Sales Playbook

Tome’s Sales Playbook template will outline an entire selling process from prospect to closing the deal.

Sales Playbook - Title
Sales Playbook - Company Information
Sales Playbook - Intro
Sales Playbook - Process

About this template

Give life and personality to your Sales Playbook with this dynamic template. You can customize fonts, images, colors, and layouts to reflect your brand and messaging. Find helpful tips on how to structure your playbook, from high-level to fine detail. Fill in the strategy, team, and org chart to establish a baseline, then move into product details. Throughout this template you’ll find helpful visual elements that illustrate information in a clear, engaging way. Include personas that represent your customer base, to help team members visualize who they are selling to.

Template outline

  • CheckmarkCompany information
  • CheckmarkRoles and responsibilities
  • CheckmarkOrg chart
  • CheckmarkOur offering
  • CheckmarkCompensation
  • CheckmarkMethodology
  • CheckmarkProcess
  • CheckmarkPersonas
  • CheckmarkPlays
  • CheckmarkKPIs
  • CheckmarkMessaging documents
  • CheckmarkResources

Tell a powerful story

  • Double Sparkle (tome icon)Editable with AI
  • Text (tome icon)Beautiful typography
  • Double Sparkle (tome icon)AI layout generation
  • Page Portrait (tome icon)Narrative Guidance
  • Multiple Pages (tome icon)Automatic mobile layout
  • Reference (tome icon)AI reference sourcing
  • Share (tome icon)Share or link anywhere
  • Download (tome icon)Downloadable as a PDF
  • Add Person (tome icon)Real-time collaboration