Free Tools & Templates

Presales resources you can use today

Every resource maps to a chapter in Modern Presales. Download the frameworks, templates, and checklists that working SEs actually use — no fluff, no vendor pitches.

PDFFramework

VERTEX Quick Reference Card

One-page visual summary of the VERTEX framework. Keep it on your desk or pin it to your wall — six elements, key questions, and outputs at a glance.

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PDFDiscovery

Discovery Sprint Question Bank

50+ categorized discovery questions organized by stakeholder role and deal stage. Stop winging discovery calls and start uncovering what actually drives decisions.

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DOCXPOV/POC

POV Proposal Template

Fill-in-the-blank proof-of-value agreement structure. Define success criteria, timelines, and stakeholder commitments before a single line of config is touched.

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XLSXValue Engineering

Business Case Builder Worksheet

Simple ROI model with instruction notes. Translate technical outcomes into financial language that finance and operations teams will actually approve.

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PDFDemos

Demo Prep Checklist

One-page pre-demo preparation guide. Cover environment readiness, audience mapping, narrative arc, and fallback plans so nothing is left to chance.

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PDFPartnerships

SE-AE Deal Alignment Template

Framework for structuring the presales-sales partnership on every deal. Clarify who owns what, when to engage, and how to avoid the most common partnership breakdowns.

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DOCXPost-Sale

Customer Success Handoff Package

Template for structured post-sale transitions. Capture technical decisions, stakeholder context, and open items so nothing gets lost between presales and delivery.

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PDFCareer

Presales Career Roadmap

Visual career ladder from individual contributor to VP with skill benchmarks at every level. Know exactly what to develop and when to make your next move.

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