Sales playbook » History » Revision 3
Revision 1 (Emily Underwood, 10/15/2026 07:42 PM) → Revision 3/8 (Yuki Owens, 06/12/2026 07:42 PM)
h1. Sales playbook h2. 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. h2. 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. * Update 2026-06-12: Tested locally and on staging, all green.
