SALES PLAYBOOK

Every module, one question: how does this close a deal?

The training teaches the idea. This page turns each module into the move a rep runs on Monday, the words to use, the signal that proves it worked, and the revenue it changes.

Sales pillar

Sales: what it changes in the deal

How deals actually get done in this market, and what buyers here expect from a rep.

Qualification through close

Sales strategy

Deals sit in the pipeline for weeks with no clear reason, and forecasting turns into guesswork.

Run this and you get: a shorter sales cycle and fewer deals stalling inside the buying committee.

  1. Tactic 1

    Name the decision path on call 1

    Before pricing, map who signs, who can veto, and what has to be true for both.

    Walk me through how a decision like this actually gets made here, start to signature.

    Proof: You can name every person in the decision before the second meeting.

  2. Tactic 2

    Set the next step inside the call

    Never end a call without a date, an owner, and the specific thing that happens next.

    Thursday at 10, you and your ops lead, and I bring the build plan. Does that hold?

    Proof: Zero open deals with no scheduled next step.

  3. Tactic 3

    Trade closes for exits

    Give stalled deals a clean way out so the pipeline reflects reality.

    If this is not a priority this quarter, say so and I'll stop chasing you.

    Proof: Pipeline shrinks, close rate on what remains climbs.

First conversation

How buyers buy

Your pitch is built around your product instead of the way the buyer already evaluates.

Run this and you get: a higher close rate because the first conversation already fits how they buy.

  1. Tactic 1

    Open at their symptom

    Lead with the problem they already talk about internally, not your category.

    Most owners call us because quotes go out and nothing comes back. Is that the pattern?

    Proof: The buyer corrects or expands your framing instead of asking what you sell.

  2. Tactic 2

    Ask for the last 3 vendors

    Learn their evaluation habits before you enter it.

    Who else have you looked at, and what made you pass?

    Proof: You know the comparison set before you are compared.

  3. Tactic 3

    Sell the shape of the decision

    Present 2 real options with a recommendation, not 1 take-it-or-leave-it price.

    Here are the 2 versions that fit. I'd run the second, and here's why.

    Proof: Fewer no-decision losses, more deals that pick a version.

Marketing pillar

Marketing: what it changes in the deal

Which channels earn attention locally, and which ones burn budget.

Before the lead exists

Marketing strategy

Spend is spread across channels, and nobody can say which one produced last month's deals.

Run this and you get: less wasted spend and more qualified leads per dollar.

  1. Tactic 1

    One channel to profitability

    Fund the single channel closest to closed revenue until it pays, then add the next.

    We are pausing everything except the channel that produced signed deals last quarter.

    Proof: Cost per closed deal, not cost per click, drops.

  2. Tactic 2

    Tag revenue, not traffic

    Push the source onto the deal record so reporting starts at revenue and works backward.

    Every closed deal gets a source before it gets counted.

    Proof: You can rank channels by revenue in one report.

  3. Tactic 3

    Kill the polite channel

    Cut any channel with 90 days of activity and no attributed deal.

    It has had a quarter. It produced nothing. It's done.

    Proof: Same budget, more qualified conversations.

Inbound to first call

Lead generation

Leads arrive cold, ask for price first, and disappear after the quote.

Run this and you get: more inbound conversations from buyers who arrive already convinced.

  1. Tactic 1

    Answer the question they searched

    Build one page per real buyer question and put the answer in the first paragraph.

    Here is what this costs, here is who it fits, and here is who should skip it.

    Proof: Inbound calls open with specifics instead of what do you do.

  2. Tactic 2

    Proof before the pitch

    Put a named result from a comparable buyer above the form.

    Same size company, same problem, here is the number it moved.

    Proof: Form fills convert to held calls at a higher rate.

  3. Tactic 3

    Ask 1 qualifying question

    Add a single field that sorts urgency, and route those leads first.

    What made you reach out today?

    Proof: Reps spend their hours on buyers with a reason to move.

Branding pillar

Branding: what it changes in the deal

What credibility looks like to buyers in this city before you ever get a meeting.

Before the shortlist

Brand strategy

You get found late, after the buyer has already built a shortlist without you.

Run this and you get: more shortlist appearances before a sales conversation ever happens.

  1. Tactic 1

    Own one sentence

    Say who you serve and what you change, in language a customer would repeat.

    We help contractors quote faster so fewer jobs go to whoever answered first.

    Proof: Referrers describe you correctly without your help.

  2. Tactic 2

    Show up where the shortlist forms

    Be present in the 3 places your buyers ask for recommendations.

