Sales playbook » History » Revision 7
Revision 5 (Sophia Fischer, 06/07/2026 07:42 PM) → Revision 7/8 (Tomas Murphy, 07/22/2026 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.
* Update 2026-06-07: Updated the description with the final acceptance criteria.
* Update 2026-07-22: Merged to main, will be included in the next release.
