👋 Welcome to Sales Ops for Staffing Pros

You're here because you’re done guessing.

You want a sales process that creates consistent pipeline, runs clean deals, and drives repeatable wins.

This playbook is the full system: from cold outreach to closed-won, and then into expansion. Everything you need is here.

🎯 What You'll Get

8 Core Modules covering the full sales cycle:

1. Positioning & Messaging
2. Outbound Strategy
3. Discovery & Objection Handling
4. Follow-Up Cadence
5. Pipeline Management
6. Operational Handoff
7. Client Management & Expansion
8. AI Tools & Automation

Plus:

• Ready-to-use templates and scripts
• Databases for tracking deals, accounts, and goals
• AI prompt library
• Tech stack recommendations
• Bonus tools and workflows

🚀 How to Use This Playbook

Option 1: The Quick Start (Recommended for most people)

Follow the Quick Start Checklist, a 5-day implementation plan that gets you operational fast.

Option 2: The Module-by-Module Approach

Go through each of the Sales Playbook Modules in order. Take your time. Implement as you go.

Option 3: The "I Need This Now" Approach

Jump straight to Templates & Scripts and grab what you need today. Come back for the strategy later.

⚡ First Steps (Do This Now)

• [ ] Read this page (you're doing it!)
• [ ] Review the Quick Start Checklist
• [ ] Bookmark the Sales Ops for Staffing Pros for easy access
• [ ] Optional: Watch the New to Notion? Start Here guide if you're new to Notion
• [ ] Optional: Read New to AI? Start Here if you've never used ChatGPT or similar tools

🧭 Navigation Tips

• Use the sidebar (left side) to jump between sections
• Use search (Cmd/Ctrl + P) to find specific topics
• All templates are copy-paste ready — just grab and customize
• All databases are editable — delete the sample data and add your own

🛠 Need Help Getting Started?

New to Notion?

New to AI?

Just want to dive in?

💡 Pro Tips

• Don't try to implement everything at once. Pick 1–2 frameworks and master them first.
• The AI prompts are powerful—but only if you actually use them. Start with 3 favorites.
• Your CRM matters less than your process. Focus on the frameworks, not the tools.
• Staffing sales is relationship-driven, but relationships need systems to scale.

📬 Questions or Feedback?

Email: sales@staffingsalesops.com

Ready? → Start with the Quick Start Checklist