Tools & Templates

Free Tools that Help You Win - Each tool below is designed to help you sharpen your skills in sales, leadership, and communication. No fluff, just actionable resources.

Professional Sales Field Manual: Negotiation Excerpt

A practical excerpt from the PSA Manual focused on how to negotiate effectively in the field.

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Last Year Sales Recap + Next Year Planning

Use this framework to evaluate performance and create clear, achievable goals for the year ahead.

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360 Sales Assessment

A quick, online self-assessment to gauge your strengths and opportunities across the sales process.

Start the 360 Sales Assessment

Featured Tools

The GAPP Model

A visual framework that helps sales leaders have better conversations with team members who are underperforming.

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The Sales Performance Box Score

Track and review your individual sales performance weekly—just like a ballplayer would.

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Weekly Game Plan 1-Pager

One simple page to help organize your week and track your progress with clarity.

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The D.A.M. Problem with Salespeople

A visual, practical tool to help identify three common problems in sales organizations and how to address them.

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🎯 Download the Free Tool Bundle

Get 6 powerful tools to sharpen your sales skills, boost productivity, and lead with confidence — straight to your inbox.

All Tools

  • Professional Sales Field Manual :: Negotiation Excerpt – ⇣ Download

  • Brier Score Spreadsheet – ⇣ Download

  • PSA Hispanic Name Pronunciations – ⇣ Download

  • Professional Sales Field Manual :: Negotiation Chapter 1 PDF – ⇣ Download

  • OSR Academy Launch :: Feel-Know-Do Next Framework PDF – ⇣ Download

  • OSR Academy Launch :: Case Study - What’s the Key to TKG PDF – ⇣ Download

  • OSR Academy Launch :: Pain Quantification PDF – ⇣ Download

  • OSR Academy Launch :: Pain Quantification Voicemail – ⇣ Download

  • The Sales Performance Box Score – ⇣ Download