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Sales Procedures

The way you sell, written down once.

Short, plain procedures your team follows: what to do, when it applies and who to involve. They show up on the quote when they're relevant.

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Playbook · Tracking licences

  • Add annual support to every licence quote
  • Attach the data-processing terms
  • Minimum term: 12 months
Reviewed quarterly by Priya Shah

What it does

Sales Procedures, in plain words.

  • Steps, not a manual

    A title, a few lines and a checklist. Enough for a new starter to do it the way your best person does.

  • Shows up when it matters

    Tie a procedure to a quote over £10,000, a discount over a level, an item or an upcoming renewal, and it appears on that quote.

  • Who to involve

    Name the people or teams to bring in. Procedures guide the work; they don't change who can approve.

  • Kept up to date

    Each procedure has a reviewer and a review date, and you choose which ones the whole team can see.

How it works

  1. Write the few steps that matter
  2. Say when they apply
  3. Name who to involve
  4. Your team sees them on the right quotes

Works with

QuotesPick items from your price book, adjust quantities and discounts, and download a clean PDF. Each saved change becomes a new revision.Home and pipelineHome shows the approvals waiting for you, your next steps and the pipeline by stage, with won, lost, win rate and revenue for the week, month, quarter or year.

Next: Home and pipeline

See it with your own prices.

Join the waitlist for the Founding Teams pilot: free for 30 days, guided set-up, no card.

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