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Sales Strand – The Revenue Engine OS

Sales isn’t about pressure — it’s about redesigning how your customer works. The Sales Strand defines how your company:
  • targets and understands the right customers,
  • frames the product in the language of outcomes,
  • runs PLG + enterprise motions in sync,
  • and turns conversations into predictable, sustainable revenue.
Think of it as the Sales OS: the mental model your revenue engine uses to think and act.

🧪 Workshop Meta – How to Design the Sales Strand

Framework version: sales-strand-v1.0 Templates this strand covers
  • Sales Purpose & Model
  • ICP & Personas
  • Messaging & Positioning
  • PLG vs Enterprise Motions
  • Pipeline Generation
  • Qualification Framework
  • Sales Process
  • Pricing & Packaging
  • Enablement
  • Tools & Systems
  • Hand-offs
  • Metrics & Forecasting
  • Risks & Guardrails
Who should be in the room
  • Sales leadership & AEs
  • RevOps
  • Marketing
  • Product
  • Customer Success
Facilitation notes
  • Start from real data:
    • customer conversations,
    • segments,
    • ARR distribution,
    • win/loss patterns.
  • This becomes your Sales OS — how your revenue engine prioritizes, speaks, and closes.

🎯 Purpose & Role – Why Sales Exists

Guiding question
Why does Sales exist in this company?
Core answer Sales helps organizations understand how Slack transforms their work,
guides them through adoption, manages security and compliance concerns,
and drives long-term expansion.
Sales brings clarity, confidence, and partnership — not pressure. Objectives
  • Accelerate enterprise adoption and expansion.
  • Translate Slack’s value into business outcomes, not features.
  • Remove friction around security, compliance, and integrations.
  • Align customer goals with product capabilities.
  • Drive predictable and sustainable revenue.

🎯 ICP & Personas – Who You Sell To

Guiding question
Who does Slack sell to?

Ideal Customer Profile (ICP)

Segment: Mid-Market (50–500 employees)

  • Pain points
    • Too many tools creating chaos.
    • Need for async work due to distributed teams.
    • Manual workflows slowing execution.
  • Value drivers
    • Fewer meetings.
    • Faster decisions.
    • Automation replacing repetitive work.

Segment: Enterprise (500+ employees)

  • Pain points
    • Compliance and governance concerns.
    • Cross-department collaboration challenges.
    • Fragmented tech ecosystem.
  • Value drivers
    • Slack as the digital HQ.
    • Security & governance layer.
    • Platform integration into systems of record (Salesforce, Jira, ServiceNow, etc.).

Buyer Personas

  • IT / CIO
    • Motivations:
      • Governance, security, compliance.
      • Consolidating communication tools.
      • Data retention + auditability.
  • CTO / Engineering Leader
    • Motivations:
      • Developer productivity.
      • Incident response speed.
      • Integration ecosystem.
  • Operations Leader
    • Motivations:
      • Cross-functional coordination.
      • Workflow automation.
      • Change management.
  • Team Managers
    • Motivations:
      • Team alignment and visibility.
      • Reducing meeting load.
      • Easier onboarding.

🗣 Messaging & Positioning – What You Say

Core Positioning Statement

Slack is the digital HQ where people, tools, and AI come together to drive faster, more aligned execution.

Value Drivers

  • Accelerate decision-making and reduce meetings.
  • Increase transparency and accountability with channels.
  • Embed AI and automation directly into daily workflows.
  • Integrate your entire tech stack into one command center.
  • Improve execution speed and team alignment across departments.

Objection Handling

  • Objection: “Email works fine for us.”
    Response: Email is optimized for one-way communication, not cross-team collaboration or decision visibility.
  • Objection: “We already use Microsoft Teams.”
    Response: Slack excels in integrations, developer workflows, and cross-company collaboration with Slack Connect.
  • Objection: “Security is a concern.”
    Response: Slack offers enterprise-grade security, data residency, EKM, and full auditability.

