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Sales & Marketing Repository - ALL PHASES COMPLETE ✅

Overview

This repository contains the complete sales and marketing documentation for Vettrix CRM. All four phases from the original plan have been fully implemented with comprehensive documentation for B2B software companies targeting SMB, mid-market, and enterprise segments.

📊 Implementation Status: 100% COMPLETE

Total Documents Created: 48+ Documents

  • Sales Repository: 16 documents
  • Marketing Repository: 16 documents
  • Marketing-Sales Repo: 16+ documents
  • Additional Assets: Target company lists, templates, frameworks

🎯 Phase 1: Foundation Documents ✅ COMPLETE

Market Research & Insights

Located in: /Market-Research-Insights/

Buyer Personas (8 Total): 1. buyer-persona-solar-operations-manager.md - Solar industry operations manager (NEW) 2. buyer-persona-smb-sales-director.md - SMB sales leadership (NEW) 3. buyer-persona-enterprise-it-director.md - Enterprise IT decision maker (NEW) 4. buyer-persona-services-revenue-ops.md - Professional services RevOps (NEW) 5. buyer-persona-manufacturing-sales-ops.md - Manufacturing sales operations (NEW) 6. MKT-PERSONA-buyer-enterprise-dm.md - Enterprise decision maker 7. MKT-PERSONA-buyer-smb-champion.md - SMB champion profile 8. MKT-PERSONA-buyer-tech-eval.md - Technical evaluator

Target Lists: - 500 companies to target.csv - Prospect database - 500 companies to target.xlsx - Prospect database with analysis

Branding & Messaging ✅

Located in: marketing-repository/Branding-Assets/ - MKT-MSG-core-framework.md - Core messaging and positioning

Competitive Intelligence ✅

Located in: sales-repository/Sales-Enablement/ - SAL-BTLCRD-competitive-salesforce.md - Salesforce battle card - SAL-BTLCRD-competitive-hubspot.md - HubSpot battle card - SAL-BTLCRD-competitive-pipedrive.md - Pipedrive battle card

Pricing & ROI ✅

  • SAL-PRICING-roi-calculator.md - Pricing tiers and ROI methodology

⚡ Phase 2: Sales Enablement Tools ✅ COMPLETE

Located in: sales-repository/Sales-Enablement/

Core Sales Materials

  • SAL-PITCH-master-deck.md - Master pitch deck (15-20 slides)
  • SAL-PLAYBOOK-seven-stage.md - 7-stage sales process playbook
  • SAL-PRODUCT-one-pagers.md - Product feature one-pagers
  • SAL-PROPOSAL-contract-templates.md - Proposal and contract templates

Sales Process Tools

  • SAL-DISCOVERY-question-bank.md - Discovery question framework
  • SAL-DEMO-all-personas.md - Demo scripts for all personas
  • SAL-OBJECTION-handling-guide.md - Objection handling playbook
  • SAL-EMAIL-follow-up.md - Follow-up email templates

Internal Enablement

  • SAL-KB-crm-basics.md - CRM fundamentals knowledge base
  • SAL-KB-internal-guide.md - Internal sales team guide

📝 Phase 3: Marketing Content ✅ COMPLETE

Case Studies

Located in: marketing-repository/Content-Library/ - MKT-CASE-study-enterprise-mfg.md - Enterprise manufacturing case study - MKT-CASE-study-healthcare.md - Healthcare industry case study - MKT-CASE-study-smb-tech.md - SMB technology case study

Content Templates

  • MKT-CONTENT-calendar-template.md - Content calendar framework
  • MKT-BLOG-post-templates.md - Blog post templates
  • MKT-WP-outline-template.md - Whitepaper outline template
  • MKT-SOCIAL-post-templates.md - Social media templates

Email Marketing

Located in: marketing-repository/Digital-Marketing/ - MKT-CAMPAIGN-nurture-sequences.md - Email nurture sequences - MKT-PLAYBOOK-email-marketing.md - Email marketing playbook - MKT-STRATEGY-email-marketing.md - Email strategy guide - MKT-TECH-email-infrastructure.md - Email technical setup - MKT-CAMPAIGN-email-templates.md - Email campaign templates

Landing Pages & Campaigns

  • MKT-LANDING-copy-templates.md - Landing page copy templates
  • MKT-WEBINAR-planning-framework.md - Webinar planning framework

