Take what's useful. Most of it's free.
These are the same frameworks I use with paying clients, written up properly. No drip campaigns, no "book a demo" ambush. If they help, use them. If you want help applying them, you know where I am.
Free.
No EMAIL.
NO Catch.
The Three Whys one-pager
How to build a business case your buyer would defend to their own CFO: saving money, making money, or reducing risk, at a minimum of 10x your price. Template plus a worked example.
The 10x value business case template
The competition that kills most fintech deals isn't a rival, it's "do nothing". Why Change, Why You, Why Now, on one page. Use it on every stalled deal in your pipeline this week.
The sales meeting cadence template
Sales meetings should help people sell, not help management report. The weekly rhythm I install with clients: what to run, who attends, what questions get asked, and what to stop doing.
The sales hiring scorecard.
Playbook before people. What to look for, what to ignore on the CV, and the exit criteria to agree before day one, because hoping isn't a performance plan.
The heavier ones.
These two go deeper, and I'd like to know who's reading them. An email address is the price; you'll get a short series of useful follow-ups and not a single "just checking in".
The MEDDICC playbook
Playbook before people. What to look for, what to ignore on the CV, and the exit criteria to agree before day one, because hoping isn't a performance plan.
The Sales Health
Self-Assessment
The same lens I use in the paid sales audit, cut down to ten minutes of honest self-scoring across qualification, pipeline, value proposition, cadence and team. You'll see your gaps before we ever speak.
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