⚙️ Sales Motions – PLG vs Enterprise

Product-Led Growth (PLG)

Description Users adopt Slack organically via the free tier and upgrade through internal champions. Levers
  • High daily engagement.
  • Viral channel creation.
  • Team-based expansion.

Enterprise Sales

Description Top-down motion for large organizations with strong security/compliance requirements. Levers
  • Security review.
  • Pilot → full rollout.
  • C-level relationships.
  • Integration into enterprise systems (Salesforce, Jira, ServiceNow, etc.).

Hybrid Motion

Bottom-up + top-down.
Slack uniquely combines:
  • viral usage inside teams, and
  • enterprise sales covering compliance and governance.

🌱 Pipeline Generation – Where Deals Come From

Sources

  • Inbound signups.
  • Customer referrals.
  • Slack Connect partnerships.
  • Outbound sales.
  • Marketing campaigns.
  • Integration partners (Salesforce, Atlassian, ServiceNow, Google).

Qualification Signals

  • Multiple teams already active.
  • High monthly active usage.
  • Admins asking about security or governance.
  • Teams requesting integrations or Workflow Builder.

🧪 Qualification Framework – How You Decide What’s Real

Framework: MEDDPICC

Widely used in enterprise SaaS. Elements
  • Metrics (value drivers).
  • Economic buyer.
  • Decision criteria.
  • Decision process.
  • Paper process.
  • Identify pain.
  • Champion.
  • Competition.
Slack nuance
Slack sellers focus heavily on operational friction and workflow inefficiencies,
not just license counts.

🧭 Sales Process – How a Deal Moves

Stage 1 – Discovery

Goals
  • Identify top collaboration pain points.
  • Uncover workflow bottlenecks.
  • Map current tool ecosystem.
  • Understand decision-making structure.
Artifacts
  • Discovery doc.
  • Pain map.
  • Workflow diagrams.

Stage 2 – Solution Mapping

Goals
  • Channel design.
  • Workflow proposals.
  • Integration architecture.
  • AI + automation use cases.
Deliverables
  • Proposed Slack workspace structure.
  • Automation plan.
  • Security & compliance package.

Stage 3 – Proof of Value / Pilot

Goals
  • Test adoption.
  • Prove impact on decision speed.
  • Demonstrate lower meeting load.
KPIs
  • Message volume.
  • Active channels.
  • Automations run.
  • Reduction in meetings.

Stage 4 – Negotiation & Closing

Goals
  • Finalize pricing.
  • Contract review.
  • Deployment plan.

Stage 5 – Handoff to Customer Success

Goals
  • Ensure adoption.
  • Training.
  • Identify expansion opportunities.

💰 Pricing & Packaging – How Value is Monetized

Plans

  • Free
  • Pro
  • Business+
  • Enterprise Grid

Drivers

  • Number of users.
  • Security features needed.
  • Compliance requirements.
  • Slack Connect volume.
  • Integrations and workflow usage.

🧩 Enablement – How You Arm the Sales Team

Materials

  • Pitch decks.
  • Live demos.
  • Use-case playbooks.
  • Vertical-specific examples.
  • Security & compliance docs.
  • ROI calculators.

Training

  • Ramp programs for new reps.
  • Role-play scenarios.
  • Security objection handling.
  • Demo certifications.

🛠 Tools & Systems – The Sales Stack

  • CRM: Salesforce.
  • Prospecting: LinkedIn Sales Navigator, Apollo, Outreach.
  • Communication: Slack Connect, Email, Zoom.
  • Analytics: Tableau, Mode, Looker.
  • Documentation: Guru, Confluence, Salesforce files.

🔁 Handoffs – Keeping Revenue & Experience Aligned

To Customer Success

  • Pilot results.
  • Org map.
  • Key stakeholders.
  • Adoption signals.
  • Migration plans.

To Support

  • Known risks.
  • Architectural dependencies.
  • Important integration touchpoints.

