Page 2 - BD Playbook
P. 2
Table of Contents
I. Sales Funnel
a) BD Outreach Handbook
b) Pitching Overview
c) Objection Handling
d) BD Snippets & Key Messages
e) Podio Pipeline & Key Fields
f) Useful Resources
g) Boutique Testimonials & Quotes
II. Sign up
a) How to create an invoice in Xero
b) Update Podio info
c) Set up Boutique page in Asana and Backalley
III. Handover
a) Asana Board
b) Weekly Pipeline Update
c) Inventory Management Guide
d) Next Steps
IV. Team Processes
a) KPI’s & Reporting
V. Appendix
