Playbook 03 · Conversion · Companion resources

The One-Person Sales Department Toolkit

Turn the book into a working sales system with targeting worksheets, pipeline calculators, outreach templates, qualification scorecards, proposal tools, dashboards, and a weekly operating rhythm.

No email signup required. Use the tool that matches the decision in front of you rather than trying to complete everything at once.

The One-Person Sales Department by James Inglis
Choose your format

Think on paper. Edit on screen. Track what matters.

The three versions support the same sales operating system in different forms. Use the PDF when you want to think and plan; Word when you want editable templates; and Excel when scoring, calculations, pipeline tracking, or recurring measurement matters.

PDF

Printable Workbook

A clean 41-page workbook containing the full set of sales worksheets, scorecards, scripts, planning tools, and the 30-day implementation guide.

Download PDF →
Word

Editable Templates

Working DOCX versions you can type into, save, duplicate for opportunities and accounts, and adapt to your own sales process.

Download DOCX →
Excel

Calculators & Dashboards

Interactive sheets for customer-fit scoring, pipeline math, target accounts, FITS+ qualification, CRM tracking, weekly metrics, objections, expansion, and authority planning.

Download XLSX →
What is included

The operating tools behind the book.

Start with customer selection, offer clarity, and pipeline math. Then use the prospecting, qualification, proposal, CRM, expansion, and weekly operating tools as each decision becomes real.

01Ideal Customer Profile Worksheet
02Customer Fit Scorecard
03Offer Clarity Worksheet
04Sales Message Builder
05Pipeline Math Calculator
06100-Prospect Target Account List
07Five-Touch Outbound Sequence
08Referral Request Scripts
09Discovery Call Guide
10FITS+ Qualification Scorecard
11One-Person Proposal Template
12Objection Response Planner
13Simple CRM Layout
14Weekly Sales Dashboard
15Five-Hour Sales Week Planner
16Customer Expansion & Referral Plan
1790-Day Authority Content Planner
18AI Sales Prompt Library
3030-Day One-Person Sales Department Build
1POne-Page Sales Operating System
Core principle: build a sales system that helps you spend more time on judgment, customer conversations, and the few opportunities that deserve attention — and less time chasing weak prospects or rebuilding the process from scratch.
Reader license

Copyright © 2026 James Inglis. The purchaser or reader may copy and adapt these tools for personal use or for use inside a business they own or manage. The toolkit may not be resold, republished, or redistributed as a standalone product.