Free Resources

A good referral can turn a one-off conversation into a lengthy and productive relationship. In fact, referred customers spend 15% to 25% more on their first order than other customers, and they’re three times more likely to refer their friends and family. Here, we help you

Lead tracking is storing, organizing, and updating prospect data and sales activity information. To perform this process, you’ll need a sales leads tracking tool and then start by defining the types of data you want to collect. Once that’s established, keep the information updated as you

Writing a winning business sales proposal is a key step in landing new clients and growing your business. As a small business owner, this is your chance to showcase your expertise, outline your solution, and demonstrate why your product or service is the perfect fit.

Sales reps can leverage highly effective outbound call scripts to move leads through the sales process faster and boost conversion rates. A well-structured script streamlines lead generation and minimizes errors to engage prospects confidently and efficiently. Below, I’ve created 10 free downloadable outbound sales call script

Using a sales forecast, business owners can create realistic projections about incoming revenue and business performance based on their current data and past performance. Sales forecasts may cover weekly, monthly, annual, and multiannual projections and can be done using Google Sheets, Excel templates, or customer

A sales plan helps set goals, manage resources, forecast sales, and track progress. To create one, define clear sales targets, allocate resources, predict sales, and monitor performance. Ensure your activities align with your company’s mission and focus on the right customers. This approach drives growth

One of the toughest steps of the sales funnel or process is starting a conversation with your potential customers through a business introduction email. Among the tons of business emails people receive every day, you want recipients to notice, open, click on your emails, and

Managing customer questions and requests is much easier using templates or readily available, easy-to-edit responses than creating content from scratch. With customer service email templates, reps can save time and effort and provide positive, accurate responses even when delivering bad news, like no refunds for

Sales performance reviews assist sales managers in evaluating each sales representative’s performance against predetermined key metrics like sales quota attainment. Utilizing pre-made sales performance review templates can help you conduct equitable comparisons among team members and enable objective measurement of their performance. Employ more productive

A sales metrics dashboard provides a visual representation of sales data in a centralized and accessible platform, making any sales-related, decision-making process efficient and effective. Various types of sales dashboards range from high-level sales overviews to detailed windows into specific aspects of your sales process.

Most sales teams overlook the importance of sales enablement in improving sales training and development, as well as rep performance. See how to inform yours with these sales enablement statistics.

Sales compensation plans provide a detailed framework or guideline for how businesses will pay salespeople. A well-planned compensation scheme motivates sales reps to hit peak performance. Follow our step-by-step guide on how to develop a sales compensation plan for your small business, from determining baselines