The playbook

Level up your sales strategy, management approach and tactics.

Featured posts

a woman is signing a document on a purple background .
Product updates•3 mins
2025 Product Highlights
Tania Clarke|Dec 16, 2024
a computer screen with the word pivotal marketing on it .
Product updates•2 mins
NEW: Enhanced editor styling controls
Guy Hall|Dec 13, 2024
an ad for acme that says " engage new product signups with a personalized welcome page "
Marketing•8 mins
Playbook: Engage New Product Signups With a Personalized Welcome Page
Brendan Connaughton|Nov 10, 2024
an aicpa soc logo on a purple background
Product updates•2 mins
Qwilr is SOC 2 Type II Compliant – What This Means for You
Guy Hall|Dec 13, 2024

All posts

a screen shows a signature for acme corp
Sales management•5 mins
Wet Signatures in the Digital Age: What You Need to Know
Kiran Shahid|Feb 10, 2025
a screenshot of a software agreement and a quote summary .
Sales management•9 mins
Amendments vs. Addendums: Understanding Contract Fine Print
Brendan Connaughton|Feb 10, 2025
a computer screen shows a man signing an electronic signature
Sales management•11 mins
Are Electronic Signatures Safe for Your Business?
Brendan Connaughton|Feb 7, 2025
it services proposal prepared for your client name prepared by your company name date ( date )
Sales management•15 mins
How to Write a Technical Proposal that Sells [+Template]
Brendan Connaughton|Jan 31, 2025
a screen displays an electronic signature and says accept
Sales management•11 mins
Digital Signature vs Electronic Signature: What's the Difference?
Brendan Connaughton|Jan 30, 2025
a woman signing a document with the name jennifer on it
Sales management•13 mins
9 Electronic Signature Best Practices for Smooth Implementation
Brendan Connaughton|Jan 29, 2025
a purple background with the words product proposal on it
Sales techniques•13 mins
How to Write a Product Proposal That Locks it in [+ Template]
Tania Clarke|Jan 27, 2025
a progress report is prepared for a client
Sales management•13 mins
4 Types of Business Reports Your Stakeholders Want [+Templates]
Dusty Martin|Jan 21, 2025
a purple background with the words `` implementation plan template '' on it .
Sales techniques•15 mins
How to Create an Implementation Plan: Tips + Template
Brendan Connaughton|Jan 13, 2025
a screen shot of a software agreement with terms and conditions
Sales management•12 mins
How to Write a Contract: 13 Steps for Drafting Clear Agreements
Brendan Connaughton|Nov 19, 2024
Team of people with Battle Cards
Sales enablement•21 mins
How to Use Sales Battle Cards: Your New Secret Weapon
Brendan Connaughton|Nov 14, 2024
a diagram showing the stages of the saas sales cycle
Sales management•24 mins
Understanding the SaaS Sales Cycle: Top Tips on Improving It
Brendan Connaughton|Nov 11, 2024
a poster explaining what is a sales methodology
Sales management•31 mins
17 Sales Methodologies & How to Choose the Right One
Sarah Taylor|Oct 31, 2024
a person is holding a cell phone in their hand with real estate proposal on screen
Sales management•16 mins
How to Write a Real Estate Proposal That Wows [+Template]
Brendan Connaughton|Oct 30, 2024
image of a gap between two mountains
Sales techniques•19 mins
Gap Selling: What It Is & How to Master It for Sales Success
Oct 21, 2024
a man is sitting at a desk using a tablet computer
Sales techniques•14 mins
5 Best Sales Presentation Software for 2025 [Tried & Tested]
Marissa Taffer|Oct 15, 2024
person using pandadoc alternatives
Sales techniques•21 mins
10 Top PandaDoc Alternatives & Competitors for Teams [2025]
Brendan Connaughton|Sep 20, 2024
salesperson acting confident in boardroom
Sales management•19 mins
How to Write a Sales Proposal That Wins Clients (+ Template)
Brendan Connaughton|Sep 18, 2024