Tools for success
These are the tools and templates that we use in our business, have experience with and recommend to our clients so that you can be as effective as possible in generating profits.
Sales Playbook
TEMPLATES + FRAMEWORKS
The Sales Playbook gives practical frameworks for discovery, objections, success stories, urgency, and follow-ups. Use ready templates and prompts to run structured conversations, qualify deals, and signpost next steps clearly. Download the PDF and apply the moves on your next call to keep opportunities moving.
Difficult Conversations
WORKSHEET + PODCAST
Download the Difficult Conversations worksheet and watch our podcast with Scott Dutton for strategies that work in the real world. Learn why talks go off track and what to do instead, including language to de-escalate and handle objections. Use the prompts before meetings to stay calm, clear, and outcome-focused.
7 Step Cheat Sheet
HABIT BUILDING
Build better habits with our free 7 Step Cheat Sheet and mini course. Follow a simple plan, then use the 30-day tracker and weekly review to stay consistent, measure progress, and reset when you slip. Improve productivity, effectiveness, and focus with quick prompts that turn small daily actions into routines you can keep.
Bigin by Zoho CRM
SMB CRM + DEAL TRACKING
Bigin is a simple, pipeline-centric CRM for small businesses. Track deals in visual pipelines, manage contacts, and automate follow-ups while viewing performance at a glance, without heavy setup or cost. Use our partner link to get $100 credit toward your subscription if you adopt Bigin.
Pipedrive
CRM + SALES PIPELINE
Pipedrive helps you organise leads, track deals, and see the next best action at a glance. Use visual pipelines with activities and reminders to move opportunities forward and close with confidence, without heavy setup. Start a free 30-day trial to experience faster, cleaner pipeline management.
Read AI
VIRTUAL MEETINGS
Stay fully present in virtual meetings while Read.ai captures everything for you. It records and transcribes the call, then produces concise summaries, action items, and shareable recaps so nothing gets missed. Smart insights highlight risks and next steps to keep follow-ups clear, timely, and aligned.