Deal Workflow Playbook

This playbook defines the repeatable, AI-supported workflow for every B2B SaaS deal from initial account research through close and post-sale success.

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Learn how to run this playbook with Notion AI:

How to Use This Playbook with Notion AI

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Purpose

This playbook ensures every deal follows a disciplined, outcome-led process with:

• Stage discipline: Clear entry criteria, activities, and exit criteria for each stage
• AI-generated deliverables: Transcript-to-output workflows that produce copy/paste-ready materials for DSR, CRM, emails, slides, and Slack
• Evidence-based selling: Quotes, metrics, and timestamps in every buyer touchpoint
• Tight stage gates: No stage skipping. Every exit criterion must be met.
• Consistent quality: Standardized outputs regardless of who runs the deal

The 7-Stage Framework

Every deal moves through 7 stages. Stages 0-1 establish foundation. Stages 2-4 build alignment and consensus. Stage 5 closes the paper. Stage 6 delivers value.

Stage 0 - Account Recon

Level: Account (pre-Opportunity)

Goal: Understand the account deeply before first contact

Key outputs: Research report, contact mapping, outreach strategy

Exit: Discovery meeting scheduled