Free Resources: All 2017-04-25T15:01:56+00:00

Use these free sales training resources to bring your team to the next level.

Criteria for Success is committed to helping you find sales success. We’ve developed these free sales training resources to build your selling skills, grow your team, and improve your processes.

Below is our complete list of free resources.


Sales Training Topics Checklist

Sales Training Topics Checklist

Are you offering your salespeople and sales managers comprehensive sales training?

Do you want to know if your team is prospecting, selling, and working together properly? Or how about your managers? Do they know how to coach and keep others accountable?

Salespeople and sales managers have endless opportunities. Unfortunately, they don’t always have the right skills to be effective. That’s where the Sales Training Topics Checklist comes in. Download your copy today to assess where your current sales efforts are and get your team on the path to success!

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Building Relationships for Success: How to Build Strong Relationships for Success in Life and Work [and How Your CRM Can Help]

Building Relationships for Success in Life and Work

Building relationships is important, but it’s not always easy. From awkward conversations to difficulty engaging, there’s a lot to maneuver and a lot that can go wrong!

That’s where Building Relationships for Success comes in. This free eBook details how to build and maintain strong relationships–both in life and at work.

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Building a Sales Process for Repeatable Success

Building a Sales Process for Repeatable Success

Does your sales team function like a group of mavericks? Do your newly hired sales reps seem confused about what they should be doing? Are you finding disconnects between sales and other key departments like marketing and operations? If so, you might have a problem with your sales process.

Building a sales process might seem tough, but it doesn’t need to be. In this guide you’ll discover a simple 9 step process to build your sales process, measure its effectiveness, and best practices for reviewing and revising your process over time.

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How to Develop a Healthy Sales Culture

How to Develop a Healthy Sales Culture

If you are a CEO, VP of Sales, or a Sales Manager, developing a healthy sales culture is of utmost importance. In fact, we’d argue that it is the MOST important part of your business. Why? Because people are the most important asset that your company has.

Ready to make your company the BEST place to work? In this guide you’ll discover the 8 steps you’ll need to develop a healthy sales culture in your organization.

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Sales Onboarding Process: How to Ensure Your New Hires Hit the Ground Running

Sales Onboarding Process: How to Ensure Your New Hires Hit the Ground Running

If you’re hiring, the last thing you want is to go through the effort of recruiting, screening, interviewing, and hiring someone, then see them leave in the first few months.

This guide provides you with a simple onboarding process that ensures your new hires hit the ground running.

It’s targeted toward onboarding salespeople, though the principles are applicable to any new hires. Now, let’s get to hiring!

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Sales Management Planning: Sales & Sales Management Checklists to Transform the Way You Work

Sales Management Planning: Sales & Sales Management Checklists to Transform the Way You Work

Selling isn’t as simple as just selling. Well, not if we want to be excellent at selling, that is!

If you’re a sales manager or salesperson and want to transform the way you work, it’s time to get planning! This free eBook includes checklists for both sales managers and salespeople that were designed to help manage your sales activities and goals.

The checklists are separated by daily/as-needed, weekly, monthly, quarterly, and annually to ensure that all bases are covered. Now, let’s get to planning!

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32 Sales Email Templates for Better Prospecting, More Closed Deals, and Stronger Relationships

32 Sales Email Templates for Better Prospecting, More Closed Deals, and Stronger Relationships

Are you a sales manager looking for ways to improve your teams prospecting skills and closing ratios? Or are you a salesperson looking for more effective prospecting ideas and and ways to close deals faster?

We’ve got just what you’re looking for!

This guide contains 32 sales email templates to help your entire team prosper. In it you’ll find sales email templates for better prospecting, more closed deals, and stronger relationships.

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The CFS Change Management Process. How Sales Training Programs, CRM Rollouts, and Sales PlayBook Implementations Fail–and How You Can Prevent It

Change Management Process eBook

Are you a sales manager, VP, or CEO struggling with change management?

Are you wondering how to successfully turn around your sales department and implement real change that actually sticks?

This guide outlines how sales training programs, CRM rollouts, and sales playbook implementations can fail–and how you can prevent it.

Grab your copy to get a change management process in place today!

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The CFS Guide on Choosing the Right Sales Training Partner

Free Sales Training Resource: Choosing the Right Sales Training Partner

Are you considering sales training? Wondering what benefits sales training will offer to your team?

Curious about what to look for when searching for the right sales trainer or sales training partner?

This free eBook details not only what to look for when hiring a sales trainer or sales training organization–but it also helps you determine sales growth opportunities. Check it out!

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The CFS Guide on Discovering High Performance with DEAL

Free Sales Training Resource: Discovering High Performance with DEAL

As a sales leader, you’ve likely applied many great sales strategies to grow your company and increase your team’s performance. There’s SPIN Selling, Target Account Selling, MEDDIC, The Challenger Sale, Command of the Sale, Solution Selling, and others.

Now, we’d like to introduce you to DEAL.

Download this free eBook today and discover the power of DEAL!

