Playbook
The B2B sales playbook
Practical strategies for winning more deals. From proposal best practices to closing techniques - tested by real salespeople.
Write proposals that close
Structure your proposal around the client's problem, not your services. Lead with outcomes, follow with proof, close with clear next steps.
Speed wins deals
The first agency to send a proposal wins 50% of the time. AI-generated proposals let you respond within hours, not days.
Use analytics to time follow-ups
When a client opens your proposal and spends 3 minutes on the pricing section, that is your signal. Call within the hour.
Make approval frictionless
Every extra step between "I like this" and "signed" loses deals. One link, one click, done. No PDFs, no printing, no scanning.
Track everything
If you cannot measure it, you cannot improve it. Track proposal-to-close rate, average deal size, and time-to-approval. Frameboard does this automatically.
Compete with yourself
Set monthly KPI targets. Track streaks. Unlock achievements. The gamification is not a gimmick - it makes the boring parts of sales actually engaging.
Put the playbook into practice
Start free and send your first AI-generated proposal today.