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The Sales to Leader Transition Assessment
Your First 90 Days Toolkit includes:
The First 90 Days Workbook
7 Framework Worksheets
The 15 Principles: Applied
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Takes about 3 minutes
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Every PDF below is fillable — save and complete them on your PC, tablet, or phone, wherever you are, or print them out.
Inside the First 90 Days Toolkit
Unlocks automatically once you complete the assessment above — no separate signup.
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Day 30, 60 & 90
The First 90 Days Workbook
Your companion reflection workbook. Three sections covering all three leadership reflections. Each section opens with a short exercise before moving into the reflection questions. Complete the Sales to Leader Transition Assessment first, then work through Day 30, 60, and 90 as you progress through the book.
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Day 30 — Leadership Reflection
Day 60 — Leadership Reflection
Day 90 — Leadership Reflection
Framework Worksheets — Pick What You Need
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Chapter 6Decision
The C.S.B.I.A. Framework
A five-step structure for handling difficult accountability conversations with clarity and without emotion. Includes a visual quick-reference page to pin above your desk.
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Chapter 11Decision
The Potential Test
Four questions for identifying future high performers in an interview. Includes a scoring grid to complete during the conversation and three verdict bands to guide your decision.
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Chapter 10Diagnostic
The Effort Match Test
A diagnostic to assess whether you're coaching someone or carrying them. Includes a visual coaching/carrying spectrum and three zone guide to help you decide your next move.
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Chapter 12Decision
Catch the Rain
A tool for preparing to communicate a difficult decision to your team without passing frustration downhill.
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Chapter 13Diagnostic
The Step Back Test
A simple diagnostic to see what your team can handle without you — and where you're still the bottleneck.
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Chapter 14Diagnostic
The Empty Room Test
A culture diagnostic to see whether your standards belong to you or to the team — what happens when nobody has to.
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Chapter 15Decision
When The Rulebook Runs Out
A before/during/after decision guide for situations the policy doesn't cover. Includes the three questions to ask before you act, the third-option prompt, and a team debrief section so nobody confuses judgement with inconsistency.
Download →Reference Guide
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Standalone Reference
The 15 Principles: Applied
Every Sales to Leader Principle expanded with what it means, what it looks like in practice, and one action to take immediately. A permanent reference to return to at any stage of your leadership journey.
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All 15 principles expanded
What it means
What it looks like
One action per principle