B2B Sales Role Guide
Mission and key results
Block 1
Example
The role turns B2B pipeline into predictable revenue: it qualifies opportunities, moves deals forward, and keeps the funnel healthy.
Career Playbook
A role guide your team will use
Build more than a formal template: AI turns your company context into 26 useful sections for hiring, onboarding, and managing the role.
Built from practices used by Netflix, Amazon, Toyota, Spotify, Bridgewater, and Google.
Expanded with ideas from Topgrading, Who, Drive, The Alliance, and The Checklist Manifesto.
26
operational blocks
6
management systems
1
role clarity draft
Personalization
Not a template, a guide for your company
The constructor accounts for team size, product stage, department, role level, reporting line, and output language. The result feels like a working company document, not a universal sample.
01
Company context
Capture where the role works: department, team size, product stage, reporting line, and language.
02
AI assembles the structure
The system maps answers to 26 sections and management sources to create a coherent draft.
03
You keep control
Choose a suggested option, enter your own answer, and refine the generated blocks afterward.
Interactive demo
Annotated B2B sales Role Guide preview
Switch between all 26 sections and see how the future guide explains the role: from mission and boundaries to implementation.
26 sections in the full guide
26All 26 sections are in the outline
Open any section to see an example from the future guide.
Sample outline
All 26 sections are in the outline
Methodology
Built from operating systems used by serious teams
These are the six sources we use most often. Each source maps to concrete sections of the Role Guide, so the output explains purpose, autonomy, routines, quality bars, and collaboration boundaries.
Where the selected source is used
Netflix Context over Control
Click a source on the right: these are the instruction sections it helps shape.
1. Mission/KR
2. Anti-goals
5. Decision matrix
22. Role README
26-block map
26
Foundation
1. Mission/KR2. Anti-goals5. Decision matrix
Operations
3. Responsibilities4. Duties6. KPI8. Tools
People
7. Competencies9. Human-tool collaboration12. Candidate profile13. Day in role
Growth
11. Career path14. Onboarding15. Motivation17. Red flags
System
10. Dependencies16. Processes19. Industry20. Business goals21. Failure modes
Wrap
18. FAQ22. Role README23. Continuity24. Role canvas25. Revision cadence26. Implementation checklist
Why it works
A structured guide built from real role context
Executive-ready output
The result is a practical operating manual, not a thin job post or lightweight outline.
Training-ready context
Competencies, tools, and workflows are captured clearly enough for managers and enablement teams to review.
Editable after generation
Teams can review and refine individual blocks without restarting the whole role discovery flow.
Before you start
What to know before the first draft
A short practical check: who should use the constructor, whether the result can be refined, and what to prepare before starting.
3 answers
No repeated discovery
A rough draft is enough
01
Who should use this first?
HR leaders, founders, department heads, and enablement teams that need role clarity before hiring, onboarding, or training.
02
Can the generated guide be refined?
Yes. The current version supports block-level review and refinement, so a team can tighten specific sections without restarting discovery.
03
What should I prepare before starting?
A job description, role notes, team context, or a rough list of responsibilities is enough. The constructor asks follow-up questions where context is thin.
Build the first Role Guide for your team
Start with the constructor, answer the role questions, and keep the resulting draft useful as the team learns.
Create your Career Playbook