Advanced B2B Sales Playbook – Growth Hacks to Increase your ARR

According to Gartner, over the next four years, 65% of B2B sales teams will shift their decision-making approach entirely from relying on market-best research to data-driven insights. 

This playbook will give you all the templates you need to make those data-driven decisions! 

Have you ever felt this – 

Every missed call, stalled deal, and raised quota is a shard of your soul chipped away. You hustle, you grind, but the finish line recedes like a mirage. At the end of the month looking at the delta of target vs achieved revenue you’re left asking, “Where’s the damn ladder to climb out of this pit?”

Technology evolved the B2B game, and most companies are struggling to keep up. Just surviving isn’t enough, it’s a constant fight.

At this point, A huge change is necessary to survive and rise as titans. This is exactly where the Sprouts playbook can be your knight in shining armor.

Let this playbook be your Ironman suit & these templates be your Jarvis, which will help you navigate the complex and intricate processes of closing a deal and gaining undying trust with your customers. 

Let’s begin, shall we?

The Control Tower:

Efficient lead management is the cornerstone of B2B sales success. Yet, too often, valuable leads depreciate in disorganized spreadsheets, emails, and sticky notes, slowing progress and frustrating the team members. So, we are introducing the Lead Tracking Sheet:

  • Your complete solution for streamlined lead tracking
  • Boosting laser-focused decision-making
  • Maximizing sales results

This Lead Tracking Sheet is a useful tool for keeping track of your B2B sales leads. It helps you organize and monitor essential information about each lead as they move through the sales process. Serving as the central hub for your sales activities, it offers a clear view of your leads, their status in the sales funnel, and important interactions. This sheet consolidates everything, showing you where each lead is in their journey, from initial contact to becoming a satisfied customer. With this comprehensive tool, your sales team can stay organized, make informed decisions, and optimize their efforts for the best results.

How to Utilize the Lead Tracking Sheet Effectively –

  • Ensure that the Lead Tracking Sheet is continually updated with the latest information. 
  • Encourage the sales team to input data comprehensively, including lead source, communication history, and outcomes. This will ensure a holistic understanding of each lead.
  • Foster real-time collaboration by allowing team members to contribute to the sheet. These insights and observations enhance collective knowledge and strategy.
  • Implementing secure access controls to protect sensitive lead information is very important. 
  • Leverage the sheet for strategic planning by identifying high-performing lead sources and refining outreach approaches based on historical data.
  • Conduct periodic performance reviews using the Lead Tracking Sheet metrics. Identify areas for improvement and celebrate successes to motivate the sales team.
  • If applicable, integrate the Lead Tracking Sheet with CRM systems for seamless data syncing. This ensures that the information is always up-to-date across platforms.

Download the Lead Tracking Sheet


The Space of Research:

Knowledge is power and nowhere is this truer than when it comes to understanding your target accounts. Before we dive into what it means, we wanted to talk about an important rule –

Miller Heiman Rule

The Miller Heiman sales model, or the Strategic Selling® methodology, is a structured framework designed to help salespeople navigate complex B2B deals and build strong customer relationships. Developed by Xerox in the 1970s, it emphasizes understanding the customer’s needs, identifying key decision-makers, and crafting a customized solution that delivers value.

Here’s a breakdown of the 3 key steps:

CategorizeIdentify relevant stakeholdersDecision-makers: Individuals with the final authority to approve or reject the purchase.Influencers: Individuals who advise or guide decision-makers. Users: Those who will directly use the solution. Gatekeepers: Individuals who control access to decision-makers or resources.
Analyze roles, interests, and impactUnderstand each stakeholder’s specific role and responsibilities within the buying process.Identify their individual interests and motivations related to the decision.Assess the potential impact of each stakeholder on the deal’s success.
DetermineAssess support level:Evaluate each stakeholder’s current level of support for your solution.
Categorize them as:Champions: Strong advocates who actively promote your solution.Allies: Generally supportive but may have minor concerns.Neutrals: Undecided or lacking information.Obstacles: Actively oppose your solution.Unknowns: No clear information about their position.
Develop influence strategies:Create targeted strategies to address the concerns of each stakeholder group. 
For Obstacles, identify their specific objections and develop counter-arguments or solutions to address them. For Neutrals, provide additional information or highlight benefits that align with their interests.
InfluenceTailor communication and value proposition:Craft messaging that resonates with each stakeholder group’s specific needs and priorities. Highlight the unique value your solution offers to each group. -Use language and examples that are relevant and understandable to each audience.
Build trust and rapport:Engage with stakeholders in genuine and open communication. Actively listen to their concerns and demonstrate empathy. Build relationships based on trust and mutual respect.
Use questioning techniques:Employ open-ended and insightful questions to uncover hidden needs, objections, and decision-making criteria. Guide the conversation to identify potential challenges and opportunities. Use questions to help stakeholders see your solution as the best fit for their needs.
Guide towards consensus:Facilitate collaborative discussions and encourage open dialogue among stakeholders.  Help stakeholders identify common ground and shared goals. – Present your solution as a way to achieve mutually beneficial outcomes. Guide the group towards a consensus decision in favor of your solution.

