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Free resources

Free kits and guides for B2B sales reps

Practical tools for the work around every lead, from the follow up after a show to writing that sounds like you. Use them on their own, or let Save to Sell do the work for you.

Kits

New

Business Card and Trade Show Follow Up Kit

A checklist for the show and the 8 weeks after it, six follow up messages to edit and send, and one prompt that fills them in from your card notes.

Get the free kit

The About Me Kit

Teach Claude, ChatGPT and your Sales Tracker how you sell and how you write, so every email sounds like you.

Get the About Me kit

Guides

The 7 step sales follow up plan

Every step, the business days between them, and sample follow up emails.

Read the follow up guide

Sales teams: who keeps the leads

Team plans, the manager tools and the lead rules on each plan.

Read the team guide

Expense your sales tracker

A ready note for your manager, so the company pays for your Pro plan.

Get the expense note

Your Sales Tracker in Claude or ChatGPT

Ask who's due for a follow up, add a lead or save a draft from the chat. Free on every plan.

Set it up in ClaudeSet it up in ChatGPT

See it work in 60 seconds

A business card becomes a lead, the first email is written in your voice, and the next follow up comes due.