why it matters, and how it would help your team.

  3. Additional Sessions

    Need more time with the gents? Additional sessions are available when the month requires more clubhouse than usual.

Portable Moneyball Findings

The Hidden Pipeline Field Manual

For teams that simply want a plan to execute Monday morning.
And in a format the greybeards will use.

Moneyball is built to help you find hidden pipeline. It gives you briefs, account signals, rep views, recommendations, and plain-English clues about where opportunity may be hiding.

But when Moneyball finds more than you expected, two very human questions tend to appear:

  1. Who turns all of this into the actual list of things we do Monday morning?
  2. And who delivers it to the people who still swear by pens, paper, and PDFs?
Miners discover a huge treasure hoard and immediately realize someone has to inventory it, assign shares, and turn the discovery into a plan.

That means someone has to decide:

  • Which accounts should we look at first?
  • Which reps should managers talk to?
  • Who is going to write the executive summary for the big cheese?
  • Is there a campaign bubbling up here we should be running?
  • How can Johnny access the hidden pipeline through the printer he continues to defend?

What You Get

  1. The Field Manual

    A polished PDF/workbook-style packet generated from your Moneyball data.

    Want To See One?

    It is designed to be read, shared, marked up, brought to meetings, archived, and acted on. Not another live dashboard. Not a homework assignment. A field manual.

    Depending on your data and the shape of your Moneyball account, it may include:

    • Executive overview — what Moneyball found, what changed, and what deserves attention.
    • Hidden pipeline estimate — how much opportunity appears to be sitting outside the obvious pipeline.
    • First plays — the starting moves Moneyball sees in the data.
    • Suggested campaigns — account groups, services, segments, or reactivation ideas worth testing.
    • Account shortlists — companies worth revisiting, grouped by signal or theme.
    • Rep and manager notes — where managers may want to focus their attention.
    • Interesting oddities — the “huh, look at that” findings that may deserve a human look.
    • Appendices — supporting tables, definitions, and exports for teams that want to dig.

    The Field Manual gives your team a starting point without requiring everyone to become a Moneyball power user first.

  2. Want The Gents To Read It With You?

    Add a Front Office Readout. The Moneyball gents walk through the Field Manual live with your team, explain what the machine is showing, and help everyone get oriented around the same set of plays.

    The Field Manual gives you the artifact. The Readout gives you the conversation.

  3. Want Us To Go Spelunking?

    Add Extra Spelunking. This is where the Moneyball team does more than hand you the generated packet. We spend human time digging into the weird stuff: the buried patterns, bottlenecks, outlier reps, odd segments, unexpected strengths, and suspicious little clues the machine may not be shouting about yet.

    Moneyball is already useful. But it is still young. It is learning. Sometimes the machine points at the cave entrance, and a human still needs to go inside with a lantern.

How This Fits With The App

Moneyball itself remains the living machine: briefs, recommendations, account views, manager views, signals, and exploration.

The Field Manual is different. It is the “here is what Moneyball saw, and here is where to start” packet.

The app helps your team keep exploring. The Field Manual helps your team start executing.

The SOC 2 Interim Play

Private Moneyball Run

For teams that want Moneyball, but security says “not until SOC 2.”

You would quite like to use Moneyball.

Then the security team, being both reasonable and paid to worry about these things, says:

“Not until they are SOC 2.”

A sales leader tries to convince security to approve a tool before SOC 2, but the security gatekeeper refuses every argument.

Fair.

We are working toward a SOC 2 report. You can read the current roadmap here: SOC 2 roadmap.

But the hidden pipeline is still sitting there. Waiting six months to find it does not make it more valuable. It just gives it more time to stay buried.

That is what Private Moneyball Run is for.

It is our export-only, airgap-style path for companies that cannot yet approve the live Moneyball SaaS connection.

Instead of connecting Moneyball directly to your CRM, we create a temporary private Moneyball instance for your organization. Your team exports only the approved CRM fields, uploads that export, Moneyball runs the analysis, and the output is delivered as a Hidden Pipeline Field Manual: a PDF/workbook-style packet of the findings, shortlists, and recommended starting points.

After delivery, the temporary instance and raw/intermediate data are deleted under the agreed retention terms.

How It Works

  1. We create a temporary private Moneyball instance

    We create a temporary, single-customer Moneyball instance for your organization’s run. This instance exists to process the approved export and produce the final Field Manual. It is not the live connected Moneyball app.

  2. We agree on the CRM export

    We work with your team to define the CRM report/export Moneyball needs to run useful analysis. Typically that means approved fields for deals, accounts, reps, dates, amounts, stages, products or services, and related sales history.

