Sales playbook design

Outcome: The sales team executes a shared, customer-specific method from target account through close, with judgement standards visible and coachable.

Who this is for: CRO, Head of Sales, founder or sales-operations leader sees inconsistent qualification, discovery, proposals, objections, forecasting and coaching across the team.

Sales enablement and systems

Buy as much help as the problem deserves.

Each depth is complete in itself: you can stop after any of them and still have your money's worth.

Depth 1

The answer

OctaFlow reviews market, ideal customers, buying process, current performance and sales practice. The customer receives the target sales method, stage definitions, qualification and discovery standards, opportunity rules, coaching plan and implementation sequence.

Finished when your team can carry out the plan without us.

$2,000
Depth 2

The working method

OctaFlow installs `SALES_PLAYBOOK.md`, ideal-customer and persona rules, stage exits, discovery guides, qualification, opportunity plans, objection handling, proposal standards, forecast definitions, examples, manager reviews and change process.

Finished when your team runs it on real cases and it holds.

$6,500
Depth 3

The full system

OctaFlow builds or configures the governed workflow across CRM, research, messaging, opportunity reviews, proposals, coaching, forecasting and feedback. Relevant AI assistance follows the customer-owned playbook and approval rules.

Finished when it works under real conditions we agreed in advance.

$30,000A 25% deposit commences the work. The remaining 75% is payable on completion.

A person reads every order before work starts. If it is the wrong fit, we say so and refund it. Prices are in USD and Octaflow adds no VAT or sales tax.

Proof and ownership

The answer passes when leadership approves the method and rollout route. The working method passes when sellers and managers apply stage and judgement rules consistently to representative opportunities. The full system passes when live opportunities move through the system with required evidence, coaching and forecast logic.

Commercial terms: Prices are in USD. OctaFlow adds no VAT, sales tax or other transaction tax. For any selected depth priced above $10,000, a 25% deposit is payable to commence and the remaining 75% is payable when the work is completed.

Standard exclusions: Travel, software licences, hosting, third-party data, external regulated opinions, major migration, custom applications and 24/7 support unless separately agreed.

Your business should get smarter every time it solves a problem. Even when we helped.

Five terms sit in every engagement, agreed before work starts. None of them can be traded out, at any depth, at any price.

training on your data never

Nothing you share with us teaches anyone else's system.

what we build for you yours

Files, rules, test cases and the record of what changed, in formats you can read.

model and provider swappable

Switch models, switch suppliers or step away from AI altogether. What we built still works.

decisions that matter your people

Automation does the carrying, never the choosing.

exit and handover day one

Handover, documentation and deletion of our access are agreed before we start.

For larger organisations
Work inside your perimeter or your cloud GDPR-aligned handling, agreed in writing Evidence an auditor can open Procurement-ready documentation Reference conversations on request