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Field notes · 739 posts

Sales workflow, end to end.

Field-tested patterns on outreach, signals, call prep, live coaching, notes, and CRM hygiene. Built for AEs, BDRs, and founders running outbound.

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Page 1 of 62
Outreach 13 min

Cold Email Deliverability: The Technical Guide for Sales Reps

Cold email deliverability is the rate at which sent messages reach the primary inbox. Fix SPF, DKIM, DMARC, warmup, and content to land 90%+.

Jun 11, 2026
Workflows 13 min

Price Negotiation: How to Hold Margins Under Pressure

Price negotiation is the late-cycle defense of value already sold. Use the 5-Phase Margin Hold to anchor first, trade for terms, and keep discount in single digits.

Jun 11, 2026
Workflows 13 min

AE Quota: How to Set Realistic Targets That Motivate

A realistic AE quota lands near 5x OTE, ramps over 90 days, and clears 3x pipeline coverage. Here is the build, the math, and the traps.

Jun 11, 2026
Workflows 13 min

SaaS Pricing Strategy: Models That Convert

A SaaS pricing strategy decides who pays, how much, and on what unit. The five-lever stack reps and founders use to lift revenue without spiking churn.

Jun 11, 2026
Workflows 13 min

Sales Time Management: How Top Reps Structure Their Day

Sales time management is the daily discipline of routing every hour into six fixed blocks so selling time stays above 40% of the day.

Jun 11, 2026
Workflows 14 min

SaaS Trial Conversion: How to Turn Free Users into Paying Customers

SaaS trial conversion is the rate at which trial users become paid customers. See the 6-stage Trial-to-Paid Loop, 2026 benchmarks, templates, and mistakes to avoid.

Jun 11, 2026
Workflows 17 min

Sales Workflow for Startups: Building Your First Process

A sales workflow for startups wires signals, outreach, call prep, notes, and CRM updates into one motion. Build your first process in 14 days, not 14 weeks.

Jun 11, 2026
Workflows 14 min

How to Reduce Sales Admin Time by 60%

Reps spend 72% of the week on admin. A step-by-step framework to reduce sales admin time by 60% in 30 days, with audit, cuts, and the connected workflow that holds it.

Jun 11, 2026
Outreach 13 min

Prospecting on LinkedIn: Finding and Qualifying Leads

Prospecting on LinkedIn means using signals, search, and engagement to find and qualify B2B leads in 2026. Here is the playbook reps actually run.

Jun 11, 2026
Workflows 13 min

Timing Objection: 'Call Me Back Next Quarter' and Other Delays

The timing objection is rarely about the calendar. Use the Q-Shift Method to diagnose, reframe, and convert "call me back next quarter" into a signed deal.

Jun 11, 2026
Workflows 13 min

Budget Qualification: How to Talk About Money Without Being Pushy

Budget qualification means surfacing how a prospect funds, sizes, and approves a purchase. Here is the playbook reps use to ask without sounding pushy.

Jun 11, 2026
Workflows 13 min

Sales 1-on-1s: The Structure That Drives Performance

A sales 1-on-1 is a 30-minute weekly meeting that inspects one number, develops one skill, and closes with one commitment the rep owns by name.

Jun 11, 2026

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