The Business Builder’s 2026 Playbook: Sales, Leadership, Operations & a 90-Day Execution Plan

Most entrepreneurs don’t struggle because they lack ambition or intelligence. They struggle because they’re trying to grow a business without a playbook.

In Session 3 of the Business Builder’s Playbook Workshop, David Bush, co-owner of BDR.ai, joined moderator Jenelle Friday to help entrepreneurs step back, assess where they really stand, and build a clear, executable plan for 2026—one that integrates sales fundamentals, AI-powered outreach, leadership development, operating systems, and a focused 90-day execution rhythm.

This session wasn’t about hype or hacks. It was about getting back to fundamentals, simplifying complexity, and designing systems that allow business owners to scale without burning out.

If you want 2026 to be the year you stop reacting and start operating like a true business owner—not just a technician—this recap will give you the framework and next steps to build your own Business Builder’s Playbook.

View all the bonus downloads mentioned during this video here!

Section 1: Reviewing the Sales Fundamentals

The Sales Success Formula

At the foundation of every successful business is a simple truth:

Motivation + Mindset + Skillsets + Action = Results

Miss any one of these, and sales performance suffers.

David emphasized that many entrepreneurs chase tactics while neglecting fundamentals. Real sales success comes from mastering both the inner game (motivation and mindset) and the outer game (skills, systems, and consistent action).

The Core Sales Process Every Business Needs

David walked through a simple but complete sales process that applies to virtually every industry:

  1. Identify

  2. Approach

  3. Follow Up

  4. Qualify

  5. Present

  6. Overcome Objections

  7. Gain Commitment

  8. Start

  9. Retain

  10. Prioritize

  11. Organize

Entrepreneurs often lose momentum not because they can’t sell—but because they fail to follow up, prioritize, or organize their pipeline consistently.

Systems and Habits That Improve Sales Execution

Sales improvement doesn’t come from doing more random activity. It comes from:

  • Clear processes

  • Daily and weekly sales habits

  • Simple tracking and accountability

  • Intentional follow-up systems

Consistency beats intensity every time.

Section 2: Your 2026 Sales Plan & AI Outreach Engine

What Belongs in a Simple, Effective Sales Plan

A strong 2026 sales plan answers a few key questions clearly:

  • Who are we targeting?

  • How are we starting conversations?

  • How do we follow up and nurture relationships?

  • How do we stay consistent even when life gets busy?

Complex plans don’t get executed. Simple plans do.

Why AI-Powered Outreach Matters

David explained how an AI-powered digital outreach engine helps business owners:

  • Stay consistent with prospecting

  • Maintain visibility with prospects and connections

  • Automate early-stage activities without losing authenticity

  • Free up time for higher-level conversations

AI doesn’t replace relationships—it supports them by handling the repetitive work humans struggle to do consistently.

The Benefits of Automating Early-Stage Sales Activity

Automating approach, follow-up, and nurturing:

  • Reduces dropped leads

  • Eliminates reliance on memory

  • Creates predictable activity

  • Keeps pipelines warm

The goal isn’t automation for automation’s sake—it’s consistency at scale.

Section 3: SOP for Lead Management — R.O.P.E.

What Is R.O.P.E.?

R.O.P.E. stands for:

  • Reply

  • Organize

  • Prioritize

  • Engage

This system ensures that no lead, reply, or opportunity falls through the cracks.

Where Entrepreneurs Typically Drop the Ball

Most business owners struggle with:

  • Responding too slowly

  • Letting leads pile up unorganized

  • Focusing on the wrong opportunities

  • Inconsistent engagement

R.O.P.E. creates clarity and discipline inside the pipeline.

Why R.O.P.E. Is Essential for Scale

A growing business doesn’t fail from lack of leads—it fails from lack of lead management.
R.O.P.E. ensures every prospect gets timely, intentional, and consistent engagement.

Section 4: Your 2026 Leadership Plan

What Strong Leadership Looks Like Going Into 2026

Leadership isn’t about doing more—it’s about:

  • Building the right team

  • Recruiting intentionally

  • Training consistently

  • Creating culture on purpose

  • Developing people to grow beyond the owner

Leadership Behaviors That Create Growth vs. Stall Growth

Growth leaders:

  • Delegate instead of hoard

  • Coach instead of control

  • Create clarity instead of chaos

  • Build people, not dependency

Stalled businesses almost always trace back to leadership bottlenecks.

Section 5: Your 2026 Operating System

Why an Operating System Is Non-Negotiable

If your business cannot run without you, you don’t own a business—you own a job.

An operating system allows:

  • Consistency

  • Delegation

  • Scalability

  • Predictability

The Three Core Components of a Simple Operating System

Every growing business needs:

  1. An Org Chart – clarity on who owns what

  2. SOPs – documented processes that reduce tribal knowledge

  3. Job Descriptions – clear expectations and accountability

Simplicity wins. Overcomplication kills execution.

Section 6: Your 90-Day Plan

Why 90 Days Works

Annual plans are too vague.
Daily plans are too reactive.

A 90-day plan:

  • Creates urgency

  • Keeps focus tight

  • Makes progress measurable

  • Allows fast adjustment

What to Include in a Strong 90-Day Plan

A solid plan includes:

  • One primary priority

  • Clear weekly actions

  • Time blocked on the calendar

  • Simple metrics

  • Accountability

Momentum comes from focused execution, not scattered effort.

Summary of Best Takeaways

  • Sales success starts with fundamentals, not hacks

  • AI enables consistency, not shortcuts

  • Lead management systems protect growth

  • Leadership is the ceiling of the business

  • Operating systems create freedom

  • 90-day plans turn strategy into action

Action Steps: Build Your 2026 Playbook

1. Assess Your Sales Fundamentals

Identify which step of the sales process needs the most improvement and focus there first.

2. Simplify Your 2026 Sales Plan

Clarify your audience, outreach method, and follow-up process.

3. Implement R.O.P.E.

Create a daily habit of replying, organizing, prioritizing, and engaging.

4. Define Your Leadership Focus

Decide whether hiring, training, or culture is your biggest opportunity for growth.

5. Document One Operational System

Start with either your org chart, one SOP, or one job description.

6. Choose One 90-Day Priority

Leads, sales, systems, or team—pick one and commit.

Previous
Previous

Extraordinary Lead Generation Strategies for C12 Chairs

Next
Next

Designing a 2026 Marketing Plan That Works