Create battle cards that position you against competitors. Develop case studies that prove results. Build ROI calculators. Write objection handling scripts. Design sales decks that advance deals.
Use what you already have. But if you're starting from scratch or want recommendations, these are the tools I use with clients and personally rely on. Consider this a bonus: helpful if you need it, completely optional if you don't.
Visitor identification that reveals companies on your site and syncs them to the CRM for faster outreach.
Cloud phone system built for sales teams, with call routing, recordings and CRM logging that makes follow up and coaching easier.
Turns LinkedIn into your CRM interface, find and enrich contacts, then push leads and messages to HubSpot, Salesforce or Pipedrive without copy pasting.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Video recording for updates and walkthroughs that beats meetings when you need clarity without a call.
All in one workspace for docs, wikis and lightweight databases, ideal for playbooks and knowledge.
The books that shaped how I think about growth. Read summaries here, then buy what resonates. Learn from the best thinkers in B2B.
Create battle cards that position you against competitors. Develop case studies that prove results. Build ROI calculators. Write objection handling scripts. Design sales decks that advance deals.
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Define pipeline stages that match your sales process. Set up deal properties and custom fields that give visibility. Build automation that removes manual work. Connect to marketing and support tools.
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Set clear research goals before interviewing. Recruit participants who represent ideal customers. Conduct interviews that uncover real needs. Synthesise findings into actionable recommendations.
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Build proposal structure that wins. Present pricing effectively with clear tiers. Create reusable templates with dynamic fields. Automate generation from CRM. Track when prospects open proposals.
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Run quarterly roadmap sessions and reviews. Plan monthly priorities and review performance. Hold weekly planning sessions. Track weekly scorecards. Resolve issues fast in weekly meetings.
See playbook
