Free templates, and the tools I've picked.
Everything below is what I use with paying clients — shared so you can run a version of it on your own.
Run a piece of it on yourself.
Six duplicable Notion templates — the same frameworks behind the Sales Kit. The diagnostic, the discovery guide, the onboarding plan, the pipeline review, the prompt library, the transition checklist. Take what's useful. The version written for your case — and Gabriel, the agent that runs it — is the Sales Kit.
The tools I use.
Honest list — only what's in my own workflow, no Top-50 marketing slop. Some links are affiliate; flagged where they are. Tools without affiliate are linked direct.
Prospecting & data
Where every engagement starts. Build the named-account list before sending a single email.
Apollo
Lead enrichment, contact data, and lightweight sequencing.
My take: Where I build the named-account lists for every engagement. The data hit rate is solid on mid-market B2B in Europe + US; weaker in SEA.
Clay
Sales automation with built-in data enrichment from 50+ sources.
My take: Overkill for solo operators, perfect when you're scaling a team. I use it for enrichment workflows that would take hours manually.
Outbound infrastructure
The pipes. Boring, but every cold email cycle dies here if it isn't set up right.
Booking & async
Replace meetings with async wherever possible. The ones that survive are the ones that matter.
Cal.com
Open-source booking link. Drop-in Calendly replacement.
My take: Calendly without the price gouging. Routing rules, team scheduling, and the booking flow respects the prospect's time.
Loom
Async video. Replace half your meetings with a 3-min recording.
My take: Every kickoff readout I do in Loom — clients re-watch, share internally, refer back to it 3 months later. Beats a synchronous Zoom for one-way explanations.
Delivery & ops
The client workspace and the operating rhythm — Notion is the source of truth, the rest supports it.
Notion
Client workspace, deliverables, and internal CRM-lite.
My take: Every client gets a shared Notion page as the single source of truth for the engagement. Audits, campaigns, decisions, weekly updates — all linked, all reviewable.
Linear
Project management for engineering, but great for running sales outreach.
My take: When an engagement has more than 10 moving pieces (e.g., a partner channel build), Linear's project view beats Notion's database for keeping track of status and blockers.
Tally
Beautiful forms. Notion-native, free tier is generous.
My take: Replaces Typeform at a tenth of the price. I use it for discovery intake forms, partner sign-ups, post-engagement NPS.
Disclosure: links marked “affiliate” pay a small commission if you sign up — at no cost to you. Doesn't change what I recommend.