Your complete, AI-powered deal workflow from account research through closed won.
Every deal follows a 7-stage framework with stage gates, AI extraction specs, and evidence-based deliverables. No stage skipping. No claims without quotes. Every next step has an owner and date.
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SETUP REQUIRED: First-time users start here
Before using this playbook, customize it for your company and role:
1. Fill out your profiles (15 minutes): • Sales Rep Profile — Add your role, territory, and daily workflow • Company Profile — Add your company name, value prop, and proof points • Products — List your product modules/features
2. Upload product one-pagers (20 minutes): • Go to Product One-Pagers view in Sales OS Database • Click New to create a one-pager for each product/module/feature • Include: what it does, who it's for, key benefits, common use cases
3. Customize with AI (10 minutes): • Use the Playbook Customization Prompt to personalize terminology and workflows
After setup is complete, proceed to onboarding below ⬇️
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New to this system? Complete onboarding:
1. Read the guide: How to Use This Playbook with Notion AI 2. Review examples: 🌟 EXAMPLE: Meta (closed/won) and 📚 EXAMPLE: Google (active pipeline) 3. Learn the terms: Glossary — DSR, EB, MEDDPICC, MutSP, and more 4. Explore prompts: Quick Prompts for processing calls 5. Understand stages: Stage-by-Stage Guide for the 7-stage framework
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Pricing Call Processing Prompt
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Process + Data = Predictable Outcomes
The Deal Workflow Playbook defines the process. The Sales OS Database tracks the data. Together they create a repeatable system that turns transcripts into copy/paste-ready deliverables for CRM, DSR, emails, slides, and internal updates.
After every call:
Weekly discipline: