Tools you can run yourself, for owners and small sales teams. Each one is a download. Checkout happens on Payhip, which handles payment and sends the files.
A 2-page PDF.
Free
Write down what has to be true before a deal moves, so your forecast rests on facts. Page 1 is a worked example with six stages. Page 2 has blank boxes for your own, plus a 10-minute Friday check.
A free 2-page fillable PDF.
Free
Ten yes/no checks that show whether your pipeline can be trusted. Tick what is true today, count your score and write down your three biggest gaps.
A free 8-page white paper for small government contractors.
Free
Which opportunity-intelligence tool a small contractor should pay for, with checked prices, a break-even test, a weighted scorecard and a five-question decision tree.
A free 8-page field guide.
Free
What each color-team review checks, when it runs and who sits on it, plus a small-business version for sales proposals and marketing launches.
A free 6-page starter guide.
Free
What proposal management is, what the APMP credential proves, which level to start with, and a four-week plan to pass the entry exam.
A 17-page guide with five worksheets.
$29
Six habits, five worksheets and a 30-day plan to run a disciplined government bid process without a $2,000 training course.
The guide plus the working tools.
$59
The field guide plus an auto-scoring bid/no-bid and compliance matrix workbook, Word worksheets and 11 AI prompts for your proposal work.
10 prompts, one for each moment in a sales week.
Free
A taste of the full pack: before a call, discovery, after the call, CRM notes, pipeline review, pricing, objections, a stalled deal, outbound and your Friday summary. Each has a line on what to check before you use it.
50 prompts, one-time purchase.
$19
50 copy-and-paste prompts across 10 sales moments. Every prompt has a “use when” line and a “check before you use it” line, because Claude drafts and you decide.
A guide, two spreadsheets and a free Claude skill.
$24
A guide and a spreadsheet that find your ideal customer profile in your own closed deals, test it on 20 accounts, and put it on one page. Includes a free Claude skill that interviews you.
A 14-page fillable worksheet and an Excel companion.
$29
A 14-page fillable worksheet and an Excel companion that turn the way your team sells into 5 to 8 CRM stages, each with a buyer exit and a record that proves it.
A 17-page guide. Every step is labeled docs only.
$29
A 17-page guide to connecting Claude to your HubSpot CRM so you start with reading, add writing slowly, and keep a person in front of every change.
Sixteen Claude skills. They draft, you approve.
$39
Sixteen Claude skills for the routines in a sales week: call recaps, meeting prep, pipeline scans and the Friday rollup. They draft, you approve.
A free Claude skill. It interviews you, you approve.
Free
A free Claude skill that interviews you about your best customers and drafts an ideal customer profile one-pager for you to approve. It also comes inside the ICP discovery workbook.
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Want it set up and built around your own pipeline instead? That is what RevLathe does.