Tools & services
Win the deals that matter.
Practical tools and senior-level expertise built from 30+ years of real B2B deal experience — not theory.
For channel & partnership leaders
Partner Program Launch Kit
Everything you need to launch a partner program from zero, or fix one that's already stalling.
A complete set of templates and a 12-page strategic playbook built from real channel experience. Whether you're launching your first partner program or restructuring one that's stalled, this kit gives you the frameworks, scorecards, and talk tracks to move fast and build something that scales.
What's inside
Partner Readiness Scorecard
A structured assessment to determine whether your business is ready to launch a partner program — and what to fix first if you're not.
Partner Tier Framework
A customizable tiering model with criteria, benefits, and escalation paths — built to scale from 3 partners to 300.
Partner Onboarding Checklist
The exact steps to get a new partner from signed agreement to first deal — without losing them in the first 90 days.
QBR Template
A quarterly business review template that keeps partners accountable and gives you the data to make tier decisions.
12-Page Strategic Playbook
The thinking behind the templates — when to add complexity, how to handle underperforming partners, and how to build a program that doesn't require constant babysitting.
What you get
- Editable Excel/Google Sheets workbook (Scorecard, Tier Framework, Onboarding Checklist, QBR Template)
- Partner Program Playbook — 12-page PDF
- Instant download. Use it on every partner program you ever build.
30-day money-back guarantee. If this doesn't help you build a better partner program, email for a full refund — no questions asked.
"We'd been trying to launch a partner program for two years. This kit gave us the structure we were missing — we had our first partner signed within 60 days of using it."
Sarah L.
Head of Partnerships, B2B SaaS
Common questions
Digital product
Value Selling Qualification Toolkit
Know whether you have a deal before you spend a month on it.
A workbook, guide, and course materials built on the Four Ps framework — Problem, People, Process, Purse. Helps sales reps qualify every opportunity on evidence, not optimism, and spend time where a decision is actually possible.
What's inside
Qualification Workbook (Excel)
32-item pre-call research checklist, call hypotheses, a 12-criteria scorecard with must-have gates, a stakeholder map, and a portfolio view for up to 40 deals.
Four Ps Qualification Guide (PDF)
Question banks, what good answers sound like, red flags, talk tracks for money conversations, first-call structure, and what to do with each result.
Course Deck and Recording Script
A 24-slide course on the framework with narration — ready to run as a team training session or onboarding module.
Bridge to ROI and TCO
The answers you collect in qualification become the inputs for the ROI and TCO Toolkits — so the work compounds across the deal.
What you get
- Qualification Workbook — Excel (.xlsx, opens in Google Sheets)
- Four Ps Qualification Guide — PDF
- Instant download. Use it on every deal, forever.
30-day money-back guarantee. If this doesn't help you qualify deals more accurately, email for a full refund — no questions asked.
Digital products
Win the economic conversation
Three tools that cover the full deal cycle — qualify the opportunity, build the ROI case, and defend your price against cheaper alternatives.
ROI + TCO + Qualification Bundle
Qualification, ROI, and TCO answer three different questions across the deal cycle. Qualification tells you which deals to work. ROI proves the investment pays off. TCO defends your price against cheaper alternatives. Together, they cover every economic conversation from first call to signed contract.
$197
vs. $241 separately
Business Case Builder — ROI Toolkit
Stop losing deals because you can't prove the ROI.
A plug-and-play ROI calculator and business-case toolkit built from real experience closing complex, multi-stakeholder deals. Enter your prospect's numbers. Get a defensible, presentation-ready business case in minutes — one your champion can actually take into the room and win with.
Core ROI Calculator
Enter cost of status quo, solution cost, and expected benefit. Get payback period, 1/3/5-year ROI, and net cash flow — instantly, with formulas, not guesswork.
Built-in Scenario Toggle
One dropdown flips every number between Best Case, Expected, and Conservative. Walk into any room ready for the skeptic who says 'that number's too optimistic.'
Auto-Generated Executive Summary
A clean, one-page view that pulls straight from your inputs — screenshot it, export it, or drop it into a slide for your economic buyer.
