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Tools and media

Tools, templates, in-depth guides, podcasts, and videos to help you grow your CX knowledge and build better customer relationships.


Latest stories

Article
2 min read

LinkSquares’ $161M growth strategy with Vishal Sunak

Vishal Sunak, Founder of LinkSquares, shares his journey of building software for legal teams on this episode of the Sit Down Startup podcast.

Article
3 min read

The road to becoming one of the biggest marketing automation companies with a $100M+ exit with David Cummings, co-founder of Pardot

Cummings shares personal stories of startup challenges on this episode of the Sit Down Startup podcast.

Article
1 min read

Building a successful startup with Elliot Shmukler, co-founder of Anomalo and former Chief Growth Officer at Instacart

Creating your own business isn’t for the faint of heart. Just ask Elliot Shmukler, co-founder of…

Article
3 min read

Going from $0 to $100M ARR in just 18 months with Wiz co-founder Ami Luttwak

A "wiz" indeed, Luttwak discusses how to find success with customers during tough times.

Article
9 min read

How to calculate profit margin: Calculator, formulas, and examples

Arm your business with the tools you need to boost your income with our interactive profit margin calculator and guide.

Article
9 min read

Value chain: Definition, examples, and guide

The value chain gives you the tools to maximize your company’s value and profit margin by evaluating all business activities.

Article
18 min read

10 steps to building an effective go-to-market (GTM) strategy

Learn how to use a go-to-market strategy to turn your product concepts into tangible offerings—without chaos or confusion.

Article
10 min read

How to build a sales playbook framework (+ a free template)

Creating a sales playbook will streamline your sales process and solidify your branding in each customer interaction.

Article
10 min read

30-60-90 day sales plan for managers, reps, and sales territories

Establish credibility and confidence with a clear 30-60-90 day sales plan.

Article
10 min read

Creating a sell sheet: Sell sheet examples, template, and design

A sell sheet can pitch your product to hundreds of prospects at the touch of a button—if it’s designed well. Here’s how to create one that gets results.

Article
9 min read

How to write a sales plan: Types, template, and tips

A sales plan helps you outline sales strategies and goals, identify resources, and set a budget so you can pack your pipeline with high-quality leads.

Article
23 min read

Cold calling scripts: 14 examples, templates, and tips

Cold calling scripts can help you get more leads and reach sales goals. Get tips on how to write effective scripts, and start crafting your own with our free templates that actually work.

Article
13 min read

What is a sales funnel? Strategies on how to create one (+ examples and templates)

A sales funnel is critical for understanding the path to purchase. Learn how it works and how to build one so you can increase conversions.

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