Intandemly Academy

The Account-Based Selling Academy

Spears, not nets.

Free tools, templates, scripts and lessons for teams that sell to a short list of named accounts, from a team that has practised account-based selling since April 2017. Free to use. No sign-up.

119 giveaways · 11 tools · 24 lessons · free, no sign-up

The method

Inbound taught companies to be found. Account-based selling teaches them to choose.

Choose the account before the contact. Map the people before the message. Count accounts opened, not emails sent.

Start here, by role

The same method, entered from where you sit.

For SDRs and AEs

You carry a number and the afternoon is already booked. Start with these.

See everything in the library ↓

For marketers

You own the list, the plan and the reasons to talk. Start with these.

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For sales leaders and founders

You answer for the quarter, the list and the team. Start with these.

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Or by format

Tools

Calculators and builders that run in your browser, on your own numbers.

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Giveaways

Templates, scripts, checklists and prompts you can copy or download today.

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Courses and lessons

Short courses, one lesson per page, each with an exercise.

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Browse the library

Showing 24 of 154

Playbook9 min read

ABM Examples for Services Companies, Five Ways

For a services firm that wants to see how ABM is set up before it picks a method.

You leave with five worked set ups side by side, a way to choose the one that fits and a one page programme sheet.

1 copy blockOpen and copy →

Sales hack3 min read

The Proof Match

For sellers choosing proof before a first or second message to an account that matters.

You leave with one prompt, a ranked list, the fact behind each rank and one story to send.

1 copy blockOpen and copy →

Template9 min read

ABM Metrics Dashboard, Five Numbers

For a sales or marketing lead who has to report on a list of named accounts.

You leave with five numbers, a counting rule for each, a one page monthly dashboard and four questions to ask of it.

1 copy block · Spreadsheet-readyOpen and copy →

Two swap test

Below is a draft first email from [my company] to [account].
 
Swap 1: replace every mention of [account] with [a named competitor of theirs]. List each sentence that is still accurate and sensible after the swap.
 
Swap 2: in the original draft, replace [my company] with [a named competitor of ours]. List each sentence a reader would still accept after the swap.
 
Then tell me:
1. Which sentences survived both swaps.

Sales hack3 min read

The Two Swap Test

For sellers about to send a first email to an account that matters.

You leave with one prompt, two swaps, a list of lines to cut and the one line worth building on.

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Score sheet (copy this block)

PLAY | Fit with our accounts (1 to 3) | Fit with what we have, such as clients, network, time (1 to 3) | Speed to a first result (1 to 3) | Can we count it (1 to 3) | TOTAL
1. Trigger note |  |  |  |  |
2. Customer referral ask |  |  |  |  |
3. Past customer revival |  |  |  |  |
4. Lost deal revisit |  |  |  |  |
5. Warm introduction |  |  |  |  |
6. Event follow up |  |  |  |  |
7. Comment then message |  |  |  |  |

Playbook10 min read

B2B Lead Generation Examples, Ten Plays

For a small team that wants specific plays, not a list of channels.

You leave with ten plays in one table, a card for each, a score sheet to pick three and a four week test log.

2 copy blocksOpen and copy →

Paste the thread, then fill the two bracketed lines

Here is the full thread with [champion name], my contact at a named account.
The decision sits with [who signs and what they are measured on].
Write the one page note [champion first name] would send to that person to
argue for this purchase.
Rules:
1. Use only problems, numbers and dates that appear in the pasted record.
   After each claim, quote the line it rests on in brackets.
2. Write it in the first person, as [champion first name], using their

Sales hack3 min read

The Champion's Draft

For sellers whose deal now hangs on a meeting they will not attend.

You leave with one prompt, a one page case in your champion's voice built only from what the buyer actually said, and a send test that turns the champion's corrections into your real objection list.

1 copy blockOpen and copy →

Template8 min read

Meeting Brief for the Closer, One Page Template

For the seller who takes a first meeting that someone else booked.

You leave with a one page brief in nine fields, a five minute read test, a cover message and three lines to log after the meeting.

3 copy blocksOpen and copy →

Paste the full thread below this

Here is an email thread with a contact at a named account who has stopped
replying, plus one line on what we sell and one line on why we chose this
account.
Do three things, in order.
1. Inventory: list every angle, claim and ask my messages have used so far,
   one line each.
2. Verdict: does the record support one more message, parking the account
   with a trigger to watch, or stopping? Quote the line from the thread your

Sales hack3 min read

The Silence Read

For sellers staring at a thread that has gone quiet.

You leave with one prompt, an inventory of what your messages already said, a verdict backed by a quoted line and either a draft with a new reason or a trigger to watch.

1 copy blockOpen and copy →

Checklist7 min read

Approved Vendor Pack Checklist for Small Vendors

For small vendors with an enterprise deal that is close to procurement.

You leave with a 12 item pack, a sheet that shows who asked for what, a first message to your champion and a rule for keeping the pack current.

3 copy blocks · Spreadsheet-readyOpen and copy →

Paste the deal history below this

Here is the full history of an account we just won: notes, emails and call
summaries from first touch to signature, plus one line on what we sell.
Answer five questions. Ground each answer in the record and quote the line
that supports it. If the record does not answer a question, say so rather
than guessing.
1. What was happening in the account when the deal started moving, and what
   had stalled it before that?
2. What words did the buyer use for the problem, before they picked up ours?

Sales hack3 min read

The Won Account Teardown

For sellers in the week after an account signs.

You leave with one prompt, five answers grounded in the deal record and a home for each: the trigger list, the next message, the committee map, the playbook and the list criteria.

