Part 1 · About 3 minutes
Ideal Buyer Worksheet
Get specific about who you want replies from. A vague target gets polite replies that go nowhere. Finish each sentence the way you'd say it out loud.
Your buyer in a sentence
Fill in the fields above and your sentence builds here.
Part 2 · About 3 minutes
Reply Handling Scorecard
Twelve yes-or-no questions about what happens after someone replies. Answer for how it works today, not how it should work. Your score updates as you go.
0 of 12 answered
Answer all 12 to see your result and your fix plan.
Part 3 · About 2 minutes
Handoff Checklist
The moment a reply becomes a real conversation, the seller should be able to read one note and walk in ready. Five things, readable in 60 seconds.
- The buyer. Name, role, company.
- What they said. Their words, not your summary of them.
- What they want. The outcome they're after.
- The next step. What's agreed, when, and who's coming.
- The deadline. The date that makes this matter to them.
Fill in your handoff note
Handoff note
ExampleWhat a good handoff sounds like. A made-up note, to show the shape.
- The buyer
- Head of Operations at a 40-person logistics software company.
- What they said
- "We tried hiring a junior rep last year and it didn't stick. Open to hearing how you'd do it."
- What they want
- More qualified calls without managing a new hire.
- The next step
- 30-minute call Thursday at 10 AM their time. They're bringing their sales lead.
- The deadline
- They lock next quarter's plan on the 20th.
Part 4 · Built from your answers
Your 14-Day Fix Plan
Built from your scorecard. It targets your weakest area with a few actions, each one doable in under an hour.
Answer all 12 scorecard questions and your plan shows up here.
Want a second pair of eyes on your answers?
Book a 30-minute pipeline review with Casey.
Book a pipeline reviewNo pitch deck. Just fit and next steps.