Founder
Sales Leader

Sales Playbooks

Deal navigation & conversational guides designed around how & why your buyers buy, integrated into sales workflow

Repeatability isn't possible without best practice sales process, method and qualification codified.

PLAYBOOKS IN THE OS

Playbooks your team can actually use in the week.

We do not build playbooks as static PDFs. We codify the sales process, qualification standards and problem messaging inside the Closing OS — so sellers, managers and operators work from the same system.

Talk to us about playbooks
Sales Process Overview table showing stages from Qualify to Negotiation with goals, approaches, tasks, and exit criteria for each stage under Enterprise Sales Motion.
Codify the sales motion

Stages, goals, approach, what to do and exit criteria — so everyone knows what progress should look like.

Sales qualification app screen showing MEDDPICC framework with Metrics section expanded, listing definition and primer questions about success measures and ROI.
Standardise deal judgement

Qualification definitions, questions and scoring rubrics — so teams inspect buyer evidence, not seller opinion.

Dashboard page titled Problem Base showing a list of business problems with sections for problem, pain, root cause, promise, and pay off, along with tags like messaging and sales process.
Anchor messaging in buyer problems

Problem, pain, root cause, promise and payoff — so discovery, messaging and proposals stay connected to what buyers care about.

Founder-Led

Close your next 10 deals with confidence

  • Prompts embedded into your sales workflow.

  • Scripts that land next steps and accelerate proposals.

  • Deal scorecards that flag risk.

+40 % win-rate, −27 % cycle
See the System
Schedule Call
Revenue Leader

Equip buyers to make confident decisions.

  • Turn-by-turn best practice guide for every seller.

  • Manager inspection rhythm flags risk & next best actions.

  • AI-driven business cases that win over finance.

+40 % win-rate, −27 % cycle
Schedule a Team Call
Schedule Call

The three building blocks of repeatable wins

Sales Process
Stage gated map of how your buyers buy.

Deals advance or die fast - no zombie pipe.

Sales Method
Know · Show · Do · Say by stage.

Deals advance or die fast - no zombie pipe.

Sales Qualification
Manager inspection → next best action.

Deals advance or die fast - no zombie pipe.

What It Looks Like in Practice - You’ll get a live CRM workflow, deal scorecards, and an inspection rhythm that turns every deal into a next best action. No extra tabs, no ‘winging it’.

How the win rate system rolls out in six weeks

Outputs → Live CRM workflow + Deal Scorecard

Sales Process
Baseline & outcomes
  • Pipeline + skill scan pinpoints revenue & competency leaks.

  • Capture current business outcomes; cycle, ACV, forecast

  • 45 min findings call sets the action priority.

Sales Process
Blueprint build
  • Map stage gates & buyer exit criteria.

  • Know · Show · Do · Say guides for each stage.

  • Build 4 level competency matrix linking behaviours → business outcomes.

  • Build deal risk scorecard, PoV & business case

Sales Process
Workflow embed
  • Fields & check-lists live in SFDC / HubSpot.

  • Notion / enable tool links surface guides in one click.

  • Auto-reminders trigger on stage-change.

Sales Process
Live cohort
  • Two 90 min live sessions run live deals through the system.

  • Role-play discovery & validation calls.

  • Reps commit next steps in the scorecard.

Sales Process
Monthly coaching
  • Monthly deal review huddle template.

  • Manager cheat sheet: five risk-flag cues.

  • Optional fractional coach add on for solo founders.

Sales Process
Dashboard + δ
  • Looker dashboard tracks win-rate, cycle, adoption.

  • Quarterly delta report sent to founders & boards.

  • Playbook tuned against live data.

Your system lives where your reps live - no extra tabs

Forecast calls feel predictable.

James Fell
Founder & CEO, Credit Canary

We're executing at a higher level.

Callum Murray
Founder & CEO, Amiqus

Deals now advance with real momentum.

David Boon
Founder & CEO, Dijiuno
Founder-Led
How much time will this take me each week?

Plan on 2–3 hours: one 60 min working session with us, plus ~90 min applying the playbook to live deals. Most solo founders fold it into existing prospecting time.

Do I need a CRM before we start?

No. We can create in slides and or integrate into a CMS like Notion . If you already have a CRM, we map the process to your current stages.

When will I see a lift in win-rate?

Founders typically see measurable uptick after 5 to 7 live deals, about 4 to 6 weeks as the qualification gates start filtering out low probability opportunities and new approaches start to work

Revenue Leader
Can the playbook flex for longer enterprise deals?

Yes, SMB, mid market and enterprise sales motions are supported.

How do we get every rep to adopt the system?

We co-create the playbook with your top performers, then run 2 live enablement sessions and a 30-day deal-coaching sprint. Adoption can be tracked in the CRM with field fills. It relies on behavioural change so they need the right mindset.

Will this plug straight into Salesforce / HubSpot without extra licences?

It depends on the version you have. Hubspot has a playbook module, SFDC has sales flows. There are workarounds with CMS's or we can keep it natively in MST or Google. As long as it's in sellers workflow, deal navigation and conversational guides will direct next best actions. LLM schemas are another route.

Start-Up plan £25k · Team roll out from £40k

6-week sprint • any team size
  • Custom sales execution blueprint

  • Process, method & qualification codified

  • Live enablement sessions

  • CRM & AI workflow integration

  • Optional monthly coaching add-on

*Typical ROI  90 days
*based on median win rate lift across 20 projects
+40%
WIN-RATE UPLIFT
£4.1M
ARR UNLOCKED
-27%
sales cycle cut