What's Included in the: Plan Bundle

After purchasing the plan toolkit, you get: templates, worksheets, checklists, and customizable spreadsheets - for everything you need to implement solid processes, track sales activities, and drive to targets.


By using these foundational tools and processes, you’ll be better prepared to scale. Revenues will be predictable and long-term growth will be rock-solid and sustainable. And you will be smarter and in control.

You get tools for:


  • Forecasting & Tracking Spreadsheet
  • Sales Pipeline Funnel
  • B2B Sales Cycle Template
  • Team Structure Spreadsheet
  • Sales & Marketing KPIs
  • Reports for Sales & Marketing
  • Market Strategy Template
  • Sales Strategy Template
  • CRM Evaluation Checklist


Value: $1,135 USD

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