The Sales Handbook Generator — The Refinery
THE REFINERY · BOARDROOM
The Sales Handbook Generator

BUILD YOUR SALES machine IN AN AFTERNOON

A done-for-you system that turns how your studio actually sells into a finished, branded sales handbook for your team. You fill in two files. Claude writes the whole thing. You hand your front desk a script instead of a shrug.

Get the kit Instant download. Built for beauty and service businesses.
6Sections
18Built-out docs
1Afternoon
The real problem

Most studios sell by vibes. The owner sells beautifully. Everyone else improvises.

  • The owner closes naturally, so nothing is written down.
  • New hires guess at what to recommend, and freeze on price.
  • Retail sits on the shelf because nobody knows how to offer it.
  • Rebooking is "optional," so it quietly stops happening.
  • Every team member tells the client something a little different.
What you're getting

WHAT'S IN THE kit

Three files that work together. Two you fill in, one that tells Claude exactly what to do with them. Nothing to install, nothing to learn.

01
Fillable · HTML

The Sales Handbook Workbook

Six sections, eighteen guided prompts that pull your real philosophy, scripts, and standards out of your head. It saves as you type, so you can fill it across a few sittings.

02
Spreadsheet · XLSX

The Product & SKU Sheet

One clean place for every product, service, and membership: ingredients, pricing, who it's for, and how to position it. This is what makes the handbook specific to you.

03
Playbooks · PDF

Two Generate-It Playbooks

The exact, copy-and-paste Claude prompt, in two versions: keep the Refinery template look, or dress it in your own brand. Attach your files, paste, done.

The workflow

THREE STEPS TO YOUR guide

No copywriter, no consultant, no week-long project. You bring the inputs, Claude does the writing and the design.

1

FILL THE WORKBOOK

Answer the prompts in your own words. There are no wrong answers, just yours. Leave a field blank and the generator fills it with proven best practice for the industry.

2

FILL THE SKU SHEET

Drop in your products, services, and prices. The more real your numbers and notes, the sharper the handbook comes back.

3

HAND IT TO CLAUDE

Start a chat, attach both files, paste the prompt from the playbook. You get a finished, print-ready PDF handbook written for your studio.

Inside the finished handbook

EIGHTEEN DOCS, SIX sections

Not a worksheet to fill out later. Every doc comes back written out in full: real questions, word-for-word scripts, and standards a team member can read and act on today.

Section One
THE GROUND rules
  • 01 Our Sales Philosophy
  • 02 Client Experience Standards
Section Two
ASK BEFORE YOU sell
  • 03 Discovery & Needs Assessment
  • 04 New vs. Returning Client Flows
  • 05 Treatment + Product Matching
Section Three
MAKE the offer
  • 06 Product Breakdowns
  • 07 Service Menu Notes
  • 08 Memberships & Packages Scripts
  • 09 Upsell & Add-On Scripts
  • 10 Rebooking at Checkout Script
Section Four
HOLD the line
  • 11 Objection Handling Guide
  • 12 Pricing Reference
  • 13 Current Promotions
Section Five
RUN the floor
  • 14 Front Desk & Inquiry Conversion
  • 15 End-of-Night Closeout Check-In
  • 16 Sales Goals & KPIs
Section Six
COVER your bases
  • 17 Compliant Language Guide
  • 18 Glossary & Ingredient Reference
Same build, your call

TWO WAYS TO brand IT

Both playbooks live in the kit. Use the one that fits where your brand is today.

Option A · Template branding

YOUR SALES MACHINE, on brand

Keep the Refinery template look that's already built into your workbook. Attach your files, paste the prompt, and the styling carries through the whole handbook automatically. The fastest path to a polished PDF.

Best forIf you want it finished and beautiful with zero brand prep.
Option B · Your own branding

YOUR SALES MACHINE, your brand

Same build, dressed in your own look. Gather your hex codes, two fonts, and your logo, paste the second prompt, and the handbook comes back in your brand instead of the template.

Best forIf you have a brand kit and want the handbook to match it exactly.
Who this is for

BUILT FOR THE floor

If you sell a service and want your team to recommend, rebook, and retail without sounding pushy or going off-script, this is for you. It speaks the language of a working studio, not a sales seminar.

Studios like
Spray Tan Skin & Medspa Lash & Brow Salon Wax & Body Wellness Brows & PMU Multi-Location
Before you ask

QUESTIONS, answered

Do I need to know how to use Claude?

No. The kit hands you the exact prompt to paste. Start a new chat, attach your two files, paste the prompt, and ask for your handbook. That's the whole skill.

What do I actually end up with?

A finished, print-ready PDF sales handbook written specifically for your studio. Real discovery questions, a client-says / you-recommend table, word-for-word objection scripts, a nightly closeout template, and a one-page floor cheat-sheet. Not a blank fill-in version, real copy your team can use today.

Do I have to fill in every single field?

No. Fill in what you can. Anywhere your files are blank or thin, the generator fills the gap with proven best practice for the beauty and service industry, so the handbook still comes back complete.

Can I use my own brand colors and fonts?

Yes. The kit includes two playbooks. Option A keeps the Refinery template look. Option B walks you through using your own hex codes, fonts, and logo so the handbook matches your brand.

Will my team actually use it?

It's built to be used on the floor, not filed away. Scripts read like something a person can say out loud, the closeout is a two-minute nightly ritual, and the cheat-sheet fits on one page by the front desk.

Is it only for medspas?

No. It's built around how any service business sells. Spray tan, lash, brow, skin, salon, wax, wellness. The compliant-language section is there if you need it, and easy to skip if you don't.

Get started

GET THE kit

The Sales Handbook Generator

EVERYTHING YOU NEED TO train ON REPEAT

  • The fillable Sales Handbook Workbook (6 sections, 18 docs)
  • The Product & SKU Sheet (products, services, memberships)
  • Both generate-it playbooks (template and your-own-brand)
  • The exact copy-and-paste Claude prompts
  • Reusable forever: re-run it any time your menu changes
One-time
$97
yours to keep
Get instant access
Instant download. Fill it once, then regenerate your handbook any time your products or prices change.
Already in the Boardroom?

The Sales Handbook Generator is included free with your membership, alongside every other tool, workbook, and call. If you're weighing the $97, this is the better door.

Access it in Boardroom

Fill it once. Hand it to Claude. Train it on repeat.

The Refinery · Boardroom