Templates
Sales templates to copy: the 1:1, the weekly report and the leaderboard
Copy them or download them, with no sign-up.
Track the week
Calls, conversations, meetings, proposals and deals for each day, next to the week's targets, with totals and rates.
One row per call with the outcome, what they said and the next step, plus the day's count at the bottom.
The one page each rep sends each week: activity against target, deals, what moved, what's stuck and what they need from you.
Points for calls, meetings and proposals, a rank for everyone, and a line for each rep who hit their own target.
Seven dashboard examples, each with the question it answers and the numbers it needs, plus a one-page template.
A time-blocked day with the calls first, and a weekly schedule that gives each day its own list.
Coach and hire
A 30-minute 1:1 agenda: the rep's numbers first, then one stuck deal, one skill and one promise for next week.
Weekly numbers for calls, meetings, proposals and deals, the help you'll give, a check-in each week and an outcome agreed at the start.
Seven questions a rep answers each week: how it felt, the numbers, what worked, what got in the way and one change.
Ten questions with what to listen for, a ten-minute role-play, red flags and a scorecard out of 50.
Sales rep and sales manager job descriptions with the week in numbers, how the pay works and the first 90 days.
Ten questions for the leader doing the hiring, what to listen for, a scorecard out of 50 and what MAS requires first.
Plan and pay
The year's number, where it comes from and the calls and meetings each week needs, with a line for every month.
A new rep's first 90 days: what they'll learn, weekly calls and meetings, and a yes-or-no question at each checkpoint.
Sales goals by type and by role, a one-line template to write your own, and a worked example from the quarter's number to weekly calls.
One page per account: what they buy, who matters, the open deals, the risks and every next step with a name and a date.
One sheet for one month: open deals weighted by your own stage chances, plus what's won, against the target.
One row per deal with the value, rate and commission, marked owed, paid or clawed back. The Excel file adds it up.
The rates, what counts, when it's paid and clawbacks on one page, with a worked example and Singapore's pay rules from MOM.
What to say
An opener, two questions, the ask, five brush-off answers, a gatekeeper line and a voicemail, with a box for the Do Not Call check.
Four fill-in lines for a 30-second sales pitch, five examples by situation, and a check to score yours.
Seven voicemail scripts by situation, each under 20 seconds, with your number twice and the day to try again.
Twenty prompts to copy into an AI tool, for call prep, first messages, practice and reading your own week.
Stop rebuilding the week by hand.
30 minutes. You choose the day and the time.
30 minutes. You choose the day and the time.