Ditch the bloated PDF for a digital sales playbook.

Want your sales teams to actually use your playbook?

Free Planning Resources

It may be time for a pivot on your sales and marketing playbook

You've spent a ton of energy on:

  1. Analyzing markets, trends, and customer pain points
  2. Assessing the competition
  3. Determining strengths, weaknesses, opportunities, and threats throughout the sales cycle
  4. Collecting all that information into a playbook that is supposed to guide your sales team to repeatable success

But... is the resulting playbook packed so full of knowledge and guidance that it turns into a lengthy PDF that none of your sales reps want to read — let alone use in their selling process?

Is it a pain to keep the playbook up to date with all the changes that occur, forcing your marketing team to daily distribute updated plays to your sales team?

Businessman with a tablet emphasizing sales strategy but using x's and o's like a sports playbook.
Businesswoman using Flipdeck to provide a great sales experience and accomplish her sales goals.

Here is some good news:

There is a better way to create an effective sales playbook — one that is much simpler, more visual, and more modern.

Instead of making your playbook a reference guide that people skim through once, make it a truly digital and interactive, "always-on" sales playbook. Ditch the thick pdf playbook with the multi-page index and replace it with a living document your direct sales teams and dealer sales reps will actually use — a playbook in Flipdeck.

Flipdeck is designed to be highly visual and intuitive. Remember trading card games? Everything your sales team needs is organized into Flipdeck decks and cards for simple sales enablement. Each card contains links to sales content material, which can be stored anywhere.

Bite-sized information is more user friendly.

Instead of a "landlocked" reference guide, bite-sized Flipdeck cards are accessible and make it easy for your entire team to get the right guidance quickly.

Need some ideas? Organize content in decks focused on...

  • Solutions (what you bring to the party)
  • Marketing Content (resources available to support selling efforts)
  • Ideal Buyer (demonstrating the good fit between what they need and what you offer)
  • Prospecting (how to find or qualify your ideal buyer)
  • Buying Process (how each ideal buyer goes through the purchasing process)
  • Success Stories (examples that show you can deliver what the buyer is looking for)
  • Personalization (configuring / tweaking your optimum offering)
  • Demos (providing value to the buyer)
  • Dealing with Objections / Alternatives (help with moving deals forward)
  • Closing / On Boarding (closing deals and completing the customer journey)
Flipdeck interface on iphone and android devices, displaying cards and decks relating to sales and selling products.
Flipdeck web app displaying decks with content about products and services for salespeople.

Startup is easy.

Once you've created your decks and cards, invite your sales and marketing teams to access your Flipdeck playbook.

Your sales team will have the content they need to close business, impress during sales calls, and provide value during follow ups — right at their fingertips. Information is organized, accessible, and easy to find. Send cards to existing customers and prospective customers via email — or create a collection of targeted content and send a link through Linkedin messaging, Zoom, or Microsoft Teams.

When new information is available or cards get updated with new product offerings, your sales team gets notified about new and updated marketing messaging, sales plays, and supporting content.

Use the analytics dashboard to determine who is using your playbook, see which content is actually being used by your sales teams, and get ideas for improved sales enablement.

See below for some examples of how Flipdeck can help you create a flexible, adaptable sales and marketing playbook.

Flipdeck analytics dashboard showing an example of how analytics can help determine who is using your sales playbook.

Flipdeck gives you the flexibility to create a digital playbook tailored to your selling channels

Flipdeck is great for individuals, teams, departments, or companies. Whether your content is meant for internal teams, external customers, channel partners, or anyone else — organizing links to online content on visual Flipdeck cards lets everyone quickly find, access, and share content with those who need it. Here are some sales playbook examples to get you started. Then you can build your own playbook using Flipdeck.

Flipdeck interface showing cards and decks with content on company updates and materials.

Empower seasoned sales pros to hit the ground running by answering essential questions

  • "What are the products/services I am selling?"
    Create a Products/Services deck (or multiple decks) with cards for individual products/services, specs, price lists, how key elements tackle pain points, and other resources.
  • "Who are the most likely potential customers, and what do they need for each specific stage of the sales cycle?"
    Create a Customer deck with cards for market segments, qualified leads, geographic areas, endorsements, testimonials, common objections, etc.
  • "Who am I competing with?"
    Create a Competition deck with analysis cards for each significant competitor.
  • "What administrative or legal steps do I have to follow?"
    Create an Admin deck with cards for quoting, order processing, terms & conditions, installation instructions, warranty, etc.
Flipdeck cards linking to tips for prospecting and an economic value study

If sales teams need more support, or you are introducing a new product or service, you can add:

  • Video to coach new reps through different topics in more detail
  • Training materials that explain the sales plays, approaching prospects, how to move deals forward, and the strategy behind the new products/services
  • Case studies and real life examples of the buying process
  • Links to onboarding materials for new reps

If sales reps need feedback or motivation, you can add:

  • Decks and cards that track sales rep performance, sales contests, goals, key performance indicators, tips for new salespeople, etc.
List of Subscribed decks for sales reps, coaching, performance, and strategy.

If your sales playbook is not working well, it's time to pivot and rethink what is essential. When your marketing teams know what is essential to sales reps, give it to them — but deliver it in a simple, modern, and highly visual way.