Ultimate resource for B2B marketers

Sales pipeline

Deals should move, not drag. With the right pipeline, you qualify better, close faster and avoid confusion between marketing and sales.

Sales pipeline

Introduction

Growth marketing doesn’t stop at lead gen. If your deals die in the pipeline, the problem isn’t sales—it’s the system around it.

This section is about speeding up the path from first sales call to signed deal. That means clearer qualification, better sales assets, and fewer steps that slow things down.

I’ll show you the small changes that lift win rates and shorten cycles. Because faster deals mean faster growth.

Playbook

Meeting scheduling

Choose the right scheduler. Set fair routing and buffers, send reminders that cut no shows, and ensure every booking creates the correct record, owner and follow up tasks in the CRM.

See playbook
Meeting scheduling
Playbook

Lead capture & scoring

Design forms with only what you need. Add progressive fields, enrich and deduplicate, route to the right owner and calendar, and score activity so follow up starts with the best leads.

See playbook
Lead capture & scoring
Playbook

Proposal & quotes

Use clear templates that pull data from the CRM, add price and terms blocks, automate approvals and e signature, and track status so deals move forward without copy and paste work.

See playbook
Proposal & quotes
Playbook

Deal velocity

Help your sales team close faster by giving them the right content at the right moment. Remove objections, set next steps and keep momentum strong across the pipeline.

See playbook
Deal velocity
Calendly
Tool review

Calendly

Well known meeting scheduler with simple routing and reminders that reduce no shows and make booking easy for buyers.

HubSpot
Tool review

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Pipedrive
Tool review

Pipedrive

Sales focused CRM with clean pipelines and activity tracking, ideal for small teams that value speed.

Monday.com
Tool review

Monday.com

Work OS with boards, automations and dashboards, flexible for marketing and ops when configured with restraint.

Cal.com
Tool review

Cal.com

Open scheduling tool with routing rules and brand control, useful when you want flexible booking that plays nicely with your stack.

PandaDoc
Tool review

PandaDoc

Proposal and document tool with templates, pricing tables and e signature that speeds closing.

Justuno
Tool review

Justuno

On site promotions and forms that help capture leads and run offers with targeting and design control.

Folk
Tool review

Folk

Simple CRM for relationships and outreach lists, useful for partnerships and light sales without heavy setup.

Keap
Tool review

Keap

Small business CRM with email automation and invoicing, good when you want sales and marketing in one light tool.

Lemcal
Tool review

Lemcal

Clean scheduling tool with branded pages and smart availability, good for teams that want polish and control.

Salesforce
Tool review

Salesforce

Enterprise CRM with deep customisation and ecosystem, powerful but requires clear design and governance.

DocuSign
Tool review

DocuSign

E signature platform with robust templates and audit trails, trusted for closing deals cleanly and quickly.

Dropbox Sign
Tool review

Dropbox Sign

Lightweight e signature tool with easy templates and clean UX, good for small teams that need fast signatures.

Book summary & review

The Science of Selling

David Hoffeld

Research backed techniques for discovery, framing and closing that marketers can support with better assets.

The Science of Selling
Book summary & review

Spin selling

Neil Rackham

A clear walkthrough of Situation, Problem, Implication, Need payoff with examples that match complex deals.

Spin selling
Book summary & review

The 10X rule

Grant Cardone

A filter for action and attitude. Use big goals wisely, pair with systems and avoid noisy busyness.

The 10X rule
Book summary & review

The Goal

Eliyahu M. Goldratt

A novel that teaches constraint thinking. Apply it to backlogs, reviews and handoffs to speed delivery.

The Goal
Book summary & review

The Ultimate Blueprint

Keith J. Cunningham

A practical summary of how businesses really grow. Clear levers, simple maths and actions you can take this quarter.

The Ultimate Blueprint

Blog posts

Go to blog
Article

Clear proposal copywriting

Write proposals that are easy to say yes to by removing fluff, framing outcomes and setting expectations.

Article

Structure your sales call

Run a consultative sales call that uncovers real needs, handles objections and builds trust from the first question.

Article

Proposal design improvements

Use layout, spacing and visual structure to make your proposal easier to read and more persuasive.

Article

Handle objections with proof

Address common client doubts inside your proposal so you close faster and with less back-and-forth.

Article

Create your proposal structure

Set up a repeatable proposal framework that’s fast to build and easy for clients to understand and approve.

Article

Closing deals and handing over

Bring structure to your closing process so it feels natural, confident and aligned with buyer needs.

Article

Handle objections with confidence

Support your sales team with structured content that removes blockers and builds trust.

Article

Follow up to close deals

Keep deals moving by ending every call or email with a clear next action—no exceptions.

Article

Define your pipeline stages

Clarify what each stage in your sales pipeline means so everyone works from the same structure.

Article

Separate leads from deals

Don’t treat every inbound contact as a deal. Separate leads from pipeline so you can focus your efforts.

Article

Qualify and prepare for the call

Strengthen your pipeline by ensuring every deal is qualified the same way, every time.

Wiki articles

Go to wiki
Wiki

BANT

Qualify leads fast with budget-authority-need-timing.

Wiki

MQL

Generate high-quality leads with Marketing Qualified Lead frameworks.

Wiki

SQL

Streamline SQL processes to increase conversion rates and close deals faster.

Further reading

Growth marketing

You’re not growing fast enough and it’s time to fix that.

You’ve hit a ceiling. You need a structured approach that moves the needle without overwhelming your team.