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Emily Underwood, 10/15/2026 07:42 PM
Initial version
Sales playbook¶
Stages¶
- Lead - an inquiry or an outbound contact.
- Qualified - budget, authority, need and timeline are confirmed.
- Proposal - proposal and estimate sent.
- Negotiation - scope, price and legal terms.
- Won or Lost - always record the reason.
Rules¶
- Log every call and email as a note in the CRM.
- Discounts above 10% need approval from the head of sales.
- Fixed-price offers need an estimate from the delivery team.
Updated by Emily Underwood about 17 hours ago · 4 revisions
