Free kits
Free kits that each finish one job.
Pick a CRM, find the leaks in your pipeline, switch CRMs, get a client live in 48 hours, then follow up, prospect, propose, quote and forecast. Each guide is on its page in full; the kit adds the spreadsheets and templates that do the work.
- kits
- 11
- files
- 29
Pipeline Toolkit
Every checklist, template and worksheet we publish, in one download.
- CRM Buyer's Scorecard XLSX
- Pipeline Audit Worksheet XLSX
- CRM Migration Kit PDF
- Agency Client Onboarding Kit PDF
- Cold Email Kit DOCX
- Follow-Up Email Pack DOCX
- Cold Call Script Kit DOCX
- Proposal Template Kit DOCX
- Quote Template Kit XLSX
- Sales Pipeline Tracker XLSX
- Sales Forecast Workbook XLSX
29 files in one download: PDF guides, working spreadsheets, Word templates and import-ready CSVs.
One problem each, solved completely.
Read the guide on the page, no email needed. Take the kit when you want the files that do the work for you.
- 01CRM Buyer's ScorecardPick the right CRM in one afternoon, priced at your team size.One afternoon, start to shortlist. 2 files: XLSX, PDF.
- 02Pipeline Audit WorksheetFind every leak in your pipeline in 30 minutes.30 minutes with your pipeline open. 2 files: XLSX, PDF.
- 03CRM Migration KitSwitch CRMs in a weekend without losing a single record.Read in 15 minutes. Run over a weekend. 6 files: PDF, XLSX, CSV.
- 04Agency Client Onboarding KitGet every new client live, branded and seeing leads in 48 hours.Read in 12 minutes. Reuse on every client. 3 files: PDF, DOCX, XLSX.
The day-to-day jobs, done for you.
Emails, scripts, proposals, quotes and the spreadsheets that track them. Every template is on its page, ready to copy; the kit has the Word and Excel files.
- 01Cold Email KitTen cold emails and a four-touch sequence that earn replies without tricks.Ten minutes to set up. One afternoon to write your first twenty. 3 files: DOCX, XLSX, PDF.
- 02Follow-Up Email PackAll 23 follow-up templates in Word, plus a planner that dates every follow-up for you.Five minutes to set up. Then paste, fill the brackets, send. 2 files: DOCX, XLSX.
- 03Cold Call Script KitOpen, qualify and book the meeting in a five-minute call, word for word.Ten minutes to learn. Print the card and dial. 3 files: DOCX, PDF, XLSX.
- 04Proposal Template KitA proposal your client can say yes to on the first read.An hour for your first proposal. Twenty minutes after that. 2 files: DOCX, PDF.
- 05Quote Template KitA professional quote with totals, discounts and tax worked out for you.Ten minutes to add your details. Two minutes per quote after that. 2 files: XLSX, DOCX.
- 06Sales Pipeline TrackerEvery deal, stage and next step on one sheet, with the weighted total worked out.Fifteen minutes to load your deals. Five minutes a week to keep it true. 2 files: XLSX, PDF.
- 07Sales Forecast WorkbookA forecast you can defend: weighted pipeline, run rate and a 12-month view in one workbook.Thirty minutes to set up with your numbers. Ten minutes a week after that. 2 files: XLSX, PDF.
Want your own numbers?
The audit grades how your CRM is run in two minutes. The calculator puts a dollar figure on slow follow-up.
Explore toolsOr let the CRM do it.
Follow-up, calling, proposals, quotes, the pipeline and the forecast all run inside AutomateNexus CRM, with Karrie and eight AI agents on every plan.