Actions
Sales playbook » History » Revision 5
« Previous |
Revision 5/8
(diff)
| Next »
Sophia Bianchi, 06/30/2026 03:29 PM
Minor update
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.
Updated by Sophia Bianchi 4 months ago · 4 revisions
