DELETE AFTER READING: Here's a generic template that you can outline and share with Scribe.

What is Scribe?

Scribe is a free extension that generates how-to guides for any process— complete with text and annotated screenshots. Here's how to get started.

Get started with Scribe today to duplicate and use this template. Here's how.

Account Executive Details

Name:

Contact info:

• Address:

• Email:

Account Manager Details

Name:

Contact info:

• Address:

• Email:

Client Details

Company name: Acme Inc.

Company size: X number of employees

Point of contact: Name & Contact information

Signing date: X/X/20XX

Project start date: X/X/20XX

Project end date: X/X/20XX

Signing authority: Name & Contact information

Contract copy:

Project scope

Write a brief overview here.

Goals and metrics

How are you tracking success? List KPIs below and link to any tracking tools.

• Goal 1

  • Metric

• Goal 2

  • Metric

• Goal 3

  • Metric

• Goal 4

  • Metric

Current tools

Outline SOPs for whatever technology you're using. We recommend breaking into phases. For example, here are a few phases for using the popular sales tool, Gong.

Gong

1. Review win/loss reports

Analyze your past deals to find that secret sauce behind what works in your business. Gong uses AI to analyze successful deal cycles, and pattern-matches behaviors from closed-won deals with deals in progress. Learn about number of contacts, deal length, number of calls, and more.

2. See how your stats stack up to best performing reps

Gong Stats take away the guesswork showing you your call stats such as talk time, how long you pause, ratio of customer vs you talking, etc. Gong will also compare your stats to the top performing reps on your team so you can use real data to try to improve your game.

3. Use Gong's red flag tracking

Gong has an algorithm that helps it detect when a prospect or customer has mentioned a red flag in an email and/or call. What's a red flag? Here are some examples.

• “Although the team feels strongly about your products, they are unsure about the funding aspect of it.”

• “I have talked to the decision-makers and they haven’t acted like they are interested at this time."

• “This project has had to drop down the priority list.”

<Tool Name>

1. SOP Number 1

Write details about this SOP below and insert a Scribe below.

Have more questions on how to use this template? Check out the Scribe below: