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.
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