Tools & Templates
Free Tools that Help You Win
Each tool below is designed to help you sharpen your skills in sales, leadership, and communication. No fluff, just actionable resources. Click below to download the complete set of tools.
Annual-Quarterly Goals
A simple 2-page framework to clarify and track your annual and quarterly goals—so you can stay focused and achieve more.
Weekly Game Plan
Plan your week with clarity on a single page. Allocate time intentionally and ensure prospecting and priorities get the focus they deserve.
Online Analysis & Review
A 2-page tool to research prospects and companies with intention—helping you build rapport faster and deliver value first.
RRI Notepad
Use referrals, research, and insights to confidently make calls, simplify your message, and book more meaningful meetings.
Sales Pipeline Organizer
Track, value, and organize your pipeline for instant clarity on which opportunities matter most and deserve action now.
Good to Excelente Diagnostic
A construction-focused self-assessment to evaluate your company today—and chart your path toward becoming the Hispanic Employer of Choice.
360 Sales Assessment
Uncover blind spots, challenge assumptions, and benchmark your sales team with our anonymous LBM assessment.