From 0f7d905109e79a0b31b0f223d6c8832446539d1a Mon Sep 17 00:00:00 2001 From: ZJ van de Weg Date: Thu, 9 Oct 2025 15:30:01 +0200 Subject: [PATCH] handbook: Start outbound playbook --- src/handbook/sales/index.md | 1 + src/handbook/sales/outbound.md | 34 ++++++++++++++++++++++++++++++++++ 2 files changed, 35 insertions(+) create mode 100644 src/handbook/sales/outbound.md diff --git a/src/handbook/sales/index.md b/src/handbook/sales/index.md index bbb63d7e68..f7cf31df11 100644 --- a/src/handbook/sales/index.md +++ b/src/handbook/sales/index.md @@ -37,6 +37,7 @@ Questions can be asked in the [#dept-sales](https://flowforgeworkspace.slack.com - [Demo](./meetings/demo.md) - [Sales Deck](https://docs.google.com/presentation/d/13r9pRNikgEgkim9M9UuyhT2Xvr3aA7FK9rHhICIINDI/) + - [Outbound Sales](./outbound.md) - [Engagements & Pricing](./engagements.md) - [Deal Board](https://app-eu1.hubspot.com/contacts/26586079/objects/0-3/views/all/board) - [Sales playbook (internal)](https://docs.google.com/document/d/1Jrt5sNg46wngQ5UAii8sbN94PTlIAscOWrFcOhSVNPE/edit){rel="nofollow"} diff --git a/src/handbook/sales/outbound.md b/src/handbook/sales/outbound.md new file mode 100644 index 0000000000..bf942104c8 --- /dev/null +++ b/src/handbook/sales/outbound.md @@ -0,0 +1,34 @@ +--- +navTitle: Outbound Sales +--- + +# Outbound Sales + +At FlowFuse, sales representatives are expected to activate 30% of the leads in +their own pipeline through proactive outbound efforts. This handbook page sets +the tools and required practices for effective outbound sales activities. + +For more information on how leads are categorized, see +[Lead Activation](/handbook/marketing/lead-activation/#outbound-push). + +## Recording Activity in HubSpot + +FlowFuse uses HubSpot as the single source of truth for all customer interactions. +Capture every activity, every time. This ensures visibility across the team, +accurate reporting, and effective pipeline management. + +You must log all of the following activities in HubSpot: + +- Phone Calls +- Emails (automated via integrations or manual) +- [Meetings](/handbook/sales/meetings/) +- Tasks +- LinkedIn Interaction + - Use the **LinkedIn HubSpot integration** to automatically record your LinkedIn interactions + +## Playbooks and Documentation + +As we're scaling the outbound motion, document your strategies and results by +recording successful approaches in your personal playbook and sharing wins and +learnings with the team in the #dept-sales Slack channel. Test different +messaging and track what resonates, then continuously refine your approach.