A playbook your reps never have to open
Write down how your best rep sells, in plain words. Arrows runs it on every deal, at the moment it matters: the brief before the call, the follow-up after it, the nudge when a deal goes quiet. Nobody has to remember. Nobody has to prompt.
Your playbook
Every weekday at 6am, run the 
Pre-call brief for every meeting on the rep’s calendar. When a call ends, draft the Follow-up in 
Gmail and update the deal in 
HubSpot. If a deal goes quiet for 5 days, send a Deal nudge with something useful about their business. When the CFO joins, add the business case to the Sales room and tell the rep in 
Slack.
Running on every deal
Live- Business case added to the sales roomOOakridge Builders4:05pm
- Nudge drafted with a clinic group’s storyPPinecrest Clinics2:40pm
- Deal updated in HubSpotHHarbor & Co11:12am
- Follow-up draftedHHarbor & Co11:12am
- Pre-call briefs ready for 9 meetingsWho’s joining, what changed, what to ask for6:00am
Waiting for the next moment on a deal…
Every team has a playbook. Almost nobody runs it.
You wrote it before kickoff. Reps read it once, maybe. Then every deal gets worked the way that rep happens to work, and your best moves stay with the few people who already know them.
Stuck in a PDF nobody opens
Built for kickoff, out of date by the next quarter.
Locked in your best rep’s head
The moves that win deals never get written down. New reps learn them slowly, or never.
Scattered across private AI chats
Every rep prompts their own way. Nobody can see what works, and it all breaks the week they get busy.
Trapped in a workflow builder
Boxes and arrows only ops can edit. It covers the cases someone thought of, and nothing else.
We study every deal you’ve won and lost
Arrows reads every closed deal, tags what your reps did on each one and compares the winners with the losers. The moves that separate them become plays, and your Agent Architect walks your sales leader through each one before it goes in the playbook.
Closed won142
Closed lost208
Each square is a closed deal Arrows has read.
callsemailsCRM historyEvery action on every deal gets a tag.
- +47pts win rateWhen a discovery call ends, send the recap the same day with two times for the next call.Same-day recap: won 81%, lost 34%
- +51pts win rateBefore pricing goes out on deals over $50K, get the economic buyer on a call.Economic buyer before pricing: won 72%, lost 21%
- +39pts win rateIf only one person from the buyer has joined by the second call, find and invite two more.3 or more buyer contacts: won 68%, lost 29%
- −29pts when it happensNever offer a discount before the buyer asks about pricing.Early discount: won 12%, lost 41%
Write it like you’d coach a new rep
No flowcharts, no if-this-then-that, no prompts. Say when something should happen and what good looks like. Arrows uses judgment to do it on every deal, and the work shows up finished.
In your playbook
Weekdays at 6amEvery weekday at 6am, get each rep ready for the day. Run the Pre-call brief for every external meeting on their calendar. Lead with what changed since the last conversation and the one thing we need from this call. If a deal on today’s calendar hasn’t had a real next step in two weeks, say that first.
What your rep finds
Email and Arrows- Joining
- Dana Ortiz (champion), Priya Shah (CFO, first call)
- What changed
- Priya asked about seat pricing by email on Monday
- Watch for
- They’re also looking at another vendor
In your playbook
When a call recording is readyWhen a call ends, write the Follow-up the way the rep would: short, specific and in their voice. Recap what the buyer said in their own words, confirm the next step with a date and attach anything we promised. Then update the deal in HubSpot. If someone new joined the call, add them to the deal and find their role in 
Clay.
What your rep finds
Gmail, HubSpot and ClayToDana Ortiz
Today’s call and next steps
Hi Dana,
Thanks for walking us through change orders today. What I heard: they sit in someone’s inbox for a week, the site never has the latest plan, and Friday is spreadsheet day.
For the technical review, does Tue 10am or Wed 2pm work? I’ve attached the deck you asked for.
