Tools and Resources

Analyse your customer base by ABCD segments and set the right priorities per segment

Use this template to calculate your funnel metrics. It is based on the model of Winning By Design. It is a great tool for your sales team for phase-based goal setting. Create benchmark per phase, and improve the numbers in a focused manner.

Use this template to score your team on the core commercial capabilities, on a score from 1-5. It is a great tool to focus your team’s internaldevelopment efforts, and to have a shared language about the most important activities.

Use this template for your individual sales team members. It is a great tool because it focuses the team meeting, and it focuses the activities of the team members

Use this template to describe how your team will achieve the revenue goals. It is a great tool because it simplifies both the quantitative and the qualitative plans for your team. We advise discussing this document at least once every month, to check if everything is still valid.