Sales Playbook Template

A sales playbook defines a set of repeatable steps that, if your team follow them, will lead to the best possible outcome - closed revenue.

I call it a revenue playbook - because a great playbook is not just for your sales team - it considers the end to end process from marketing, to sales and on to customer success.

A great playbook takes the learnings from your existing customers, provides that to your marketing team to use in events, buyer enablement tools and content creation, which becomes a hook for your outbound reps to use in their communications.

Instead of starting to build your playbook by creating content, start by asking yourself these questions in the revenue playbook template.

You’ll cover topics including:

  • Who is this playbook for?

  • Why should they care?

  • Who are the target buyers?

  • Where are they in their buying journey?

  • What do our reps need to know, say, show and do to execute this play?

  • Who can help us create content for this play?

  • How will this play affect our partners?

  • How will we measure if this play is being successful?

Grab the template below, make a copy, and start creating!

RevOpsCharlie - Sales Playbook Template