Tools & templates
Templates you can run tomorrow.
Free sales templates, scorecards and cheat sheets to put Deal Management to work in your next deal review: the same tools from the book, built to be used, not admired.
10 RESOURCES · FREE · ONE FORM UNLOCKS THEM ALL
See every template in action in the free MEDDPICC Master Class.
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Template · Google SheetMutual Action Plan Template
Map the real path from interest to signature with your buyer: both lanes, every step, an owner and a date.
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Template · Google Doc + Google SlidesBusiness Case Template
A portable business case built to travel internally without you in the room, as a document and as slides.
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Template · Google DocPRFAQ Template
A future-dated press release and FAQ that makes the change feel real enough for executives to back.
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Cheat Sheet · Printable imageMEDDPICC Color Coding Cheat Sheet
A one-page rubric for grading every MEDDPICC element red, yellow or green on evidence.
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Guide · PDFMEDDPICC Discovery Guide
The discovery questions for every MEDDPICC element, printable and call-ready.
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Template · Excel (opens in Google Sheets)NewStakeholder Map Template
Map every stakeholder's seat and behavior, see which gates are still locked, and test your champion.
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Template · Excel (opens in Google Sheets)NewMEDDPICC Scorecard
Grade every MEDDPICC element on evidence, see what done looks like, and check whether a deal has earned commit.
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Cheat Sheet · PDF (one page)NewSales Stage Cheat Sheet
The color every deal criterion should reach before a deal leaves each stage, on one printable page.
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Checklist · PDF (six pages)NewDeal Criteria Checklists
One page per deal criterion: what green looks like, red flags, the three questions to ask this week, and the color standard.
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Checklist · PDF (one page)NewForecast Commit Checklist
What pipeline, upside and commit must prove, and the eight things to confirm before you commit a deal.
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"Deals don't die in one big moment. They die in the small moments you missed."
David Weiss, Deal Management