The Sales Playbook - Why a 'playbook' for Sales Teams?

Jul 12, 2023, 3:00 – 3:30 AM

Join this HUG session to learn all about Sales playbooks - for Sales Teams and Sales Departments. We will cover what should be included for example best practices, sales tactics and strategies (or 'plays') allied to your buyer’s journey and demonstrate how a consistent approach and unified process will help salespeople in your organisation, succeed and win the (sales) game.

CRMHUGSalesSales HubSales and Marketing Alignment

About this event

The Sales Playbook - Why a 'playbook' for Sales Teams?

Each session is intended for 30 minutes but may vary based on audience participation:

HUG 7 - The Sales Playbook - Why a 'playbook', where does this come from?

  • Why Playbooks for Sales?
  • What is a 'Sales Playbook' - where does this come from?
  • What should your Sales Playbook include
  • Playbooks - the Tool in HubSpot
  • Getting the team aligned and on board with Sales Playbooks
  • HubSpot Sales Playbook Team Training

Did you miss the previous HUGs? Catch up here:

HUG 1 - Know your deals. (a 360-degree view) (

HUG 2 - The sales tools that organise for you. (

HUG 3 - Sales performance tracking and reporting. (

HUG 4 - Navigating the HubSpot Mobile App. (

HUG 5 - Build or refine your sales pipeline. (

HUG 6 - How to do HubSpot Lead scoring - The HubSpot & Lead Scoring Recipe (

Who is this HUG best suited for?

This HubSpot User Group (HUG) is aimed at beginners and advanced users, alike, at Sales teams, all team members included; sales managers, sales reps and business development. Attend one or all of the HUG sessions in the 3 part series, the choice is yours and each HUG length depends on audience participation and engagement

Is there any prerequisite for attending the sessions of this HUG event?

No. You may get better value of your time attending after identifying what your sales process formally is and giving thought to your sales process stages and what you do at each step of your sales process. Plot your lead qualification process. How do you currently qualify leads? Think about Who does What currently to create and close a sale and What is taking place at each stage?

For additional Q/A regarding the HUG series please visit the Lupo HUG page 


  • Glenn Miller

    Lupo Digital

    Director, Growth Strategy & Customer Experience


  • Glenn Miller

    Lupo Digital

    HUG leader

  • Nimrod Ktalav

    Lupo Digital

    Nimrod Ktalav

  • Maai Cosinas

    HUG Team

  • Michael Wolf

    HUG Support

  • Piyush Kapadia

    Graphic Designer

  • Sanjeev Kumar

    Web Developer


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Lupo Digital