Free tools, templates and scripts for B2B pipeline
One place for the know-how behind lead generation, appointment setting, outbound and account-based selling, from a team that has run account-based selling since 2017. Free to use. No sign-up.
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Account Scoring Tool
Score target accounts on fit, timing and access, and sort them into Tier 1, 2 and 3. Runs in your browser.
Open the tool →TemplatesTarget Account Selection Scorecard
For founders and sales leaders who have an ICP on a slide and need a ranked list of named accounts. You leave with a one-page ICP, an 11-point weighted scorecard and three tiers.
Get it free →TemplatesBuying Committee Map
For sellers working a large account through a single contact. You leave with nine roles to look for, a map you can paste into a spreadsheet, a brief for each person and a coverage check that shows where the account is exposed.
Get it free →Buying Committee Map
For sellers working a large account through a single contact. You leave with nine roles to look for, a map you can paste into a spreadsheet, a brief for each person and a coverage check that shows where the account is exposed.
Get it free →AI prompts15 AI Prompts for Account Research
For sellers who use Claude, ChatGPT or Perplexity to prepare for an account. You leave with a set-up prompt, fifteen research prompts in working order and a fact-check prompt that catches invented details.
Get it free →ScriptsLinkedIn Connection Request Messages by Buyer Role
For sellers connecting with several people inside the same company. You leave with twelve connection notes for six buyer roles, three messages for after they accept and a short list of things never to send.
Get it free →Scripts12 Cold Email Templates for Named Accounts
For anyone writing first-touch email to senior buyers in large companies. You leave with twelve short templates, the research each one needs and a five-point check to run before sending.
Get it free →ScriptsAppointment Setting Script for Enterprise Accounts
For SDRs, founders and account executives calling into large companies. You leave with a full call script, replies to the seven most common responses and scripts for the second and third conversation in the same account.
Get it free →ChecklistsLead List vs Account List: 10-Point Check
For sales and marketing leaders about to launch outbound. In ten minutes you will know whether your list is built for volume or for opening named accounts, and what to fix first.
Get it free →TemplatesTarget Account Selection Scorecard
For founders and sales leaders who have an ICP on a slide and need a ranked list of named accounts. You leave with a one-page ICP, an 11-point weighted scorecard and three tiers.
Get it free →Want this run on your key accounts?
Tell us which accounts you need to open. We will show you how we would work them.