Where were we? Oh yeah! Account Research. Thorough account research forms the bedrock of a successful sales strategy, allowing you to navigate complex organizations, identify key decision-makers, and tailor your approach to resonate with their needs. 

Keeping that in mind, we have a template ready for you. This is what it includes – 

1. Contact Map: Charting the Space of Influence

Think of a Contact Map as your social roadmap to the decision-making heart of your target account. It’s a visual representation of the organization’s key individuals, their relationships, and their potential influence on the buying process. Once you’ve gathered your data, map out the individuals with the most influence in the buying journey. This includes decision-makers, budget-holders, influencers, and gatekeepers. Remember to identify potential allies, like champions within the organization, who can advocate for your solution. 

2. Org Hierarchy: Understanding the Power Pyramid

Understanding the chain of command is essential for navigating hurdles and targeting your efforts effectively. The Org Hierarchy chart helps outline the company’s reporting structure and reveal the path to the final decision-maker. With a clear understanding, you can tailor your messaging and communication channels to the appropriate levels within the organization. For example, A VP of Sales might have different concerns than a CFO, so ensuring your approach resonates with their priorities and decision-making criteria is necessary.

3. Role Definition: Knowing Who Plays What Part

Beyond titles and departments, understanding the specific roles of key individuals within your Contact Map is necessary. Each function brings its perspective and priorities to the table. Remember, building rapport with individuals goes beyond their titles. Research their backgrounds, areas of expertise, and professional achievements to find common ground and make personal connections.

4. Company Research: Unveiling the Big Picture

While understanding the internal dynamics is crucial, your research should continue beyond there. Gaining a holistic understanding of the company itself is equally important. By weaving these strands of knowledge together, you create a rich tapestry of insights that inform your sales strategy. You can anticipate objections, customize your approach, and position yourself as a valuable partner in their future success.

Download Account Research Template


Landing the Big Catch:

We have reached the heart of this playbook: the ICP Sheet, Buyer Persona Sheet, Keyword Research, and Event Calendar. These are your North Stars, constantly guiding your sales towards the most promising opportunities. 

This essential template will guide you through the critical stages of the sales cycle with precision and efficiency.

Part 1: Identify Your Dream Customers – The ICP (Ideal Customer Profile) 

Imagine casting a fishing line into a vast ocean. You’ll likely return empty-handed without knowing the kind of fish you seek. The ICP Sheet is your much-needed sonar, pinpointing the specific waters where your ideal customers teem. It’s a living document that defines the characteristics of companies most likely to benefit from your offerings.

Part 2: Delve Deeper – The Buyer Persona Sheet

The ICP Sheet paints a broad picture, but the Buyer Persona Sheet zooms in on the individual decision-makers within your ideal companies. It’s like constructing a detailed portrait of your target customer, understanding their motivations, challenges, and preferred communication channels.

Part 3: Tailor Your Message – Intent Keyword Research

Knowing where your ideal customers gather is crucial, but understanding what interests them within those spaces takes your outreach to the next level. This is where Intent Keyword Research comes into play. By identifying the keywords and phrases your target audience searches for online, you can tailor your message to their immediate needs and buying stages.

Part 4: Align Your Outreach – The Event Calendar

Now that you know who to target and how they think, it’s time to implement your knowledge! The Event Calendar acts as your strategic roadmap for engaging with potential customers. It helps you identify and attend relevant industry events, conferences, and webinars where your ideal customers congregate.

With these templates, you’ll transform from a blind fisherman to a skilled angler, reeling in qualified leads and maximizing sales opportunities. Remember, your ICP Sheet is the compass, your Buyer Persona Sheet is the map, and your Event Calendar is the journey

Download the ICP & Campaign Management Sheet


Beyond Just Words: The Verbal Communication:

Effective communication can significantly influence outcomes. Email templates play a crucial role in this, serving as essential tools. They offer a structured and efficient means of communicating with both prospects and clients. To save you from figuring out the right structure, we’ve created a series of templates. Consider these templates as starting points, not rigid blueprints, providing a reliable foundation. However, the real power comes from customization. By adding a touch of research, incorporating personal anecdotes, and tailoring the message to the prospect’s needs, a template transforms into a potent and personalized communication.

