Sales playbook » History » Revision 5
Revision 3 (Zoe Schmidt, 06/12/2026 03:29 PM) → Revision 5/8 (Sophia Bianchi, 06/30/2026 03:29 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: 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.
