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Build a Playbook Live With Your Team

Turn meetings into coaching labs not lectures

Sales meetings shouldn’t be a one-way street. If your team is zoning out or just going through the motions, it’s time to shake things up.

Top-performing sales leaders build their playbooks with their teams live and in real time. Instead of preaching from the sidelines, they collaborate, brainstorm, and refine strategies together during meetings.

This approach creates ownership, encourages fresh ideas, and ensures everyone’s aligned on what really works. Plus, it turns your meetings into dynamic coaching labs where reps learn from each other and sharpen their skills on the spot.

The key? Make your meetings interactive workshops. Use real deals, real challenges, and real feedback to craft your sales playbook live. Not only does this boost engagement, but it also guarantees your team’s tactics are battle-tested and current.

Action Steps to Build Your Live Playbook
  1. Dedicate 20-30 minutes of your meeting to collaborate on one key sales strategy or tactic.

  2. Invite reps to share recent wins and losses dissect what worked and what didn’t.

  3. Capture insights in a shared document or playbook that everyone can access and update.

  4. Test new approaches immediately and revisit results in the next meeting.

  5. Celebrate contributions to reinforce a culture of continuous improvement.

Turn your sales meetings into your most powerful development tool. Your team will grow smarter, faster, and more united.

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