Resources

Templates, guides, and tools for Sales Engineers, Customer Success, and Support teams. Plug-and-play assets to boost your discovery, demos, and impact — no fluff, just real help.

Access my collection of free resources designed to help technical professionals excel in their roles. Subscribe to download these valuable tools and templates.

Subscribe to access all resources

Subscribe for Free Access

Technical Templates

Technical Discovery Questionnaire

A comprehensive questionnaire to help you gather all the technical information needed for successful implementations.

PDF 245 KB
Subscribe to Download

Customer Success Plan Template

A structured template to create effective customer success plans that drive adoption and retention.

Excel 320 KB
Subscribe to Download

Support Escalation Playbook

A step-by-step guide for handling support escalations professionally and efficiently.

PDF 410 KB
Subscribe to Download

Checklists & Guides

Technical Demo Checklist

Ensure your technical demonstrations are flawless with this comprehensive checklist.

PDF 185 KB
Subscribe to Download

Customer Onboarding Framework

A proven framework for successful customer onboarding that drives early adoption.

PDF 275 KB
Subscribe to Download

Technical Documentation Checklist

Create better technical documentation with this comprehensive checklist.

PDF 210 KB
Subscribe to Download

Video Resources

From Technical Expert to Strategic Advisor

Learn how to transition from a technical role to becoming a trusted strategic advisor to your customers.

MP4 32 min
Subscribe to Download

Building Technical Credibility

Strategies and techniques to establish yourself as a credible technical authority with customers and colleagues.

MP4 28 min
Subscribe to Download

Effective Technical Presentations

Learn how to create and deliver compelling technical presentations that engage both technical and non-technical audiences.

MP4 35 min
Subscribe to Download

Why Subscribe?

  • Free access to all downloadable resources
  • Early access to new content
  • Exclusive newsletter with tips and insights
  • No credit card required
Subscribe Now

Join hundreds of technical professionals who have already subscribed