Calculators, templates and research for technical B2B sales.

Technical sales deck: three structures, one example

A slide-by-slide structure for explaining a technical product to a mixed buying group.

Technical sales one-pager: three layouts, one example

Three one-page patterns for a founder, technical evaluator, and internal champion.

Software product datasheet template

An editable datasheet that documents deployment, compatibility, limits, and source evidence.

Template / Sales materials

Technical solution brief: template and completed example

A brief for one deployment problem: architecture and evaluation evidence.

Product demo script for a technical buying group

A demo script tying each action to a buyer question and proof.

Template / Sales materials

Sales battlecard template with dated evidence

A comparison worksheet for a bounded buyer job, including fair-fit conditions and dated sources.

Competitive analysis template for B2B software

An editable comparison that scores evidence without turning unverified claims into passes.

Proof-of-concept plan for enterprise software evaluation

A complete POC plan with workload, stakeholders, acceptance evidence, decision rules, and exit path.

Mutual action plan for a technical evaluation

A buyer–seller plan that connects technical, security, and business decisions to owners and dependencies.

Software implementation plan template

A handoff plan for configuration, migration, dependencies, acceptance, and operational ownership.

Template / Business case

Business case template for a software purchase

A business case listing every cost, adoption assumptions, alternatives and a sensitivity range.

Guide / Security

Answering an AI security questionnaire with product evidence

A method for assembling accurate AI-security responses from approved technical and governance evidence.

Template / Security

Vendor security questionnaire: evidence and response template

An original worklist for tracking approved answers, sources, qualifications, and unresolved security questions.

RAG architecture diagram for buyer evaluation

An editable reference diagram and review checklist for retrieval-augmented generation systems.

AI agent architecture diagram with operating responsibilities

A reference architecture for agents with tools, identity, approvals, logs, persistence, and failure paths.

Digital sales room: a path for each buyer

A sales room organized by buyer decision: technical, finance and champion.

Report / Technical evaluation

Keeping sales collateral current after product changes

A source-change workflow for identifying affected collateral, reviewing claims, and preserving deliberate local edits.

Guide / Go-to-market

B2B SaaS go-to-market: what WorkOS and Supabase show

Documented examples of product, technical, and community entry routes, organized by buyer and next commitment.

Guide / Go-to-market

Reading product-led growth from public pages

Examine self-serve entry and sales-assisted expansion without causal claims from public pages.

Guide / Go-to-market

Developer marketing: documentation, community and product

How documentation, community conversations and product trials fit into one path for a technical buyer.

Template / Business case

Decision memo template for a software purchase

A decision memo for a software purchase: template and filled example.

Report / Sales materials

Public buyer-material coverage at 48 technical software companies

A reproducible review of first-party pricing, documentation, security, customer proof and deployment sources cited for 48 technical software companies.

Report / Business case

Pricing and deployment terms in 20 AI infrastructure records

A source-linked comparison of entry routes, billing language, numeric prices and private deployment terms in 20 AI infrastructure records.

Enterprise features in 16 technical software pricing records

A comparison of where SSO, audit logs, private deployment, support and numeric prices appear in 14 active developer-tool records and two adjacent infrastructure records.

Report / Security

Public security evidence in 22 security-software records

A source-level audit of trust pages, named assurance claims, technical documentation, customer proof and pricing in the 22-record security cohort.

Report / Go-to-market

Self-serve and sales-assisted entry signals in 201 records

A stage and technical-category breakdown of public entry-route language in a 201-company historical research collection.

Report / Business case

What 12 software ROI calculators include and omit

A dated review of costs, training, adoption, timing, scenarios and payback in 12 accessible software ROI calculators, with field-level observations and downloadable data.

Report / Sales materials

Product claims across pricing, documentation, and dated records

Five dated pricing checks and three comparisons of current first-party pages show how to separate changed terms, missing detail and differences in scope.

Report / Go-to-market

Technical B2B go-to-market research by company stage

Explore 84 technical software records in a 201-company research collection, with category and stage counts, downloadable data and explicit limits on comparison.

Company analysis / Security

WorkOS: enterprise requirements and the paid offer

How a free authentication start connects to SSO, directory sync, audit-log and support purchases.

Company analysis / Business case

Baseten: deployment evidence and the commercial model

A current reading of model deployment, compute billing, private infrastructure and support boundaries.

Cribl: explaining telemetry architecture and cost

How source-to-destination controls, data volume and deployment choices shape a Cribl evaluation.

GitLab: public documentation and enterprise evaluation

Tracing deployment, governance and procurement questions through GitLab's public product pages.

Supabase: developer adoption and production requirements

The path from a free Postgres project to paid usage, operations, security and enterprise support.

Company analysis / Security

Vercel: deployment workflow and enterprise packaging

How deployment convenience, usage meters and governance requirements connect across Vercel plans.

Clerk: authentication adoption and buyer requirements

A source-linked path from authentication quickstart to organizations, compliance and production packaging.

Company analysis / Go-to-market

Qdrant: deployment options and evaluation evidence

Comparing managed, hybrid, private and self-managed vector database responsibilities.

Xata: from serverless database to Postgres branching

A dated comparison of Xata's current Postgres branching offer with its earlier serverless database framing.

Company analysis / Business case

Lago: billing flexibility and implementation evidence

What public billing scenarios, integrations, deployment options and add-ons resolve for a buyer.

Orb: usage billing and the buyer business case

How meters, billing workflows, implementation duties and custom pricing shape the economic case.

Merge: integration coverage and buyer expectations

Testing a Unified API coverage claim against one integration's fields, permissions and maintenance duties.

Company analysis / Security

Port: explaining an internal developer portal

A buyer-facing architecture of catalog data, actions, scorecards, permissions and operating ownership.

Promptfoo: open-source adoption and enterprise evaluation

The path from local LLM evaluation and red teaming to enterprise collaboration, deployment and assurance.

incident.io: demonstrating an incident workflow

A public-evidence map from incident declaration through coordination, status, review and follow-up.

Company analysis / Sales materials

Render: developer onboarding and production operations

Connecting a first deploy to runtime, data, networking, scaling and support responsibilities.

Highspot: the evidence behind sales-enablement claims

Separating product capability, vendor customer evidence and contract questions in Highspot's public case.