CRM setup and deal tracking configuration
5wLead qualification framework — BANT criteria
5wOutbound prospecting sequence — email and LinkedIn
5wSales proposal template — standard format
4wSales forecasting and pipeline review cadence
4wWin/loss analysis — track reasons for closed deals
4wSales call script template — discovery and qualification
5wTop-of-funnel lead magnet — content upgrade ideas
5wCompetitive battle cards — top 3 competitors
4wCompetitive battle cards — top 3 competitors
4wSales playbook — document top-performing outreach strategies
3w