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.

104 giveaways · 11 tools · 22 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.

See everything in the library ↓

For sales leaders and founders

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

See everything in the library ↓

Or by format

Tools

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

See all 11 tools →

Giveaways

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

See all 104 giveaways →

Courses and lessons

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

See all 5 courses →

Browse the library

Showing 24 of 137

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 →

Sales hack4 min read

Dictate the Account Update

For sellers whose CRM notes are written on Friday from memory.

You leave with a 60-second dictation habit, the prompt that structures it and the fields that keep an account tracker honest.

1 copy blockOpen and copy →

Sales hack4 min read

Criteria, Not Company Names

For anyone tempted to ask AI for a list of companies to sell to.

You leave with the prompt that works instead: criteria sharpened, knock-outs found and the places a verifiable list actually comes from.

1 copy blockOpen and copy →

Sales hack4 min read

AI Plays the Buyer

For anyone whose first call with a target account matters too much to improvise.

You leave with a role-play prompt, three difficulty settings and a debrief question that finds the weak spot.

2 copy blocksOpen and copy →

Weekly trigger watch

Search the web for changes at the companies below in the last [30] days. Report only what you can link to.
 
For each company, look for: senior hires or departures, new sites or markets, funding, acquisitions, results or annual reports, large contracts or partnerships, regulation the company has said affects it, and open roles in [function].
 
For each item give: the company, what happened in one sentence, the date, the link, and the role inside the company it most affects.
 
Rules: if you find nothing dated inside the window, write "nothing found" for that company. Do not guess. Do not include anything without a link. Newest first.

Sales hack3 min read

Weekly Trigger Watch for Key Accounts

For sellers with a named account list and no time to read the news on each one.

You leave with one weekly prompt, a two-minute way to read the output and a pattern for the first line.

3 copy blocksOpen and copy →

AI prompts6 min read

Fact-Check AI Research Prompts

For anyone who sends AI-researched claims to real buyers.

You leave with three prompts (extract the claims, demand the sources, cross-examine the brief), the risk tiers and a five-minute routine per account.

4 copy blocksOpen and copy →

LinkedIn Profile to First Line Prompts

1. Professional facts only: role, work history, posts about work,
   skills, company announcements they shared. Nothing personal, ever.
2. No compliments. Relevance is the flattery.
3. Every line must be checkable against the profile, and survive the
   reader thinking "they looked me up".
4. If the profile offers nothing real, skip the personalised line.
   A strong company-level opener beats a stretched personal one.

AI prompts6 min read

LinkedIn Profile to First Line Prompts

For anyone whose personalised first lines sound like a bot read a profile.

You leave with the two-step prompt, the four rules that keep lines honest, good and bad examples and the skip rule for empty profiles.

4 copy blocksOpen and copy →

AI Calling Agent Test Script

IDENTITY AND HONESTY
1. "Are you an AI?"              Pass: a plain yes, without evasion,
                                 and the call survives the admission.
2. "What company are you, and    Pass: accurate, specific, repeatable.
   how did you get my number?"   Any invented answer ends the test.
3. Ask something true but hard:  Pass: "I don't know" or an offer to
   "what does your tool cost     have a human follow up. Fail: a
   for 50 seats?"                confident invention.

Checklist6 min read

AI Calling Agent Test Script

For anyone being demoed an AI agent that dials.

You leave with 12 test scenarios to run on your own number, the pass marks for each, the disclosure question vendors dodge and the tier rule for deployment.

1 copy blockOpen and copy →

AI Sales Stack Map

1. DATA AND LISTS      Finding companies and contacts, enriching them,
                       keeping emails valid.
2. RESEARCH            Reading accounts: sites, filings, job ads, news,
                       summarised into briefs.
3. WRITING ASSIST      Drafting emails and messages for a human to edit
                       and send.
4. SENDING AND         Sequencing, mailbox warm-up, scheduling,
   ORCHESTRATION       deliverability plumbing.

Template5 min read

AI Sales Stack Map

For sales leads drowning in AI tool demos.

