Tools and templates

Practical artefacts you can copy, adapt, and run on your own deals. Short, structured, and grounded in the methodology covered across the editorial. Free to use; attribution appreciated.

Frameworks

  • MEDDPICC qualification template

    A fillable structure for qualifying any UK B2B deal against the eight MEDDPICC axes. Use in deal reviews, pre-call planning, and stage-3+ qualification audits.

  • Deal walkthrough template

    The six-section format for a structured deal walkthrough: situation, stakeholder map, MEDDPICC walkthrough, crisis points, save / loss, lessons and asks.

  • 30/60/90 plan template for new AEs

    The standard onboarding plan for new AEs in UK SaaS: fluency by day 30, independent execution by day 60, ramp to attainment by day 90.

  • Sales hiring scorecard template

    A five-section scorecard (mission, outcomes, competencies, behavioural anchors, disqualifiers) you can copy and adapt for any UK B2B sales role.

  • 5-7 touch outbound sequence template

    The 2026-vintage UK B2B outbound cadence: LinkedIn-first, multi-channel, 5-7 touches over 14-21 days, with break-up email. Includes copy templates compliant with PECR regulation 22.

Checklists

  • CAIQ response guide

    How to pre-build a CAIQ-format response template that compresses enterprise security review from 4-8 weeks to 2-3 weeks.

  • ESG vendor pack checklist

    The five artefacts UK enterprise procurement increasingly requires: modern-slavery statement, sustainability position, Scope 1+2 emissions, Scope 3 plan, ESG rating.

Calculators

  • Pipeline coverage calculatorInteractive

    Compute the coverage ratio your team actually needs from your historical close rate. The 3x heuristic is rarely right; this calculates the real number.

Interview scripts

Compensation

  • Quota design worksheet

    Top-down and bottom-up quota math reconciled in a single worksheet. Productivity-adjusted; coverage-checked; against-band-flagged.