Sales Process Playbook
Your full B2B sales cycle — from first lead to signed deal — documented and AI-assisted in Notion. Get started — join Bodega Pass
What it is
The Sales Process Playbook is a complete B2B sales system in Notion: every stage of the sales cycle documented, with AI prompt sets for each step. From sourcing a lead to closing the deal, the playbook keeps every rep consistent and gives founders doing their own sales a repeatable process instead of improvising each time.
What's in the playbook
- Lead sourcing guide — where to find your ICP, how to evaluate a source, and what signals indicate a lead worth pursuing. Includes AI prompts for rapid company research.
- ICP qualification criteria — a plain-language template to define your ideal customer profile: company size, industry, role, and signals. Apply it consistently across every rep.
- Discovery call guide — a question sequence for uncovering pain, measuring urgency, and identifying decision-making structure. Includes a post-call debrief template with AI summarization.
- Proposal template — a structured proposal format: problem statement, proposed approach, scope, pricing tiers, timeline, and next steps. AI prompts generate a first draft from the discovery call notes.
- Objection bank — 25 common objections with prepared responses. Covers pricing pushback, competitor comparisons, timing delays, and authority objections. Editable for your specific deal context.
- Close checklist — what needs to be true before you ask for the deal, and what to do when the answer is yes, no, or not yet. Prevents deals from stalling in the final stage.
Who it's for
- Founders doing their own sales — gives you a structured process instead of improvising each call
- Small sales teams — standardizes the process so every rep runs the same high-quality discovery and proposal
- Agency owners — turns new business development into a repeatable system, not a scramble
What's included
- Notion template — pipeline view, deal database, and all playbook pages pre-built
- Step-by-step process guide — the sales cycle stage by stage, what to do at each step
- AI prompt set — company research, proposal drafting, objection handling, and post-call debrief prompts
- Discovery call recording guide — how to use AI to transcribe and summarize calls for your CRM
- Example outputs — a completed proposal and discovery debrief so you know what each should produce
Common questions
- Does this work for services or products?
- Both. The proposal template and discovery framework are designed for B2B sales — whether you're selling a service engagement, a subscription, or a one-time project. The guide notes where to adapt for each type.
- Can a team use this playbook?
- Yes. Duplicate it into your team workspace. Each rep gets their own deal database, and a shared pipeline view gives leadership visibility across all active deals. The playbook is licensed for team use.
- Does this integrate with a CRM?
- The playbook is self-contained in Notion but pairs with any CRM. The guide includes instructions for keeping your Notion pipeline in sync with HubSpot or Pipedrive for teams that need CRM-level reporting.
- How long does the discovery call guide make calls?
- The guide is designed for 30–45 minute discovery calls. It's a question framework, not a script — you cover the questions in the natural flow of conversation. The debrief template takes 10–15 minutes after the call.
Join Bodega Pass for access to the Sales Process Playbook and every agent, workflow, and prompt pack in the store.