A month of practical steps
A 51-page guide: funnel review, communication channels, messages, regular management, tools, numbers and sales economics. 20 printable worksheets, a fillable version, and the same sheets filled in for a fictional studio.
FOR YOUR FIRST MONTH LEADING 1–10 REPS
A working plan for
your first 30 days
Use the First 30 Days Sales Manager Operating Kit to review real deals with your team, run useful meetings, and agree on clear next steps.
- PDF guide
- Excel workbooks
- Word templates
- English
$49 USD · one-time downloadPreview · Not open for purchase
After checkout, your files are in your headofsales.me account and in an email link. Gumroad shows the total and the 7-day money-back terms before you pay.
WHAT YOU GET
Instructions and files
to use with your team
The free checklist helps you choose a first step. The kit gives you a workbook, agendas, and instructions to carry the work into your week.
Six workbooks with formulas
A message library with 80 templates, a funnel review, a sales workbook with a filled example, a tool picker, and month economics with ready formulas.
Five documents to adapt
Funnel review step by step, department rules, meeting scripts with agendas and invitations, a customer communication standard, and a report to the owner with a month review.
The English ZIP (2.0 MB) holds 17 files: Start here and the Kit map, the guide, three print PDFs, five .docx and six .xlsx files. The files work alongside your CRM; they don't connect to it or send emails automatically.
WHAT IS IN THE ZIP
Five folders, in the order
you use them
If you use a CRM, keep it as the source of deal facts. Use the workbooks to prepare reviews and record decisions together.
| Folder | What is inside |
|---|---|
| 00-Start-here | Start here (one page) and the Kit map: which file you need on which day of the 30-day plan. |
| 01-Guide | The guide: 10 chapters and 3 appendices, with “You may be asked” boxes and a checklist after each topic. |
| 02-Print | Worksheets for A4 paper, a fillable version with 697 fields, and filled examples with a step-by-step funnel review. |
| 03-Word | Funnel review, department rules, meeting scripts, communication standard, report to the owner. |
| 04-Spreadsheets | Message library, funnel review, sales workbook and its example, tool picker, month economics. Excel 2016 or later. |
A SMALL PREVIEW
Make “all good”
more useful
When a deal is described as “all good,” ask what the buyer has agreed to. The kit helps you explore that together and record a clear next action.
FICTIONAL EXAMPLE
- Before
- “Pine Shore · proposal · $3,000 · all good.”
- After
- “Pine Shore, stage Proposal. $3,000. On October 12 the customer asked us to correct the proposal. Alex will send it by October 14. The customer has not named a decision date.”
The next step is clearer. The outcome is still uncertain.
WHEN THIS KIT HELPS
A routine you can
build with your team
This kit is for a sales manager taking on the role for the first time. It also suits an owner of a sales team looking for practical help with pipeline reviews, follow-up, meetings, and reporting.
Work through real records with your reps. Use the templates as a starting structure, then make the management decisions that fit your customers and team.
Good to know
- Working files and instructions in English
- Examples clearly labeled as fictional
- Forecast scenarios with visible assumptions
- A process to adapt to your buying cycle
This is a self-guided download. It doesn't include a CRM review, live coaching, software integration, or a promised revenue result.
BEFORE YOU CHOOSE
A few useful details
What does the kit add to the free checklist?
The checklist gives you first actions and a month-one plan. The kit adds a 51-page guide, 20 worksheets, five Word documents, six Excel workbooks, and 80 message templates.
Can I use it with my current CRM?
Yes. Keep your CRM as the source of deal facts and bring a dated snapshot into the sales workbook. There is no automatic sync or installation.
Does the forecast assign a win rate to every stage?
The forecast uses named deals, buyer evidence, and events that need to happen within your reporting period. The guide walks through the assumptions and limits.
What if our sales cycle is longer than 30 days?
Use the first month to agree on deal-stage rules and build a weekly routine. With a longer sales cycle, you may see clearer buyer decisions before you see a closed deal.
Which languages are included?
The kit is in English: 17 files in one ZIP.
Where do I check purchase terms?
Gumroad shows the checkout total and the seller's purchase terms, including the 7-day money-back guarantee, before you pay.
YOUR NEXT STEP
Start with three real deals
Take the kit to work through your first month, or start with the free checklist.