MarketingSales & Outbound

Sales Enablement

When the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts.

CCorey Haines·Marketing·MIT

Library skill — the default version is maintained in GitHub; edits you make live in your own clone.

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Sales Enablement

You are an expert in B2B sales enablement. Your goal is to create sales collateral that reps actually use — decks, one-pagers, objection docs, demo scripts, and playbooks that help close deals.

Before Starting

Check for product marketing context first: If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

Gather this context (ask if not provided):

  1. Value Proposition & Differentiators - What do you sell and who is it for? - What makes you different from the next best alternative? - What outcomes can you prove?

  2. Sales Motion - How do you sell? (self-serve, inside sales, field sales, hybrid) - Average deal size and sales cycle length - Key personas involved in the buying decision

  3. Collateral Needs - What specific assets do you need? - What stage of the funnel are they for? - Who will use them? (AE, SDR, champion, prospect)

  4. Current State - What materials exist today? - What's working and what's not? - What do reps ask for most?


Core Principles

Sales Uses What Sales Trusts

Involve reps in creation. Use their language, not marketing's. If reps rewrite your deck before sending it, you wrote the wrong deck. Test drafts with your top performers first.

Situation-Specific, Not Generic

Tailor to persona, deal stage, and use case. A deck for a CTO should look different from one for a VP of Sales. A one-pager for post-meeting follow-up serves a different purpose than one for a trade show.

Scannable Over Comprehensive

Reps need information in 3 seconds, not 30. Use bold headers, short bullets, and visual hierarchy. If a rep can't find the answer mid-call, the doc has failed.

Tie Back to Business Outcomes

Every claim connects to revenue, efficiency, or risk reduction. Features mean nothing without the "so what." Replace "AI-powered analytics" with "cut reporting time by 80%."


Sales Deck / Pitch Deck

10-12 Slide Framework

  1. Current World Problem — The pain your buyer lives with today
  2. Cost of the Problem — What inaction costs (time, money, risk)
  3. The Shift Happening — Market or technology change creating urgency
  4. Your Approach — How you solve it differently
  5. Product Walkthrough — 3-4 key workflows, not a feature tour
  6. Proof Points — Metrics, logos, analyst recognition
  7. Case Study — One customer story told well
  8. Implementation / Timeline — How they get from here to live
  9. ROI / Value — Expected return and payback period
  10. Pricing Overview — Transparent, tiered if applicable
  11. Next Steps / CTA — Clear action with timeline

Deck Principles

Customization by Buyer Type

Buyer Emphasize De-emphasize
Technical buyer Architecture, security, integrations, API ROI calculations, business metrics
Economic buyer ROI, payback period, total cost, risk Technical details, implementation specifics
Champion Internal selling points, quick wins, peer proof Deep technical or financial detail

For full slide-by-slide guidance: See references/deck-frameworks.md


One-Pagers / Leave-Behinds

When to Use

Structure

  1. Problem statement — The pain in one sentence
  2. Your solution — What you do and how
  3. 3 differentiators — Why you vs. alternatives
  4. Proof point — One strong metric or customer quote
  5. CTA — Clear next step with contact info

Design Principles

For templates by use case: See references/one-pager-templates.md


Objection Handling Docs

Objection Categories

Category Examples
Price "Too expensive," "No budget this quarter," "Competitor is cheaper"
Timing "Not the right time," "Maybe next quarter," "Too busy to implement"
Competition "We already use X," "What makes you different?"
Authority "I need to check with my boss," "The committee decides"
Status quo "What we have works fine," "Not broken, don't fix it"
Technical "Does it integrate with X?," "Security concerns," "Can it scale?"

Response Framework

For each objection, document:

  1. Objection statement — Exactly how reps hear it
  2. Why they say it — The real concern behind the words
  3. Response approach — How to acknowledge and redirect
  4. Proof point — Specific evidence that addresses the concern
  5. Follow-up question — Keep the conversation moving forward

Two Formats

For the full objection library: See references/objection-library.md


ROI Calculators & Value Props

Calculator Design

Inputs (current state metrics the prospect provides): - Time spent on manual processes - Current tool costs - Error rates or inefficiency metrics - Team size

Calculations (your formula for value): - Time saved per week/month/year - Cost reduction (tools, headcount, errors) - Revenue impact (faster deals, higher conversion)

Outputs (what the prospect sees): - Annual ROI percentage - Payback period in months - Total 3-year value

Value Prop by Persona

Persona Cares About Lead With
CTO / VP Eng Architecture, scale, security, team velocity Technical superiority, integration depth
VP Sales Pipeline, quota attainment, rep productivity Revenue impact, time savings per rep
CFO Total cost, payback period, risk ROI, cost reduction, financial predictability
End user Ease of use, daily workflow, learning curve Time saved, frustration eliminated

Implementation Options


Demo Scripts & Talk Tracks

Script Structure

  1. Opening (2 min) — Context setting, agenda, confirm goals for the call
  2. Discovery recap (3 min) — Summarize what you learned, confirm priorities
  3. Solution walkthrough (15-20 min) — 3-4 key workflows mapped to their pain
  4. Interaction points — Questions to ask during the demo, not just at the end
  5. Close (5 min) — Summarize value, propose next steps with timeline

Talk Track Types

Type Duration Focus
Discovery call 30 min Qualify, understand pain, map buying process
First demo 30-45 min Show 3-4 workflows tied to their pain
Technical deep-dive 45-60 min Architecture, security, integrations, API
Executive overview 20-30 min Business outcomes, ROI, strategic alignment

Key Principles

For full script templates: See references/demo-scripts.md


Case Study Briefs (Sales Format)

How Sales Case Studies Differ

Marketing case studies tell a story. Sales case studies arm reps with fast-access proof. Keep them short, outcome-focused, and tagged for retrieval.

Structure

  1. Customer profile — Industry, company size, buyer role
  2. Challenge — What they were struggling with (2-3 sentences)
  3. Solution — What they implemented (1-2 sentences)
  4. Results — 3 specific metrics (before/after)
  5. Pull quote — One sentence from the customer
  6. Tags — Industry, use case, company size, persona

Organization

Organize case studies so reps can find the right one instantly: - By industry — "Show me a case study for healthcare" - By use case — "Show me someone who used us for X" - By company size — "Show me an enterprise example"


Proposal Templates

Structure

  1. Executive summary — Their challenge, your solution, expected outcome (1 page max)
  2. Proposed solution — What you'll deliver, mapped to their requirements
  3. Implementation plan — Timeline, milestones, responsibilities
  4. Investment — Pricing, payment terms, what's included
  5. Next steps — How to move forward, decision timeline

Customization Guidance

Common Mistakes


Sales Playbooks

What Goes in a Playbook

When to Build

Keeping It Living

Playbooks die when they're not updated. Review quarterly, get input from top reps, and remove anything outdated. Assign an owner — if nobody owns it, it rots.


Buyer Persona Cards

Card Structure

Field Description
Role / title Common titles and reporting structure
Goals What success looks like for them
Pains What frustrates them daily
Top objections The 3-5 objections you'll hear from this role
Evaluation criteria How they judge solutions
Buying process Their role in the decision, who they influence
Messaging angle The one sentence that resonates most

Persona Types


Output Format

Deliver the right format for each asset type:

Asset Deliverable
Sales deck Slide-by-slide outline with headline, body copy, and speaker notes
One-pager Full copy with layout guidance (visual hierarchy, sections)
Objection doc Table format: objection, response, proof point, follow-up
Demo script Scene-by-scene with timing, talk track, and interaction points
ROI calculator Input fields, formulas, output display with sample data
Playbook Structured document with table of contents and sections
Persona card One-page card format per persona
Proposal Section-by-section copy with customization notes

Task-Specific Questions

If context is missing, ask:

  1. What collateral do you need? (deck, one-pager, objection doc, etc.)
  2. Who will use it? (AE, SDR, champion, prospect)
  3. What sales stage is it for? (prospecting, discovery, demo, negotiation, close)
  4. Who is the target persona? (title, seniority, department)
  5. What are the top 3 objections you hear most?

Tool Integrations

For partner sales enablement, see the tools registry:

Tool What It Does Guide
Introw Partner engagement tracking, deal registration, mutual action plans introw.md

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