Sales playbook template

Our sales playbook template is designed to help your team navigate the sales process with confidence, ensuring consistency and alignment across all reps.

Whether you're launching a new product, onboarding new sales reps, or refining your sales strategy, a sales playbook is the tool you need to streamline operations and hit your targets.

What's inside the playbook template?

The sales playbook template is a structured guide that lays out the objectives, product details, and step-by-step procedures your sales reps should follow to engage prospects effectively and close deals.

It's a customizable resource that can be tailored to your business needs, offering your team a go-to reference for:

• Company overview: Key company facts, vision, growth strategies, and the roles and responsibilities of sales reps.
• Product portfolio: Detailed information on the products and services your team is selling, including benefits and value propositions.
• Buyer personas: Insights into your ideal customers, their needs, and the sales methodologies that work best.
• Sales cadence: A sequence of actions your reps should take, from the first touch to closing the sale, including email, call, and social media interactions.
• Tech stack guidelines: Instructions on the tools your sales team needs, including CRM systems and lead tracking processes.

How to use the sales playbook template

1. Customize the template: Adapt the template to fit your company’s products, market, and sales methodology. Focus on sections that are relevant to your business and update them regularly as your strategy evolves.
2. Train your sales team: Use the playbook to provide consistent training to new hires and existing team members. It can serve as a reference for sales processes, buyer personas, and key messaging.
3. Align sales and marketing: Ensure sales and marketing teams are aligned by including shared resources, such as messaging frameworks, email templates, and case studies, to maintain a cohesive brand message.
4. Track and improve performance: Define KPIs and benchmarks in the playbook to help track sales performance and identify areas for improvement. Use examples of both good and poor performance to guide reps toward success.

Download you sales playbook template

Sales playbook template

Sales playbook template A sales playbook is a record of objectives, product details, and the specific procedure you want reps to follow during the sales process. Maybe there are certain questions you want them to ask, content you want them to share, or particular pieces of information you need t…

Google Docs