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Free Sales Resources and Sales Tools

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Phase I: Preparing for Success

Hacking Sales

Prospect Profile Template

Prospect Profile Template

Answering the 3 Big Questions for sales: Whom do I talk with? What do I say? Why should they care?

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Prospect Profile Template

Prospect Profile Template

Prospect Profile Template

Guidance on segmenting markets, understanding buyer types, and your benefits to buyer personas. 

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4 Steps to Creating a Value Prop

What It Takes to Make Quota – A Sales Activity Calculator

What It Takes to Make Quota – A Sales Activity Calculator

Quantifying and projecting the value you offer is an excellent way to start a conversation.


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What It Takes to Make Quota – A Sales Activity Calculator

What It Takes to Make Quota – A Sales Activity Calculator

What It Takes to Make Quota – A Sales Activity Calculator

Plug in your quota goal, average deal sizes, and a few other data points to calculate the prospecting activities it will take to hit your goal 

Download the XLS

Phase II: Prospecting

Best Days to Prospect – Daily Sales Ratio Calculator

Best Days to Prospect – Daily Sales Ratio Calculator

Best Days to Prospect – Daily Sales Ratio Calculator

Plug in your numbers and the sheet will show you over time by day of the week how many calls it takes to have a conversation, how many conversations it takes to get to a needs analysis, and how many needs analyses turn into demos.  

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Example VITO Messaging

Best Days to Prospect – Daily Sales Ratio Calculator

Best Days to Prospect – Daily Sales Ratio Calculator

Based on Anthony Parinello’s book, Selling to VITO, this doc breaks down the elements of a message that gets a Very Important Top Officer’s attention. 

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Example Call Script

Best Days to Prospect – Daily Sales Ratio Calculator

Example Call Script

This is an actual (and redacted) document created for a specific client. It may prove useful in thinking about how you should prepare for a call, be ready to handle objections, and generally how to direct the conversation to a desired outcome and/or next steps. 

Download the DOC

Phase III: Reaching a Decision

Example Power Email

Example Power Email

Example Power Email

Confirming in writing Power’s critical business issues (CBIs) and the envisioned solution, along with the “Sales Project Plan” that concludes with a Decision. 

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Sales Project Plan

Example Power Email

Example Power Email

Document the buyer's decision-making process in terms of a Discovery, Proof of Concept, and Decision. Share it with your prospects as a way to gauge true interest, real power, and predictability for a decision. 

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Book a few minutes for us to talk about your Sales Strategy, Sales Process, Sales Operations.

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The occasional sales and leadership email

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