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Playbook3 files: PDF, Excel, prompts

AI Sales Playbook

A step-by-step sales follow-up workflow with ready message templates.

Launch offer

₹299Regular price ₹79962% off

One-time payment. Download the files as soon as you pay, and keep them.

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  • Secure payment by Razorpay. UPI, cards and net banking accepted.
  • Refund policy

What you will be able to do

  • Keep every enquiry in one sheet with an owner, a next action and a date
  • Sort enquiries into A, B and C with five questions
  • Send a useful first reply within one working hour
  • Write quotations that state scope, exclusions, validity and one next step
  • Follow up on day 2, 5, 10 and 20 with messages that add something
  • Answer the five most common objections without a panic discount
  • Run a 20-minute weekly review that shows what to change

About this resource

Most small businesses lose sales to slow replies and forgotten follow-ups, not to price. This playbook gives you one sheet, seven steps and the messages to send at each step.

You capture every enquiry in one place, sort it with five questions, reply within the hour, send a quotation that can be read without a call, and follow up on fixed days until the customer decides. An AI assistant drafts every message from your own facts; a person in your team checks it and sends it.

It is a set of files, not a course: a 13-page guide, an Excel workbook that also opens in Google Sheets, and a prompt pack. You can set it up in an afternoon and run it with the tools you already have.

What is included

  • Guide (PDF, 13 pages): the seven-step workflow with every message template
  • Workbook (Excel, 8 sheets): lead tracker with dropdowns, follow-up plan, objection sheet, weekly review
  • Prompt pack (text file): 15 prompts ready to copy and paste
  • Key messages in English and Hinglish
  • A 14-day rollout plan

Who this is for

  • Owners and sales staff of small and medium businesses
  • Businesses that quote for work: services, trading, manufacturing, B2B
  • Teams that answer enquiries on WhatsApp, phone and email

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Not sure where to start?

Answer 10 quick questions about your business. Get a clear list of what to do first, what to do next and what can wait.