1 copy blockOpen and copy →

Template6 min read

Account Review Template, Grow Your Accounts

For account owners who look after customers that bought once and have not been asked since.

You leave with a one sheet portfolio, a grow, hold or protect call for each account, five questions for a review call and a note to file.

3 copy blocks · Spreadsheet-readyOpen and copy →

Paste the account fact sheet below this

Here is everything we know about [account], followed by one line on what we
sell. Argue against pursuing this account. Give the three strongest reasons it
will not buy from us in the next year, each grounded in something in the notes
rather than a generic risk. For each reason, say what evidence would weaken it.
Finish with the one missing fact that would most change the case. Do not
balance the argument and do not suggest outreach ideas.

Sales hack3 min read

The Account Pre-Mortem

For sellers about to spend research hours on a promising account.

You leave with one prompt, the three strongest reasons the account will not buy this year and a pursue or park rule.

1 copy blockOpen and copy →

Template7 min read

Founder Led Sales, A Weekly Routine

For founders who sell alongside running the company and cannot say what they did for sales last week.

You leave with a five block week, a minimum week, a Friday count on five numbers and a stop doing list.

5 copy blocks · Spreadsheet-readyOpen and copy →

Sales hack3 min read

The Proposal Echo Check

For sellers about to send a proposal to an account that took months to open.

You leave with one prompt, a gap list in the buyer's own words and a cut list of claims nobody asked for.

1 copy blockOpen and copy →

Template6 min read

Pipeline Review Agenda, 30 Minutes

For sales heads whose weekly pipeline review turns into a status read out.

You leave with a timed 30 minute agenda, five questions for every account, a decision log and a short note to send afterwards.

4 copy blocks · Spreadsheet-readyOpen and copy →

Sales hack3 min read

Strip the AI Tells Before You Send

For sellers who draft with AI and suspect the buyer can tell.

You leave with seven tells, one prompt that flags them in your draft and a rewrite rule that keeps your voice.

1 copy blockOpen and copy →

Template6 min read

Sales Pipeline Template by Account (Sheets)

For sellers who work a list of named accounts and find a deal by deal pipeline hides the stuck ones.

You leave with a paste in sheet, six buyer led stages, a people count per account and a summary tab that shows where each account stands.

7 copy blocks · Spreadsheet-readyOpen and copy →

Template8 min read

B2B Sales Strategy Template, One Page

For founders and sales heads who need a written sales plan this week and have never had one.

You leave with a seven part template, a test for each part, a one page layout and a 30 minute way to fill it in.

1 copy blockOpen and copy →

Brief me on the account

I have a call on [day] with [Name], [job title] at [Company]. I sell [what you sell] to [who buys it].
 
Below is text I have gathered about the company. Write me a brief with these parts:
1. What the company does, in two sentences.
2. What has changed there recently, if the text says so.
3. What this person is likely to care about in their role. Mark this as a guess.
4. Two things I could mention that show I have read about them.
5. Three things I do not know and should ask.

AI prompts8 min read

Call Prep Prompt Pack for Named Accounts

For sellers who have fifteen minutes before a call with a company they know little about.

You leave with four prompts (brief, questions, check, debrief), a never-trust list and a fifteen minute routine.

4 copy blocksOpen and copy →

AI prompts8 min read

Reply Sorting Prompts for Cold Outreach

For sellers whose Monday inbox has more replies than time.

You leave with three prompts (sort, draft, log), a list of what the assistant must never decide, a ten-minute routine and a worked example.

3 copy blocksOpen and copy →

Account brief skill file

Name: Account brief
Description: Use when I ask for a brief on a company I plan to sell to. Builds a one-page account brief only from documents I give you, and says what it could not find.
 
About me: I sell [what you sell] to [who buys it]. Keep this in mind when you decide what matters, but never state it as a fact about the company.
 
Rules
1. Use only the documents I paste or attach in this chat. If I have given you none, ask for them and stop.
2. Do not use your memory for any fact about the company: figures, names, dates, products or customers.

AI prompts9 min read

Account Brief Skill File for Claude and ChatGPT

For sellers who brief themselves on large accounts again and again.

You leave with a ready skill file, three ways to load it, a document list, a five-step test and a rule for keeping it honest.

2 copy blocksOpen and copy →

Permission gate

1. Did this person give us their number, or reply to us from it?
2. Has the person agreed, in writing, to talk on WhatsApp?
3. Is it a work number, or one they use for work?
4. Do we know why we are writing, and is it about their business?
5. Is it a working hour in their time zone, and not a holiday for them?
6. Have we already had a reply or a call on another channel?
7. Is the number absent from our stop list?

Script9 min read

WhatsApp and Voice Note Scripts for India and the Gulf

For sellers who work senior buyers in India or the Gulf, where WhatsApp is how business gets done.

You leave with a permission gate, five message scripts, three timed voice notes and a stop list.

10 copy blocksOpen and copy →

Sales hack4 min read

Transcript to Forwardable Recap

For sellers who send meeting summaries nobody forwards.

You leave with a prompt that writes the recap for the absent decision makers, a length rule and a check that keeps it true to the transcript.

1 copy blockOpen and copy →

Sales hack4 min read

Stalled-Account Review

For account owners whose tracker has rows nobody has read in weeks.

You leave with a review prompt that flags stalls and single-threading, and a rule for what each flag earns: a next step, a new person or a park.

1 copy blockOpen and copy →

Look something up

Glossary

B2B sales terms, defined

One sentence first, then the questions people ask about each term.

Browse the glossary →

AI sales hacks

One-screen ways to use AI

Short, copyable prompts and checks for working named accounts with AI.

See the hacks →

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