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

FIRM: [Name]          SET UP: [1 to 5, or your own]          START DATE: [ ]
 
WHO THE LIST IS FOR: [one sentence]
WHERE THE LIST CAME FROM: [partner / trigger / past clients / launch / rule]
HOW MANY ACCOUNTS: [number]     OWNER: [Name]
 
THE TRUE REASON TO WRITE TO EACH ONE: [one line per account, or one for the whole list]
 

ACCOUNT LIST: [Name of the list]     MONTH: [Month and year]     OWNER: [Name]
 
NUMBER  LAST MONTH  THIS MONTH  CHANGE  ONE LINE ON WHY
Accounts on the list
Outreach accounts
Coverage rate (of the list)
Active buying committees
Active conversations

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 |  |  |  |  |

MEETING BRIEF
Account: [Company, country, size]
Date and time: [Date, time, time zone, link or place]
Written by: [Name]   Closer: [Name]
 
1. WHY THIS ACCOUNT
[One sentence: the reason this company is on the list and the reason now. Name the trigger event if there is one.]
 

Account  Procurement contact  Who runs vendor onboarding  Items asked for (numbers from Part 1)  Extra items asked for  Date asked  Date sent  Status  Notes for next time

Account  Owner  Customer since  What they buy from us  People we know (names and roles)  Teams that use us  Teams that could  What changed since last review  Last real conversation (date)  Call (grow, hold or protect)  Next step and date

Here are our case studies, one line each: industry, client size,
the problem, what we did, the outcome.
 
[list]
 
Here is what we know about [account]: industry, size, the problem
we believe they have, anything public about their situation.
 

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.

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

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

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?

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.