Worksheets, Webinars, and Ebooks
These sales and marketing resources from our toolbox will help you improve your sales performance. We recommend integrating them into your sales team meetings or using them to assist your individual growth. Please reach out if you have any questions.
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Worksheets
Note: Worksheets can be used individually or in group exercises.
Brand Value Alignment Worksheet
You ask your sales team what recognizable brands are like your brand and why. This simple worksheet gets you and your team in conversation quickly about your organization's value and how best to communicate it. You'll learn a ton about how aligned your sales organization is. |
Value Proposition Worksheet
The first and most important component to The Revenue Equation is value. That's because value sets the table for sales, and sales generates the revenue you need to stay in business and grow. When you understand your organization's value, communicating your value to your internal and external customers becomes easy (and effective). |
Key Differentiators Worksheet
Ask your team how your organization's value and offerings are different from those of your competitors. If they are unclear on how to answer this question, then I recommend this worksheet. It's a great exercise to get your sales and marketing teams working together and aligned. In the end, they should be able to tell you why a customer should purchase your product or service from your company instead of from any of your competitors. |
Target Audience Worksheet
Every sales person talks about their target audience. It's core to sales. However, this worksheet takes that concept and pushes it further, generates strategic thinking, and inspires sales teams to get more intentional about how they message and sell to different target audiences. This is a great worksheet to bring the sales and marketing teams into partnering discussions. |
Offerings Worksheet
Creating alignment between your value proposition, key differentiators, target audience, and offerings is essential to creating relevant and high-impact messaging and an efficient sales funnel. Under the best scenario, your offerings should be 100% aligned to the needs, interests, and wants of your target audience. Use this worksheet to revisit your offerings and how you communicate their value. |
Sales Stories Worksheet
Sales Stories paint memorable pictures of the value you create for your customers. For this exercise, you will complete the worksheet with a compelling customer story where your company clearly provided value. I recommend having each salesperson create their own stories and share them with the rest of the sales team in a sales meeting, giving the entire team sample stories they can use with their prospects. |
Webinars
Ebooks
Increase Revenue Now - Ebook
[One Perspective Shift To Increase Revenue Now] Where do you start when your company needs to boost revenue fast? Learn how we come into companies and find immediate revenue lifts by changing one important perspective—approaching the sales funnel using a bottom-to-top strategy. |