Resources

Frameworks and templates you can put to work today.

Everything here is free to download. No email required, no forms to fill out. Take what's useful, make it yours, and if you want a second set of eyes on how you're using it, that's what the rest of this site is for.

Template

POC & POV Success Plan Template

Turns an open-ended proof of concept into a mutual commitment, with clear success criteria, named owners on both sides, and dates that actually hold.

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Guide + AI Coach

Demo Review & Coaching Guide

A scoring rubric for reviewing your own demos, an AI demo coach you can run in Claude, and a free hour of live review from me. Self-assess first; the coaching lives in the gap.

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Guide + AI Coach

MEDDPICC Analysis Worksheet & Field Guide

Score a deal letter by letter, solo, then reconcile with your AE or SE partner out loud. Includes the eight-letter field guide, the four deal-killers, and an AI deal coach you can run in Claude that turns your gaps into this week's actions.

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