20+ Question Discovery Bank
The questions that actually get you numbers a CFO will believe, instead of numbers you made up under deadline pressure.
Stakeholder Talk Track Guide (7-page PDF)
Exactly how to frame the numbers for a CFO, a VP of Ops, and the end-user champion — plus how to handle the five objections that come up in almost every deal.
What you get
- Editable Excel/Google Sheets workbook (Instructions, ROI Calculator, Executive Summary, Discovery Questions)
- Stakeholder-Specific Talk Track Guide — 7-page PDF
- 3-minute walkthrough video showing exactly how to use it on a live deal
- Instant download. Use it on unlimited deals, forever.
30-day money-back guarantee. If this doesn't help you build a better business case, email for a full refund — no questions asked.
"I used to dread the 'what's the ROI?' question. Now I walk into every deal with a model that's already done the math. Closed a $180K deal last quarter that I would have fumbled before."
TCO Toolkit — Total Cost of Ownership Calculator
Win the price conversation before it starts.
A structured TCO model that reframes your price as an investment decision — not a line-item cost. Built for deals where procurement, finance, or a skeptical VP is comparing you against a cheaper alternative or the status quo.
TCO Calculator
Side-by-side comparison of your solution vs. the alternative — including hidden costs, switching costs, and long-term risk factors that never show up in a vendor quote.
Status Quo Cost Model
Quantify what doing nothing actually costs — in time, risk, and missed opportunity. The number that makes 'we'll wait' feel expensive.
Price Objection Framework
A structured response to 'your price is too high' that moves the conversation from unit cost to total value — without discounting.
What you get
- Editable Excel/Google Sheets workbook (TCO Calculator, Status Quo Cost Model, Comparison Summary)
- TCO Stakeholder Talk Track Guide — 6-page PDF
- Instant download. Use it on unlimited deals, forever.
30-day money-back guarantee. If this doesn't help you win a price objection, email for a full refund — no questions asked.
"A prospect told me our price was 30% higher than the competition. I pulled out the TCO model and showed them the 3-year cost of the 'cheaper' option. Deal closed that week."
Coaching program
The First 90 Days as a Sales Leader
You were a great seller. Now you have to lead sellers.
A practical 8-week coaching program for new and newly promoted sales managers, directors, and business owners. Run pipeline reviews, call a forecast you can defend, coach your reps, and build the team.
Who this is for
- First-time or newly promoted sales managers and directors
- Business owners who sell and are building their first sales team
- Consultants who build or manage sales teams for clients
Not for experienced VPs who already run a mature operating rhythm.
“Nobody teaches you how to lead a sales team. You get the title, a quota, and a team that’s watching what you do first.”
So you rescue deals instead of coaching, review pipelines that sound good and don’t close, and give a forecast you’re not sure about. This program fixes that.
What you’ll build
A weekly operating rhythm
1:1s, pipeline review, and forecast call — running on a system, not a guess.
A pipeline review that finds the truth
Five health checks and inspection questions that surface what's real.
A forecast range you can defend
Coverage math and an accuracy log so you stop guessing the number.
A coaching plan for every rep
Based on skill or will — not gut feel.
A capacity model and hiring case
Know exactly how many reps you need and when to hire.
A 90-day leadership plan
Presented at the end of the program — your roadmap for the first quarter.
What’s included in every tier
- Sales Manager Toolkit (Excel): pipeline review, forecast & coverage, capacity model, coaching tracker
- Program Blueprint (Word): full curriculum, session outlines, and delivery guide
- Participant Onboarding Kit (Word): 1:1 agenda, call-coaching sheet, hiring scorecard, 30-60-90 plan, performance conversation script
- Pipeline Review Cheat Sheet (PDF)
The 8 weeks
From seller to leader
Your role and operating rhythm
Pipeline reviews
Find the truth in every deal
Forecasting
Ranges, coverage math, accuracy log
Coaching reps
Skill or will, 1:1s, call coaching
Team structure
Quota, capacity, and headcount
Hiring & onboarding
Scorecard, process, first 30 days
Accountability
Metrics, hard conversations
Leading up
Your 90-day leadership plan
Choose your format
All three tiers include the Sales Manager Toolkit, templates, and weekly assignments using your real team and data.