To Product

  • Feature gaps raised during sales.
  • Integration requests.
  • Security requirements.

📊 Metrics & Forecasting – How You See the Future

Leading Indicators

  • Pilot engagement.
  • Slack Connect channel volume.
  • Workflow Builder usage.
  • Top-of-funnel team adoption.

Lagging Indicators

  • ARR expansion.
  • Renewal rate.
  • Seat growth.
  • Time-to-value.

Forecasting Model

  • Pipeline scoring.
  • Weighted likelihood.
  • Rep commit.
  • Manager commit.
  • Historical performance calibration.

🚧 Risks & Guardrails – What Breaks, What You Never Do

Risks

  • Overpromising functionality.
  • Misalignment between usage patterns and pricing.
  • Selling before product readiness.
  • Not engaging IT or security early.
  • Treating Slack like a simple chat tool instead of a workflow platform.

Guardrails

  • Never sell a feature that doesn’t exist or isn’t on roadmap.
  • Always include IT/security in enterprise deals.
  • Use usage-led data to validate painful workflows.
  • Document all concessions and commitments.
  • Position Slack as a platform, not just a messenger.

🧙‍♂️ Sales Archetype – Who Sales “Is” as a Character

Guiding question
If Sales were a character, who would they be?
  • Primary archetype: Consultant
  • Secondary archetype: Strategist
Rationale
Sales should feel like a trusted advisor who understands the customer’s workflows
and helps them redesign how work happens — not just a seller.

🧩 How to Use This Sales Strand in Practice

  1. Map your real revenue reality
    • Segment by ARR, usage, and personas.
    • Trace recent wins and losses through these stages and motions.
  2. Refine ICP, messaging, and motions
    • Tighten who you go after and why.
    • Make sure PLG and enterprise motions reinforce each other.
  3. Codify the sales process
    • Turn Discovery → Pilot → Close into repeatable steps and artifacts.
    • Align Product, CS, and Support around each stage.
  4. Align pricing, enablement, and tooling
    • Ensure your pricing and packaging match usage patterns.
    • Upgrade enablement so every rep can sell workflows, not just licenses.
  5. Install guardrails
    • Make the “never do” list explicit.
    • Review risks and concessions deal by deal.

{
  "sales_strand": {
    "workshop_meta": {
      "framework_version": "sales-strand-v1.0",
      "source_templates": [
        "Sales Purpose & Model",
        "ICP & Personas",
        "Messaging & Positioning",
        "PLG vs Enterprise Motions",
        "Pipeline Generation",
        "Qualification Framework",
        "Sales Process",
        "Pricing & Packaging",
        "Enablement",
        "Tools & Systems",
        "Hand-offs",
        "Metrics & Forecasting",
        "Risks & Guardrails"
      ],
      "facilitation_notes": [
        "Run with Sales, RevOps, Marketing, Product, and CS.",
        "Start with real customer conversations, segments, ARR distribution, and win/loss data.",
        "This JSON becomes the Sales OS — how your revenue engine thinks and acts."
      ]
    },

    "purpose_and_role": {
      "question": "Why does Sales exist in this company?",
      "answer": "Sales helps organizations understand how Slack transforms their work, guides them through adoption, manages security/compliance concerns, and drives long-term expansion. Sales brings clarity, confidence and partnership — not pressure.",
      "objectives": [
        "Accelerate enterprise adoption and expansion.",
        "Translate Slack’s value into the language of business outcomes.",
        "Remove friction around security, compliance and integrations.",
        "Align customer goals with product capabilities.",
        "Drive predictable and sustainable revenue."
      ]
    },

