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Tactical tools for teams that execute.
Plug-and-play templates, frameworks, and readiness assessments built by operators, not theorists. Whether you’re building pipeline, ramping reps, or retooling your sales process, these assets are ready to go and built to drive impact.
No forms, no fluff. Just the good stuff.


Discovery question funnel
Ask better questions, win better deals. Use this funnel to guide reps through layered, buyer-focused discovery that drives urgency and clarity.
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Mutual action plan
Build alignment, drive urgency. This template helps sellers and buyers get on the same page—and stay there through close.
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Responses to common objections
Turn “not now” into “tell me more.” This cheat sheet arms reps with sharp, tested responses to the objections that kill deals.
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Target persona template
Template to define personas that matter. Nail messaging, pain points, and outcomes that actually land.
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MEDDPICC scorecard
Is this deal real? Use this scorecard to pressure test pipeline and help your reps qualify with confidence.
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Skill / will template & coaching guide
Coach smarter. Use this framework to identify what’s holding reps back—then take action that actually moves the needle.
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Email templates for PG
Get replies, not ignores. These proven templates help reps break through noise and book real meetings with real prospects.
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Pre-meeting planner
Meetings aren’t magic. Preparation is. Use this planner to walk into every customer call with purpose, insight, and a plan to win.
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EB go/no-go checklist
Stop spinning your wheels. This checklist helps reps assess when an Economic Buyer is truly ready to move—or when it’s time to walk.
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