Sales Templates

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  • Updated 6 years ago
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Where can the template "Sales Playbook Assets" be found? It is referenced in the tutorials.
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Jim Baril

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Posted 6 years ago

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Brittney Mazzetta

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Hi Jim. Thank you for your inquiry. The Sales Playbook is an internal document that was made for demo purposes. I have let our team know of your interest in this to see if this is something that we might be able to make available.
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Mick Jones

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Jim,
not sure what you are looking for, but i had taken some account planning templates i had in Excel and put them in Maps.
they are:
ACCOUNT PLAN
ACCOUNT PLAN INFORMATION & MANAGEMENT SUMMARY
ACCOUNT MAP & REVENUE FORECAST
ACCOUNT GOAL, SUMMARY OF OBJECTIVES, STRATEGY & ACTIONS
VALUE MAP
KEY INDIVIDUAL PROFILE
TEAM ACTION ITEMS
VALUE PROPOSITION(S)
SUMMARY OF RESOURCES
CRITICAL SUCCESS FACTORS

If you are interested email me and i'll forward them.
mick.r.jones@gmail.com

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