Cohort
$1,500
- 8 weekly group sessions (6–10 leaders)
- Group examples used in sessions
- Sales Manager Toolkit & all templates
- Weekly assignments using your real data
- Private channel / email support between sessions
1:1 Intensive
$3,500
- 12 weekly 1:1 sessions
- Your pipeline reviewed every week
- Sales Manager Toolkit & all templates
- Weekly assignments using your real data
- Private channel / email support between sessions
Leadership Partnership
$5,000
- 12 weekly 1:1 sessions
- Your pipeline reviewed every week
- Sales Manager Toolkit & all templates
- 3-hour team workshop included
- Weekly assignments using your real data
- Private channel / email support between sessions
Common questions
How much time does it take?
What if I miss a session?
Do I need a team already?
Is my data kept confidential?
Can my company pay?
Done with you
When your team needs more than a toolkit.
From a single high-stakes deal review to a full team rollout or a 90-day program build — hands-on work with a senior leader, not a deck and a handshake.
Deal Desk Review
A focused review of one high-stakes deal — strategy, positioning, stakeholder map, and next steps. Get a second set of eyes before the deal stalls or goes sideways.
- Single deal review: $750 — 90-min session, written summary, and action plan
- 3-pack: $2,000 — three reviews, use within 90 days, shareable across your team
- Deal strategy, competitive positioning, and stakeholder mapping
- Objection handling and next-step recommendations
- Written summary delivered within 24 hours of session
Team License + 60-Min Workshop
Roll out the ROI Toolkit or TCO Toolkit to your entire sales team — with a live 60-minute workshop to make sure everyone knows how to use it in a real deal.
- Up to 10 users: $1,500
- Up to 25 users: $2,500
- Up to 50 users: $3,500
- Team license for ROI Toolkit, TCO Toolkit, or both
- 60-minute live workshop: deal examples, customization, and Q&A
- Manager guide for ongoing use in pipeline reviews
90-Day Partner Program Sprint
Launch or fix your partner program in 90 days, with a senior leader doing it alongside you. Three phases: diagnose and design, build and launch, run and optimize.
- Launch Sprint ($15,000): program design, build and launch assets, weekly working sessions, first-partner recruiting guidance, and handover playbook
- Launch + Recruit Sprint ($25,000): everything in Launch, plus active outreach to target partners and joint account planning
- Ends with a handover so your team runs the program without ongoing support
- Partner Program Diagnostic fee credited if you sign within 30 days of readout
Fractional leadership
Sales & Partnerships Leadership — On Your Terms
Senior-level sales and partnerships expertise without the full-time overhead. Embedded in your team, focused on your pipeline.
Whether you need ongoing strategic support or a focused 90-day push, fractional engagement gives you the experience of a seasoned sales leader without the cost or commitment of a full-time hire.
Monthly Retainer
Starting at $4,000/month
Ongoing fractional sales or partnerships leadership. Embedded in your team, available for strategy, pipeline reviews, deal coaching, and stakeholder conversations.
- Weekly strategy and pipeline review
- Deal coaching and stakeholder prep
- Hiring and onboarding support
- Minimum 3-month engagement
90-Day Sprint
$15,000 – $25,000
A focused engagement with defined deliverables. Ideal for launching a sales motion, building a partner program, or fixing a specific pipeline problem.
- Defined scope and deliverables upfront
- Weekly working sessions
- Handover playbook at the end
- Optional: Launch + Recruit Sprint ($25,000)
Advisory
Starting at $1,500/month
Strategic input without the embedded hours. Monthly calls, async review of key decisions, and access to frameworks and templates.
- Two 60-minute calls per month
- Async review of proposals, plans, and pipeline
- Access to all digital toolkits
- Month-to-month
Stay sharp
Get the next insight before your next deal.
Practical B2B sales advice — no fluff, no spam. Unsubscribe any time.