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Summary of company history and why it was startedHigh level goals and problems the company solves for peopleMain value propositions of the companyQuick summary of the company's defining qualities/philosophy
Quick descriptions of each product or package soldWhat is each one for? What does each one solve? Why was each product created? What value do they provide?Who are each of these products for? General audience?
What is the pricing philosophy for the company's products?How does pricing work and how is it justified?What is the payment experience like for customers?How should the sales team talk about pricing?
What are the main steps of your sales process?On what timeline/cadence do you contact customers?How do you reach customers? Email? Phone? In-person? What is the normal timing for moving customers from prospects to closed deals?What should be documented by the sales team along the way? Where should they keep notes and report on their progress? Guidelines for how to speak to customers? Etiquette recommendations?
Who are your main types or categories of customers? How do you define them? Where can these customers be found?What qualifies them for your product?Who is the buyer? Who is the user? Are they the same? If not, which one is more important to appeal to? How do these people make decisions? What are the most compelling arguments for each persona?
Talking points that have proven effective for sellingEmail templates and call scripts that have succeeded in the past
Instructions for navigating and contributing to the Sales CRMAre there any quirks? Best practices? Good hygiene?
How does sales compensation work at your company? Clearly outline incentives and how they work. What awards or milestones do you have?
Clearly articulate the metrics that guide activity and indicate success. Some examples:Monthly sales growthAverage profit marginMonthly sales bookingsAverage purchase value
Link to reference materials here, including examples from other companies, or other Notion pages containing helpful information.
Playbook
Notion Tip: Document your company's approach to sales to keep new hires and veteran employees on the same page. Content recommendations below.
Company Overview
Products
Pricing
Process
Personas
Messaging
CRM Guide
Compensation
KPIs
Resources
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