CSV templates for your CRM
Import them directly into HubSpot, Salesforce, Pipedrive, or Attio. Universal format.
CRM Import Template (universal)
A clean column schema to import a list of prospects into any CRM. 18 essential columns, normalized formats.
Download CSV (template column headers in French)Define your ICP
A framing sheet to formalize your Ideal Customer Profile. Firmographic, technographic, and behavioral criteria.
Download CSV (template column headers in French)CRM hygiene audit
An audit sheet to scan your existing database. 12 quality criteria (missing fields, duplicates, dormant contacts, etc.).
Download CSV (template column headers in French)B2B lead scoring
A weighted scoring grid. Variables, weights, MQL/SQL thresholds. Adaptable to any CRM that supports custom fields.
Download CSV (template column headers in French)Job change tracker
A sheet to track detected job changes and trigger the right Sales actions (nurturing, re-pitch, intro at the new employer).
Download CSV (template column headers in French)Multichannel outbound cadence
A 14-day sequence plan: email, LinkedIn, call. 8 ready-to-load steps for Lemlist, Smartlead, or LGM.
Download CSV (template column headers in French)Checklists & frameworks
Concise documents to structure your RevOps and Sales motion.
Quarterly CRM hygiene
22 items to check every quarter to keep your CRM clean. Field audit, dedup, archiving, freshness updates.
Read the checklistLaunch an SDR team (0 → 3)
A 90-day roadmap to structure an SDR team: ICP, tools, scripts, KPIs, ramp-up plan.
Read the frameworkStale CRM ROI calculator
Estimate in 30 seconds how much you lose every year because of a poorly maintained CRM (bounces, missed meetings, SDR time).
Run the calculatorB2B Sales Glossary
30+ terms defined: ICP, BANT, MEDDIC, CHAMP, SDR, BDR, ABM, churn, NRR, LTV. To align your teams on a shared vocabulary.
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