Sales Playbook

Create a sales playbook for your sales team to reference and help achieve your collective sales goals.

What is a Sales Playbook?

A sales playbook is a reference documentation that is for new and existing sales professionals. It teaches everything from the internal sales organization structure, company information, target market, sales strategies, software tutorials and much more.

Why Sales Playbooks are Important?

Sales playbooks are an important resource for sales teams to ensure that everyone has the same knowledge and access to resources as they strive to hit their goals. The playbook should evolve as the business, products, target market, strategies and goals evolve. This living resource becomes the go-to resource for your team as they strive for success.

What You Should Include in Sales Playbooks?


Introduction to Business & Sales Organization

  • Mission
  • Vision
  • Founding Story
  • Core values
  • Product & Services
  • Company Organization Chart
  • Office rules

Sales Team Roles & Responsibilities

Buyers Persona & Buyers Journey

Time Management & Structuring Your Day

Products & Pricing

How to Use CRM & Sales Related Software

Commissions & Incentives

Selling System

Measuring Sales Activities & Results

Key Benefits of Making Your Sales Playbooks on

Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.

Here are some of the man benefits of using Bit:

  1. Collaborate in real-time
  2. Interlink sales playbooks and other documents
  3. Create fully responsive documents
  4. Create private sales playbooks only visible to yourself or your team.
  5. Track engagement on shared sales playbooks with publishers, partners, etc.

How to Make Your Sales Playbooks Interactive?

Recommended power links and files you can add to your Bit document sales playbook:

  • Web links
  • Sketchfab, Figma, Marvel
  • PDFs, PowerPoint in Google Drive/OneDrive
  • Google Sheets, OneDrive Excel, Airtable
  • Social Media posts
  • YouTube, Vimeo
  •, Lucidcharts
Rich media embed

Sales Playbook

Bit documents can also be embedded onto any website! Here's is Bit document that you can interact with and see in it's entirety:
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