Sales Playbook Creation (Standard or Custom)
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About this service
Summary
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
Industries