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Intandemly Academy

The giveaways

Templates, scripts, checklists, playbooks and AI prompts. Open one, copy what you need or download it, and use it today. No sign-up.

97 giveaways · free, no sign-up

Showing 24 of 97

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Template5 min read

Sales Handover Note Template

For teams whose buyers answer the same questions three times as the deal changes hands.

You leave with a one-page handover note, the ten-minute live handover ritual and the rule that keeps the SDR in the loop.

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Template6 min read

Forwardable Business Case Template

For sellers whose deals need approval from people they never meet.

You leave with a one-page business case in the buyer's own numbers, an honest options table and the handover wording that makes your champion its author.

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Template6 min read

Mutual Action Plan Template

For sellers whose deals live or die on a buyer's invisible internal process.

You leave with a shared-timeline template, the introduction wording buyers accept and the weekly habit that keeps it true.

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Template5 min read

Security Questionnaire Starter Answers

For small vendors facing their first enterprise security review.

You leave with answer patterns for the 15 questions that always appear, the no-with-a-plan format and the pack to prepare before anyone asks.

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Template5 min read

Proof-of-Concept Plan

For vendors whose pilots drift into unpaid production.

You leave with a one-page PoC plan: success criteria the buyer wrote, a fixed end date, owners on both sides and a decision meeting booked at kick-off.

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Checklist6 min read

RFP Bid or No-Bid Scorecard

For services firms that bid on everything and win little.

You leave with a ten-question scorecard, three veto questions that end the discussion alone and a no-bid letter that keeps the door open.

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Template6 min read

Software Project Proposal Template

For IT services firms whose proposals vanish into silence.

You leave with nine sections in the order a committee actually reads, the scope wording that prevents disputes and a decision ask with a date on it.

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