PDF · 23 KB
PreSales on one page (PDF poster)
The whole selling journey on one A3 page: your job, what you produce, one do and one don't per stage. English.
Templates and cheat sheets
Presales templates, cheat sheets and guides. Download them, adapt them to your deal, use them tomorrow.
The cheat sheets are free. No sign-up needed. The editable templates come with the course: €99 once, with every template update. Get it with the course
Every template also comes as Markdown. Paste it into your AI assistant and let it fill in the template for your deal.
Overview
PNG · 869 KBPreSales on one page (PNG image)
The same poster as a large image for slides, wikis and chat. English.
EXCALIDRAW · 245 KBPreSales end to end: the map (Excalidraw)
The whole presales job on one map. Every box links to its chapter, template or course lesson. Open it on excalidraw.com. English.
EXCALIDRAW · 246 KBPreSales end to end: the map (Excalidraw, German)
The same map in German, with links to the German pages. Open it on excalidraw.com.
Buying and selling journey
PDF · 1.0 MBPreSales Handbook cheat sheet
The whole handbook on two pages: the presales mindset, the sales cycle, discovery questions and how to run a demo.
Included with the coursePPTX · 2.7 MBBuying and selling journey
Both journeys side by side, stage by stage. Share it with your client to agree who does what.
PDF · 2.5 MBPreSales map
One page that shows where presales adds value across the whole go-to-market motion.
Discovery
PDF · 142 KBSales discovery cheat sheet
The questions and steps of a first discovery call on one printable page.
Included with the courseDOCX · 18 KBDiscovery invite email
A ready-to-edit email that sets the agenda and the goal of a discovery session.
Included with the coursePPTX · 2.7 MBDiscovery guidebook
A slide template to plan and run a functional and technical discovery workshop.
Included with the coursePPTX · 2.3 MBFunctional and technical discovery template
Capture critical business issues, problems, capabilities and value in one structured deck.
PDF · 111 KBFunctional and technical discovery cheat sheet
The discovery framework on one page, ready to keep next to you in the workshop.
Included with the coursePPTX · 2.4 MBDiscovery cheat sheet (editable)
The same cheat sheet as slides, so you can adapt it to your product and team.
Included with the coursePPTX · 3.1 MBOpportunity scoping document
Summarise what you learned in discovery and agree the scope before the demo.
Qualification
Included with the courseXLSX · 60 KBPre-BANT and BANT assessment
Score budget, authority, need and timeline before you invest presales time.
Included with the courseXLSX · 38 KBFunctional and technical qualification (FTQ)
A scoring sheet to decide if the deal is a technical fit before you commit the team.
Demo & Presentation
PDF · 94 KBDemo cheat sheet
Prepare, run and follow up a demo with Tell-Show-Tell. One printable page.
Included with the coursePPTX · 14.1 MBMaster demo deck
A clickable slide deck to structure your demo story from agenda to next steps.
Remote Work & Tools
PDF · 162 KBHome office cheat sheet
Light, sound and camera setup for remote demos on one page.
AI
Included with the courseDOCX · 2.4 MBAI guidebook for presales
How to use AI tools in discovery, demo prep, RFPs and follow-ups, with example prompts.
Included with the courseXLSX · 29 KBPrompting techniques library
A sortable list of prompting techniques with when to use each one.