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The CFS Guide on How to Build a Winning Sales Team

Free Sales Training Resources: The CFS Guide on How to Build a Winning Sales Team

Looking to build a winning sales team? You’ve likely discovered that it takes more than a few winning salespeople to create a winning sales team. We understand that it’s difficult. We also believe we’ve discovered the key to success when it comes to building a sales team that wins consistently.

But hey, don’t take our word for it–download this eBook and discover it for yourself!

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The CFS Guide on How to Create & Give a Killer Sales Presentation. A Guide for Salespeople & Sales Managers on Creating Sales Presentations that Close Deals and Add Value to Prospects’ Lives

The CFS Guide on How to Create & Give a Killer Sales Presentation: A Guide for Salespeople & Sales Managers on Creating Sales Presentations that Close Deals and Add Value to Prospects' Lives

You’ve finally done it! You scheduled a BIG sales presentation with the perfect prospect. Now it’s time to put together a presentation that will take the relationship to the next level.

This resource was designed for salespeople and sales manages to create and give sales presentations that add value to prospects’ lives. We will give you step-by-step ideas for both parts of presenting–but our ultimate goal is to empower you to discover a presentation process that kills it for you consistently.

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The CFS Guide on Solving Sales Problems: Head Trash. How to CRUSH the #1 Problem for Salespeople & Sales Managers [and all other humans!]

The CFS Guide to Solving Sales Problems: Head Trash

When it comes to coaching salespeople, it’s important to know and understand the obstacles that stand in their way so we can help solve them.

Did you know that head trash is the number ONE problem for salespeople and sales managers [and all other human beings for that matter!]? We wrote this eBook to help you and your team discover what leads to head trash and how you can create a plan to crush it!

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The CFS ULTIMATE Guide on Creating & Managing a Sales PlayBook: What to Include, How to Manage, & Why a PlayBook is Crucial to Growing Sales

The Ultimate Guide to Creating & Managing a Sales PlayBookAre you wondering how a Sales PlayBook will help your team grow sales? Curious what to include and how to manage it? Start building your own Sales PlayBook today with the CFS ULTIMATE Sales PlayBook guide!

In our free eBook, you’ll find a step-by-step guide to creating and managing a Sales PlayBook for your business. You’ll also discover why a Sales PlayBook is crucial to growing sales and developing a strong sales team. Download your copy today and start growing sales!

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The CFS Guide on Sales Prospecting: A Sales Manager’s Strategy to Sales Prospecting: An Action Plan to Develop Your Team & Your Sales PlayBook

Sales Prospecting Action PlanIs your sales team missing out on leads and opportunities? Want to help them shorten the sales cycle and close bigger deals? Lead your salespeople to success by developing a Sales Prospecting Action Plan!

This free resource will help you develop a sales prospecting plan that pairs with your Sales PlayBook–making it easier than ever to set and keep goals, prospect smarter, and take your sales team to the next level.

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The CFS Guide on How to Generate Sales Leads Using LinkedIn: 2 Tried-and-True Methods to Target, Prospect, and Close Sales Deals Without Cold Calling

How to Generate Sales Leads Using LinkedIn 2 Tried-and-True Methods to Target, Prospect, and Close Sales Deals Without Cold CallingWhen you think about generating leads using LinkedIn, what comes to mind? Targeting followed by an InMail message? What if there was a different way... a better way… to target, prospect, and close sales deals using LinkedIn?

We believe there is and we are sharing our secret sauce in this resource! This eBook will show you how to use LinkedIn to generate sales leads and nurture relationships–all at the same time.

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The CFS Guide on How to Run a Sales Team Meeting: Sales Training Ideas for Productive, Fun, and Growth-Focused Sales Meetings

How to Run a Sales Team Meeting Sales Training Ideas for Productive, Fun, and Growth-Focused Sales Meetings

Are your sales team meetings missing something? Do your meetings focus on numbers and sales goals, but fail to inspire and promote professional sales development?

If you’re ready to take your sales team meetings to the next level and implement sales training ideas that promote positive action, this resource is here to help! In this guide, you’ll discover 5 steps to running a great sales meeting: SALES!

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The CFS Guide to Networking: How to Network Like a Pro

The CFS Guide to Networking - How to Network Like a Pro: 5 Steps to Business NetworkingAre you frustrated by your business networking efforts? Do you feel like you’ve wasted time attending networking events that didn’t lead to referrals? Are you concerned that you aren’t meeting the right people while out networking?

In this guide, you’ll discover a 5-step business networking plan that will help you define your ideal audience, know what to say, pinpoint the best contacts to meet and who to avoid, and how to ask for business. [+PLUS] a bonus section with our super secret networking tips.

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The CFS Guide to Time Management: How to Time Block in 5 Simple Steps

The CFS Guide to Time Management: How to Time Block in 5 Simple StepsDo you struggle to find the time to get everything done each day, week, or month? Are you looking for a system to help organize your tasks, goals, and appointments?

In this guide, you’ll learn how to get things done and make magic happen by using time blocks to run your day.

