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Set Up a Playbook From Strategy to Execution — AI Coach Use Case
Set Up a Playbook From Strategy to Execution — AI Coach Use Case

Use AI Coach to implement a measurable sales strategy based on industry best practices.

Marina Leite avatar
Written by Marina Leite
Updated over a week ago

👤 Who is this for?

Sales Enablers and Sales Managers who need to set up a structured process and selling strategy, with the ability to measure adoption and execution quality.


🆘 Reps selling without a standardized process?

Without a structured playbook, your sales team might be missing out on crucial steps, leading to missed opportunities and poor results.

  • Deals slipping through the cracks without a set process.

  • Building a playbook from the ground up is time-consuming.

  • Difficulty measuring and managing rep performance.


Help reps reach quota with proven playbooks

With AI Coach, you can focus on refining execution and improving outcomes rather than getting bogged down in the creation of the sales process.

  • Choose from playbooks built on industry best practices.

  • Adopt a standardized process without the hassle of creating one from scratch.

  • Measure adoption and track performance against your custom playbook.

How AI Coach helps you

A step-by-step of how to set up a successful playbook with Triple Session's AI Coach.

1️⃣ If you don't have an established playbook in place, you can use the scorecard templates available on AI Coach.

We built them from proven sales methodologies and best practices, so your team can't go wrong with any of them.

2️⃣ You can read through each scorecard and choose the one that fits the strategy you have in mind.

Then, refer to the scorecard criteria to guide reps on the selling framework.

3️⃣ Would you rather use a sales playbook that fits your company's unique context?

You've got it. We can partner with you to create a custom scorecard using criteria that matches how you do business.

4️⃣ As soon as your reps start making calls with the new scorecard, you'll be able to track playbook adoption and measure how reps perform.

You now have hard-evidence on what's working and what needs improvement, both on a team and individual level.

Try AI Coach for free and see for yourself

Want a demo? Schedule one here.

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