sales OS

A Custom Playbook That Turns Every Rep Into Your Best Rep

Most sales reps fail because they were never shown how to be successful. I will build you a custom sales operating system that transforms average reps into A-players - custom built in 7 days. Book a call with me to learn exactly how it works.

custom sales os playbook
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How it works

Most Leaders Don’t Believe an Outsider Could Build Their Playbook

They assume their business is too nuanced. Until they see their Custom Sales OS - and realize it’s not just a generic playbook, it’s their new engine of growth.

input step for custom sales os

Input

You complete a short questionnaire.

build step for custom sales os

Build

We custom engineer your Sales OS.

transfer step for custom sales os

Transfer

You receive editable, Notion playbook.

What’s included?

A Complete System for Your Team to Master Your Product, Pitch and Process

Tailored for your business, delivered in Notion, and owned by you. Easily shared with reps and accessible on desktop or mobile.

example sales foundations

Get 11 custom playbook pages to train reps on your market, your customer, your messaging, and your sales best practices.

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Orientation
Onboarding Ramp Plan
Operating Cadence
Team Roles & Guide
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Market & Product Context
Market Overview
Product Overview
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Targeting
Sales Strategy
Ideal Customer Profile
Buyer Personas
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Best Practice Library
Inbound Lead Best Practices
Outbound Prospecting Best Practices
Note Taking Best Practices
Pipeline Management Best Practices
Sales 101 Best Practices

Plus, 14 custom playbook pages for reps to reference every day to run your sales process from discovery to close.

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Messaging & Tactics
Discovery Call Framework
Product Demo Script
Objection Handling Library
Competitive Battlecards
Deal Win Story Library
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Outreach & Sequences
Sales Outbound Sequences
Sales Nurture Sequences
Follow-Up Email Templates
Sales Agenda Templates
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Sales Execution
Sales Methodology
Sales Process
Sales SLAs
Sales Technology Stack
Sales Funnel Metrics
daily references
Benefits

Align Your Team, Accelerate Your Pipeline, and Hit Revenue Targets Faster

When every rep runs the same proven plays, your business scales with consistency and predictability.

faster ramp time with sales playbook

Faster Ramp Times

Ramp new hires in weeks, not months.

more pipeline growth with sales playbook

More Pipeline Growth

Proven plays that create consistent opportunities.

better conversion rates with sales playbook

Better Conversion Rates

Talk tracks that turn pipeline into revenue.

higher quota attainment with sales playbook

Higher Quota Attainment

Reps stay on target, leaders hit plan.

predictable revenue with sales playbook

Predictable Revenue Growth

A repeatable system makes growth predictable.

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“This isn’t generic AI - it’s the most usable sales playbook I’ve ever seen.”

Chris Lauer
CRO, Cypress.io
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gunnar

“We went from having no playbook to a roadmap for acquiring customers.”

Gunnar Pope
CEO, Bitstory.ai
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Pricing

Transform Your Current Playbook Into a System That Produces Top Performers

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Custom Sales OS
Included:
Fully customized sales playbook
25 pages delivered in Notion
7-day turnaround time
15-min Strategy Kick-Off call
15-min Activate & Transfer call
Flexible pricing options
Easy credit-card payments
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FAQs

Questions? Let’s Clear Them Up.

Why wouldn't I just build this myself?

You could, but it would take weeks (or months) of trial and error. We’ve already built and refined this system across our own sales teams and for clients like you, so you get a proven framework in 7 days - without wasting time reinventing the wheel.

What if I already have a sales playbook?

No problem. We’ll review what you have, keep what works, and rebuild the rest inside a structured OS. Most clients start with scattered docs, slides, or notes. We turn that into a unified, usable system your reps can actually follow.

How is the sales playbook actually customized?

You complete a 15-question questionnaire, which we review your responses together during our Strategy Kickoff Call. From there, we use AI to conduct deep research on your company, competitors and market to customize the playbook to your sales process, team size, ICP, and growth stage. It’s hyper tailored to your business. It's how your sales reps will learn to operate as a high performance team.

What happens on the calls?

After purchase, you’ll complete a 15-question questionnaire and receive a booking link for your Strategy Kickoff Call. On that call, we’ll align on your sales process and priorities before building your OS. Once it’s complete, the Activate & Transfer Call hands you full ownership of the playbook inside Notion and shows you how to use it. If you choose the Evolution package, we’ll also meet monthly to update and optimize as your market evolves.

Do I need a Notion account to use the Sales OS?

Yes. Notion is free to use, and we’ll deliver your Sales OS directly inside your workspace. If you don’t already have an account, we’ll provide simple setup instructions before delivery.

Do you offer any refunds?

Yes - we do have a fully refundable option for teams that want zero risk. To learn more and explore flexible options, schedule a Sales OS Tour call and we’ll walk you through what’s best for your team.

Book a call

Schedule a 15-Minute Custom Sales OS Tour

Schedule a quick, 15 minute guided tour through the Custom Sales OS playbook, and get your questions answered before buying.