Sales Playbook Generator | How to Use

A sales playbook is critical for building a high-performing sales team. By outlining clear strategies, processes, and communication protocols for your sales representatives, you reduce guesswork and help them close deals faster and more confidently.

Writing a sales playbook can feel like a chore, though, especially when managing a team. But QuillBot’s AI sales playbook generator makes it easy to create a professional playbook in minutes, so your team can focus on selling instead of drafting and formatting documents.

What is a sales playbook?

A sales playbook is a reference guide that outlines your company’s sales process, strategies, and best practices. It helps sales representatives know what to say, how to handle objections, and how to move prospects through the sales funnel. This helps your team avoid inconsistent approaches, wasted time, and missed opportunities.

Typical elements of a sales playbook include:

• Sales funnel: a walkthrough of the sales process from lead generation to closing
• Product/service overview: what it does and how
• Buyer personas: detailed profiles of target customers
• Competitive analysis: how you’re different from competitors
• Unique value proposition: why customers should choose you
• Messaging: email templates, call scripts, pitch decks, brochures, etc.
• Objection handling: guidance and responses to address customer objections
• Goals and KPIs: key metrics sales reps should track and achieve
• Tools and resources: CRM workflows, sales enablement tools, and training

A well-written sales playbook standardizes best practices across your team, ensuring consistency and faster onboarding of new reps.

Using an AI sales playbook generator

To write a sales playbook using the AI sales playbook generator, it’s important to craft a strong prompt. The more context you include in the prompt, the more robust the AI output will be.

When prompting the AI tool, try to answer the following questions:

• What is your company name?
• What product/service do you sell?
• Who is your target audience?
• What’s your unique value proposition?
• What are your sales goals?
• What KPIs will you use to track progress?
• How does your sales process work?
• What are your brand’s core messages?
• What tools does your team have?
• What resources does your team need?
• What are common hurdles your reps face?

Frequently asked questions about sales playbook generator

What is a digital sales playbook?

A digital sales playbook is an online guide that outlines your sales process, messaging, and best practices for your team. Instead of being a printed guide, it’s hosted online and is often interactive.

To draft content for a digital sales playbook, use QuillBot’s AI sales playbook generator.

What is a sales play?

A sales play is a specific tactic or strategy your team uses to engage prospects and close deals. 

Sales plays are often collected in a sales playbook, which also outlines buyer personas, describes the brand’s value proposition, and offers messaging templates.

You can build a full set of sales plays with QuillBot’s free AI sales playbook generator.