Sales Team ToolkitbyLinksley.com
Linksley.com Save to my LinksleyResearch the account, run the call, send the quote, close it.
Every rep bookmarks the same eight sites, separately
Research → outreach → call → close
Ask five reps where they check a company's headcount and you get five answers, three of which are out of date. A shared board makes the research routine the same for everyone, which is also what makes coaching possible — you can review a rep's process when there is one.
Research the account
Run it & close it
Who this is for
SDRs, account executives and sales managers
Research the same way every time and coaching becomes possible — you can review a rep's process when there is one. The pre-call checklist is the part to enforce.
Reach out
Before every first call
0/6
- Company researched — what they do, size, recent news
- The person researched — role, tenure, what they own
- Their current stack checked
- A hypothesis written down for why this might matter to them
- Agenda sent with the invite
- CRM record created before the call, not after
Made with Linksley
Your links could live on a page like this.
Boards are shared bookmarks with real permissions — for a team, a family, or a page you publish like this one. Free on one board, no card.