Sales Playbook Build

ClientWindow already had a very innovative product and a clear audience - what they didn’t have was a repeatable way to talk about it and sell it.

I worked with the founders to create a custom sales playbook that clarified:

The core value story

- Messaging that actually lands with accountants & finance teams - Call frameworks that feel human, not scripted - A structured sales process the whole team can follow

This wasn’t a generic PDF. We built it around how they sell, who they sell to, and why those buyers care.

The playbook gave the team a clear structure to follow and a consistent way to communicate value in sales conversations.