    "icp_and_personas": {
      "question": "Who does Slack sell to?",
      "ideal_customer_profile": [
        {
          "segment": "Mid-Market (50–500 employees)",
          "pain_points": [
            "Too many tools creating chaos.",
            "Need for async work due to distributed teams.",
            "Manual workflows slowing execution."
          ],
          "value_drivers": [
            "Fewer meetings",
            "Faster decisions",
            "Automation replacing repetitive work"
          ]
        },
        {
          "segment": "Enterprise (500+ employees)",
          "pain_points": [
            "Compliance and governance concerns.",
            "Cross-department collaboration challenges.",
            "Fragmented tech ecosystem."
          ],
          "value_drivers": [
            "Slack as the digital HQ",
            "Security & governance layer",
            "Platform integration into systems of record (Salesforce, Jira, ServiceNow)"
          ]
        }
      ],
      "buyer_personas": [
        {
          "role": "IT / CIO",
          "motivations": [
            "Governance, security, compliance",
            "Consolidating communication tools",
            "Data retention + auditability"
          ]
        },
        {
          "role": "CTO / Engineering Leader",
          "motivations": [
            "Developer productivity",
            "Incident response speed",
            "Integration ecosystem"
          ]
        },
        {
          "role": "Operations Leader",
          "motivations": [
            "Cross-functional coordination",
            "Workflow automation",
            "Change management"
          ]
        },
        {
          "role": "Team Managers",
          "motivations": [
            "Team alignment and visibility",
            "Reducing meeting load",
            "Easier onboarding"
          ]
        }
      ]
    },

    "messaging_and_positioning": {
      "core_positioning_statement": "Slack is the digital HQ where people, tools and AI come together to drive faster, more aligned execution.",
      "value_drivers": [
        "Accelerate decision-making and reduce meetings.",
        "Increase transparency and accountability with channels.",
        "Embed AI and automation directly into daily workflows.",
        "Integrate your entire tech stack into one command center.",
        "Improve execution speed and team alignment across departments."
      ],
      "objection_handling": [
        {
          "objection": "Email works fine for us.",
          "response": "Email is optimized for one-way communication, not cross-team collaboration or decision visibility."
        },
        {
          "objection": "We already use Microsoft Teams.",
          "response": "Slack excels in integrations, developer workflows, and cross-company collaboration with Slack Connect."
        },
        {
          "objection": "Security is a concern.",
          "response": "Slack offers enterprise-grade security, data residency, EKM, and full auditability."
        }
      ]
    },

    "sales_motions": {
      "product_led_growth": {
        "description": "Users adopt Slack organically via free tier → upgrade through internal champions.",
        "levers": [
          "High daily engagement",
          "Viral channel creation",
          "Team-based expansion"
        ]
      },
      "enterprise_sales": {
        "description": "Top-down sales for large organizations with security/compliance needs.",
        "levers": [
          "Security review",
          "Pilot → full rollout",
          "C-level relationships",
          "Integration with other enterprise systems"
        ]
      },
      "bottom_up_plus_top_down": "Slack uniquely combines both motions — viral usage inside teams + enterprise sales covering compliance and governance."
    },

    "pipeline_generation": {
      "sources": [
        "Inbound signups",
        "Customer referrals",
        "Slack Connect partnerships",
        "Outbound sales",
        "Marketing campaigns",
        "Integration partners (Salesforce, Atlassian, ServiceNow, Google)"
      ],
      "qualification_signals": [
        "Multiple teams already active",
        "High monthly active usage",
        "Admins showing interest in security or governance",
        "Teams asking for Integrations or Workflow Builder"
      ]
    },

    "qualification_framework": {
      "framework": "MEDDPICC (used widely in enterprise SaaS)",
      "elements": [
        "Metrics (value drivers)",
        "Economic buyer",
        "Decision criteria",
        "Decision process",
        "Paper process",
        "Identify pain",
        "Champion",
        "Competition"
      ],
      "notes": "Slack sellers focus heavily on identifying operational friction and workflow inefficiencies."
    },

