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Friday · 10 min

Sales Rep Ritual

Next steps overdue — open deals whose dated next step has passed — every one a deal cooling on someone else's desk.

$14one-time · VAT included · no subscription
Free files
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Download page opens right after payment + links by e-mail. No account.
Excel 2016+ / Microsoft 365 · Google Sheets (upload to Drive)
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Free updates forever · 14-day refund
Part of the Complete Collection — 119 workbooks, every edition, future releases, $99.
The Friday page

What the file tells you every week

Every open deal with its stage, value, next step and last touch; every call, email, meeting and demo with a count; weekly targets for each. Every Friday the sheet says which targets you hit, which deals are slipping, and what closed.

01 · verdictOutput — weekly activity targets hit (calls, emails, meetings, demos, proposals), the biggest miss
02 · verdictPipeline — next steps overdue, stale deals, due this week, open value
03 · verdictResults — won in the last 30 days, win rate, the biggest open deal
Sheets in the workbook
Friday · output, pipeline, results, the week's scorecard, three verdicts, three tasks
Deals · one line per deal with stage, value, next step and date, last touch — OVERDUE / STALE / THIS WEEK / ok
Activity · calls, emails, meetings, demos, proposals — a line per batch with a count
Weeks · activities, closed, value per week
Settings · weekly targets per activity with this week's count and the gap, stale window
How it works
1Set the targets — a weekly number for each activity, the stale window — once
2Log as you go — one line per deal; a line per batch of activity with a count
3Open Friday — output, pipeline, results, three tasks — ten minutes
Who it is for

Reps and founders selling without a CRM they actually update.

Dark edition included
Sales Rep Ritual — dark edition
Do I need Excel?

Excel 2016+ or Microsoft 365. Or upload the .xlsx to Google Drive — it opens in Sheets with formulas and charts intact.

Can I pay with BLIK?

Yes — BLIK, Przelewy24, any card, Apple Pay, Google Pay and PayPal. Prices in PLN, EUR, USD or GBP; the currency switch is at the top.

Invoice for my company?

Tick “I’m purchasing as a business” at checkout and enter your NIP / VAT ID. The invoice arrives with the download e-mail.

What if it isn’t for me?

14-day refund, no questions. One e-mail to [email protected].