Sales
- Setter and closer training in the Keystone Academy, live every week
- Every recorded call scored on one nine-point rubric, with three fixes before the next call
- A sales manager view that shows exactly where the floor is leaking
For coaching and high-ticket sales businesses
Scale the sales team without scaling the chaos.
Keystone is the partner that runs all three layers growth depends on: sales, marketing and operations. You get the operating system, the AI workforce and the weekly training, live in 7 days on the tools you already use.
Live in 7 days. Nothing you use today gets replaced.
Keystone OS, owner dashboard (sample data)
Connects to what your team already works in
GoHighLevelStripeZoomGoogle CalendarTwilioTypeformDocuSignMeta AdsGoogle AdsSlackQuickBooks
Why growth stalls
Most sales teams break in the same three places.
More leads and more closers usually make it worse, not better, because nothing underneath was built to carry the weight.
01 · SPEED
Leads wait hours for a reply.
By the time a setter gets to them, the lead has cooled off or booked with someone else. Ad spend leaks out of the top of the funnel.
02 · SKILL
Nobody reviews the calls.
Closers guess, the same objection loses the same deal every week, and new hires take months to ramp.
03 · SIGHT
The owner finds out last.
Numbers live in six tools and a spreadsheet. A bad month shows up after it has already happened.
How it works
Three layers. One partner running all of them.
Each layer has an owner on our side. Operations is the foundation, marketing fills the calendar, and sales turns calls into cash.
Led by Adam McCaughey
Marketing
- Paid and organic lead flow tied to what actually closes, not what gets clicks
- An AI setter that answers every new lead inside a minute and books the right closer
- Closer recruiting when calendar capacity becomes the limit
Operations
- Keystone OS on top of the tools you already use: one command center for the whole company
- An AI workforce doing the repetitive work: reports, reminders, collections, screening
- One constraint named every Monday, with the playbook to clear it
Keystone OS
One command center. Every seat sees its own numbers.
Cash, calls, pipeline and the one thing holding the business back, on one screen. Each person signs in and sees exactly what they need to do today.
OwnerThe whole company: revenue, pipeline, team and this week's constraint.
Sales managerThe floor compared side by side, weakest skills and the calls to review.
CloserToday's calls with prep notes, their pipeline, call scores and commission.
SetterLeads to work, bookings, conversations and pay, all in one desk.
The AI workforce
Six agents that never miss a shift.
They work inside your existing tools, and anything that matters goes to a person for approval first.
EConline
Echo
AI setter
Texts and calls every new lead inside a minute, qualifies them and books the call on the right closer's calendar.
COonline
Coach
Call reviewer
Scores every recorded sales call against your framework and sends each closer three fixes before their next call.
PUonline
Pulse
Daily reports
Collects every rep's end-of-day numbers, chases anyone who has not filed and rolls it into the owner's morning brief.
LEonline
Ledger
Collections
Retries failed installments, texts the client a fresh payment link and hands the account to a person after the third try.
SConline
Scout
Recruiting screener
Screens closer applicants, scores their role-play recording and books the finalists straight onto your calendar.
CPonline
Compass
Constraint finder
Reads every number in the business each morning and names the one bottleneck to fix this week, with the playbook.
Keystone Academy
Live training every week, for every seat on the team.
Run by the founding partners. Every call is recorded, so a new hire can catch up from day one instead of shadowing for a month.
ClosingAppointment settingDM sellingOrganic contentPaid adsSales managementOperationsMonthly mastermind
Weeklylive calls on Zoom
Recordedreplays for new hires
Certifiedbefore closers take live calls
The rollout
Live in 7 days. About six hours of your time.
We do the building. You approve how it sounds and say go.
Day 1
Kickoff and connect
A 60-minute kickoff. You approve read-only access, we connect every tool and pull your call, deal and payment history.
Your time: 60 minutes
Day 2
Clean and map
We deduplicate contacts, match them to deals and map your pipeline stages. You answer a few quick questions if we find gaps.
Your time: 15 minutes
Days 3 to 4
Build and train
The agents are trained on your real calls, conversations and payment rules. You approve the scripts and booking rules.
Your time: 2 hours
Days 5 to 7
Shadow, then go live
Every agent runs beside your team with approvals on. Your closers join one 45-minute training, then you say go.
Your time: 2 hours
Every week after
Optimize
Monday's constraint, the decision queue from your phone, monthly agent tuning and new integrations as you grow.
Your time: 30 minutes a week
The team
The people running your three layers.
Sales, marketing and operations each have a partner who has built that layer before.
Adam McCaughey
Founding partner
Sydney-based sales strategist known as “The King of Sales” and a 40 Under 40 Business Elite Award recipient. He has helped scale 83+ offers in online education and services, including one creator from $30K a month to seven figures a month in six months. He hosts the Elevate podcast.
Joel Elster
Founding partner
Founder and CEO of Nomadic Closer, which he grew into a Spanish-language arm, an academy and Nomadic Closer House. A top 1% closer himself, he has generated over $23M in sales. He is also a partner at Buying Beast, focused on mergers and acquisitions for online businesses.
Joel Wall
Founding partner
12+ years building and scaling businesses, including an 8 figure exit and a run as CMO of a 9 figure company. He operates a portfolio of businesses across the US and advises and works with 7 and 8 figure companies. A systems builder at heart, he builds Keystone OS and the AI workforce behind it.
Corey Richard
Client success
Former sales and ops leader at HubSpot, Wayfair and in finance, who scaled teams at 8 and 9 figure companies. He brings that enterprise playbook directly to founders, one on one. As your integrator, he runs your weekly L10 and holds the team to the numbers they committed to.
Book a walkthrough
See Keystone running on a real sales floor.
We will walk you through the live command center, show you what your first 7 days would look like and tell you honestly whether it fits.
- A 30-minute walkthrough of Keystone OS with sample data
- Where your funnel is leaking today, in plain numbers
- The rollout plan for your tools and your team
Already have a demo login? Open the demo
Build the foundation before you add the weight.
Sales, marketing and operations, run by one partner, live in 7 days.
Book a walkthrough