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Helpful Tools to Tackle Sales Challenges

Below are a few practical tools I’ve developed and refined over the years to help industrial B2B sales professionals and leaders manage their time, organize information, and think strategically. Each one is easy to use and designed to support better planning, decision-making, and execution in the field or at the office.

Expense Report Template

A clean, user-friendly Excel template to track and organize expenses efficiently. Designed for simplicity, clarity, and timely reporting.

SWOT Analysis Template

SWOT: Strengths, Weaknesses, Opportunities & Threats.  A pragmatic, interactive Excel form designed to help you assess internal and external factors for nearly any business situation.

​Time Management - Only 6 Months To Make Rain!

Use this calculator to see how many days are truly available for customer-facing activity.

If you’re navigating change or looking to improve sales performance, I’d welcome a brief conversation to explore how I can help

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