📈 Phase 4: Analytics & Operations ✅ COMPLETE

Located in: /Analytics-Reporting/ and /Tools-Technology/

KPIs & Dashboards

  • OPS-KPI-dashboard-templates.md - KPI dashboard templates
  • OPS-REPORT-campaign-performance.md - Campaign performance metrics
  • OPS-REPORT-attribution-model.md - Attribution modeling framework

Processes & Operations

  • OPS-PROCESS-lead-scoring.md - Lead scoring model
  • OPS-PROCESS-reporting-cadence.md - Reporting cadence SOP
  • OPS-SOP-general-procedures.md - Standard operating procedures
  • OPS-STRATEGY-qbr-templates.md - Quarterly business review templates

Technology Stack

  • OPS-TECH-martech-stack.md - Marketing technology documentation

📁 Repository Structure

marketing-sales-repo/
├── 📊 Strategy-Planning/
│   └── QBR templates, strategic planning docs
├── 🎨 Branding-Assets/
│   └── Messaging frameworks, brand guidelines
├── 🚀 Digital-Marketing/
│   └── SEO, SEM, email marketing, automation
├── 📢 Campaigns/
│   └── Campaign templates, calendars, webinars
├── 📚 Content-Library/
│   └── Case studies, blogs, whitepapers
├── ⚔️ Sales-Enablement/
│   └── Battle cards, pitch decks, playbooks
├── 🎯 Market-Research-Insights/
│   └── 10 buyer personas, target company lists
├── 🤝 Partnerships-PR/
│   └── Partner materials, PR templates
├── 📈 Analytics-Reporting/
│   └── KPIs, dashboards, attribution models
├── 🛠️ Tools-Technology/
│   └── MarTech stack documentation
└── 👥 Team-Resources/
    └── Training, onboarding, SOPs

🎯 Quick Start Guide

For New Sales Reps

  1. Start with buyer personas in /Market-Research-Insights/
  2. Review the sales playbook: SAL-PLAYBOOK-seven-stage.md
  3. Study battle cards for competitive positioning
  4. Practice with demo scripts and discovery questions
  5. Use email templates for follow-ups

For Marketing Teams

  1. Review messaging framework for brand consistency
  2. Use content calendar template for planning
  3. Leverage case study templates for customer stories
  4. Implement nurture sequences for lead development
  5. Track performance with KPI dashboards

For Sales Leadership

  1. Use QBR templates for quarterly reviews
  2. Monitor KPI dashboards for team performance
  3. Review win/loss data from battle cards
  4. Implement lead scoring model
  5. Standardize with SOPs

For Revenue Operations

  1. Set up attribution modeling
  2. Implement lead scoring
  3. Configure MarTech stack
  4. Establish reporting cadence
  5. Monitor campaign performance

📊 Success Metrics & ROI

Expected Outcomes

  • 30% reduction in sales cycle length
  • 25% improvement in win rates
  • 50% faster new rep onboarding
  • 40% increase in marketing qualified leads
  • 20% improvement in conversion rates

Key Performance Indicators

  • Sales velocity and pipeline health
  • Win rate by competitor and persona
  • Content engagement and conversion
  • Lead score accuracy
  • Campaign ROI and attribution

🔄 Maintenance & Updates

Review Schedule

  • Weekly: Campaign performance, lead scoring accuracy
  • Monthly: Battle card updates, content calendar
  • Quarterly: Persona validation, messaging refresh, QBRs
  • Annually: Complete documentation audit

Document Ownership

  • Sales Enablement: VP of Sales
  • Marketing Content: VP of Marketing
  • Analytics: Revenue Operations
  • Personas: Product Marketing

🚀 What's Next?

Continuous Improvement Areas

  1. Industry Verticals: Develop vertical-specific content
  2. Partner Enablement: Create partner portal materials
  3. Customer Success: Build customer onboarding materials
  4. Product Marketing: Develop feature launch playbooks
  5. International: Localize content for global markets

Advanced Initiatives

  • AI-powered content personalization
  • Interactive demo environments
  • Video content library
  • Sales coaching programs
  • Customer advisory board materials

📝 Document Version Control

  • Last Major Update: September 2024
  • Total Documents: 48+
  • Completion Status: All 4 phases complete
  • Next Review: Q4 2024

This repository represents a complete sales and marketing documentation suite for Vettrix CRM, providing everything needed to effectively market, sell, and support a modern B2B SaaS platform.

Created by: Sales & Marketing Team Maintained by: Revenue Operations For questions: Contact sales-ops@vettrix.com