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Creating a repeatable sales process is critical if you want to have a pipeline that is always full of qualified leads.
While we all know how important repeatable processes are, they are difficult to create. When you are just starting to scale your sales processes, you won’t know exactly what works and how to implement it.
In this guide, we'll show you everything you need to know about creating sales playbooks. From definitions and benefits to the processes you can follow, plus examples of sales playbooks you can try out in your company.
Let's jump right in.
What is a sales manual?
A sales playbook is a documentation or process that details the steps your team can take to repeatedly engage with new customers and close deals.
When you have sales playbooks defined, any member of your sales team can easily follow each step. It helps ensure a consistent level of communication with your customers throughout the sales cycle.
Their guides will make it easier for both new and experienced sales reps to generate new leads and sales.
There's no perfect formula for a sales playbook, as the content and steps to follow will depend on your company, the tools you use, and the type of client. But in general, a sales playbook template includes elements like buyer personas, an outline of sales tools, and key performance indicators ( KPIs ).
Do you need a sales manual?
You may have generated hundreds of thousands in revenue without having any clear playbooks. After all, if your product solves serious customer problems, you can get away with not having clear sales processes for a while.
Eventually, you'll need to scale your sales operations to fill your pipeline with prospects. When that time comes, you'll appreciate having established sales guidelines that outline what works for your business.
They are especially important when you're first starting out with hiring. Handbooks allow new employees to get onboarded and trained on business processes without having to be guided step-by-step or figure out the process on their own.
How to create a sales manual
The easiest way is to have a handbook design session with your sales team as they work on their daily activities. Make the entire handbook as detailed as possible to meet your sales goals.
Then, document each key step with screenshots and written documentation .
The tool you choose doesn't matter, as long as it's something your team is likely to use.
Good options include:
Google Docs
Notion
ClickUp
Source: Notion
It's important to create guides based only on processes that already work. Never add poor sales practices, even to discourage sales departments from using them. Only include effective techniques that have been proven to bring in new customers and revenue.
On the other hand, if you create your guides once you know the exact steps needed to obtain qualified leads, they will be more effective when your sales team starts using them.
The sales playbook creation process doesn't have to be unnecessarily complicated. However, it should contain your sales methodology, all of your advanced sales techniques, your key objectives, the sales process, and the audience for the playbook.
Next, let’s look at some sales funnels you can use to start creating pipelines that drive qualified leads and customers into your sales funnel.
Sales Manual Examples
Outbound Sales Guide Examples
1. Use cold email for a personalized and targeted approach.
Cold emailing is a great channel to get in touch with new prospects. Through email outreach, you can contact prospects who match your ideal customers.
To do this successfully, follow these steps:
First, you'll need to identify the prospects you want to reach out to and get their email addresses. You can use tools like BuiltWith, UpLead, or Clearbit to find contacts within your industry.
Customizing LiveAgent Email Templates
Once you have their contact information, including a verified email address, you'll need to draft your cold email templates.
While you can have parts of your email template that you reuse, each email denmark whatsapp number data should have unique content for each recipient. You can add a personalized opening line, as well as the name, company name, and additional personalized details.
For example, you could start your emails by saying:
Congratulations on opening your new office in [location].
I just read the article you published on [topic]. I appreciate your transparency on how you built your marketing team.
I heard you on [podcast name] – great insights!
You don't need to reinvent the wheel when writing your email, as long as it's clear to your prospect that it's been tailored specifically to them.
Be sure to add information about why you're reaching out to your prospect and a call to action that makes it easy for them to respond.
We're excited to welcome you to the [Brand] family!
Every single one of us is here to make sure you're happy with [Product]. Firstly, let's make sure your account is set up properly.
Watching our Onboarding Tutorial will help you familiarize yourself with [product]. It covers how to complete your setup process, key features of your account, plus some handy tips and tricks.
Onboarding Tutorial Video
If you need ae than happy to lend a hand!
Until next time,
[YOUR SIGNATURE]
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The best way to do this is with cold email software, such as QuickMail. However, there are many online email scripts that you can use.
First, import your prospects. Then, add the email templates you've written into the email editor. Even with just one email in your sequence, you'll get responses, but the secret to high-performing cold email campaigns is to follow up after you don't hear back.
