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TEMPLATES

SWOT Analysis
Evaluate your internal Strengths and Weaknesses and external Opportunities and Threats against your objective

OKRs
Build a strategic OKR plan and define your objectives, track your progress with metrics and colors, and assign ownership of items
Custom
Create your own custom project template and customize your page layout to be a grid, plan, or board, select colors, section titles, and more
Template Library - Sales
BANT Qualification
BANT is a widely used sales qualification methodology: Budget, Authority, Need, Timing.

Beachhead Strategy
Identify groups of 8 that all would relate to each other and recognize the reason for being in a group together. 1 anchor entity, 7 other entities that would be interested as a result of the anchor. Ex: close proximity, competitors in a vertical, all came from the same college, etc. What could you say to one of these entities that would apply to all of them?

Business Case
Use this before and after business case to tell a story about a customer success that validates the ROI your product can deliver.

GPCTBA
This incredibly effective sales qualification methodology was initially created by Hubspot. Meddpic, Bant are other alternatives.

MEDDPIC Enterprise Sales Qualification
MEDDPIC is an enterprise sales methodology based on qualification for B2B sales. Created by Dick Dunkel and Jack Napoli from PTC corporation. Today it is regarded as one of the most popular and successful sales qualification approaches in the industry.

MEDDPIC Example
MEDDPIC example selling SWOT to Shieldmedia. Objective to help ShieldMedia design and execute an aligned OKR strategy to grow their business 100% in 2020.

Pitch Certification
We will use this template for the sales pitch certification process. I wanted share with you our teams recording to the right to help you hear a fully recorded version of the pitch.

Sandler Sales Process
The Sandler Sales Process Method is based on the idea that the buyer and seller on equal footing and it takes a partnership to get the deal done. You can bucket the stages into three groups - develop a strong relationship, qualification, and closing the deal. Use this checklist to review your upcoming, active, or recently closed deals against this set of criteria. How does your deal match this framework? Score each item based on completeness, 100% equal 100% done. Also use the color dropd

SPIN Selling
SPIN Selling framework is from a book that was first published in 1988 by Neil Rackham based on this research of over 35,000 sales calls over 12 years. The key to SPIN selling is asking the right questions and guiding the conversation with customers .

The Challenger Sale Persona
The Challenger is one of five personas into which, according to the Challenger Sale sales methodology, nearly every B2B salesperson fits.

Weekly Update
Each week, send around this update template to your team to understand what got done, what are our goals for next week, and things that are blocking us.

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