Business Development Playbook

Most BD work is undocumented — playbooks live in the heads of whoever ran the last partnership deal. This template captures the full BD workflow: opportunity scoring, partner prioritization, outreach sequencing, negotiation notes, and deal-stage tracking. The Outreach Templates sheet prevents every deal from starting from scratch. Built for heads of partnerships, BD leads, and early-stage founders running BD processes with limited resources at B2B companies.