Library + Playbook
Capture strong work, improve one sales motion and give the team a trusted place to find what works.
- Up to 50 selected assets
- Five retrieval workflows
- One evidence-enhanced sales playbook
We identify the proposals, answers, processes and playbooks your company should never lose—then turn them into a trusted, searchable operating library and one evidence-enhanced sales playbook inside Microsoft 365, SharePoint or Google Workspace.
One-off implementation
Both offers are implementable now inside customer-controlled tools. Start with the problem that creates the clearest commercial value.
The Sprint is deliberately scoped so a growing company can begin using it immediately. Your source documents stay in an environment your organisation controls.
A clear inventory of where valuable work exists, what should be preserved and which knowledge gaps create the most risk.
Up to 50 selected assets organised with owners, status, category, outcome, review dates and reusable descriptions.
One core sales motion built from proven disciplines, then improved with selected won-deal, proposal and retention evidence.
Configured around questions your team actually asks, such as finding a winning answer, preparing discovery or starting onboarding.
Simple definitions for Draft, Approved and Proven, plus ownership and review rules so the library stays trusted.
A practical handover session showing employees how to search, qualify, reuse and improve the content.
A prioritised roadmap for expanding the library, measuring usage and deciding whether the future Arete app is valuable.
We work with one internal owner and a small group of subject-matter experts. The company decides what is supplied and what is approved.
Kickoff workshop, problem mapping, use-case selection and secure source-asset collection.
Review, classify and add context to the selected examples of strong work, then map observed sales and retention patterns.
Create the library, views, naming system, statuses, five retrieval workflows and first evidence-enhanced sales play.
Team training, governance handover, final corrections and 90-day improvement plan.
The founding Sprint focuses on one repeatable sales motion—such as discovery, proposal development, objection handling or commercial-to-delivery handover—so the output is usable rather than theoretical.
We define the standard practice, decision points and actions the team should already understand.
You provide relevant, permitted and optionally redacted won-deal, proposal and retention evidence within the agreed scope.
The finished play shows the standard method, observed pattern, repeatable action, evidence source, owner and review date.
The Sprint does not require unrestricted CRM access. Customer documents remain in the agreed customer-controlled environment, and any confidential or personal information should be minimised or redacted where it is not required.
These examples show the fields used during a Sprint. They contain fictional data and are safe to inspect.
The founding price is designed for the first five suitable customers while the service and future product are refined.
One company, one primary team, up to 50 selected assets, five configured workflows and one core evidence-enhanced sales playbook.
Final scope, confidentiality, responsibilities and payment terms are agreed in writing before work begins. Customer documents remain subject to the customer’s own retention, access and compliance requirements.
We will reply to confirm fit, propose a kickoff date and send the short discovery checklist. Applying does not commit you to purchase.