    Who do people in this trade ask before they buy? Get us in that room.

    Proof: More inbound conversations that start with a referral name.

  3. Tactic 3

    Publish the position, repeatedly

    Repeat the same claim across every surface until it is boring to you.

    Same sentence, site, deck, and profile.

    Proof: Buyers arrive already knowing what you do.

Proposal and pricing

Brand credibility

Every deal turns into a price negotiation, and discounts are the only way to win.

Run this and you get: less price resistance and a bigger average ticket.

  1. Tactic 1

    Lead with the mechanism

    Explain why your result happens before you name a price.

    The reason this works is the follow-up runs in 5 minutes instead of 2 days.

    Proof: Fewer discount requests on the first proposal.

  2. Tactic 2

    Stack specific proof

    Replace adjectives with numbers, names, and dates.

    3 clients, same industry, 90 days, here are the numbers.

    Proof: Average ticket rises without new features.

  3. Tactic 3

    Hold the price once

    Restate value and keep the number the first time it is pushed.

    The price reflects the scope. I can change the scope if the budget is fixed.

    Proof: Margin holds on won deals.

AI pillar

AI: what it changes in the deal

Where AI helps local teams sell more, and where it quietly costs them trust.

Rep capacity

AI for small business

Reps spend their week on notes, quotes, and admin instead of conversations.

Run this and you get: more selling hours reclaimed per rep each week.

  1. Tactic 1

    Automate the recap

    Let AI draft call notes and next steps, and have the rep edit for 60 seconds.

    Notes are drafted before you leave the driveway.

    Proof: Selling hours per rep per week go up.

  2. Tactic 2

    Templatize the quote

    Generate first-draft proposals from the call recap, then review.

    Proposal out same day, every time.

    Proof: Quote turnaround drops from days to hours.

  3. Tactic 3

    Audit before you add

    Track where the week actually goes for 5 days, then automate the largest block.

    We automate the biggest time sink first, not the most interesting one.

    Proof: One task removed, hours recovered, measured.

Speed to lead

AI in sales

Leads go quiet because the first reply takes hours and the second never happens.

Run this and you get: faster follow-up so fewer leads are lost to silence.

  1. Tactic 1

    Reply in 5 minutes

    Trigger an assisted first response the moment a lead lands, then a human call.

    Got your request. Are you free at 2 today or 9 tomorrow?

    Proof: Median first-response time under 5 minutes.

  2. Tactic 2

    Draft the follow-up sequence

    Generate 5 follow-ups per lead type and let reps send with 1 edit.

    Same message, personalized in 1 line.

    Proof: Touches per lead go up, lost-to-silence goes down.

  3. Tactic 3

    Score, then route

    Rank inbound by fit signals and send the top tier straight to a human.

    Best-fit leads get a person, everyone else gets a fast answer.

    Proof: Held-call rate rises on the top tier.

Systems pillar

Systems: what it changes in the deal

The follow-up, CRM, and process realities of operating in this market.

Pipeline hygiene

Sales process

Deals leak between stages, and handoffs lose context the buyer already gave you.

Run this and you get: more of the pipeline you already have converting instead of leaking.

  1. Tactic 1

    Define exit criteria per stage

    Write the one fact that has to be true before a deal advances.

    It moves to proposal when we know the budget owner and the timeline.

    Proof: Stage counts stop inflating.

  2. Tactic 2

    One owner per deal

    Assign a single name and make the handoff a scheduled call, not a note.

    You are on the intro call so nothing gets retold.

    Proof: Fewer deals lost between marketing, sales, and delivery.

  3. Tactic 3

    Weekly leak review

    Pull every deal with no activity in 7 days and act on it that day.

    Advance it, exit it, or hand it off.

    Proof: More of the existing pipeline converts.

After the close

Follow-up and retention

Closed customers never hear from you again, so repeat and referral revenue stays flat.

Run this and you get: more repeat and referral revenue from customers you already closed.

  1. Tactic 1

    Book the 30-day check

    Schedule the first post-close review while signing, not later.

    We meet in 30 days to confirm this is doing what we said.

    Proof: Renewals and expansions get discussed before churn risk appears.

  2. Tactic 2

    Ask at the result, not the invoice

    Request the referral the week the customer sees the outcome.

    Who else has this same problem right now?

    Proof: Referral volume becomes predictable.

  3. Tactic 3

    Reopen the closed-lost list

    Work every lost deal older than 90 days with what changed since.

    You passed because of X. That is handled now.

    Proof: Won deals from pipeline you already paid for.

Playbook questions

Straight answers

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