The playbook
Level up your sales strategy, management approach and tactics.
Featured posts
All posts

Sales management•7 mins
How Document Analytics Drives Smarter Sales Decisions
Jul 11, 2025

Sales management•22 mins
The Death of Static Proposals: What 1M Proposals Taught Us
Jess Tassell|Jun 24, 2025

Sales management•8 mins
Proposal vs Invoice: Can You Combine Them?
Brendan Connaughton|Jun 23, 2025

Sales management•13 mins
How to Master Proposal Management by Thinking Like an Investment Manager
Taru Bhargava|Jun 18, 2025

Sales management•14 mins
Sales Workflow: How to Fix Inconsistent Rep Performance
Taru Bhargava|Jun 6, 2025

Sales management•11 mins
How to Write a Compelling CRM Proposal for 2025
Brendan Connaughton|Jun 3, 2025

Sales management•14 mins
The Formal Quote: A Guide to Getting It Right
Dusty Martin|May 30, 2025

Sales management•13 mins
Sales Quote Automation: How to Send Professional Quotes in Minutes
Kiran Shahid|May 30, 2025

Sales management•16 mins
The Art of Bundle Pricing
Dusty Martin|May 27, 2025

Sales management•16 mins
SaaS Pricing Models: A Strategic Guide
Dusty Martin|May 23, 2025

Sales management•11 mins
How to Accept Payments in Proposals
Taru Bhargava|May 22, 2025

Sales management•11 mins
How Ramp Pricing Works (and Why It’s Changing SaaS Sales for the Better)
Kiran Shahid|May 22, 2025

Sales management•14 mins
Behind the Curtain of Marketing Agency Pricing Models
Dusty Martin|May 21, 2025

Sales management•12 mins
The Price Is Right: A Deep Dive Into Pricing Structures
Brendan Connaughton|Apr 29, 2025

Sales management•14 mins
The Psychology of Sales: What Smart Reps Do Differently
Taru Bhargava|Apr 17, 2025

Sales management•13 mins
Our Field Guide to Sales Operations KPIs to Start Tracking Now
Brendan Connaughton|Apr 10, 2025

Sales management•16 mins
How to Write a Real Estate Proposal That Wows [+Template]
Brendan Connaughton|Apr 7, 2025

Sales management•13 mins
What is SPIN Selling? Questions, Implementation & Template
Marissa Taffer|Apr 7, 2025