Resources

A Resource Hub for
Sales Teams Who
Take AI Seriously

Playbooks, AI prompts, tools, spreadsheets, documents, and PDFs built from real sales expertise so teams can apply practical assets directly inside live deals.

Market Mapping Template

Map verticals, personas, and buying challenges in one worksheet so your targeting and messaging start from real market logic.

Revenue Target Model

Model headcount, activity assumptions, conversion rates, and contract value in one calculator so revenue goals are grounded in math.

Sales Growth Model

Model SDR and AE hiring, ramp time, cost of sales, and inbound versus outbound output in one spreadsheet tied to your revenue goal.

Quota Calculator

Turn revenue targets, pipeline split, team size, and conversion assumptions into monthly SDR and AE quotas in one spreadsheet.

Prospect Journey Template

Map awareness, evaluation, rep actions, prospect engagement, and exit criteria in one customizable buyer-journey spreadsheet.

CRM Setup Guide

Define CRM objects, fields, call outcomes, industries, and company-size ranges in one setup guide before the team starts selling.

List Yield Model

Estimate how many companies and contacts are needed to hit your revenue target using contract value and conversion assumptions in one spreadsheet.

SDR & AE Daily Workflows

Outline repeatable daily workflows for SDRs and AEs, including prospecting blocks, admin work, and follow-up expectations.

Tech Stack Selection Guide

Compare must-have and optional sales tools in one spreadsheet so your team can choose a stack that fits your process and budget.

Sales Compensation Model

Model SDR and AE compensation against revenue targets, deal size, close rates, and team profitability in one spreadsheet.

SPARC Model

Score candidates across success, positivity, articulation, relevance, and coachability in one structured interview spreadsheet.

AE & SDR Job Description Templates

Draft concise SDR and AE job descriptions and support the offer process with reusable hiring templates in one document.

Demo Guide

Build your up-front contract, discovery questions, demo flow, close, qualifiers, and objections in one sales-script spreadsheet.

Sequence Template

Map prospecting touches across channels, days, and weeks in one visual spreadsheet the team can actually follow.

Sales Playbook Template

Centralize workflows, messaging, onboarding guidance, and proven sales language in one shared playbook document.

SDR 2-Week Onboarding Schedule

Map the first two weeks of SDR onboarding with day-by-day training, syncs, role play, and practical ramp activities in one document.

AE 2-Week Onboarding Schedule

Map the first two weeks of AE onboarding with day-by-day training, demo shadowing, role play, and practical ramp activities in one document.

Prospecting Activity Calculator

Translate SAO, meeting, or deal targets into practical rep activity expectations with a simple coaching spreadsheet.

Data Driven Coaching Template

Benchmark a rep against team average and top-performer metrics to identify sharper coaching priorities.

Meeting Rhythm and Templates

Structure AE weeklys, daily syncs, 1:1s, and all-hands meetings with a practical cadence and agenda template.

Meeting Rhythm and Templates

Structure SDR weeklys, daily syncs, 1:1s, and all-hands meetings with a practical cadence and agenda template.

Weekly Prospecting Tracker

Track daily prospecting activity and automatically surface weekly coaching metrics for individual reps and the full team.

PIP Template

Create a clearer, fairer performance improvement plan with structured concerns, goals, actions, resources, and checkpoints.

Sales Org Dashboard

Build cleaner dashboard views for sellers, managers, and SDR leaders using a shared sales-ops spreadsheet template.

SDR Forecasting Tool

Forecast likely SDR meetings and shows from team activity, conversion assumptions, timing, and future meetings.

Sales Forecasting Tool

Forecast new revenue and total revenue from expected deals, current revenue, pipeline stage volume, and close probabilities.

Revenue Acceleration Model

Analyze current team performance and identify bottlenecks with a simple-to-advanced revenue modeling spreadsheet.

AE Data Driven Coaching Tool

Compare an AE against team-average and top-performer benchmarks to identify bottlenecks, outliers, and coaching priorities.

SDR Data Driven Coaching Tool

Compare an SDR against team-average and top-performer prospecting benchmarks to identify bottlenecks, outliers, and coaching priorities.

Cold Call Script

Build a conversational cold call opener, problem path, response branches, and next-step ask in one spreadsheet.

Golden Call Script

Use this proven cold call script to open stronger conversations, diagnose real priorities, and drive clear next steps.

Signal Scan Prompt

Analyze a call transcript and extract evidence-based green flags and red flags so your next follow-up is grounded in real signal.

Prompt Writing Prompt

Turn a rough objective into a structured, reusable prompt with clear instructions, constraints, examples placeholder, and output format.

Sales Process Designer

Map your deal stages, meetings, and objective exit criteria in one shared process your full team can actually follow.