Resources

Free B2B Sales Resources: Templates, Tools, AI Sales Hacks, Courses and Guides

Everything Intandemly gives away, in one place: templates and scripts, tools that run in your browser, one-screen AI sales hacks, short courses and buyer's guides on lead generation, appointment setting, outbound and account-based selling. All of it is free to use and none of it asks for a sign-up.

Templates, scripts and checklists

Copy-and-use documents for choosing accounts, writing to senior buyers and running the first calls.

Selection card (answer for each candidate)

Account: [company]
Fit: does it match your best customers on sector, size and need?  [yes / no]
Reason now: is there a dated change we can point to?  [what, when, source]
Way in: do we know someone, or can we name two roles to approach?  [names]
Knock-out: signed with a rival this year / too small to buy / outside our delivery area  [none / which]
 
Keep only if: fit is yes, there is no knock-out and you have a reason now or a way in.

Template7 min read

ABM Starter Kit for a Small Team

For founders and sales leads with no ABM team and one or two people to spare.

You leave with a 10-account sheet, an hours budget, a six-week plan, a five-line scoreboard and a keep, swap or stop review.

8 copy blocks · Spreadsheet-readyGet it free →

UAE and Saudi market entry checklist (must-pass items marked ★)

PROOF AND NICHE
1  ★ One niche: one buyer type, one problem you have solved at least twice
2  ★ Two case studies a Gulf buyer will recognise, with results the client agreed to share
3  ★ One reference a Gulf buyer can phone, with the client's permission
4    A one-page capability note naming the people who deliver
5    A small paid first step: a discovery sprint, workshop or pilot
 
PRESENCE AND PEOPLE

Checklist5 min read

UAE and Saudi Market Entry Checklist

For founders and sales heads of software and IT services firms preparing to sell into the UAE and Saudi Arabia.

You leave with a 30-point checklist, questions for a local adviser, a named account sheet and a 90-day plan.

4 copy blocks · Spreadsheet-readyGet it free →

US market entry checklist (must-pass items marked ★)

PROOF AND NICHE
1  ★ One niche chosen: one buyer type and one problem you have solved at least twice
2  ★ Two case studies in that niche, each with problem, what you built and an agreed result
3  ★ One reference a US buyer can phone, with the client's permission
4    Case studies written for a US reader: US spelling, US dollars, no internal jargon
5    A one-page capability note for the niche, not a list of every technology you use
6    Named delivery lead and account owner, with photos and short profiles on the website
7    Website states who you serve in the USA and shows the niche on the home page

Checklist9 min read

US Market Entry Checklist for Indian IT Firms

For founders and sales heads of Indian software and IT services firms preparing to sell into the USA.

You leave with a 40-point readiness checklist, a list of questions for your CA and lawyer, a named account sheet and a 90-day plan.

8 copy blocks · Spreadsheet-readyGet it free →

Checklist5 min read

Outsourced SDR Contract Checklist

For founders and sales heads holding a proposal from an outsourced SDR or sales outsourcing provider.

You leave with a 30-point contract checklist, five clauses to ask for in writing and a sheet to compare three proposals.

3 copy blocks · Spreadsheet-readyGet it free →

ABM fit test (yes or no)

1. Losing one bid would hurt this quarter.                     [ ]
2. Three or more people on the client side approve a project.  [ ]
3. You could name most of the companies that could ever buy.   [ ]
4. Your best clients share an industry or a technology.        [ ]
5. Your sales cycle is longer than three months.               [ ]
 
Three or more YES: run ABM on a short named list.
Two or fewer: broad outreach will probably suit you better.

Playbook5 min read

ABM Playbook for IT Services

For founders and sales heads of IT services firms who sell large projects to a few hundred possible clients.

You leave with a five-question fit test, a list of account signals, a buying committee grid and four written plays.

7 copy blocksGet it free →

Playbook5 min read

Tier 1, 2 and 3 Account Playbook

For sales and marketing leads with a tiered account list and no agreed way to work each tier.

You leave with three written plays, a blank play card, an ownership grid and four exit rules.

7 copy blocksGet it free →

See all giveaways →

One-screen ways to use an AI assistant on your key accounts: a prompt, the output to expect and the check to run.

Sales hack4 min read

Sort 500 Job Titles into Buying Committee Roles

For sales heads and account owners with a contact export full of job titles.

You leave with a role-sorting prompt, a six-role key and a gap list by account.

1 copy blockGet it free →

Sales hack3 min read

One Project per Account: The AI Fact Sheet

For sellers who paste the same account background into a new AI chat every time.

You leave with a fact sheet template, a set of standing instructions and a five-minute weekly update routine.

2 copy blocksGet it free →

Questions to send before a demo

1. Can I load an exclusion list by company domain, and does it apply to every campaign?
2. Can I require approval before sending for accounts I choose?
3. Where does the tool get the facts it uses about a company, and can I see the source for each line?
4. What does it do when a buyer replies: answer, hand over or book a meeting?
5. Whose domains and mailboxes does it send from, and who keeps them if we stop?

Sales hack3 min read

Where to Use an AI SDR: Tier 3 Only

For sales heads about to switch on an AI SDR.

You leave with a three-tier split of who does what, three guardrails, five vendor questions and a two-week test.

1 copy blockGet it free →

Call notes to account map

You are helping me update an account map after a sales call. Use only the notes below. Do not add anything from outside them.
 
1. List every person named or referred to, including people who were not on the call. For each: name or description, role, and what the notes say about their part in the decision.
2. For each person, quote the line in the notes that supports it. If the notes do not say, write "not stated".
3. List what the buyer said, in their own words, about the problem, the timing and the money.
4. Name the two people I should approach next and the question each would care about. Say why, from the notes.
5. List what I still do not know about how this company will decide.

Sales hack4 min read