Data Integration Sales Playbook
Seller productivity was bottlenecked by disparate, siloed access to decks, documentation, and links spread across many tools on our intranet. New hires took months to find their footing, nobody could tell them what to do next on the deal in front of them, and we kept spending proof-of-concept effort on deals nobody had qualified.
I wrote the playbook that walks a deal from first call to go-live. Eleven steps, and every page says which sales motion it applies to (Net New, Win-Against, Modernization) and who owns it. A new hire's first week now fits in about a day of work, any seller can find their next step in seconds, and there's a hard qualification gate before anyone commits proof work.
- 4-phase journey map
- 3 sales motions
- Discovery question banks
- Qualification scorecards
- PoC entry & exit criteria
- Full glossary









