Sales playbook » History » Version 1
Emily Underwood, 10/15/2026 07:42 PM
Initial version
| 1 | 1 | Emily Underwood | h1. Sales playbook |
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| 2 | |||
| 3 | h2. Stages |
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| 5 | # *Lead* - an inquiry or an outbound contact. |
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| 6 | # *Qualified* - budget, authority, need and timeline are confirmed. |
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| 7 | # *Proposal* - proposal and estimate sent. |
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| 8 | # *Negotiation* - scope, price and legal terms. |
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| 9 | # *Won* or *Lost* - always record the reason. |
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| 11 | h2. Rules |
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| 12 | |||
| 13 | * Log every call and email as a note in the CRM. |
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| 14 | * Discounts above 10% need approval from the head of sales. |
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| 15 | * Fixed-price offers need an estimate from the delivery team. |
