Sales playbook » History » Version 5
Sophia Bianchi, 06/30/2026 03:29 PM
Minor update
| 1 | 1 | Ethan Costa | h1. Sales playbook |
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| 2 | |||
| 3 | h2. Stages |
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| 4 | |||
| 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. |
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| 16 | 3 | Zoe Schmidt | |
| 17 | |||
| 18 | * Update 2026-06-12: Needs clarification from the client, asked in the shared channel. |
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| 19 | 5 | Sophia Bianchi | |
| 20 | * Update 2026-06-30: Started working on it, will post an update after the first run. |
