Operational guides guide
B2B cold email with real data: writing a first contact with context
An operational guide to preparing B2B cold email with context, minimal data, objection controls and a commercial hypothesis the team can measure.
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Tags connect operational topics with products, authors and practical resources.
Templates and downloads template
Commercial qualification spreadsheet
A template for organising, prioritising and qualifying sales opportunities before the first contact.
Operational guides guide
Context-led B2B cold calling: how to prepare a relevant call
An operational guide to turning sales data into a short, clearly identified and relevant B2B call, with useful questions and clear stopping rules.
Operational guides guide
From brief to delivery: organise client work
A practical workflow for gathering a brief, agreeing deliverables, tracking revisions and recording completion.
Product playbooks playbook
From map to CRM: turning a local search into a pipeline
A practical playbook for moving from a local search to an organised sales pipeline, with stages, criteria and next steps.
Operational guides guide
Group and event enquiries: from contact to proposal
Organise dates, requirements, owners and versions without confusing an enquiry with a confirmed booking.
Operational guides guide
How to build a qualified company list by city and sector
An operational guide to building a qualified B2B list by territory and sector, with minimum criteria, simple scoring, data cleaning and a next sales action.
Sales glossary glossary
What is a qualified B2B lead?
A practical definition of a qualified B2B lead and criteria for separating isolated contacts from real sales opportunities.