The Repeat Success Method: Net New Logo Prospecting Playbook + Toolkit

Closing deals takes finding deals.

The Repeat Success Method is a step-by-step system for B2B account executives who hunt new logos. It covers which accounts deserve your time, who to contact, what to write, how to follow up so you don't quit at touch two, and how to run a 15-minute first meeting that turns into a real opportunity. AI prompts are built into every step, with rules for using AI without hurting your credibility.

What's inside the playbook (74 pages)

• The System: the 4 P's (Prioritize, People, Proof, Persistence), why new logos are hard, and where AI helps and where it hurts
• Tier Your Accounts: a five-factor score, the signals that make a Tier 1, dead opportunities, lookalikes and PE-backed companies
• Find the Right Person: who to look for, how many contacts to engage, and how to ask for a warm introduction
• Write the Message: the Repeat Success Framework, your library of customer proof, and three worked emails
• Outreach That Gets Replies: a three-week, ten-touch sequence across email, phone, text and in person, plus lines for common objections
• Run the First Meeting: a 15-minute agenda, discovery questions, and turning the meeting into a deal
• Your Weekly and Monthly Rhythm and Your First Week
• Appendices: all your AI prompts in one place, an account tier tracker, a customer-proof library template, a meeting confirmation email, a Tier 1 account plan, a glossary, and the method on one page

What's in the Excel toolkit (6 tabs)

Start Here, Scoring Guide, Account Scoring, Repeat Success Library, Outreach Cadence and Weekly Scorecard. Yellow cells are yours to edit, and formulas calculate the rest.

Who it's for: Newer B2B AEs, especially in small-business and growth-stage markets, and BDRs on their way to AE.

Who it's not for: Anyone looking for a guaranteed result. This is a system that takes consistent work. It is not an enterprise playbook for very large accounts.

About the author: Kelsey Dalton spent over 10 years in enterprise technology sales, as an AE and then leading net new logo teams as a Regional Vice President and a Regional Sales Director. She runs Root & Reinvent.