Templates and downloads

Spreadsheets, scripts, checklists and operational templates.

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Seven adaptable B2B cold email templates, with an initial go/no-go checklist, context fields and stopping rules for responsible use.

15 Jul 2026 4 min read download

A template for organising, prioritising and qualifying sales opportunities before the first contact.

14 May 2026 3 min read download

A working document with an initial go/no-go check, a pre-call sheet, opening, questions, exits, voicemail, a second attempt and CRM records.

11 Sept 2026 3 min read download

An operational template for defining when the team can use WhatsApp for sales contacts, follow-up and qualification while retaining control.

28 May 2026 2 min read download