Sales Team How To(s)

HubSpot

--HubSpot Guidance For Sellers

--Bump, Set, Spike- Deal To Deal Association Instructions
--Recording of Bump, Set, Spike- Deal to Deal Associations Overview

--Setting Contacts as "Marketing Contacts" so they receive our Marketing messages

--Booking a Meeting from the Project Close out

--Discounting with Tickets in HubSpot
--Recording of Discounting with Tickets in HubSpot Overview

--HubSpot Ticket Creation
--Recording of HubSpot Ticket Creation + The Buyer Intent section of HubSpot

--HubSpot Renewal Ticket Process

ConnectWise

Playbooks

--CSP Advantage Overview & Sales Execution Playbook
--eGroup Sales Motion v.2
--Managed Services Playbook
--INTERNAL: Micah Linehan's Overview of the ThreatDefender Deck
--Data, AI & Power Platform Sales Playbook
--Master: Sales Process 2024
--6 Keys to Building Strategic Relationships
--Client Strategic Roadmap Meeting Template