    "sales_process": {
      "stages": [
        {
          "stage": "Discovery",
          "goals": [
            "Identify top collaboration pain points",
            "Uncover workflow bottlenecks",
            "Map current tool ecosystem",
            "Understand decision-making structure"
          ],
          "artifacts": [
            "Discovery doc",
            "Pain map",
            "Workflow diagrams"
          ]
        },
        {
          "stage": "Solution Mapping",
          "goals": [
            "Channel design",
            "Workflow proposals",
            "Integration architecture",
            "AI + automation use cases"
          ],
          "deliverables": [
            "Proposed Slack workspace structure",
            "Automation plan",
            "Security & compliance package"
          ]
        },
        {
          "stage": "Proof of Value / Pilot",
          "goals": [
            "Test adoption",
            "Prove impact on decision speed",
            "Demonstrate lower meeting load"
          ],
          "kpis": [
            "Message volume",
            "Active channels",
            "Automations run",
            "Reduction in meetings"
          ]
        },
        {
          "stage": "Negotiation & Closing",
          "goals": [
            "Finalize pricing",
            "Contract review",
            "Deployment plan"
          ]
        },
        {
          "stage": "Handoff to Customer Success",
          "goals": [
            "Ensure adoption",
            "Training",
            "Expansion opportunities"
          ]
        }
      ]
    },

    "pricing_and_packaging": {
      "plans": [
        "Free",
        "Pro",
        "Business+",
        "Enterprise Grid"
      ],
      "drivers": [
        "Number of users",
        "Security features needed",
        "Compliance requirements",
        "Slack Connect volume",
        "Integrations and workflow usage"
      ]
    },

    "enablement": {
      "materials": [
        "Pitch decks",
        "Live demos",
        "Use-case playbooks",
        "Vertical-specific examples",
        "Security & compliance docs",
        "ROI calculators"
      ],
      "training": [
        "Ramp programs for new reps",
        "Role-play scenarios",
        "Security objection handling",
        "Demo certifications"
      ]
    },

    "tools_and_systems": {
      "crm": "Salesforce",
      "prospecting": ["LinkedIn Sales Navigator", "Apollo", "Outreach"],
      "communication": ["Slack Connect", "Email", "Zoom"],
      "analytics": ["Tableau", "Mode", "Looker"],
      "documentation": ["Guru", "Confluence", "Salesforce files"]
    },

    "handoffs": {
      "to_customer_success": [
        "Pilot results",
        "Org map",
        "Key stakeholders",
        "Adoption signals",
        "Migration plans"
      ],
      "to_support": [
        "Known risks",
        "Architectural dependencies",
        "Important integration touchpoints"
      ],
      "to_product": [
        "Feature gaps raised during sales",
        "Integration requests",
        "Security requirements"
      ]
    },

    "metrics_and_forecasting": {
      "leading_indicators": [
        "Pilot engagement",
        "Slack Connect channel volume",
        "Workflow Builder usage",
        "Top-of-funnel team adoption"
      ],
      "lagging_indicators": [
        "ARR expansion",
        "Renewal rate",
        "Seat growth",
        "Time-to-value"
      ],
      "forecasting_model": [
        "Pipeline scoring",
        "Weighted likelihood",
        "Rep commit",
        "Manager commit",
        "Historical performance calibration"
      ]
    },

    "risks_and_guardrails": {
      "risks": [
        "Overpromising functionality",
        "Misalignment between usage patterns and pricing",
        "Selling before product readiness",
        "Not engaging IT or security early",
        "Treating Slack like a simple chat tool rather than a workflow platform"
      ],
      "guardrails": [
        "Never sell a feature that doesn’t exist or isn’t on roadmap.",
        "Always include IT/security in enterprise deals.",
        "Use usage-led data to validate painful workflows.",
        "Document all concessions and commitments.",
        "Position Slack as a platform, not a messenger."
      ]
    },

    "sales_archetype": {
      "question": "If Sales were a character, who would they be?",
      "primary_archetype": "Consultant",
      "secondary_archetype": "Strategist",
      "rationale": "Sales should feel like a trusted advisor who understands the customer’s workflows and helps them redesign how work happens — not just a seller."
    }
  }
}