SalesPlaybook

What SalesPlaybook does

SalesPlaybook AG is a DACH-based B2B revenue enablement consulting agency registered in Schlieren, Canton of Zurich, Switzerland. The firm, founded in 2019 and operating with 10+ full-time B2B marketing and sales professionals, targets 7- and 8-figure B2B software companies in Germany, Austria, and Switzerland with deal sizes above CHF 10k, ARR above CHF 500k, and 10-250 FTEs. Its service portfolio comprises three productized lines: Pipeline Generation (LinkedIn authority building, AI-powered outbound powered by Clay, and automated HubSpot workflows), HubSpot Services (5-week implementation, migration from Salesforce/Pipedrive/MS Dynamics, RevOps automation), and Revenue Enablement / Fractional Sales (interim VP-of-Sales, coaching, deal desk, team training).

The underlying technology stack relies on third-party platforms rather than proprietary software: HubSpot is the central CRM and Marketing/Sales/Service Hub platform, Clay provides AI-powered lead enrichment, research, routing and copywriting, and LinkedIn is used both as a distribution channel and as a service offering. Methodological IP includes the proprietary Allbound Blueprint demand-generation framework and certified implementation of Winning by Design's Revenue Architecture with the SPICED framework. Pricing is transparent, in CHF, with monthly retainers of CHF 4,000-14,000 for Pipeline Generation, CHF 4,000-24,000 for Fractional Sales, and project-based fees of CHF 5,000-50,000 for HubSpot Services. The GTM motion is sales-led with inside-sales conversion through "Book a Call" CTAs and Launchpad sessions; client acquisition is reinforced by 350+ documented case studies, founder-led LinkedIn content, and referrals via HubSpot Platinum and Winning by Design partnerships.

The company has no disclosed financials but reached a pseudo-SaaS milestone of CHF 1M ARR during a prior 2021-2022 product experiment before reverting to a pure-play consulting model. One disclosed funding round in 2022 (~$658,806, lead Session.vc) supports an otherwise lean, services-led capital structure. Named reference customers span enterprise (Beekeeper, Pleo, Sherpany, deskbird) and mid-market (Cargoo, Nexoya, FTAPI, Recare, VARIO, Skribble, Boostbar, Wowflow, Linimex) B2B software firms, with claimed outcomes including 2-10x ARR growth, 5x MRR increases, and 50% reductions in sales admin time across the client base.

Name

SalesPlaybook

Legal name

SalesPlaybook AG

Website

https://thesalesplaybook.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

SalesPlaybook AG is a DACH-focused B2B consulting agency that delivers Pipeline Generation (LinkedIn GTM, AI-powered outbound via Clay), HubSpot Services (implementation, migration, RevOps), and Fractional Sales leadership to 7- and 8-figure B2B software firms across Germany, Austria, and Switzerland.

Ownership category

akta.pro rank

Product category

B2B Sales Consulting and Revenue Enablement Services

NAICS

Professional, Scientific, and Technical Services (541), Media Buying Agencies (541830), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Advertising (7310), Services-Management Services (8741)

akta.pro primary industry

B2B Appointment Setting & SDR/BDR Outsourcing (BPAAADAA)

Keywords

• B2B sales consulting
• Pipeline generation services
• HubSpot implementation services
• Fractional sales leadership
• Revenue enablement services

Headquarters

HQ city

Schlieren

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Consulting & Professional Services: SalesPlaybook generates revenue through project-based consulting engagements and retainer agreements. Services include Pipeline Generation, HubSpot implementation/migration, and Fractional Sales leadership. Pricing is typically quoted in CHF with project fees ranging from 4,000-50,000+ CHF depending on service complexity and engagement duration.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

SalesPlaybook is a DACH-based B2B sales consulting agency that delivers done-for-you and done-with-you services across three core service lines: Pipeline Generation (LinkedIn GTM, AI-powered outbound via Clay, HubSpot-integrated workflows), HubSpot Services (CRM implementation, migration from Salesforce/Pipedrive, RevOps), and Revenue Enablement / Fractional Sales Leadership (interim sales leadership, deal desk, coaching). Engagements are sold as monthly retainers (CHF 4,000-24,000) or fixed-fee projects (CHF 5,000-50,000) targeting B2B software companies with 7-8 figure ARR.

