A guided kit for B2B sales teams
Every business has a sales process. Most have never written it down properly.
Instead, it is scattered across CRM stages, old emails, proposal templates, experienced staff and years of “this is how we normally do it.”
This guided kit helps you bring it all together into one practical sales playbook your team can agree on, follow and improve.
Get the Kit — $49Downloadable kit. Work through it at your own pace.
The reality behind the CRM
The problem is that everyone may be following a slightly different version.
One person sends pricing immediately. Another waits until after discovery.
One salesperson follows up three times. Another keeps chasing indefinitely.
Your best team member knows when to push, when to slow down and when an opportunity is not worth pursuing, but much of that judgement has never been documented.
That makes it difficult to:
Before you improve your sales process, you need to see how it actually works.
The kit guides you through your complete sales journey, from prospecting through to discovery, proposal, signed agreement and customer handover.
You will document what happens at each stage, what moves an opportunity forward and how your team handles the situations that do not follow the perfect path.
By the end, you will have one agreed sales playbook covering:
You are not starting from a blank template
The kit gives you a guided process for examining the way your business currently sells. Each section includes clear instructions, practical worksheets and worked examples where useful.
The goal is not to create a theoretical sales process. It is to create the first usable version of yours.
A milestone, not a heading
Your first playbook does not need to be perfect. It needs to be explicit enough for the team to use, discuss and improve.
Once the full process is visible, you can stop making isolated changes without understanding how they affect everything else.
Instead of rewriting an email here or changing a CRM stage there, you can review the sales system as a whole — where the problem begins, what happens around it and whether the proposed change improves the broader process.
What your new playbook doesn’t say yet
Most process documents explain what should happen when everything goes according to plan.
Real sales rarely works that way.
Should you send pricing before a discovery meeting?
Should you create a proposal for every interested prospect?
Should you offer different terms to secure an important account?
The valuable question is
Depends on what?
The answer may be based on the type of customer, the information they have provided, the size of the opportunity, the likelihood of confusion or the commercial risk involved. Those conditions are business rules.
The kit helps you draw that judgement out of experienced people and turn it into guidance the rest of the team can understand and apply.
Most sales playbooks stop at the process.
This one captures the judgement behind it.
Why it’s worth the effort
Give existing staff one agreed picture of how sales should work, rather than relying on individual habits and assumptions.
Review the full sales journey and make deliberate improvements based on visible gaps, bottlenecks and inconsistencies.
Give new team members practical guidance on what to do, when to do it, what to use and how the business handles common situations.
Create a defined process that can become the foundation for CRM workflows, automation and future AI agents.
Automation works best when the business can clearly explain the process it wants followed.
This kit is designed for small and growing B2B businesses where sales knowledge is spread across a founder, sales manager or experienced team members. It is particularly useful when:
It may not be the right fit for a solo operator with a very simple sales process, or a large organisation with an established sales operations function and mature playbook.
Not another worksheet that disappears into a folder
The first working version of a sales playbook that documents:
One agreed playbook for the team you have now, the people you hire next and the systems you build later.
Document the process your business is already using and turn it into something the whole team can follow, improve and build on.
Get the Kit — $49One-time purchase. Instant download. Work through it independently or with your team.
About the author
I’ve spent years selling, leading sales and building sales systems inside growing B2B businesses.
The same problem appears repeatedly: teams start changing outreach, CRM stages, proposals and automation before anyone has documented how the complete sales process actually works.
This kit brings together the method I use to map that process, capture the judgement behind it and turn it into a practical playbook a team can use.