Tools:

• HubSpot CRM: Lead tracking, automated emails, reporting.
• LinkedIn Sales Navigator: Prospecting and connection outreach.
• PandaDoc or HelloSign: Contract management and e-signatures.
• Notion: Sales SOP library, templates, and playbooks.

Documentation:

• Lead database with tags (Hot/Warm/Cold).
• Sales playbook with email templates, call scripts, and proposal examples.
• Tracking sheet for monthly KPIs (lead conversion rate, deal value, close time).