Tools you can use before you ever book a call.
Templates, calculators, and guides pulled directly from consulting and training engagements — free to download, no email required. A few longer guides are still in progress.
Templates, calculators & guides
Every download is a real, ready-to-use file — no signup wall.
Sales KPI Dashboard
Track pipeline, conversion, and rep performance against target in one sheet.
Download freeInventory Reorder Calculator
Calculate reorder points and safety stock from your own demand data.
Download freeSales Conversion Calculator
Model how small changes in conversion rate move total revenue.
Download freeWarehouse Efficiency Checklist
A 30-point audit checklist for layout, picking, and stock accuracy.
Download freeThe First 90 Days of Sales Leadership
A short guide to diagnosing a sales team before changing anything.
Coming SoonBuilding a Distribution Network from Scratch
The core decisions to get right before signing your first distributor.
Coming SoonThe Diagnose–Design–Implement–Measure Framework
The same 4-stage framework used in every consulting engagement, explained.
Coming SoonQuarterly Business Planner
A one-page planning template for setting and tracking quarterly targets.
Download freeWhy Regional Distribution Fails in Emerging Markets
A short white paper on the most common distribution mistakes and fixes.
Coming SoonLeading Teams Across Multiple Regions
A short e-book on managing performance consistency across distant teams.
Coming SoonKPI Design Worksheet
A step-by-step worksheet for building KPIs that actually predict outcomes.
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