Free Resources

Practical templates for building a real sales engine.

Working tools. Not slide decks. Pulled from the same playbook used in SAILS engagements with B2B SaaS founders running velocity motions.

Excel Template · Free

Funnel Conversion KPI Tracker

A working Excel template to track funnel performance by channel. Plug in your monthly volume, connect rate, set rate, keep rate, opp rate, and close rate. Surfaces where your funnel actually breaks. Used as the diagnostic baseline in every SAILS engagement.

  • Channel-by-channel funnel math (outbound, inbound, referral, events, partner)
  • Auto-calculated conversion rates and per-channel pipeline value
  • Pipeline coverage and quota attainment tracker
  • Side-by-side comparison so you can see which channel is actually paying

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More resources on the way. Got a template you wish existed? Let me know.

Want help applying this to your business?

The Funnel KPI Tracker is the same diagnostic baseline I use on day one of every SAILS engagement. If you want a clear-eyed read on what your numbers actually say, book a 30-minute discovery call.

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