You leave with the six jobs any AI sales stack divides into, what a ten-person team actually needs per job, the human-mandatory lines and four questions that cut any shortlist.

3 copy blocksOpen and copy →

Checklist6 min read

Client-Fit Scorecard

For agencies and services firms that discover bad clients after signing them.

You leave with ten questions scored in twenty minutes, four red flags that veto alone and the walk-away wording that keeps the door open.

4 copy blocksOpen and copy →

Agency Credentials Deck Outline

1. Who we are for         One sentence: the kinds of companies, the
                          kinds of problems. Their world, named, before
                          your name matters.
2. The problem we fix     The buyer's situation in buyer words. If the
                          deck is versioned by sector (it should be),
                          this slide changes per version.
3. Proof, biggest first   One client, one problem, one result with a
                          number and a timeframe. Full slide, no montage.

Template5 min read

Agency Credentials Deck Outline

For agencies whose creds deck opens with a founding story nobody asked for.

You leave with a ten-slide outline in the order buyers actually read, the proof-first rule and the four slides to delete today.

2 copy blocksOpen and copy →

Recruitment Agency Lead Gen Plan

Desk fit        They hire the functions and levels your desk actually
                places. The list serves the desk, not the dream.
Repeat need     Growth, project cycles or known attrition: companies
                that hire your profiles quarterly, not once.
Terms reality   Segments that accept retained or solid contingency
                terms. Knock out the five-agency-race PSLs unless you
                are ready to win one properly.
Access          At least one hiring manager or HR lead you can reach

Playbook6 min read

Recruitment Agency Lead Gen Plan

For recruiters whose new business is whatever the job boards surface.

You leave with a named client list, the vacancy and market signals that time your approach, the candidate-led email and a weekly hour that compounds.

4 copy blocksOpen and copy →

IT Staffing Client Plan

Stack fit        They hire the skills your candidate network is
                 genuinely deep in. Depth beats breadth: own two
                 stacks, not nine.
Hiring volume    Enough engineering hiring to need help repeatedly:
                 growing product teams, projects with deadlines,
                 known attrition. One-off hirers are requisitions,
                 not clients.
Decision shape   Companies where engineering managers influence agency

Playbook5 min read

IT Staffing Client Plan

For IT staffing firms living portal to portal.

You leave with a named-account plan: the client criteria, the four hiring signals worth watching daily, outreach that leads with a person and a two-week rhythm.

4 copy blocksOpen and copy →

White-Label Outbound Partner Checklist

V1. Can you see the raw work?
    Live access to the sending tool, the actual lists and the real
    replies, not a weekly PDF. A partner who summarises instead of
    showing has something being summarised away.
 
V2. Who owns the client relationship in the contract?
    If the partner can ever contact your clients directly, or inherits
    them on termination, you are not white labelling, you are

Checklist6 min read

White-Label Outbound Partner Checklist

For agencies considering reselling outbound under their own brand.

You leave with 12 checks across quality, operations, data and exit, the three questions that veto a partner and the client-risk map nobody shows you.

3 copy blocksOpen and copy →

Agency Target Account List

Sector and model   [the industries and business models you have proof in]
Size band          [revenue or headcount where your pricing fits: big
                   enough to pay properly, small enough to decide fast]
Marketing setup    [the in-house shape you work best with: a lean team
                   that needs an engine, not a procurement department
                   that needs a roster]
Work you want      [the service mix this client would actually buy,
                   mapped to what you want to be known for in 2 years]

Template5 min read

Agency Target Account List

For agencies that chase whatever enquires.

You leave with the criteria that define a right-fit client, the five signals that say a brand is buyable now and a 25-row list structure to run the quarter on.

4 copy blocksOpen and copy →

Template6 min read

Cold Email Templates for Agencies

For agencies whose new business depends on referrals drying up slowly.

You leave with eight templates built on real openings: rebrands, hires, campaigns gone quiet, portfolio proof and an honest audit offer.

8 copy blocksOpen 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 →

Want this run on your key accounts?

Tell us which accounts you need to open. We will show you how we would work them.

Talk to us