    Your team controls which fields are included.

  3. You export and upload the approved data

    Your CRM owner, RevOps person, Salesforce admin, or keeper of the sacred report folder exports the approved data from your CRM. Then your team uploads that export into the temporary private Moneyball instance.

    There is no live CRM integration, no OAuth flow, and no writeback to your CRM.

  4. Moneyball runs the analysis

    Moneyball processes the approved export and generates your Hidden Pipeline Field Manual.

    The standard run is machine-generated. The Moneyball team does not need to review raw row-level CRM data to produce the Field Manual.

  5. You receive the Hidden Pipeline Field Manual

    The Field Manual is the offline artifact your team can actually use: executive overview, hidden pipeline estimate, first plays, account shortlists, suggested campaigns, notes, and appendices depending on the data available.

    It is built to be emailed, printed, marked up, shared with leadership, or handed to Johnny, who continues to believe the printer is a strategic platform.

    See What The Field Manual Looks Like

  6. We delete the temporary instance

    After delivery, the temporary instance and raw/intermediate processing data are deleted according to the agreed retention terms. The final Field Manual belongs to your team.

    Want to do this again next month? We run a fresh Private Moneyball Run from a fresh approved export.

What This Is Not

Private Moneyball Run is not the full live Moneyball app. It does not provide daily CRM sync, live rep logins, ongoing dashboards, account browsing, or real-time app access.

It is the security-friendlier bridge for producing Moneyball findings from an approved export while your team decides whether and when the live SaaS path can be approved.

If your team is cleared to use the live app, lovely. Use the live app. If your team is not cleared yet, this is for you.

Send This To Security

If you need to explain the Private Moneyball Run internally, here is a clean email you can copy.

Moneyball Private Run — export-only evaluation path
To security@company.com
Cc team@moneyball.win
Moneyball Private Run — export-only evaluation path

Hi [Name],

We would like to evaluate Moneyball, but recognize the concerns around using a connected SaaS vendor that does not yet have a SOC 2 report.

For companies like ours, Moneyball offers a Private Moneyball Run that I believe is worth reviewing as an interim, export-only path while they continue toward a SOC 2 report per their SOC 2 roadmap: https://www.moneyball.win/trust/soc-2-roadmap/

At a high level, the Private Moneyball Run works without a live CRM integration. We would export only the approved CRM fields, upload that export into a temporary private Moneyball instance, and receive a static Hidden Pipeline Field Manual as the output. There is no CRM OAuth connection, no ongoing CRM sync, and the temporary instance plus raw/intermediate data are deleted after delivery under the agreed retention terms.

Relevant materials:

I have copied team@moneyball.win here in case you have specific security, procurement, or data handling questions they can answer directly.

Can you review whether this export-only evaluation path would be acceptable for an initial Moneyball evaluation?

Thanks,
[Your Name]

Better Map, Better Treasure

CRM Tune-Up

For teams that saw Moneyball work and started wondering what it could find with better inputs.

Moneyball does not need a perfect CRM to be useful. In fact, the first surprise is often that it finds anything at all.

Even with a messy map full of inconsistent fields, strange categories, missing labels, duplicate sources, and a few ancient CRM rituals nobody remembers approving, the machine may still point to hidden pipeline.

If Moneyball found this much with the taped-together map you gave it, what would it find with a better map?

What We Help You Figure Out

  1. Where The Machine Is Already Fighting The Map

    We look at the parts of your CRM that affect Moneyball most: accounts, opportunities, reps, stages, amounts, close dates, products, services, lead sources, regions, renewals, and ownership.

  2. Which Mess Actually Matters

    Some CRM weirdness is annoying but harmless. Some makes analysis weaker. We help separate cosmetic cleanup from the stuff likely to improve shortlists, recommendations, and hidden-pipeline findings.

  3. What The Likely Cleanup Work Is

    Maybe the issue is duplicate accounts. Maybe it is stale opportunity stages, inconsistent product names, broken lead sources, missing next steps, bad ownership, graveyard fields, or messy renewal and contract data.

  4. Whether This Is A Project Or An Ongoing Function

    Some teams need a one-time cleanup. Some need better guardrails. Some need ongoing CRM or RevOps help so the CRM does not drift back into the swamp.

  5. Who Should Do The Work

    Your admin may be able to handle it. Your RevOps team may already know the fix. Or it may be worth bringing in a Moneyball-friendly CRM partner. The point is to leave with a sane next step, not a vague command to “clean the CRM.”

Bring us the weird one.

Ask The Moneyball Folks

If you have a question, idea, or suspiciously specific situation that does not fit neatly into one of these plays, slide it across the counter.