Sales Playbook
Growth Team · prospect to close
THE DEAL FLOW
1
A new contact
Is there a reason to meet?
2
Qualify & pick the offer
Five questions, then route
3
Create the deal
Deal Type and six other fields
4
Work the stage
What must be true, and by when
5
Close it
The three tests
IN THE ROOM
⌂
Load a church
Search HubSpot
▶
Meeting companion
What to ask, what they'll say
!
Objection finder
Type what they said
＋
Reference
REFERENCE
◈
The offers in depth
Talking points and battlecards
✔
The Five Gates
Full Service only, scored
✝
Catholic motion
Parish and diocese
✚
Protestant motion
Church and network
★
Quick card
Everything on one screen
◇
Start here
The old entry screen
Communio Sales Playbook · v2.1