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The CFS Guide to Fair & Friendly Negotiation

Free Download: Fair & Friendly Negotiation CoverEffective negotiation is a skill that can help you in any phase of your life and career. But much of the advice you hear focuses on manipulation or pushiness.

In this guide, you’ll find a simple 5-step model for fair & friendly negotiation.

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The CFS Guide to Coaching Your Sales Team

Free Download: Coach Your Sales Team to SuccessAs a sales manager, one of your key responsibilities is to coach your sales team to success. But it can be hard to figure out how to provide coaching, and if your salespeople aren’t receptive to your coaching, it will fall on deaf ears.

In this guide, you’ll find a simple 8-step model for coaching your team, along with examples.

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The CFS Guide to Troubleshooting Your Sales Problems

Free Download: Troubleshoot Your Sales ProblemsSales performance problems have an immediate impact on the bottom line, but they’re often very difficult to diagnose. Do you have the wrong people, the wrong process, the wrong products, or is your problem caused by something else?

In this guide, you’ll find 6 categories of problems that contribute to sales challenges, questions to diagnose your specific problems, and simple action plans for each problem.

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The CFS Guide to Handling Objections: The Art of Powerful Pushbacks

Free Sales Training Resource: Handling ObjectionsAre you struggling to overcome your prospect’s objections? The ability to overcome objections is a powerful skill that sets top performers apart from the pack. A solid response to a challenging objection can establish credibility and authority on behalf of your company, increasing your chance of a successful close.

In this guide, we’ve collected the 5 most common categories of objections, best practice Powerful Pushbacks, and team-building worksheets and exercises to keep your sales conversations moving.

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The CFS Guide to Hiring

Do you want to hire the best salespeople and sales managers around? Are you looking for a hiring process that will weed out the wrong candidates and welcome the right ones? We are happy to share our system! We recommend hiring slowly, letting the process do the work.

In this guide, we share our hiring process to help you identify the right candidate, prepare job descriptions and postings, screen effectively, know what to ask and assign during each interview, and offer employment or rejection .

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The CFS Guide to Social Selling

Free Download: Guide to Social Selling and Social MediaAre you wondering how to leverage social media for selling? Want to know why social media matters, how to strategize, and what to include in your Sales PlayBook? As sales professionals, social media presents a unique opportunity to engage with prospects and customers.

In this guide, we dive into social selling to determine how to harness the power of social networking for sales managers and salespeople.

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The CFS Guide to Motivating Your Sales Team

Free Download: Motivating Your Sales Team

Are you a sales manager looking to motivate your sales team?

Did you know that people are motivated in different ways?

In this guide, we explore the 4 Dimensions of Sales Motivation to help you identify each team member’s motivational style and provide tips on motivating each sales team member based on their motivational style.

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Hiring Template: How to Create a Job Description

Hiring Template: How to Create a Job DescriptionWhen it comes to the hiring process, do you know what to include in a job description? Are you struggling to figure out how candidates think and what works during hiring?

This resource is here to answer those questions and provide an outline for you to use while drafting your own job offerings.

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Targeting & Lead Scoring WorkBook

free sales resource targeting & lead scoring workbookAre your salespeople struggling to close deals? Do they complain about the quality of leads?

Following poorly qualified leads is a waste of a salesperson’s time and decreases their contribution to your company’s growth. Help your salespeople prospect more effectively by setting targets and scoring your leads.

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Sales Compensation WorkSheet

Free WorkSheet: Drive Sales Performance through MBO CompensationAre you a sales manager looking for a new way to incentivize your sales team?

Create a sales compensation program that works using Management by Objective (MBO).

In this WorkSheet we share an introduction to the MBO system, detailed instructions on how to implement it with your sales team, a template letter for your employees, and an embedded spreadsheet to help you record and track goals.

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Hiring Salespeople: Sales Interview Scorecard

Free Sales Training Resource: Sales Interview ScorecardHiring the wrong salesperson is extremely costly – the average cost of recruiting, hiring and training a new employee is typically 200% of an employee’s average salary. Combine that with all the sales a top performing new hire would have brought in and you have a significant opportunity cost.

We’ve designed an interview scorecard workbook to walk you through our best-practice interviewing process and get everyone who interviews on the same page. Eliminate bad fits faster and more reliably and move great fits to the next stage.

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Demo the Sales PlayBook: Sign Up Today

Sales PlayBook helps align sales team on best prospecting practicesCurious about the CFS Sales PlayBook program? Sign up for a personalized, one-on-one demo with a CFS Sales Advisor. Learn how the PlayBook works, what it’s like to partner with Criteria for Success, and how we can help your company reach new heights. We’ll walk you through the cloud-based system and show you how aligning on best practices in our Five Success Areas improves sales performance across your team.

Sign Up Now ⇒


Free Templates: Customize Your LinkedIn Premium Header

free linkedin header templatesStand out on LinkedIn with a customized Premium Header banner. These five templates make it quick and easy for you to design a high-impact header banner in PowerPoint. Supercharge your LinkedIn profile to send a unique message to your visitors today!

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