Actions
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.
- Update 2026-06-12: Needs clarification from the client, asked in the shared channel.
- Update 2026-06-30: Started working on it, will post an update after the first run.
- Update 2026-08-05: Ready for review.
Updated by Zoe Schmidt 3 months ago · 4 revisions
