Resources

Playbooks, templates, tools, and strategy guides designed to help you diagnose friction, remove it, and add meaningful force to your sales, marketing, and service engine.

[Case Study - Automotive] How a CRM Strategy Turned Visibility Into Action For A Local Dealership
[Case Study - Automotive] How a CRM Strategy Turned Visibility Into Action For A Local Dealership

Most automotive teams don’t lack leads;  they lack visibility and consistent execution. Leads fall through the cracks during follow-up, qualification, handoffs, and reporting. Without clear processes and accurate data, managers can’t see where deals stall, sales rely on guesswork, and HubSpot is underused.

[Case Study] Massy Stores Multi-channel
[Case Study - Retail] How Massy Stores Uses CRM Strategy to Stay Engaged with Consumers.

This article breaks down how Massy Stores uses CRM strategy to move beyond transactions and build ongoing consumer engagement. 

Sales Conversion Numbers
Why Sales Teams Work Hard, Spend More, and Still Miss the Number

This article explores why effort and activity don’t always translate into results, and how hidden process gaps, poor visibility, and misaligned systems quietly undermine sales performance.

Sales Numbers Calculator
[Tool] Sales Numbers Calculator

A practical calculator to help you understand how your sales activity, conversion rates, and deal sizes impact revenue, and where performance breaks down.

An interactive lead flow and revenue leakage calculator showing how leads drop off at each sales stage, with conversion rates, expected revenue, and estimated revenue lost.
[Tool] Lead Revenue Diagnostic

Identify where revenue is leaking across your funnel. This diagnostic helps you translate lead flow, conversion gaps, and deal value into clear visibility on what’s holding growth back—and where to focus first.

[Case Study - Automotive] Helping Marcus Clean pipeline
[Case Study] 5 Key Lessons From Helping Marcus Clean Up His Pipeline

Five practical lessons from helping an automotive sales rep clean up his pipeline, improve visibility, and focus on the deals that actually close.

7 Questions Automotive Sales Reps Should Ask
7 Questions Automotive Sales Reps Should Ask

Before presenting specs or pricing, discovery must come first. These seven questions help automotive sales reps improve qualification, uncover buying motives, and prevent costly lost deals.