Free resources

Free tools and short reads, depending on where you are.

The Shakedown

Is your sales forecast real?

A health score for every deal, the gap between what was called and what the data supports, and the questions to ask each rep. Book 30 minutes and we run it together on screen, or have your team upload the export themselves. Free, and the file never leaves your browser.

Margin Leak Benchmark

Where growing companies quietly overpay.

Eight leaks, each with a published benchmark and one question to ask your team, plus a scorecard to count your own. Four pages.

Exit Value Brief

Planning to sell in the next few years?

What a recurring saving is worth at sale, what buyers credit and discount, and a 24 month timeline. Two pages.

Managing the Behaviors

Is your forecast built on behaviors?

A free field guide for sales leaders. Twenty behaviors that predict revenue, one number to watch for each, and a way to coach them every week.

When the leak is margin, not sales

Revenue is up and profit is not? Start with a free Profit Snapshot.

We run your numbers live in 45 minutes using last year's financials and show the three biggest profit opportunities on one page, with every assumption showing.

If an assumption looks wrong to you, say so. That is the point of putting it on the page.

Sample Profit SnapshotIllustrative
$5.0MAnnual revenue
15%Margin today
+$500KAt 25% margin
ScenarioMarginProfitChange
Today15%$750Kn/a
Step up20%$1.00M+$250K
Target25%$1.25M+$500K

Scenario model, not a forecast. Example figures only.