Sales

VP of Sales Playbook

Everything you need to run a sales organization at a venture-backed, B2B SaaS company.

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VP of Sales Playbook

Why use this template?

At our venture-backed, B2B SaaS company, I went from being a sales rep to a sales manager to a VP of Sales in under 5 years. For the last 3 years, I have been a VP of Sales.

When I look back on what's enabled us to scale from $2 million to $18 million in ARR, the standard operating templates that I’ve used to run our sales org have had a major impact on our team's performance. 

They have given me a tremendous amount of strategic clarity and operating leverage to achieve our revenue goals. 

Now you can download all of them - 23 operating templates for a VP of Sales role at a B2B SaaS company. 

Or get the Complete Go-to-Market Playbook to leverage every system and framework we use for sales and marketing.

Each time I was promoted on my way to becoming a VP, I felt a high degree of stress and discomfort. I felt the weight of increased expectations from our CEO, our board and other executives on the team.  

I often questioned myself:

  • am I doing the best job that could be done?
  • how would a world-class, seasoned VP of Sales do it if they were in my same position?
  • if I were better, could we be growing faster?

These internal questions caused me a fair bit of stress, but kept me pushing forward. It’s kept me reading books on sales and marketing, taking go-to-market training courses and attending networking/industry events. 

As I learned new skills, I would document what I learned and define business processes around them. I would then train our teams on these processes. If they didn’t work, we improved them. If they did work, we reinforced them.    

This bundle of standard operating procedure templates has been developed over my career in B2B SaaS sales and battle tested in a highly competitive software market. 

They are designed in a way that you can download them, customize them for your business, and quickly see the operational results. They are designed to clarify your strategic thinking and improve the performance of your team’s tactical execution.   

Click “Add to Cart” on the right to gain immediate access to the entire template bundle now.

What's inside the template

Here's what's included in the VP of Sales Playbook (Template Bundle): 

  1. Go-to-Market Checklist Template
  2. 30-60-90 Day Sales Plan Template
  3. Ideal Customer Profile Template
  4. B2B Buyer Persona Template
  5. B2B Buyer Journey Mapping Template
  6. B2B Sales Process Template
  7. Sales Funnel Template
  8. Sales Forecast Template
  9. Market Analysis Template
  10. Go-to-Market Org Chart Template
  11. Sales Compensation Plan Template
  12. Sales Territory Plan Template
  13. Sales Commission Calculator Template
  14. Sales Battlecard Template
  15. Sales Hiring Assessment Template
  16. Sales Rep Onboarding Plan Template
  17. Software Evaluation Template
  18. Sales Meeting Agenda Template
  19. Sales Order Form Template
  20. Sales to Customer Success Handoff Email Template
  21. Sales Rep Performance Review Template
  22. Board Meeting Deck Template
  23. Sales Tactics Database

How to use this template

I expect this bundle of operating templates will save you at least 100 work hours. I expect it would take you at least that long to build all of this from scratch. More importantly though, I expect you to improve sales conversions across your entire team and drive up your revenue growth. 

My goal is for you to massively exceed your on-target-earnings (OTE) plan. That’s when the big time money is made.     

Immediately download this bundle and customize it for your team.

Click “Add to Cart” on the right. Then checkout. I will immediately email you a link to a PDF document with links to every template for you to copy and personalize for your business.

Every template is accessible from 1 PDF

My stress level has been radically reduced since adopting these operating templates.

I have more confidence developing strategic growth plans. I have more confidence hiring and training great teams. I have more confidence in my ability to hit ambitious revenue goals.

My hope is that you are able to do the same.

If you need help implementing any of these frameworks, contact us about our go-to-market consulting services.

$ 95 USD

Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download

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Top reviews from SaaS Executives

Growth Business Template - Star

“These are GOLD! I was having to build all of this from scratch.”

Growth Business Template Testimonial - Nick
Nick C.
Director Sales
Growth Business Template - Star

“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”

Growth Business Template Avatar - Michael
Michael P.
Chief Executive Officer
Growth Business Template - Star

“I feel more confident hitting our revenue goals now than I ever have.”

Growth Business Template Avatar - Jessica
Jessica P.
Sr. Director of Demand Generation
Growth Business Template - Star

“My job just became so much easier! I’m all about working smarter, not harder.”

Growth Business Template Avatar - Clark
Clark A.
VP of Sales
Growth Business Template - Star

“These are GOLD! I was having to build all of this from scratch.”

Growth Business Template Testimonial - Nick
Nick C.
Director Sales
Growth Business Template - Star

“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”

Growth Business Template Avatar - Michael
Michael P.
Chief Executive Officer
Growth Business Template - Star

“I feel more confident hitting our revenue goals now than I ever have.”

Growth Business Template Avatar - Jessica
Jessica P.
Sr. Director of Demand Generation
Growth Business Template - Star

“My job just became so much easier! I’m all about working smarter, not harder.”

Growth Business Template Avatar - Clark
Clark A.
VP of Sales
Growth Business Template - Star

“These are GOLD! I was having to build all of this from scratch.”

Growth Business Template Testimonial - Nick
Nick C.
Director Sales
Growth Business Template - Star

“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”

Growth Business Template Avatar - Michael
Michael P.
Chief Executive Officer
Growth Business Template - Star

“I feel more confident hitting our revenue goals now than I ever have.”

Growth Business Template Avatar - Jessica
Jessica P.
Sr. Director of Demand Generation
Growth Business Template - Star

“My job just became so much easier! I’m all about working smarter, not harder.”

Growth Business Template Avatar - Clark
Clark A.
VP of Sales