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Free resource ✳ Daniel & Friends

Sales Leadership package.

Most quarters fall apart on the same three things. The forecast runs on hope instead of arithmetic, meetings turn into interrogations, and coaching happens on instinct. The pack turns all three into one operating rhythm.

Get the free pack 10 tools 2 XLSX spreadsheets free


What is inside

  1. 01 A sales process where every step ends in an agreement
  2. 02 A forecast graded by risk: Commit, Win, Push and Lose instead of percentages
  3. 03 A three-step pipeline review that saves the deal
  4. 04 Rep prospecting: a third of quota self-sourced
  5. 05 A training matrix and the 20/80 rule so it sticks
  6. 06 A five-part team meeting nobody sleeps through
  7. 07 One-to-ones without the deal interrogation
  8. 08 A two-level dashboard: result and cause
  9. 09 Hiring on traits, because those cannot be taught
  10. 10 A thirty-day onboarding plan with three checkpoints

Plus two spreadsheets that do the maths

Risk-based forecast. Drop your deals into Commit, Win, Push and Lose, and the sheet totals the forecast, adds create-and-close and shows the gap to target. Including the five places you close that gap from.

Path-to-plan calculator. Put in the annual number and it works backwards to deals, opportunities and meetings, then to calls and emails per week.

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The frameworks draw on the work of Mark Kosoglow (CRO, Outreach) and on what has held up across 750+ projects in 15+ countries. The text is original, written for Daniel & Friends.