Talk through a workflow

Free tools & worksheets - Make progress before we talk.

Choose a task, inspect a sample, and keep a useful output. No signup or sales call is required.

Prepare quotes and orders

For inside sales and customer service

RFQ Review Kit

Prepare an incomplete request for review and ask useful clarification questions.

Bring
Start with the sample RFQ, then use the downloaded workbook for your customer requests.
Keep
An editable Excel workbook, a review table, and a clarification draft.
Put it to work
Keep missing details and customer questions together as your team prepares the quote.
Use the RFQ Review Kit →
See the RFQ example

For sales managers and account teams

Quote-follow-up worksheet

Give each open quote an owner and next action.

Bring
Your open quote list, reviewed in your own approved workspace.
Keep
An editable CSV follow-up list for your team.
Put it to work
Run a regular quote review and give every follow-up a date and owner.
Download Quote-follow-up worksheet ↓

For inside-sales and operations leaders

Order-entry baseline

Measure preparation, review, and rework before making a change.

Bring
A small set of observed orders and time measurements recorded offline.
Keep
An editable CSV observation sheet.
Put it to work
Compare preparation, review, and rework time before and after a process change.
Download Order-entry baseline ↓

Review pricing

For pricing managers and controllers

Missed Price Checker

Check whether approved customer prices reached invoices.

Bring
Try the sample, or bring invoice CSVs and approved customer price records into the tool.
Keep
Line-level differences, missing evidence, and a review brief.
Put it to work
Give your pricing reviewer the invoice, applicable price, and difference together to confirm each exception.
Open Missed Price Checker →

Works locally in your browser. Download a copy to use offline.

Pricing example

Choose where to improve

For presidents and operations leaders

Fix-First Planner

Compare capacity improvements across one order-to-shipment workflow.

Bring
Start with the example, then add your demand, capacity, and observed output for each step.
Keep
A scenario comparison and a decision brief with an evidence-gathering plan.
Put it to work
See which change raises the flow’s capacity and which one leaves the bottleneck in place.
Open Fix-First Planner →

Works locally in your browser. Download a copy to use offline.

For owners and the people doing the work

Where should we focus?

Trace a result back to the workflow and plan a small test.

Bring
A business outcome, observations from the team, and examples of real work reviewed offline.
Keep
An editable Excel evidence-gathering plan.
Put it to work
Plan a small experiment with an owner, a baseline, and a result to measure.
Download Where should we focus? ↓
How to use the worksheet