Templates · real downloads
Structure you can adopt right away.
Ten work templates as Markdown or CSV files: for pipeline, deal reviews, cash flow, automation, metrics, benchmarks, bottleneck diagnosis, expert conversations, project kick-offs and project stories.
All files are complete: Markdown (.md) for text and agenda templates, CSV (semicolon-separated, UTF-8) for tables. They open in any text editor or in Excel, Numbers, or LibreOffice. No login, no newsletter requirement.
Ten templates
Download, fill in, use.
Every template belongs to a work aid that explains how to use it. The link to the instructions is next to each file.
Pipeline audit worksheet
.csvReview deal by deal: minimum data, last customer response, next step with date and owner, decision in the review.
Weekly deal review agenda
.md30-minute agenda with time blocks, rules, escalation criteria and a minutes template – as Markdown for any note-taking tool.
Cash Flow Cockpit
.csvFour-week template with opening balance, incoming payments, outgoing payments, closing balance and all line item fields.
Automation brief
.mdOne-page description of a pilot: task, selection criteria, permissions, test set, approval, monitoring, costs, stop criteria.
KPI definition sheet
.csvBlank sheet for metric, type, numerator, denominator, period, segment, source, data quality and owner.
Benchmark capture sheet
.csvCapture your own reference values in a structured way with metric, cohort, period, segment, data quality and comparability.
Bottleneck diagnosis worksheet
.csvRecord sales stages, volumes, rates and observations to narrow down the current bottleneck in a traceable way.
Conversation guide for expert exchange
.mdPrepare the context, decision, options, available data and one concrete question for a focused exchange.
Kick-off checklist
.mdRecord the goal, roles, access, working rhythm, decisions and handovers for a shared project kick-off.
Template for project stories
.mdDocument the starting point, decision, implementation, observation, limits and next attempt of a project story.
Conversation
Don't want to sort it out alone? An initial consultation clarifies which lever to pull first for you.
