B2B Sales · Sales Playbooks
When do you need a sales playbook?
Your way of selling, in writing and ready to be repeated
We document how your company sells: who you target, the steps each opportunity follows, what is said at each touchpoint and how the CRM is used. The result is a practical playbook the team uses day to day, so anyone can sell just as well.
Yes, that’s one of its main uses. If you also need presentations, sheets and proposals to go with the playbook, we complement it with sales team support.
We recommend reviewing it after the first few months of use and then whenever the market, your offer or the team changes. We leave you the method to do it.
As a practical, easy-to-use document, which can be complemented with templates and resources inside the CRM or whatever tool your team uses.
We interview the sales team and management, review won and lost deals and analyse your CRM data. That way the playbook reflects how you really sell, not a theory.
No. The pitch guide is one part of the playbook. The playbook also explains who you sell to, what steps each opportunity follows and how the process is measured.
The customer profile and value proposition, the stages of the sales process, scripts and key questions, objection responses, qualification criteria, CRM usage and an onboarding plan for new salespeople.
What do you get from a sales playbook?
You go from a sales process in a few people’s heads to a method the whole team can follow.
Book a free 30-minute meeting
Does your sales process depend on two or three people?
Leave us your details and we’ll review how your team sells today, what works and what isn’t documented. Then we’ll suggest how to turn it into a practical playbook.
