CRM setup and deal tracking configuration
12wLead qualification framework — BANT criteria
11wOutbound prospecting sequence — email and LinkedIn
11wSales proposal template — standard format
11wSales forecasting and pipeline review cadence
10wWin/loss analysis — track reasons for closed deals
10wSales call script template — discovery and qualification
11wTop-of-funnel lead magnet — content upgrade ideas
11wCompetitive battle cards — top 3 competitors
11wCompetitive battle cards — top 3 competitors
10wSales playbook — document top-performing outreach strategies
10wDefine sales stages and criteria for each stage
12w