Email templates that we offer have a wealth of benefits. They:

  • Boost efficiency: No more staring at a blank page and wasting time crafting the perfect intro. Templates allow you to focus on the details that truly matter.
  • Maintain consistency: Templates ensure your messaging stays on-brand, professional, and transparent, even across a large sales team.
  • Track and improve: You can optimize your approach and drive even better results by analyzing which templates resonate best.
  • Reduce anxiety: Cold outreach becomes less daunting with a proven framework to guide your communication.

Whether a targeted cold email, a follow-up after a meeting, or a nurturing message for a promising lead, there’s a template to power your success. So, embrace the power of these email templates, personalize them with your unique touch, and conquer those inboxes, one compelling message at a time.

Download the Email Scripts


Beyond Script and Dial Tone:

Cold calling. The mere mention can send shivers down the spine of even the most seasoned salesperson. Yet, despite its daunting reputation, cold calling remains a powerful tool for connecting with potential customers and building a robust sales pipeline. But conquering the cold call requires more than just picking up the phone and hoping for the best. We are here to equip you with the essential elements for crafting effective cold calls and mastering the pre-call checklist, transforming you from a nervous caller into a confident closer.

Pre-Call Preparation: The Foundation for Success

Before you pick up the phone, meticulous preparation is critical. Now walk on an intricate journey with your pre-call checklist as your map, ensuring you reach your destination.

1. Research the Prospect:Deep Dive: Dive into their business, industry, and market position. Understand their challenges and goals. Your treasure trove is tools like LinkedIn, news articles, and company websites.Identify Champions: Pinpoint critical stakeholders and decision-makers. Knowing who holds the keys unlocks more productive conversations.
2. Review Past Interactions:Learn from History: Analyze previous communications, emails, or meetings. Understand the prospect’s concerns and interests. Did they raise objections? Note them down to address proactively.
3. Clarify Your Objectives:Know Your Target: Define your primary goal (e.g., schedule a demo). Have secondary goals in mind (e.g., gather feedback, build rapport). Prioritize ruthlessly – laser focus = higher success rates.
4. Craft a Tailored Value Proposition:Speak Their Language: Adapt your pitch to their needs and pain points. Highlight how your solution solves their problems – think “what’s in it for them?” not just “what you do.”
5. Develop Engaging Questions:Go Beyond Script: Open-ended questions are your conversation catalysts. Spark the prospect’s curiosity and prompt them to elaborate on their situation.
6. Anticipate and Disarm Objections:Prepare for Battle: Identify common objections specific to your industry or product. Craft concise, persuasive responses that turn roadblocks into stepping stones.
7. Technical Readiness is Everything:No Glitches Allowed: Ensure your phone or video conferencing setup is flawless. Have a backup plan in case technology throws a curveball.
8. Knowledge is Power:Product Guru: Refresh your understanding of your product’s features, benefits, and updates. Be prepared to answer detailed questions or provide demonstrations with confidence.
9. Follow-Up is Crucial:Close the Loop: Decide on the next steps post-call, like sending additional information or scheduling a follow-up meeting. Have templates ready for immediate action.
10. Mindset Matters:Channel Positivity: Approach the call with a positive, confident attitude. Be an active listener, empathize with the prospect, and exude genuine enthusiasm.
11. Time Management is Essential:Respect the Clock: Allocate a specific time slot for the call and stick to it. Plan how you will guide the conversation to cover all critical points within the allotted time.
12. Documentation is Your Backup:Memory Palace: Have a system to take notes during the call. Document the call’s outcomes and agreed-upon actions immediately afterward. This is your reference point for future interactions.

The Call Itself: 

With your preparation on point, it’s time to make the call. Remember, these are just guidelines – adapt them to your specific product and industry.