Maya
In your playbook
No reply for 5 daysIf a deal goes quiet for 5 days, never send “just checking in.” Look at what’s happening in their business and send a Deal nudge with something useful: a customer story from their industry, the answer to a question they left open, or a short video. After three quiet weeks, suggest the rep calls the champion instead, and write the talking points.
What your rep finds
GmailToSam Reyes
Your March clinic opening
Hi Sam,
Saw the new clinic opens in March. Lakeside, a group about your size, used their opening to roll out new intake. Here’s their two-minute story.
Worth 15 minutes next week to see if the timing works for you?
Priya
In your playbook
A security question on the dealWhen a buyer asks about security, pull our current answers from 
Vanta and the policies in 
Notion. Fill in what you can of their questionnaire, ask the owner in Slack about anything new, and add the SOC 2 report to their Sales room.
What your rep finds
Vanta, Notion and Slack- Pulled 38 current answers
- Found the data retention and residency policies
- Filled 41 of 44 questions in their questionnaireReady
- Asked Jordan in #security about the other 3
- Added the SOC 2 report to the sales roomReady
In your playbook
Deals over $50KBefore pricing goes out on deals over $50K, check in Gong that the economic buyer has been on a call. Then build the quote in HubSpot, put the business case in their Sales room and take any discount to #deal-desk in Slack before the proposal goes out in 
PandaDoc.
What your rep finds
Gong, HubSpot, Slack and PandaDoc- Confirmed the CFO joined Thursday’s call
- Built the quote: 40 seats, annualReady
- Put the business case in Oakridge’s numbers in the sales roomReady
- Posted the 12% discount ask in #deal-desk
- Drafted the proposal, held for deal deskReady
“My close rate jumped 10% between Q2 and Q3. I don’t doomscroll through my CRM to patch holes in my deals because Arrows already found them. It has been a game changer!”
Mitchell Kennedy
Account Executive, Filed
Your reps’ best deals get better. The maybe deals finally get worked.
A rep can give full attention to a handful of deals. Arrows runs the playbook on every one of them: sharper work on the deals they care about, and real follow-through on the ones that could turn into something if anyone worked them.
24of Maya’s 24 deals worked this week
The deals they care about
Worked every day. Now with the playbook’s best moves on each one.
- OOakridge BuildersRecap readyWorked today
- HHarbor & CoCFO intro readyWorked today
- PPinecrest ClinicsBrief readyCall tomorrow
- NNorthgate HomesBusiness case readyWorked yesterday
- RRidgeway CivilRoom updatedWorked today
The deals that could go either way
Good fit, real interest, and nobody has time. This is where the extra wins are.
- KKestrel HotelsNudge ready6 days quiet
- BBayline SupplyNew contact found11 days quiet
- CCobalt ContractorsCase study ready16 days quiet
- SSummit HomesFollow-up ready7 days quiet
- WWestline PavingNext call proposed12 days quiet
- MMeridian HomesChampion intro ready17 days quiet
- CCopperleaf FoodsNudge ready8 days quiet
- GGranary GroupNew contact found13 days quiet
Everything else
Still open, still worth a touch.
- LLumen LabsWorkedNot touched
- CCedar ValleyWorkedNot touched
- AAtlas FreightWorkedNot touched
- BBrightside DentalWorkedNot touched
+ 7 more, 7 worked
Change the playbook by asking in Slack
Tell us what’s working in your shared Slack channel. The Arrows team updates your playbook, and every deal runs the new version from then on.
#acme-arrows
Shared channelDana Lee VP Sales
Our wins this quarter all had the CFO on a call before the proposal. The two that stalled did not. Can the playbook push for that?
Maya Ruiz AE
+1, but only on deals over $50K. And an intro the champion can forward is how I get the CFO on.
Sam Arrows team
Done. Your playbook now says:
Was: Before a proposal goes out, confirm the budget with the champion.
