Ebooks & Guides

Exclusive research of the challenges women in revenue leadership face and the strategies for aspiring leaders to succeed in male-dominated industry.

A quick-reference guide to identifying automation opportunities in sales. Streamline lead scoring, follow-ups, scheduling, proposals, and onboarding to boost efficiency and close deals faster.

Discover efficient follow-up tactics to keep your pipeline moving, including value-added touchpoints, multithreading, and more.

Get actionable tips & learn from the best in business on how to eliminate bottlenecks, streamline processes, and get rid of tedious admin work.

Use this checklist to apply the MEDDIC framework, ask the right questions, and qualify deals more effectively.

Unlock the secret to smarter prospecting with the Strategic Account Prospecting Cheat Sheet by Matthew Putnam.

​Join us for a fireside chat on why “Time to Value” alone isn’t enough to create a memorable onboarding experience.

Explore the most prominent sales and CS trends, according to the 100 leading revenue voices on LinkedIn, to prepare for what comes next.

Is your team struggling with scattered playbooks and inconsistent execution? Join revenue experts for a practical guide on how automation brings clarity, consistency, and scale to your Sales and Customer Success operations.

Unlock the secrets to flawless customer onboarding with our Client Onboarding Manager Cheat Sheet! Designed for onboarding professionals, this in-depth resource offers everything you need to elevate your onboarding processes and create lasting client relationships.

Master the art of buyer engagement at every stage of the journey. ​Join us for a hands-on masterclass where Alper Yurder, CRO & Co-Founder at Flowla, and Vlad Oleksiienko, VP of Growth at Reply.io, will share proven tactics and best practices that drive results.

Your practical cheatsheet for building a winning Customer Success plan with tips to ensure fast product adoption, higher customer retention, and loyalty.

This cheat sheet provides concise, actionable steps to enhance your onboarding processes and deliver tangible value from the start.

Get essential tips and best practices to create a dynamic virtual sales environment to streamline your sales process and close deals faster.

Reengage stagnant opportunities and avoid ghosting with our follow-up cheatsheet. Discover practical tips to reconnect with prospects and maintain momentum in your sales efforts.

Having a structured kickoff meeting flow ensures that all important topics are covered without the call dragging on unnecessarily. Create your own agenda based on this template by Nir Kalish.

Discover data-backed insights into buyer-seller relationships to build an effective B2B sales strategy for the modern world.

Copy and customize this simple agenda template to run productive revenue team catch-ups, stay organized, and drive revenue growth.

Join our CRO Alper as he discusses the common pitfalls salespeople make and best practices to match buyer expectations with our guests: Christina Brady, Hannah Ajikawo, and Lisa Travnik.

The ultimate resource for attracting and retaining your first clients, featuring best practices, specific steps, and trusted tools.

Actionable tips, effective email openers, and examples of what to avoid in your cold outreach to book more meetings.

Unlock your full potential as a Head of Sales with this comprehensive checklist designed for B2B SaaS startups.

Using urgency as the tool of choice in the fast moving world of sales has the potential to sell a product and to create actions. Check out these 10 strategies are of big help for that purpose because they are very powerful.

Step-by-step process featuring sales discovery questions you can steal and adapt to help you prepare for and conduct an effective sales call.

Step-by-step checklist to make the transition from sales to customer success as easy and frictionless as possible.

Practical guide for customer handoff, onboarding, and continuous success with best practices, proven templates, and expert tips.

Explore the most prominent sales and CS trends of 2023 from top 100 leading revenue leadership voices on LinkedIn to adjust your tactics for what's next.

Discover how growing B2B companies onboard their new customers and learn from the challenges they face to gear up for success in 2024.

Join our CEO Erdem as he discusses industry trends, challenges, and best practices with Cinthia Silva, Nir Kalish, and Saahil Karkera.