1. The Opening Act: Setting the Stage:A Friendly Overture: Introduce yourself confidently and clearly. State the purpose of your call, but keep it concise.
2. Building Rapport: Finding Common Ground:Ask Relevant Questions: Ask the prospect open-ended questions about their business, challenges, and goals. Listen actively and show genuine interest.
3. Presenting Your Value Proposition: The Hero’s Journey Begins:Connect the Dots: Highlight how your solution addresses their needs and pain points. Use precise language and focus on the benefits they will experience.
4. Addressing Objections: Turning Doubts into Stepping Stones:Listen and Understand: Acknowledge their concerns without defensiveness. Address objections directly and confidently with your prepared responses.
5. The Call to Action: Guiding Them to the Next Step:Propose Value: Based on the conversation, suggest a clear next step that benefits both of you. Aim for a commitment, whether a demo, follow-up meeting or additional information exchange.
6. The Close: Leaving a Lasting Impression:Express Gratitude: Thank the prospect for their time and reaffirm your interest in helping them. End on a positive note with a call to action.

Download Cold Calling Script


Ammunition – The Battle Cards:

Every conversation is a long and fierce battle and just like any warrior who needs a solid and trusty arsenal, your sales team needs a powerful weapon: the Battle Card. Consider it as a cheat sheet for closing deals. It condenses vital information about your product or service, empowers reps to counter objections, and equips them to stand tall against the competition. Battle cards provide instant access to the knowledge they need to navigate customer interactions confidently.

But what exactly makes these cards so powerful?

Battle cards go beyond simply listing features and benefits. They provide strategic ammunition:

  • Competitive intelligence: Outmaneuver the competition by highlighting your strengths and effectively addressing your weaknesses.
  • Customer-centric messaging: Tailor your pitch to specific needs and challenges, demonstrating a deep understanding of the prospect’s landscape.
  • Anticipated objections: Prepare your team to handle common customer concerns with ready-made responses and data-backed counterpoints.

The impact of our effective battle cards is undeniable. They boost confidence, enabling reps to speak with authority and conviction. They shorten sales cycles by providing a clear path to address customer needs. And they improve win rates, ensuring your sales team emerges victorious in the B2B battlefield.

Download the Battle Card Template


The Jungle of Tools:

People usually feel overwhelmed by the amount of sales tools that are out there. Don’t worry; we’ve got your machete! This section equips you with the essential tools to conquer each stage of the B2B sales journey, from managing accounts to closing deals.

Account Management:

  • HubSpot: Your centralized command center for orchestrating interactions, tracking leads, and cultivating invaluable relationships. Imagine a digital Rolodex powered with data-driven insights and automated workflows.
  • Salesforce: The industry benchmark for organizing customer data and streamlining workflows. Mastering this platform elevates you to a data-savvy strategist, navigating the sales landscape with Jedi-like precision.

Email Writing:

  • ToolBaz: Unleash your inner wordsmith with crafted cold emails that ignite conversations and secure coveted meetings. Writer’s block? Banished. Inbox explosions? Welcome.
  • Flowrite: Elevate your email game with AI-powered assistance. Ditch generic templates and unleash your authentic voice, crafting personalized messages that resonate with prospects.


  • Apollo: Unearth hidden gems hiding within the digital shadows – qualified leads yearning for your expertise. Find the key decision-makers and laser-focus your outreach.
  • Zoominfo: Gain valuable intel on your targets – company size, funding, key players. Knowledge is power, and Zoominfo equips you with an encyclopedia of insightful data.
  • Semrush: Analyze your competitors, unveil their online vulnerabilities, and craft strategies to outmaneuver them. Be a wolf in sheep’s clothing, not the other way around.

Lead Outreach:

  • Automate your outreach sequences and track engagement with effortless ease. You only have to focus on building relationships rather than managing spreadsheets. Let this technology handle the heavy lifting.
  • HubSpot Sequences: Cultivate leads like a master gardener with personalized email drip campaigns. Watch your pipeline blossom as nurtured prospects mature into blossoming clients.

Sales and Marketing Harmony:

  • Freshworks: A unified platform harmonizing the customer journey, from initial contact to loyal advocacy. Marketing and sales join hands, singing kumbaya in perfect unison.
  • HubSpot: Beyond just email, HubSpot connects marketing efforts with sales activities, creating a seamless experience for every customer. It’s a beautiful synergy where teamwork truly makes the dream work.

Social Media Platforms:

  • Don’t underestimate the power of LinkedIn, Twitter, and other social media channels. Engage with prospects, build thought leadership, and turn social butterflies into sales butterflies.

Is there one tool to rule them ALL? Yes! 

Don’t get lost in the tool jungle. If you are feeling overwhelmed by the sheer number of tools, why not switch to – an autonomous, efficient, and intelligent martech platform for B2B companies that replaces the inefficient process of buying (searching, evaluating, negotiating) and deploying (onboarding, integrating) multiple siloed GTM solutions.