The playbook

Level up your sales strategy, management approach and tactics.

Featured posts

a woman is signing a document on a purple background .
Product updates•3 mins
2025 Product Highlights
Tania Clarke|Dec 16, 2024
a computer screen with the word pivotal marketing on it .
Product updates•2 mins
NEW: Enhanced editor styling controls
Guy Hall|Dec 13, 2024
an ad for acme that says " engage new product signups with a personalized welcome page "
Marketing•8 mins
Playbook: Engage New Product Signups With a Personalized Welcome Page
Brendan Connaughton|Nov 10, 2024
an aicpa soc logo on a purple background
Product updates•2 mins
Qwilr is SOC 2 Type II Compliant – What This Means for You
Guy Hall|Dec 13, 2024

All posts

a progress report is prepared for a client
Sales management•13 mins
4 Types of Business Reports Your Stakeholders Want [+Templates]
Dusty Martin|Jan 21, 2025
a content marketing proposal is prepared by your company name and date .
Sales techniques•14 mins
How to Write a Content Marketing Proposal [+Template]
Brendan Connaughton|Jan 20, 2025
a purple background with the words sharefile alternatives 2025
Sales tech•20 mins
10 Best ShareFile Alternatives in 2025 (Free & Paid)
Dusty Martin|Jan 17, 2025
a laptop computer is open to a pricing proposal on a wooden desk .
Sales techniques•10 mins
How to Write a Pricing Proposal That Seals the Deal [+Template]
Tania Clarke|Jan 14, 2025
a purple background with the words `` implementation plan template '' on it .
Sales techniques•15 mins
How to Create an Implementation Plan: Tips + Template
Brendan Connaughton|Jan 13, 2025
a purple background with the words " 10 best docusign alternatives "
Sales techniques•23 mins
10 Best Docusign Alternatives in 2025
Dan Lever|Jan 13, 2025
an executive summary shows where you 'll give an overall summary on what you worked on and how things are going
Sales techniques•14 mins
How to Write an Executive Summary That Sets the Right Tone
Brendan Connaughton|Jan 10, 2025
a business partnership proposal is prepared for a client
Sales techniques•13 mins
How to Write a Partnership Proposal to Stand Out [+Template]
Brendan Connaughton|Jan 6, 2025
a purple and green background with the words driving success together
Sales techniques•16 mins
How to Write a Project Proposal That Doesn't Suck [+Template]
Brendan Connaughton|Jan 6, 2025
a woman is signing a document on a purple background .
Product updates•3 mins
2025 Product Highlights
Tania Clarke|Dec 16, 2024
a computer screen with the word pivotal marketing on it .
Product updates•2 mins
NEW: Enhanced editor styling controls
Guy Hall|Dec 13, 2024
a laptop computer is sitting on top of a wooden desk .
Marketing•29 mins
16 Marketing Proposal Examples to Convert Prospects
Marissa Taffer|Dec 13, 2024
an aicpa soc logo on a purple background
Product updates•2 mins
Qwilr is SOC 2 Type II Compliant – What This Means for You
Guy Hall|Dec 13, 2024
a purple background with the words proposify alternatives on it
Sales tech•14 mins
8 Proposify Alternatives & Competitors to Consider in 2025
Brendan Connaughton|Dec 13, 2024
an advertisement for the eight best alternatives to docsend
Sales techniques•15 mins
8 Best DocSend Alternatives to Upgrade Your Workflow in 2025
Dan Lever|Dec 13, 2024
a large group of people are sitting in a theater watching a movie .
Marketing•12 mins
How to Write a Conference Proposal That Shines [+Template]
Brendan Connaughton|Dec 13, 2024
a company investment proposal is prepared for contact first name and contact last name
Sales techniques•16 mins
How to Write an Investment Proposal That Succeeds [+Template]
Brendan Connaughton|Dec 3, 2024
front cover of ghostwriting proposal
Sales techniques•11 mins
How to Create an Impressive Ghostwriting Proposal [+Template]
Brendan Connaughton|Dec 2, 2024