Free resources
Guides you can use on Monday
Practical guides, cheat sheets and templates for B2B teams with long sales cycles and big buying groups. Free to download: tell us who you are and the file is yours.
Guides
Long reads for the jobs that leak pipeline most: the buying group, a CRM move, RevOps, agents and tools. Written by Saksham Baliyan and Prakhar Prakash.
The buying panel field guide
Every seat in a B2B deal: who sits in it, what each one needs and how to measure whether you’ve reached them.
10 pages · 16-minute read · PDF, 0.4 MB
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Moving CRMs without losing your pipeline
How to carry accounts, buying groups, open deals and routing across a CRM switch, with a cutover checklist.
11 pages · 16-minute read · PDF, 0.4 MB
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Your first RevOps move: hire, partner or both
What a first hire really does in 90 days, when a partner fits better and how to avoid lock-in.
10 pages · 15-minute read · PDF, 0.4 MB
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Agents in account-based GTM
Which jobs AI agents do well at each stage, which decisions stay with a person and how to start small.
9 pages · 15-minute read · PDF, 0.4 MB
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Which GTM tools you need at each tier
8 tool categories, 3 tiers and the fixes that have to come before any purchase.
10 pages · 15-minute read · PDF, 0.4 MB
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Cheat sheets
The numbers and the method, on a page or two.
The account-based GTM metrics cheat sheet
8 definitions and 4 process-health numbers, each with its formula and where it lives in your CRM.
7 pages · 6-minute read · PDF, 0.4 MB
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The Hop Method on one page
5 steps, always in this order, that turn a target list into a reported coverage number.
1 page · 3-minute read · PDF, 0.1 MB
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Templates
Fill-in documents you can use straight away.
Choosing a GTM partner: RFP template and scoring sheet
A fill-in RFP and scorecard, so every firm answers the same questions and you compare them like for like.
Editable Word file · 20-minute read · Word, 9 KB
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