Sales Glossary > Playbook


A sales playbook is a document that details your sales methods, tactics, and processes, as well as sets clear objectives for each team member.

In other words, it’s a comprehensive guide that outlines what you should do in each given situation – from prospecting to closing – and gives you all the necessary materials (e.g., scripts and templates) to succeed.

A playbook is essential for sales team productivity and helps you streamline and speed up onboarding for the new hires.

It also allows you to keep your sales activities consistent and effective.

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The Ultimate Guide on Building Outbound Sales Playbook