Sales playbook

Back in the day when the sales cycle was simpler and more structured, sales playbooks were made up of linear scripts, bound via binders and split up tab-by-tab.

As the sales landscape has changed, sales playbooks have evolved too. A modern sales playbook is a collection of evolving, collaborative resources, becoming a critical part of any of your sales enablement strategy. It helps your sales team share and update all your processes and workflows, onboard new sales reps, and offer immediate, customized responses to potential buyers at any given moment.

Here's how you can set up your sales playbook in Nuclino is less than 5 minutes.

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Step 1: Create a workspace

Let's start by setting up a workspace for your new sales playbook.

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To set up your workspace, you will need to configure:

  • The default view of your workspace.

    You have the choice between the list, board, graph, and recent views. For a sales playbook, having a clear structure is key, making the list view a great choice. Don't worry, you can always change it later!

  • Privacy.

    You can make your workspace public – visible and accessible to your whole team – or private, so that only you and invited members can see it. A sales playbook is most useful when it's shared with the whole team, so we recommend to make it public.

  • Access rights.

    Can all your team members edit the content by default or should your playbook be read-only? Once you add team members to this workspace, you would be able to selectively assign the Reader and Editor roles to them, regardless of the default setting.

Step 2: Organize it into sections

Content in Nuclino is made up of items (think of them as docs or pages) that are grouped in clusters (which act as tags or folders). You can learn more in Nuclino 101.

When deciding on the overall structure for your sales playbook, separate the content that you plan to share with your team into broad categories – and create a cluster for each.

For example, you may want to include some of the following sections:

  • Your customers

  • Conversation guides

  • Sales process

  • Competitors

  • Tools

Step 3: Add content

Now that you have the core structure in place, time to populate your new sales playbook with content.

A Nuclino item can contain text, images, lists, tables and more – click the [+] button when you're on a new line in the editor or trigger a slash command (/) to get an entire list of the possibilities. When referencing different pages within your workspace, type @ to easily create an internal link.

You may also want to create an overview page to welcome your team members and give them some guidance on where to find what.

💡 Nuclino Tips:

Pin your overview item to the top to make it the first page every team member sees when they open the workspace.

Step 4: Invite and onboard your team

Your sales playbook is ready to be shared with your team!

If you haven't added any members to your Nuclino team yet, you can easily do that by clicking "Invite People" at the top right corner of the app and add the email addresses of your team members. Or better – create a shareable link and paste it in your team's Slack channel to save time.

If your team members are already using Nuclino, add them to the sales playbook in the workspace settings.

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💡 Nuclino Tips:

Instead of manually adding new team members every time, make it your default workspace. This way, every new member will be automatically added to the Sales playbook workspace when they join your team in Nuclino.


👏 You're all set!

Have questions or looking for more tips? Email us at contact@nuclino.com!

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