Skip to content

handbook: Start outbound playbook #3928

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Open
wants to merge 1 commit into
base: main
Choose a base branch
from
Open

handbook: Start outbound playbook #3928

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
1 change: 1 addition & 0 deletions src/handbook/sales/index.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -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"}
Expand Down
34 changes: 34 additions & 0 deletions src/handbook/sales/outbound.md
View file
Open in desktop
Original file line number Diff line number Diff line change
@@ -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.
Loading