Step 1 of 5

Let's build your playbook

We'll research your business and generate a 20-section sales decision system — tailored to your market.

Work Email *

We'll send you a copy of your playbook.

Your Name

Step 2 of 5

Your business

We'll research your website and use this to build a deeply specific playbook.

Company Website *

We'll analyze your site — positioning, customers, product, social proof, differentiators.

Company Name *

Industry

What do you sell? *

The more specific you are, the more precise the playbook will be.

How is your pricing structured?

Monthly SaaS

Annual SaaS

Project-based

Retainer

Per-seat

Value-based

Step 3 of 5

Who you sell to

This shapes your ICP, buyer personas, discovery questions, and closing playbook.

Who is the primary decision-maker for a purchase like yours? *

The person who owns the budget and makes the final call.

How many people are typically involved in the buying decision?

1 — solo

2-3 people

4-6 people

7+ people

Not sure

Top 2-3 competitors (or alternatives buyers consider)

Include direct competitors, workarounds, and "do nothing" if relevant.

Average Deal Size

< $1K

$1K - $10K

$10K - $50K

$50K - $250K

$250K+

Not sure

Typical Sales Cycle

< 1 week

1-4 weeks

1-3 months

3-6 months

6+ months

Not sure

Step 4 of 5

How you sell today

This calibrates your prospecting strategy, KPIs, and process recommendations.

How do you primarily generate pipeline?

Inbound

Cold outbound

Referrals

Partner/Channel

Events

Mixed

Win rate on qualified deals

Under 10%

10–25%

25–40%

Over 40%

Don't track

Sales Team Size

Just me

2-5 reps

6-15 reps

16-50 reps

50+ reps

No team yet

Current CRM or tools (optional)

Step 5 of 5

Challenges and proof

Last step. High-signal inputs — the more honest you are, the more useful the playbook.

What's the #1 reason you lose deals? *

This is the most important question on this form. Be honest.

What's your biggest sales challenge right now?

What proof do you have that you deliver results? (optional)

Helps build a credibility section your reps can actually use in deals.

How defined is your current sales process?

Fully documented

Partially defined

Not yet

Building your expert playbook

We're researching your company and generating a 20-section decision system built for your specific market.

Researching your website & competitive landscape

Building company foundation & offer clarity

Profiling ICP, buyer personas & pain points

Building value proposition & competitive strategy

Designing sales process, qualification & demo strategy

Crafting objections, talk tracks & pricing strategy

Building proof, credibility & trust framework

Finalizing metrics, tools & operating cadence

Completing your 20-section playbook