• Forecasting & Tracking Spreadsheet: is a customizable spreadsheet that helps you set realistic annual revenue forecasts, with a built-in mechanism for tracking performance. It simplifies the breakdown of individual or team targets, conversion ratios, and actions required to reach your company’s revenue coals.

• Sales Pipeline Funnel Checklist & Sales Pipeline Graphic Template: is a customizable checklist plus graphic depiction that outlines how to track your sales progress. It is the architecture behind the setup of your company's own tracking mechanism, whether in spreadsheet form or inside a Customer Relationship Management (CRM) software system.

• B2B Sales Cycle Template: depicts the high-level workflow involved in securing new business, from lead generation to sales and customer loyalty.

• Team Structure Spreadsheet: is a customizable tool used to determine what customer-oriented roles are required to reach your company's revenue goals. It helps assess how the company can invest in human capital by functioning first, keeping an eye on the cost of sales (personnel only) while mapping out a growth plan.

• Reports for Sales & Marketing: this is a reference tool and contains a list of the top reports required for managing sales and marketing. It identifies the column headers that are of greatest benefit, making it a dual-purpose table to share with your IT lead so they can set up the proper data fields to capture the information required to produce these reports.

• Marketing Strategy Template: this customizable template guides you through the key elements that comprise an impactful marketing strategy.

• Sales Strategy Template: this customizable template guides you through the key elements that comprise a solid sales strategy.

• CRM Evaluation Checklist: is a tool designed to help you evaluate what is most important to have in your software, and to ensure you get the fields needed to produce critical reports.

• Lead Source Checklist: this checklist helps you identify all possible lead sources appropriate for your company, which then guides the setup and tracking of these sources to each customer record.