Playbook Gallery

Support enterprise customers through evaluation and ensure a smooth transition from pilot to subscription.

Manage a guided pilot and empower buyers with the information they need as they evaluate your solution.

Drive consistency in your internal sales & CS process and provide a single source of truth for your customers during the buying process.

Building strong partnerships with your customers is key to faster, sustainable growth. A Mutual Action Plan (MAP) makes it easy to collaborate with customers throughout your relationship.

A single source of truth for buyers and sellers. Align on goals, stakeholders, and timeline to keep deals on track and make it easy for customers to buy.

A collaborative roadmap from demo to go-live for B2B sales professionals.

Guide prospects through your POC/POV process and provide a clear path to go-live.

The way users like to buy has changed, so should your GTM playbook.

A collaborative process for building partnerships and guiding clients through evaluation, kickoff, and implementation.

Use this sales playbook to determine whether a prospect is a good fit, discover their pain points, and identify if your product is the right solution for them.

A collaborative and defined onboarding process that guides new partners’ journey from launch to implementation and growth.

Guide your champion through the evaluation, validation, and purchasing process with a centralized, collaborative plan.

A centralized, collaborative space where CSMs and customers can align on their partnership and ensure that all ongoing responsibilities are owned and fulfilled.

Qualify prospects during your initial discovery call, and decide whether to move them down the sales funnel to a demo.

Manage your enterprise buying process, align multiple stakeholders, and make it easy for customers to buy from you.

Increase alignment and accountability throughout the onboarding process to ramp and launch new customers successfully.

Guide your champion at a mid-market organization through the evaluation, pilot, and implementation of a SaaS product.

Guide your champion at an SMB organization through the evaluation and implementation of a SaaS product.

Successfully onboard new customers and their teams and align on the long-term partnership.

A proven playbook for converting more mid-market deals, faster.