On demand

Creating and Implementing a Sales Playbook that Sticks

Creating and Implementing a Sales Playbook that Sticks is designed to offer actionable insights for those looking to strategize, build, and roll out effective sales playbooks.

This course will help you gain team adoption of your playbook, achieving your pipeline growth and quota attainment as a result. You will learn how to flag warning signs for underperformance early and be able to identify when optimization pivots are needed.

This course will also break down what effective content looks like, what to include in your playbooks, roll-out strategies for adoption, and the success metrics needed for ROI and stakeholder buy-in, as well as how to future-proof your playbooks for changing markets.

Course details

Enrollment type: On demand  
Open to: Executive and Associate Members

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Taylor Davis - Creating and Implementing a Sales Playbook that Sticks

Taylor Davis, Instructor

Taylor Davis is a leading Sales Strategy Consultant (Skaled Consulting, TPD Consulting) who works with early growth stage companies to build and drive repeatable sales models. Over the last two decades, he has served as Director and VP of Sales as well as Sales Consultant and Fractional VP of Sales to over 15 companies with a consistent track record of exceeding revenue growth targets.

Today, Taylor works with CEOs and sales executives to build high-performing teams and drive growth in sales organizations across a multitude of industries (SaaS, Cyber Security, RETech, AI Robotics). He instills a “rock-star” approach into the sales teams he works with through his direct coaching and wealth of knowledge across processes, programs, tools, and best-practice leadership strategies to deliver repeatable success to sales organizations worldwide.

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Course curriculum

This course is designed for Sales Team Leaders who are looking to elevate their sales organization and drive measurable results through processes and playbooks, as well as get teams excited to help develop and use a playbook.

Such roles fit for this course include, but are not limited to, CRO, VP of Sales, Sales Director, Senior Sales Managers, and Sales Enablement Managers. 

Session 1:
Building a Great Sales Playbook

 

By the end of this session, you will be able to develop the foundational skills needed to develop an impactful Sales Playbook for your organization.

Key Topics:

  • Make your playbooks flexible and adaptable to market conditions
  • Adjust messaging to buyer personas and buying behavior changes
  • Align marketing, CS, and sales to deliver premium buying experiences to potential customers

Session 2:
Making Your Playbook Stick

 

By the end of this session, you will learn how to successfully roll out your playbook, drive adoption of your new methodologies, and measure success of your new strategies. 

Key Topics:

  • Successfully roll out your playbook internally, as well as get teams excited about building and using playbooks
  • Identify which metrics you should track for success
  • Codify your existing tools (CRM and automation opportunities)

Session 3:
Recession Proofing Your Playbooks

 

Learn how to make your playbooks flexible and adaptable to market conditions through alignment with your buyer persona and with your revenue team counterparts. 

Key Topics:

  • Build a playbook ensuring all of the necessary information is included
  • Define ‘the why’ behind building new playbooks for your org
  • Use metrics to gain internal stakeholder buy-in to create a new strategy

Expected Results

By the end of this school, you will have the knowledge and skills to be able to:

  • Increase playbook adoption internally
  • Build team confidence when executing playbooks that drive pipeline growth and quota attainment
  • Recession-proof your playbook

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Sam Jacobs clapping in front of a room of people

Course FAQ

This program is included in the cost of a Pavilion Membership. Not a member? Join now.

At this time, this program is open to Pavilion Members only. Join Pavilion to enroll for free.

Enroll on demand at any time.

Due to this course being on demand, you can participate in sessions at your own pace.

We ONLY offer Executives the opportunity to get certified in On Demand offerings, and we currently only offer certificates for these Executive-level offerings:

  • CRO School
  • CMO School
  • Enterprise GTM School

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