Now: Before a proposal goes out on deals over $50K, get the CFO on a call. If they haven’t joined, draft an intro the champion can forward.
Every rep gets the playbook their way
The playbook decides what happens on every deal. Each rep’s preferences shape how it shows up: their emails, their sales rooms, their briefs and their alerts.
Follow-up email
Hi Dana, Good talking today. Tech review: Tue 10am or Wed 2pm? Maya
Maya’s preference: Short and warm. First names, no exclamation points.
Sales room
- Video from Maya
- What we heard
- Next steps
- Pricing
Maya’s preference: Lead with a 2-minute video from me.
Pre-call brief
Who’s joining What changed since last time What to ask for
Team default. No preference set.
Slack alerts
Oakridge: follow-up ready for review
Team default. No preference set.
Follow-up email
Hi Dana, Thanks for today. Here’s what we covered, and two times for a technical review.
Team default. No preference set.
Sales room
- Mutual action plan
- Who’s involved
- Security
- Business case
Tom’s preference: Put the mutual action plan at the top.
Pre-call brief
Buying committee: 6 people Open: SSO, data residency, renewal terms Risk: legal review not started
Tom’s preference: The full buying committee and every open question.
Slack alerts
5pm digest: 4 deals moved, 2 need you tomorrow
Tom’s preference: A digest at 5pm. Nothing in between.
Follow-up email
Hi Sam, quick recap: setup takes a day and pricing is per clinic. Want me to hold Thursday at 2pm to start?
Priya’s preference: Under 80 words. End with one question.
Sales room
- What we heard
- Where we are
- Resources
- Next steps
Team default. No preference set.
Pre-call brief
Who’s joining What changed since last time What to ask for
Team default. No preference set.
Slack alerts
Pinecrest opened the room, 2nd visit today
Priya’s preference: Everything, as it happens.
“We’re seeing higher deal values, faster sales cycles, and our AEs are getting hours back per week.”Read customer story →
Kalvin Richan
Revenue Operations Manager, Forecastr
Bring a rough draft. Leave with a playbook that runs.
Your Agent Architect builds the first version with you. A doc, a slide, a few call recordings or a ramble about how your best rep works is enough to start.
- 1
Connect your tools
Your CRM, notetaker, email and calendar, so Arrows can read every deal.
- 2
We build it and keep it sharp
Your Agent Architect writes the first version from what you send and how your best deals were worked. You sign off, and we keep tuning it as your team learns what wins.
- 3
It runs on live deals
A few reps start with their open deals. We tune the plays from what they approve, edit and skip.
Questions teams ask
We don’t have a written playbook. Can we still start?
Yes. Most teams start with a rough doc or a conversation. Your Agent Architect builds the first version from that and from how your best deals were worked.
We sell a few different ways. Is it one playbook?
You can have more than one, for example new business, renewals and expansion. Each deal runs on the playbook that fits it.
How is this different from a workflow builder?
You don’t map every branch. You describe when something matters and what good looks like, and Arrows uses judgment on each deal, the way a good rep would.
What runs on its own, and what waits for a rep?
You set it per tool: Allow, Ask first or Off. Internal work like CRM updates can run on its own. Anything a buyer would see waits for a rep to approve.
Can each rep keep their own style?
Yes. Each rep sets preferences like tone and how they write emails. The playbook decides what happens, and the rep’s preferences decide how it sounds.
Explore the rest of Arrows
Give every rep your best rep’s playbook
Your Agent Architect writes the first plays with you and has them running on your live deals.
Book an agent kickoffWhat happens on your agent kickoff:
- We learn how your team works its deals today
- We build your playbook from how your team already sells
- We connect your CRM, email, calendar and call recorder
- Agents start working your open deals, often on the same call
Security at Arrows
Customer trust and security are critical to everything we do at Arrows. Learn how we adhere to industry-leading standards in data protection and security compliance.
Learn about security →
AICPASOC 2
