Free tools to win B2B customers
Solve a concrete problem in a few minutes, without creating an account. Each tool ends with a practical plan and an invitation to test the result live, at an online business round.
Step 1
Define
Who to sell to, and where your company stands today.
Ideal Customer Profile Builder
Eight questions about your best customers and one sentence that says who your company really sells to.
Ideal customer sentence and a profile by industry and company size
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Networking Diagnostic
Ten questions, two minutes: find out where your customers come from and what to do over the next 30 days.
Score, profile and a 30-day plan
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Networking Canvas
Your business relationship strategy on one page: what you offer, to whom, what you are looking for and who can refer you.
6-block canvas as an image and PDF
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CNPJ Lookup
A Brazilian company's Federal Revenue record in seconds, and how to use it to find customers and partners.
Status, CNAE activity code, size and city
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Step 2
Prepare
Arrive ready for your meetings, with your pitch on the tip of your tongue.
Pitch Generator
Answer six quick questions and get your company's 60-second pitch, ready to say out loud.
60s and 30s pitch plus an opening question
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Preparation Checklist
What to do before, during and after a business round or a trade show, in about 20 minutes.
Interactive list in three phases, as a PDF
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Business Round Simulator
Less than a minute on the same screens as a real business round, with no camera: see what it is like before you join.
Preparation, two meetings and the result
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Step 3
Meet
The business round: short meetings with companies looking for what you offer.
Step 4
Follow up
Turn yesterday's conversation into today's next step.
Follow-up Message Generator
Tell us who you talked to and get a ready follow-up message for WhatsApp, LinkedIn or email.
Message, second touch and when to send it
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Follow-up Planner
Your business contacts in four columns, from Met to Deal, with the next step and date for each one.
Contact board, CSV and reminders
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Step 5
Close
Charge the right price and keep track of the money coming in and going out.
Pricing Calculator
Selling price, minimum price and break-even point from your costs, with the margin calculated on the price.
Suggested price, margin and calculation breakdown
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Business Proposal Generator
A one-page proposal the client reads to the end: context, solution, deliverables, price, timeline and next step.
1-page proposal as a PDF or link
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Cash Flow Spreadsheet
Money in, money out and the balance for the coming months in a simple Excel spreadsheet, with a 90-day forecast and examples.
Ready-to-download spreadsheet
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Cost per Meeting Calculator
Compare what a qualified meeting costs at a trade show, with an SDR, with ads and at a business round, counting your own time.
Comparison of the 4 channels, as a PDF
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Rather go straight to practice?
Your company's first business round is on us, with just your CNPJ (Brazilian company tax ID). Choose an open round and enter the CNPJ on its page.