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SalesOps Appendices

Appendix A — Sales Communication Assets

Appendix A1 — Outreach Philosophy & Standards

Purpose:

  • Define tone, intent, and rules of engagement
  • Ensure consistency across reps and channels

Includes:

  • What outreach exists to accomplish
  • What outreach must never do
  • Boundaries between persistence and pressure
  • B2B vs B2C tone differences

Appendix A2 — Cold Outreach Scripts

Purpose:

  • Provide baseline talk tracks aligned to the framework

Includes:

  • Cold call openers (B2B / B2C)
  • First-touch emails
  • First-touch texts
  • Voicemail structures

Scripts are starting points, not crutches.


Appendix A3 — Follow-Up & Re-Engagement Scripts

Purpose:

  • Maintain momentum without stagnation

Includes:

  • Short-term follow-up
  • Long-term nurture check-ins
  • Re-engagement after silence
  • Break-up language (clean exits)

Appendix B — Qualification & Discovery Toolkits

Appendix B1 — Qualification Question Banks

Purpose:

  • Standardize fit and intent discovery

Includes:

  • B2B qualification questions
  • B2C qualification questions
  • Disqualification indicators
  • Red flags

Appendix B2 — Discovery Question Frameworks

Purpose:

  • Support Unit 5 without scripting conversations

Includes:

  • Problem discovery questions
  • Impact and consequence questions
  • Decision process questions
  • Stakeholder clarity questions

Appendix B3 — Stakeholder & Decision Mapping

Purpose:

  • Prevent late-stage surprises

Includes:

  • Decision-maker identification
  • Influence mapping
  • Approval pathways
  • Risk signals

Appendix C — Nurture, Momentum & Objection Handling

Appendix C1 — Nurture Sequence Structures

Purpose:

  • Guide intentional follow-up design

Includes:

  • Early-stage nurture
  • Mid-stage education
  • Late-stage reassurance
  • Dormant deal revival

(No channel-specific automation here — structure only.)


Appendix C2 — Objection Handling Library

Purpose:

  • Create consistency in objection response

Includes:

  • Price objections
  • Timing objections
  • Authority objections
  • Trust objections
  • Competition objections

Each objection framed as:

  • What it actually means
  • What system failure caused it
  • How to respond

Appendix D — Proposal, Negotiation & Close Assets

Appendix D1 — Proposal Structure Templates

Purpose:

  • Standardize decision documents

Includes:

  • Proposal outline
  • Good / Better / Best logic
  • Scope clarity language
  • Expectation-setting language

Appendix D2 — Negotiation Guardrails

Purpose:

  • Protect margin and integrity

Includes:

  • Concession rules
  • Trade-off logic
  • Discount boundaries
  • Escalation thresholds

Appendix D3 — Close Readiness Checklists

Purpose:

  • Prevent stalled or false closes

Includes:

  • Close readiness indicators
  • Authority confirmation
  • Commitment validation
  • Post-close expectation alignment

Appendix E — Sales Management & Coaching

Appendix E1 — Pipeline Review Templates

Purpose:

  • Enable diagnostic, non-performative reviews

Includes:

  • Deal review questions
  • Stage health checks
  • Momentum assessment
  • Exit decisions

Appendix E2 — Coaching Frameworks

Purpose:

  • Improve skill without pressure

Includes:

  • Call review structure
  • Deal debriefs
  • Skill gap diagnosis
  • Improvement planning

Appendix E3 — Performance Scorecards

Purpose:

  • Align metrics with system health

Includes:

  • Leading indicator scorecards
  • Lagging indicator summaries
  • Role-based KPI views
  • B2B vs B2C emphasis differences

Appendix F — Implementation & Diagnostics

Appendix F1 — SalesOps Maturity Assessment

Purpose:

  • Diagnose current-state readiness

Includes:

  • Stage integrity scoring
  • Qualification rigor scoring
  • Management maturity scoring
  • Data discipline scoring

Appendix F2 — SalesOps Rollout Checklists

Purpose:

  • Support Unit 10 implementation phases

Includes:

  • Phase 1–5 checklists
  • Adoption risk signals
  • Leadership alignment checks