Free guides

Find the next step for your sales problem.

Practical downloads for UK B2B sales teams. Check your data, improve the next conversation and keep opportunities moving.

Start with the problem

What is holding the next conversation up?

A list you cannot trust, an unanswered message or a deal without a next step needs a different fix. Choose the problem you recognise. Each download includes checks, examples and a worksheet you can use with your own tools.

Your resource library

Something useful
to take away.

9 guides

Before you download

A little more detail.

Choose the guide that fits the work you need to do next.

Are the guides free?

Yes. Each kit is free to download. No card or trial is required.

What is included?

Every kit has a four-page PDF and a reusable worksheet. The list audit, CRM follow-up and pipeline scorecard also include editable Excel workbooks.

Can I use the tools without Adapt?

Yes. Use the worksheets with your current research, sales and CRM tools. The guide shows where the same work can continue in Adapt.

How does the download work?

Open a guide, read the preview and complete the request form. After the request is saved, the download links appear on the page. Optional follow-up content has its own checkbox.

Put it to work

Need help with your next campaign?

Tell us who you sell to and where the work gets stuck. We can show you how the research, outreach and next steps fit together in Adapt.

See Adapt in action ↗

Your enquiry

We use these details to respond to your enquiry. Privacy information.