Sales Playbook
Tome’s Sales Playbook template will outline an entire selling process from prospect to closing the deal.
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
- Company information
- Roles and responsibilities
- Org chart
- Our offering
- Compensation
- Methodology
- Process
- Personas
- Plays
- KPIs
- Messaging documents
- Resources
Tell a powerful story
- Editable with AI
- Beautiful typography
- AI layout generation
- Narrative Guidance
- Automatic mobile layout
- AI reference sourcing
- Share or link anywhere
- Downloadable as a PDF
- Real-time collaboration
