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

Demo Review & Coaching Guide

A scoring rubric and coaching framework for reviewing recorded demos, plus a fillable scorecard so the review takes ten minutes instead of an afternoon.

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Guide

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 and the four deal-killers worth naming before you book the demo.

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