Resource Library

Playbooks we actually use on engagements.

No 40-page fluff PDFs. These are the working documents from real audits, with client names scrubbed out. Two are ungated because we like you.

The Outbound Math Cheat Sheet

Ungated · 6 pages · PDF

The formulas behind reply-rate targets, list decay and touches-per-opportunity. Print it, tape it to a monitor, argue with us about it on LinkedIn.

Download free

Stage Hygiene Checklist

Ungated · 4 pages · PDF

Twenty-two questions to ask every deal stage before you trust a single dashboard. Includes our (mildly controversial) minimum-evidence rules per stage.

Download free

The Forecast Credibility Scorecard

Email required · 11 pages · PDF

The scorecard we run before every audit: how to test whether your forecast has signal or just optimism. Used by 1,900+ revenue leaders, or at least downloaded by them.

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From the notebook

Short articles, published whenever the notebook gets too full (roughly monthly, occasionally twice in one week, never on a predictable schedule).

ArticlePublishedRead time
Cold email deliverability: the boring checklist that fixed a 1.1% reply rateOct 20266 min
Your CRM is not a diarySept 20267 min
Why we stopped quoting win ratesJune 20265 min
The 60-day forecast journal (an experiment that half worked)March 20269 min

The two newest articles are here in full; the older ones live in the newsletter archive — reply to any email we’ve ever sent you and we’ll send the text back, no gatekeeping. All notebook entries →