Sales Playbook Creation (Standard or Custom)

Andy Gleeson

Contact for pricing

About this service

Summary

I help SaaS founders build a clear, practical Sales Playbook that their team can actually use. | This isn’t theory - it’s a structured, actionable framework for messaging, qualification, pipeline management, and running effective sales conversations. I’ve built playbooks for SaaS companies scaling into the UK accounting/fintech market and know what works in a SaaS ecosystem.

FAQs

  • Do you work with companies outside the accounting tech space?

    Yes, provided the product is SaaS and the sales motion is consultative, not high-volume transactional.

  • Can the playbook be extended to train sales hires?

    Yes - onboarding & enablement plans can be added.

  • Will this work if I’m the only salesperson/founder-led sales?

    Yes - this process is especially effective for founder-led sales.

What's included

  • Option 1 — Standard Sales Playbook (Framework Version)

    Complete Sales Playbook PDF (my core system covering messaging, customer journey, lead sources, qualification, methodology, demo structure, objections, and close strategies) Template sections for inserting product positioning, ICP, and value messaging 1 x 30-minute walk-through call to help them use it effectively

  • Option 2 — Custom Sales Playbook (Branded + Tailored Version)

    Everything in the Standard version PLUS: - 1 x Founder / Sales Discovery Workshop (1–1.5 hr) - ICP & Value Proposition refinement - Product messaging rewritten in your voice - Customised demo flow + objection handling map - Full brand formatting (logo, colour palette, tone) - Final delivery: PDF + editable source file

Skills and tools

Founder

Executive Trainer

Sales Manager

Canva

Canva

Industries

Accounting & Tax
Artificial Intelligence
Computer Software

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STARTING AT

$225

fixed rate