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── Resources

Learn to switch on your sales machine.

Guides, playbooks, cases and tools — all in one place. The same things we run with paying clients, open for you to use.

Tool

Switchy Weekly Brief (free)

Connect your HubSpot, Sheet or CSV (read-only) and Switchy shows you in 20 seconds the leaks, cold deals and the play of the week — draft included.

Interactive tool →
Tool

AI Blueprint Generator

Paste your company URL and AI builds your sales-machine architecture: ICP, pains, qualification and a 90-day roadmap.

Interactive tool →
Tool

Sales-machine Scorecard

10 questions to score how built-out your commercial engine is (0-100) and what to fix first.

Interactive tool →
Tool

SPICED call check-up

The questions that separate a buyer from a tire-kicker. Score your call and see if the deal is real.

Interactive tool →
Tool

3×3 Pain Matrix

Map your buyer-persona pains across the 3 funnel stages, ready to use with your team.

Interactive tool →
Tool

Sales goal calculator

Reverse-engineer your goal: how many leads, meetings and closes per week your team needs.

Interactive tool →
Playbook

The modern B2B sales funnel: the bowtie model (full loop)

What the bowtie funnel is and why it replaces the traditional funnel in B2B. The 7 stages of the loop, the Marketing, SDR and Sales lanes, and how to diagnose where your machine breaks.

2026-06-27
Playbook

How to define the handoff SLA between marketing, SDR and sales

Define the handoff SLA between marketing, SDR and sales step by step: maximum response time, quality criteria, and a one-page agreement both teams sign.

2026-06-27
Playbook

The 4-Quadrant ICP: the playbook for deciding who you sell to (and who you don't)

Define your B2B ICP with a 4-quadrant matrix (fit x intent). Learn which quadrant to attack first, what data to use, and how to wire it into your sales machine.

2026-06-27
Case

I Have Lots of Leads but Can't Close: The Broken SDR-to-Sales Handoff Case

A full pipeline and zero close predictability. A composite case of a LATAM B2B company: where the real leak was, what we changed, and what moved the needle in 90 days.

2026-06-27
Case

Case: the 90-day roadmap to build a B2B sales machine

What a 90-day roadmap to build a B2B sales machine looks like: what you fix in days 1-30, build in 31-60, and optimize in 61-90. A composite, real-pattern case.

2026-06-27
Template

Marketing-to-Sales Handoff SLA Template: the agreement that fits on one page

Ready-to-use sales handoff SLA template: MQL/HR/PQL/SQL qualification criteria, response times per lane, and accountability owners. Spreadsheet plus one-page version.

2026-06-27
Guide

What Is RevOps (Revenue Operations) and How to Apply It in LATAM

RevOps unites marketing, sales, and post-sale into one revenue loop. A definitional guide for B2B companies in LATAM: what it is, what it fixes, where to start.

2026-06-27
Guide

Your Goal Isn't 10x, It's 1.2x on Steroids: The 5-Minute Math That Shows Exactly Where Your Revenue Is Leaking

Most companies optimize the 10% and tell themselves they're chasing 10x. Run the 5-minute reverse-engineering math and see exactly which stage of your sales machine is leaking revenue.

Guide

B2B Sales Machine: What It Is and How to Build One

A B2B sales machine is a repeatable, measurable system that turns strangers into customers. Here's how to build one: ICP, process, qualification, SLA, metrics.

Guide

How to Qualify B2B Leads: MQL, Hand-Raise (HR), and PQL Explained

Learn how to qualify B2B leads using MQL, Hand-Raise, and PQL. Lead scoring by fit and intent, SLA thresholds, and CRM setup.

Guide

Conversational Selling in B2B: How to Build a Sales Process That Actually Converts

Fast inbound channels (WhatsApp, SMS, chat) close more B2B deals only when there's a real process behind them. Here's the qualification, stages, cadence, and CRM setup that works.

Guide

AI in B2B Sales: What Works and What's Hype in 2026

AI in B2B sales works when it accelerates a real revenue process and fails when it tries to replace one. Here's what actually drives ROI in 2026.

Guide

The 7 Mistakes That Kill a B2B Sales Machine (and the Fix for Each One)

The 7 structural mistakes that quietly kill a B2B sales machine — no ICP, no SLA, CRM rot, hero-rep risk — and the concrete fix for each, in weeks not years.

Guide

How to Build Your Company's Sales Scorecard: From Annual Goal to Your Team's Weekly Activity

A sales scorecard reverse-engineers your annual revenue goal into weekly activity per rep. Here's the 6-step math, a worked example, and how to keep it alive.