<aside> 💡 Notion Tip: Document your company's approach to sales to keep new hires and veteran employees on the same page. Content recommendations below.

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Company Overview

• Summary of company history and why it was started
• High level goals and problems the company solves for people
• Main value propositions of the company
• Quick summary of the company's defining qualities/philosophy

Products

• Quick descriptions of each product or package sold
• What is each one for? What does each one solve?
• Why was each product created? What value do they provide?
• Who are each of these products for? General audience?

Process

• What are the main steps of your sales process?
• On what timeline/cadence do you contact customers?
• How do you reach customers? Email? Phone? In-person?
• What is the normal timing for moving customers from prospects to closed deals?
• What should be documented by the sales team along the way? Where should they keep notes and report on their progress?
• Guidelines for how to speak to customers? Etiquette recommendations?