Free — No credit card

Free Sales Resources

Practical templates and frameworks built from scaling a company to a $100M acquisition. Download any — just enter your email.

Template

Pipeline Audit Template

Diagnose exactly where your pipeline is leaking. Stage-by-stage audit framework used to find the hidden revenue in any B2B sales org.

  • Stage-by-stage conversion analysis
  • Deal health scoring criteria
  • CRM hygiene checklist
Playbook

Sales Process Playbook

The step-by-step sales process framework for B2B companies. From first touch to closed-won — with stage definitions, exit criteria, and coaching cues.

  • 7-stage sales process framework
  • Stage exit criteria definitions
  • Rep coaching questions per stage
Checklist

Discovery Call Checklist

Run discovery calls that actually convert. The exact questions and flow that surfaces budget, authority, need, and timeline in every conversation.

  • Pre-call research checklist
  • BANT qualification questions
  • Next step framework
Plan

30-Day Sales Ramp Plan

Onboard new reps faster and get them to quota sooner. The week-by-week ramp plan that sets expectations, milestones, and accountability from day one.

  • Week-by-week milestones
  • Manager check-in agenda
  • 30-day success scorecard
Template

Win/Loss Analysis Template

Stop guessing why you're losing deals. Systematic win/loss debrief framework that turns every closed deal into intelligence you can actually use.

  • Post-mortem interview questions
  • Win/loss pattern tracker
  • Competitive intel capture

Want a custom assessment?

Templates are a start. A 30-minute call will show you exactly where your pipeline is leaking and what to fix first.

Book a Free Call

Need more than a template?

Templates tell you what to do. A Fractional VP shows up and does it with you. If you're stuck at $1M–$10M, let's talk.

Book a Free Strategy Call