Resources

Account Managers can use the Client Brief to collect and monitor information key to their client's success. It also grades the client's health, and collates resources.

Sales managers or revenue leaders, use this document to plan, execute, and follow up at any trade show or conference. 

BDR's can use this playbook to plan, execute, and track new outbound call campaigns. Also includes guides for prospecting, overcoming objections, and FAQs.

Define the stages of your sales cycle, as well as qualifying questions and key next steps for each stage.

Use these 8 emails to launch any cold outbound email campaign. Suggests the copy of the emails themselves, as well as time delays for the perfect sequence.

Marketing managers use this project brief to clearly and concisely describe a new project, loop in team members, and track the project to completion.