Everything you need, built in.
The essentials for teams that want to move fast without giving up control.
Stage-by-stage checklists
Required tasks per stage, no moving forward until the essentials are done.
AI-drafted artifacts
Stakeholder maps, MAPs, and proposals pre-generated from deal context.
Guardrails
Flag deals that skip stages or breach discount thresholds before they close.
Templates for every motion
New business, renewal, expansion, competitive — bring your own or use ours.
Every motion, a system
Turn top-rep instincts into team muscle.
Capture what your best rep does in the discovery call — the question they ask before objections surface, the artifact they send after. Ship it as a playbook so every rep can run the same motion.
- Checklist items with required/optional flags
- Linked resources: scripts, templates, slides
- Completion tracking per deal
- Manager review on deals that skip steps
Discovery motion
6 required steps
Pain qualification (5 questions)
Done
Budget confirm
Done
Decision process mapping
50%
Timeline & urgency
Todo
Teams ship revenue with this.
Real-world use cases across every revenue function.
New rep onboarding
A rep hits their first deal on day 3 — not because they're a genius, but because the playbook tells them what to do.
Scaling competitive wins
Your champion-rep's objection-handling script becomes the team default.
Renewals & expansion
CSM playbooks trigger 60 days before renewal, automate the handoff to sales.
Frequently asked questions
Can I require playbook completion?
Yes — gate stage progression on playbook step completion. Override requires manager approval and a logged reason.
Do playbooks work for renewals?
Yes — create distinct playbooks for new business, renewal, and expansion motions.
Keep exploring