What’s inside the Sales Playbook.
14 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1Cover: FY2027 Sales Playbook with version, owner and review date, the six stages at a glance and the most-used pages
- 2Page 2Start here: the process on one page, with each stage's owner, goal, exit criteria, win probability and typical time, how to use the playbook and the contents
- 3Page 3Ideal customer profile: firmographics in tiers A, B and C, trigger events, disqualifiers and the named accounts to avoid for now
- 4Page 4Buyer personas: the VP of Operations and the DC manager, with goals, pains, what they measure, how to reach them and what to say
- 5Page 5The buying committee: CFO, IT director, transport manager and procurement, what each needs to hear and to be sent, and a worked influence map of one deal
- 6Page 6Stages in detail: the activities, assets and CRM fields for each stage, what managers inspect, typical time in stage and the stage rules
- 7Page 7Discovery questions: twenty questions in five groups, from the dock today to the cost of doing nothing, and how to run the call
- 8Page 8Talk tracks: the cold-call opener with branches, a voicemail, a LinkedIn note, a three-touch email sequence and rules for every touch
- 9Page 9Demo and business case: the 30-minute demo storyline, and the detention calculator worked through to a year-one business case and payback
- 10Page 10Objection handling: the eight objections we hear most, each with acknowledge, ask, answer and proof
- 11Page 11Competitors: spreadsheets, WMS add-ons and two direct rivals, with price, where we win and lose, landmines to lay and last year's win rate
- 12Page 12Negotiate and close: discount authority, give and get, a worked mutual action plan, the paper process and the handover to customer success
- 13Page 13Qualify with MEDDIC: what good looks like for each letter, questions and red flags, a worked deal scored 9 of 12 and the scoring rules
- 14Page 14The numbers we run on: the Q3 funnel, headline figures, KPI targets against actuals, the weekly rhythm and the tools
When to use it.
Sales Playbook is a 14-page A4 template for B2B sales teams that want one working reference for how they sell. It sets out the process on one page, with each stage’s owner, exit criteria and win probability, then covers the ideal customer profile, buyer personas and the buying committee, discovery questions, talk tracks and email sequences, a demo storyline with a worked business case, objection handling, competitor battlecards, negotiating and closing, MEDDIC qualification with a scored deal, and the KPIs and weekly rhythm. Every figure agrees from page to page.
Made for
- Agency and studio owners
- Business development leads
- Consultants and freelancers
- Founders selling services
Make it yours in four steps.
Open it in Reports and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Put your company name, logo, version and owner on the cover and in the running header.
- Step 2
Rewrite the six stages and their exit criteria on page 2 so each one can be checked in your CRM.
- Step 3
Replace the ICP tiers, personas, questions and talk tracks with what your best reps actually say.
- Step 4
Update the business case, competitors and KPI table from your own deals each quarter, then share it with the team as a link or PDF.
Start from the Sales Playbook now.
Questions about this template.
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Is the Sales Playbook template free?
Yes. Create a free account and it opens in Docsiv's Reports app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Lato with #1f4f96, #111827, #f3f4f6, #b42318, #18794e, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Reports in Docsiv offers: Report pages with charts, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the sales playbook for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
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Describe the client or the project and Docsiv AI writes a first draft of your sales playbook for you to edit, share and send.