Skip to content
The first pages of the Startup Sales Playbook template

Startup Sales Playbook

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Modern
Difficulty
Beginner
Updated
November 1, 2026

Every page (8)

Overview

When a founder does all the selling, the process lives in their head, and the first hires guess. This playbook captures it in eight pages: what you sell, who buys and why, where leads come from, the stages with their conversion rates, pricing and discount rules, and the tools and CRM rules that keep the data honest.

The sample follows Hartwell Supply, a workplace safety supply program for light manufacturers, with 142 closed-won deals, a 74-day cycle, three packages and discount approvals. Replace the customer profile, stage rates, pricing rules and tools with what your best reps actually do, then add an owner and a review date.

Useful for

  • A founder handing a repeatable sales process to the first two reps in their first fortnight
  • A sales manager coaching against written stage definitions and exit criteria
  • Sales ops checking that stage names, metrics and discount rules match what is in the CRM

What's included

  • Cover with the owner, version and review date
  • What we sell and who buys, with deal triggers and two buyer personas
  • How we find them: lead sources, a numbered contact process and a response flow
  • Sales steps with a deals-won chart, source mix and conversion by stage
  • Pricing rules with three packages and a discount approval table
  • Tools and CRM rules with stage definitions, weekly targets and a Make it yours guide

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Define your ideal customer using firmographics, triggers and three disqualifiers from your closed-won data.

  3. 3

    Align the stage list and exit criteria with the opportunity stages in your CRM, and enter your real conversion rates.

  4. 4

    Replace the messaging, pricing rules and tools with yours, and add an owner, version and review date.

  5. 5

    Delete the Make it yours page, then share the playbook with your reps or present it in onboarding.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is this sales playbook template free?

Yes. Make a copy in Google Docs and edit it in your own Drive. There is nothing to install and no account to create beyond your Google account.

Are Hartwell Supply and its numbers real?

No. Hartwell Supply, the people named, the customers and every figure are fictional sample data. Replace them with your own closed-won data and process.

What should a founder-led sales playbook include first?

Start with your ideal customer, the stages with exit criteria a manager can test, and your pricing rules. Describe what your best deals did, not an ideal process.

  • #sales-playbook
  • #startup-sales
  • #founder-led-sales
  • #sales-process
  • #sdr-playbook
  • #pricing-rules
  • #google-docs
  • #sales

More sales playbook templates

See all 6

Also in Sales

All sales templates
Get this template

Preparing your template…