A collection of free downloadable resources to support sales, business development, and customer planning. All files are free to use for personal and professional development purposes.
Sales Tools and Templates
- Sales Funnel Process Diagram (PDF) — Visual reference for the classic sales funnel.
- Sales Development Model (PDF) — Process model for building a structured sales pipeline.
- Customer/Prospect Priority Matrix (PDF) · working version (XLS) — Prioritisation tool for sales and account planning.
- Monthly Sales Report Template (PDF) · working version (XLS) — Standard monthly reporting layout.
- Trading Summary / P&L Template (PDF) · working version (XLS) — Profit-and-loss planning template for small-business plans.
Sales Research and E-books
- Trainique Sales Success Factors Research (PDF) — Research report on what differentiates high-performing sales people.
- Unleash the Power of Consultative Selling — e-book (PDF) — Full e-book on consultative selling principles.
- Buying Facilitation® — Sample Chapters (PDF) — Three sample chapters from Sharon Drew Morgen’s book.
- Business Survival and Prosperity Guaranteed — Paul Hurst (PDF) — Free e-book.
- The Game of Business — Paul Gorman (PDF) — Free e-book.
Reflective Practice
- Reflective Diary Template — Sharon Drew Morgen edition (PDF) · editable Word version (DOC) — Reflective journalling tool for sales and business development practitioners.
See Also
- Free Leadership Resources Index — Site-wide hub of all downloadable resources.
- Business Development course — Articles, models, and theory.