Free Tools
Free Sales Tools for Reps Who Are Serious
No courses. No upsells. Just practical tools you can use in the field this week.
These worksheets and templates are drawn directly from the content of the book. They are free to download and edit to fit your situation — the goal is to put a working system in your hands, not a rigid form you have to follow exactly. Use them early and use them often. The real value isn't in the paper. It's in what happens when you start thinking and operating with a system. These tools will be updated over time as the material evolves.
The End-to-End Sales Process
A map of the full sales cycle from first contact to close. Use it to understand where you are in any deal and what the next right move is.
Sales Call Planning and Review Sheet
Prepare before every call and debrief after. Answer the key questions that separate reps who improve from reps who just stay busy.
Weekly Sales Operating Plan
A one-page weekly planning tool that keeps your time focused on the activities that actually build pipeline and move deals forward.
Account and Opportunity Qualification Scorecard
Score each opportunity against the criteria that actually predict whether a deal will close — before you invest more time in it.
Stakeholder and Account Penetration Map
Map every decision-maker, influencer, and blocker in a complex sale. Know who you need to reach and where each person stands before you ask for the order.
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