Product overview

SalesPlaybook is a DACH-based B2B revenue enablement agency offering three core service lines — Pipeline Generation (LinkedIn GTM + AI Outbound + Clay), HubSpot Services (implementation, migration, RevOps), and Revenue Enablement / Fractional Sales — delivered through a Done-With-You engagement model. The company operates as a services firm rather than a SaaS product. Its technology stack centers on HubSpot (CRM platform), Clay (outbound automation and lead enrichment), and AI-powered outreach, which work together as an integrated pipeline engine. Pricing tiers are structured around monthly retainers (Pipeline Generation: CHF 4,000–14,000/month; Revenue Enablement: CHF 4,000–24,000/month) and one-time project fees (HubSpot Services: CHF 5,000–50,000 total). The agency serves 350+ B2B software clients across DACH and holds HubSpot Platinum Partner and Winning by Design Consulting Partner status.

Differentiator

Problem solved

Functional benefit

Products and services

• Pipeline Generation Done-for-you pipeline generation service for DACH B2B software companies with 7-8 figure ARR. Builds and operates engines that create awareness, establish trust, and book qualified meetings through LinkedIn authority, AI-powered outbound, and automated sales workflows powered by Clay and HubSpot. Targets founders and CEOs looking to scale revenue without adding headcount complexity. Requires minimum 6-month commitment.
• HubSpot Services Done-With-You HubSpot CRM implementation, migration, and RevOps service for B2B firms. Consolidates fragmented tool stacks into a single HubSpot instance for Marketing, Sales, and Customer Success, including data migration from Salesforce, Pipedrive, or MS Dynamics, workflow automation, dashboards, and ongoing optimization. HubSpot Platinum Solutions Partner delivery in a structured 5-week methodology.
• Revenue Enablement / Fractional Sales Fractional and interim sales leadership service for B2B software firms seeking to close bigger deals faster without hiring a full-time VP of Sales. Delivered as a hands-on VP of Sales covering strategy, process, pipeline management, and team development 1-3 days per week, plus 1:1 coaching, team training, and deal desk support from senior sales leaders with 10+ years of B2B experience.

Quantifiable outcome

• 350+ B2B software clients served over 7+ years
• +9 more outcomes

Named customers24 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability4 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• HubSpotcoreTechnology or IntegrationSalesPlaybook is a HubSpot Platinum Solutions Partner, the highest tier of partnership. They implement, optimize, and operate HubSpot CRM for clients, including migration from Salesforce, Pipedrive, and other platforms. HubSpot is central to their service delivery and technical stack.
• Winning by DesigncoreTechnology or IntegrationSalesPlaybook is the official Winning by Design Consulting Partner in DACH. They implement the Revenue Architecture methodology with SPICED (Situation, Pain, Impact, Critical Event, Decision) framework for B2B SaaS and Tech companies, covering marketing, sales, and customer success.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Skale: DACH-based HubSpot Solutions Partner and RevOps/marketing agency targeting B2B SaaS companies. Closest direct competitor on HubSpot Services, pipeline generation, and fractional RevOps in the same regional market.
• Belkins: B2B appointment setting and outbound lead generation agency serving SaaS and tech clients. Direct overlap on done-for-you outbound and SDR-style services offered by SalesPlaybook's Pipeline Generation line.
• CIENCE: B2B sales outsourcing and SDR-as-a-service firm offering managed outbound, appointment setting, and pipeline management to SaaS and tech companies. Directly comparable in service model and ICP.
• Martal Group: B2B lead generation and outsourced SDR agency serving B2B SaaS and tech clients. Overlaps with SalesPlaybook's Pipeline Generation and AI-powered outbound offerings.
• Operatix: Outsourced B2B sales development and lead generation agency focused on SaaS and tech firms in Europe. Comparable in delivery model (done-for-you outbound) and target buyer profile.
• SalesRoads: B2B sales agency providing SDR outsourcing, appointment setting, and pipeline generation services to SaaS and technology companies. Directly competes with SalesPlaybook's pipeline generation offering.

Emerging players

• Cognism: B2B sales intelligence and data provider used in outbound workflows. Comparable because it underpins the same signal-based outbound motions SalesPlaybook builds in Clay/HubSpot, and is increasingly an alternative to outsourced SDR for some buyers.

Regional players

• Leadfeeder (Dealfront): Finland-based, DACH-strong B2B visitor identification and lead generation platform. Adjacent competitor: it provides in-house tools that overlap with the data and intent layer of SalesPlaybook's pipeline engine.

Broad incumbents

• Winning by Design: Global B2B SaaS revenue architecture and sales methodology firm whose SPICED framework and DACH consulting partner program SalesPlaybook operates within. Comparable as the incumbent whose playbook SalesPlaybook localizes in DACH.
• HubSpot (Solutions Partner program): The CRM platform SalesPlaybook is built on and around. Functions as the dominant incumbent defining the partner ecosystem in which SalesPlaybook competes with other Platinum-tier agencies for HubSpot implementation, migration, and managed services revenue.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/the-sales-playbook

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SalesPlaybook