Welcome to the Sales Playbook
Why this sprint matters
This sprint is meant to build a foundational understanding of what goes into sales. Whether it’s just you and a few co-founders or you have a small team built, use this guide to help establish the process that works for you, at this moment. The goal isn’t to have a perfectly well-defined sales process or to have the most built-out tool stack. The goal is to get started and meet you where you are in your process.
What's included in this sprint:
Establish the repeatable steps for your company’s sales process
Standardize your pitch + create a pitch deck
Understand and create sales messaging
Pick the tools to support your process
A note on the flexibility of a sales process
It will change over time–sales should be constantly evolving as your company grows. As with anything in a startup, you’ll need to periodically reevaluate how the steps are working. If a definition isn’t quite right, change it. If the pitch isn’t landing or the deck doesn’t flow right—time for edits. This should be a living, breathing thing. The important thing is to stay aligned and make sure any changes are communicated to other stakeholders.
I encourage you to dive into the nuts and bolts and then apply your learnings to your company in the format that makes the most sense. Whether you haven’t talked to a single person yet or are overwhelmed by the list of customers you need to reach out to, laying a strong foundation and building upon it as things in your business change and mature will set you up for success down the road.
Let’s get started!
