The Playbook
SMB, Midmarket &
Greenfield Sales Intelligence
Practical guidance for choosing accounts, qualifying buying decisions, and building pipeline across small businesses, midmarket companies, and new territories.
Practical guides for selling to SMB and midmarket customers and opening greenfield accounts. Choose accounts worth your time, understand who owns the buying decision, and build a plan for your territory. Start with a topic below, or browse every article by date.
Start with a topic
SMB sales
Focus your selling time on small businesses with a relevant problem, an accessible decision-maker, and a workable next step.
Start here: SMB Sales Prospecting: Choose Accounts Worth Your TimeMidmarket sales
Confirm the business case, buying group, and approval process before committing to a proposal.
Start here: Midmarket Sales: Qualify the Decision Behind the DealGreenfield sales
Build relationships in untouched accounts and adapt your territory plan to SMB and midmarket buying decisions.
Start here: Greenfield Territory Planning for SMB and Midmarket SalesTerritory planning
Decide which accounts to work, in what order, and what the first weeks of a new territory should look like.
Start here: Territory Sequencing: Why the Order You Work Accounts Matters More Than Which Accounts You WorkBuying signals
Tell which events mean an account is worth contacting now, and which ones teams overrate.
Start here: Trigger Events Ranked by Conversion: Which Buying Signals Actually CloseEmail deliverability
Keep cold outreach to unfamiliar contacts from damaging the domain your whole team sends from.
Start here: The Greenfield Email Problem: Why Territory Prospecting Destroys Domains Faster Than You ThinkIdeal customer profile
Notice when your ICP has drifted, and score accounts on timing as well as fit.
Start here: ICP Drift: Why Your Ideal Customer Profile Is Already WrongMore Articles
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