Playbooks

A conversation
has turns.
Plan for them.

Build a visual path through discovery, objections, and next steps. Let the customer’s answers shape where you go next.

Book a demo

Your sales process. Your questions. Your voice.

An illustrated sales playbook with discovery questions, objection notes, and next steps

ONE PLAYBOOK PER SALES SITUATION

Different calls.
A clear purpose for each.

Build around the conversation you want to have, then connect the questions and guidance that belong there.

Discovery

Understand the current process, what makes it difficult, and what a better outcome would look like.

Start with: “Walk me through how this works today.”

A product conversation

Connect the demonstration to a specific need. Leave room to check what matters and what is still unclear.

Ask: “Where would this fit into your team’s day?”

A renewal or next step

Look back at the customer’s experience, explore what has changed, and agree on a useful way forward.

Close with a shared action, an owner, and a time.

PLAYBOOKS + KNOWLEDGE

Connect the flow
to the facts.

Keep approved answers in Knowledge and connect them to the moments where they help. Update the source without rewriting the entire conversation.

Read the knowledge guide

Approved knowledge8 sources

PRODUCT / PILOT GUIDE

How does a pilot work?

Start with one team and one playbook.

Choose a sales motion, agree on what success looks like, and review the experience together.

↗ Pilot guide · Section 2

PDFPilot guideApproved

DOCProduct overviewApproved

PDFCompetitor notesIn review

TEST. PRACTICE. PUBLISH.

Try a few turns.
Then share it.

Test a path, practice the scenario, and publish a version your team can use. Keep drafts separate from the playbook people rely on.

Workspace · Playbooks3 playbooks

TEAM STANDARD

One shared starting point.

DiscoveryPublished · Version 3

Sales team

Pilot conversationPublished · Version 2

Account executives

Renewal check-inDraft · Version 1

Not published

Ready for the next conversation.

Your team uses the published playbook. You can keep improving the next version.

BRANCHING CONVERSATIONS

More than a list
of things to say.

Map the questions that matter, what to listen for, and where each answer can lead. A good playbook gives the conversation direction without making it feel rehearsed.

Discovery playbookPublished

START THE CONVERSATIONUnderstand the current process

LISTEN FORWhat’s holding the team back?

ADOPTIONExplore the team’s experience

BUDGETUnderstand the investment

NEXT STEPAgree on a useful pilot

Ask
Start with an open question and a clear purpose.
Listen
Choose the branch that fits the customer’s answer.
Continue
Bring forward a useful follow-up or next step.

FROM RESOURCES

Good branches start with better listening.

Read how a customer’s answer can shape the next question.

Keep reading

A few good questions

Before we
get talking.

Is this a fixed script?

No. A playbook can branch based on what the customer says. The seller keeps their own voice and judgment.

Where do product answers belong?

In Knowledge. Playbooks define the conversation flow; Knowledge holds the approved sources and answers the assistant can draw from.

Can we try a playbook before publishing?

Yes. Test its paths and use a practice scenario before publishing it for the team.

Bring your sales process.
Let’s map the conversation.

We’ll walk through your sales process, your playbook, and the moments where a little guidance makes a difference.

Book a demo

Pilot discovery04:12

Alex, an illustrated seller with short ginger hair

Alex You

Mara

Stefan

Eva, an illustrated teammate with a brunette ponytail

Eva Your team

RevConvo Listening

Discovery1 / 4

A conversationhas turns.Plan for them.

Different calls.A clear purpose for each.