A Sales Playbook isn’t just a few scripts to follow when you’re working a lead. It goes into the mindset, processes, core functions and sustainability in businesses. Some of the core functions of the sales playbook are customer retention and ascension. As a business owner, it is worth taking the time to build a sales playbook for your team. 

What Makes a Great Sales Playbook

A playbook isn’t just a step by step instruction manual. Good playbooks visually map out how to do something. Then, your sales playbook should have scripts to support how you can do the process. You should also include templates for emails and any other communication processes. But there is one key component that most entrepreneurs miss, and I had to develop it through practical experiences with the help of mentors.

This component is the mindset behind sales. If we don’t articulate this mindset, then our team may not understand why we ask certain questions or go through certain scripts. For example, one of the questions that we always during client intake is, “If you lean out three years, and you were the happiest you could be, what would it look like?” I usually give my personal example, and allow them to share theirs. It is one of the scripted parts of the process.

How To Create a Sales Playbook

When someone following your sales playbook understands both the context and the mindset for the processes, they will be able to execute the entire process more effectively. To recap, a great sales playbook has processes, scripts, and mindset. Which one do you want to build up for your business?

Building playbooks is part of our BlueprintOS system that equips owners to learn how to design & install an operating system that runs like clockwork. You can learn more about how this operating system would work for your business when you register for our upcoming free WebClass, Introduction To BlueprintOS.