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A sales playbook is never truly finished.

In this Senior Living Minute, Christy Van Der Westhuizen offers actionable advice for building a living, evolving resource that supports your sales team.

Learn how to organize your content, gather real-time insights from your top performers, and create a tool that grows alongside your team and community.

Transcript: Tips for Writing an Effective Sales Playbook

If I were to give advice to anyone writing a playbook right now, start with the big buckets of learning. You might have three buckets, you might have 20.

And then start piecing together what you think is really important. But know that this sales playbook, by the way, is never going to be done.

It will be done, and there will be versions two, three, and four, because we’re going to continually add to it as we learn and grow together.

I also love to utilize the resources around me, and that’s what our sales directors are doing right now.

Just last night, I sent an email to 20 of our top-producing salespeople saying, what’s your favorite discovery question? And you can give me however many, and I’m compiling a list of discovery questions to go into this sales playbook.

Who better to ask than people doing the job successfully?