Free Founder Sales Tools

Build before you hire. Start with the tools.

Practical worksheets, checklists and operating tools for B2B founders building a real sales system—before everything lives in someone's head, the CRM becomes a guessing game, or the first sales hire inherits a blank page.

Where Should I Start?

Start with the problem you're trying to solve.

You do not need all thirteen tools at once. Use the part of the library that matches where the business is today.

01 · BEFORE THE HIRE

“I'm getting ready to hire my first salesperson.”

Start with Sales Readiness, Commission Planning, your sales process and the onboarding tools. Build what the new hire needs before day one.

02 · BUILD THE ENGINE

“Sales works—but too much of it still lives in my head.”

Start with the ICP, Sales Process Builder, Pipeline Tracking and Sales Process Audit.

03 · IMPROVE EXECUTION

“We're selling, but deals and outreach aren't moving consistently.”

Start with Outreach, Objections, Weekly Pipeline Review, Customer Sources and the Dark Deal Follow-Up Kit.

01 · Prepare to Hire

Give the first salesperson something to inherit.

Hiring cannot fix a sales system that was never built. These tools help founders decide when to hire, what to pay and how to set that person up to succeed.

TOOL 01 Checklist

Pre-Hire Sales Readiness Checklist

Determine whether the business is actually ready for a salesperson.

Assess whether the process, demand, expectations and support structure are strong enough for someone else to take responsibility for selling.

Readiness signals before posting the role
Process gaps to address first
Questions founders should answer before hiring
TOOL 02 Worksheet

Commission Plan Builder

Build compensation with math you can explain to the candidate.

Work through base and variable pay, quota logic, gross-profit considerations and the first months of ramp before the offer is made.

Base and variable structure
Quota and ramp planning
Candidate-side reality check
TOOL 03 Plan

The First 90 Days With Your New Hire

Know what success should look like at 30, 60 and 90 days.

Create a structured progression from learning the business to learning the process to owning the process—so performance is evaluated against real expectations.

Before-day-one preparation
30 / 60 / 90-day milestones
Data-based month-three decision
TOOL 04 Onboarding

30-Day Onboarding Plan

Turn the first month into a working plan instead of orientation.

Use a week-by-week structure that gives the salesperson the knowledge, systems and outputs they need to start becoming productive.

What must be ready before day one
Weekly activities and outputs
Clear evidence of whether onboarding is working
02 · Build the Engine

Turn founder instinct into a sales system.

These tools help document who you sell to, how deals move and how the team decides what deserves time.

TOOL 05 Worksheet

Sales Process Builder

Document the sales process that currently lives in your head.

Build the path from lead source through outreach, discovery, proposal, objections, closing and follow-up.

Qualified-lead definition
Discovery and proposal structure
Closing and follow-up sequence
TOOL 06 Worksheet

Ideal Customer Profile Builder

Define who closes faster, stays longer and is actually worth pursuing.

Build an ICP based on real customers, buying situations, buyer roles and trigger events—not a description broad enough to include everyone.

Customer-pattern analysis
Firmographic and situational criteria
A usable ICP statement that excludes
TOOL 07 Audit

Sales Process Audit Checklist

Find out whether the sales process is strong enough for someone else to use.

Score the current process, expose weak spots and turn each weakness into a specific action rather than another vague sales concern.

Early-warning signs in the sales process
Readiness score
Specific next actions
TOOL 08 Template

Pipeline Tracking Template

Know the numbers before another person becomes responsible for them.

Work through deal size, sales-cycle length, conversion rates and the activity math behind the pipeline.

Average deal size
Sales-cycle and conversion analysis
Backward pipeline math
04 · Run the Pipeline

Make sales decisions from evidence instead of activity.

Once opportunities exist, the job becomes knowing what is real, what is stuck and where the best business actually comes from.

TOOL 12 Weekly Review

Weekly Pipeline Review Template

Run a pipeline meeting built around decisions—not status updates.

Separate genuine deal movement from activity, expose stalled opportunities and leave every review with explicit next actions.

Real movement versus motion
Stalled-deal review
Named actions, owners and dates
TOOL 13 Audit

Best Customer Sources Audit

Find where your best customers actually came from.

Trace your strongest customers back to the true source, identify concentration and decide where to deepen effort instead of spreading resources across every possible channel.

Best-customer source analysis
Channel concentration
Where to double down—and where to stop
How to Use the Library

Don't collect the tools. Use one.

The value of the library is not having thirteen worksheets in a folder. Pick the business decision that matters now, work the relevant tool, and use what it exposes to decide the next move.

01
Choose the current problem.

Hiring, process, pipeline, outreach, objections or onboarding.

02
Work the tool against your real company.

Use actual customers, opportunities, numbers and sales situations.

03
Act on what it reveals.

A useful tool should create a decision or operating change—not another document.

04
Know when the problem is bigger than the worksheet.

If the issue requires diagnosis, implementation or ongoing leadership, that is where Rice Revenue's paid work begins.

What if the tool exposes a bigger problem?

That is useful information. Rice Revenue can help diagnose the revenue engine, build the missing foundation or provide Fractional Sales Leadership when the company needs someone actively leading the work.

See How Rice Revenue Helps
Free Access

Get the full Founder Tools library.

Enter your email in the access form directly below this section and you'll be taken to the download library where you can choose the tools you need. New tools can be added to the collection as Rice Revenue releases them.

Keep your existing Squarespace email-access form directly below this section.