Sales Starter Kit — Sell more without a CRM · 5 tools for small businesses (2026)

You don't need an expensive CRM to sell in a structured way — you need a system.Documents (Word): Sales Strategy Workbook — ICP, value proposition, channel choices, and the calculation that turns your revenue goal into weekly activities, plus a 90-day plan Sales Playbook — ready-made scripts for cold email, follow-ups, phone and meetings, with objection handling in a low-pressure tone that builds trust Proposal Template — the structure that gets proposals accepted Trackers (Excel — also work in Google Sheets): Sales Tracker — your pipeline without a CRM: status dropdowns, automatic weighted pipeline value, dashboard with win rate and chart, red flags on overdue follow-ups Activity Tracker — weekly targets with green highlighting when you hit them, and automatic conversion rates (call → meeting → proposal → sale) Instant download. Blue numbers = fill in; everything else calculates automatically.

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