Ebooks & Guides

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From ebooks and checklists, to cheat sheets and more.

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Ebook
Sales
Customer success
Leadership
RevOps

2025 Sales Almanac by Flowla

Explore the most prominent sales and CS trends, according to the 100+ leading revenue voices on LinkedIn, to prepare for what comes next.
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Ebook
Enablement
Leadership

Enablement Beyond Content [Flowla Research]

The 2025 benchmark report and future outlook study on how modern revenue teams are redefining enablement through AI, automation, and alignment.
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Ebook
Leadership
Sales
Startups

Inside the Founding AE Role [Research]

Expectations vs. reality and lessons to succeed as the first sales hire
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Cheat sheet
Onboarding

Customer Onboarding Playbook

Templates, workflows, and tips to streamline every aspect of your onboarding process – from handoff to first value delivery.
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Ebook
Leadership

Stories of Women in Revenue [Flowla Research]

Exclusive research of the challenges women in revenue leadership face and the strategies for aspiring leaders to succeed in male-dominated industry.
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Cheat sheet
Sales
RevOps

Sales Process Automation Cheat Sheet

A quick-reference guide to identifying automation opportunities in sales. Streamline lead scoring, follow-ups, scheduling, proposals, and onboarding to boost efficiency and close deals faster.
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Webinar
Sales

How to Keep Your Pipeline Hot with Effective Touchpoints

Discover efficient follow-up tactics to keep your pipeline moving, including value-added touchpoints, multithreading, and more.
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Webinar
Leadership
Customer success
Sales

Future-Proof Your Sales & CS: Crafting a Less Human-Dependent Playbook

Get actionable tips & learn from the best in business on how to eliminate bottlenecks, streamline processes, and get rid of tedious admin work.
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Checklist
Sales
Enablement

MEDDIC Checklist by Flowla

Use this checklist to apply the MEDDIC framework, ask the right questions, and qualify deals more effectively.
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Cheat sheet
Sales

Strategic Account Prospecting Guide by Matthew Putnam

Unlock the secret to smarter prospecting with the Strategic Account Prospecting Cheat Sheet by Matthew Putnam.
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Webinar
Onboarding
Customer success

Beyond Time to Value: How to Make Onboarding Count

​Join us for a fireside chat on why “Time to Value” alone isn’t enough to create a memorable onboarding experience.
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Ebook
Customer success
Sales
Leadership

2024 Sales Almanac by Flowla

Explore the most prominent sales and CS trends, according to the 100 leading revenue voices on LinkedIn, to prepare for what comes next.
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All
Webinar
Sales
Customer success
Enablement

Disciplined Execution at Scale: Overcoming Sales and CS Playbook Chaos with Automation

Is your team struggling with scattered playbooks and inconsistent execution? Join revenue experts for a practical guide on how automation brings clarity, consistency, and scale to your Sales and Customer Success operations.
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Cheat sheet
Onboarding

Client Onboarding Manager Cheat Sheet

Unlock the secrets to flawless customer onboarding with our Client Onboarding Manager Cheat Sheet! Designed for onboarding professionals, this in-depth resource offers everything you need to elevate your onboarding processes and create lasting client relationships.
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Webinar
Sales

Buyer Engagement: From the First Contact to Close

Master the art of buyer engagement at every stage of the journey. ​Join us for a hands-on masterclass where Alper Yurder, CRO & Co-Founder at Flowla, and Vlad Oleksiienko, VP of Growth at Reply.io, will share proven tactics and best practices that drive results.
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Cheat sheet
Customer success

Customer Success Plan Template

Your practical cheatsheet for building a winning Customer Success plan with tips to ensure fast product adoption, higher customer retention, and loyalty.
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Cheat sheet
Customer success
Onboarding

First Value Delivery Cheat Sheet: Onboarding Frameworks by Irit Eizips

This cheat sheet provides concise, actionable steps to enhance your onboarding processes and deliver tangible value from the start.
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Cheat sheet
RevOps
Enablement

Digital Sales Room Cheat Sheet

Get essential tips and best practices to create a dynamic virtual sales environment to streamline your sales process and close deals faster.
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Cheat sheet
Sales
Enablement

Follow-up Cheat Sheet

Reengage stagnant opportunities and avoid ghosting with our follow-up cheatsheet. Discover practical tips to reconnect with prospects and maintain momentum in your sales efforts.
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Cheat sheet
Onboarding
Customer success

The Kickoff Meeting Agenda Template by Nir Kalish

Having a structured kickoff meeting flow ensures that all important topics are covered without the call dragging on unnecessarily. Create your own agenda based on this template by Nir Kalish.
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Ebook
Sales

Bridging the Buyer-Seller Gap [Research]

Discover data-backed insights into buyer-seller relationships to build an effective B2B sales strategy for the modern world.
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Checklist
Leadership
Internal processes

Revenue Team Meeting Agenda Template

Copy and customize this simple agenda template to run productive revenue team catch-ups, stay organized, and drive revenue growth.
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Webinar
Sales
Leadership

Mind the Gap: Aligning Sales Practices and Buyer Expectations

Join our CRO Alper as he discusses the common pitfalls salespeople make and best practices to match buyer expectations with our guests: Christina Brady, Hannah Ajikawo, and Lisa Travnik.
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Checklist
Demand Generation
Startups

How to Land Your First 20 Customers

The ultimate resource for attracting and retaining your first clients, featuring best practices, specific steps, and trusted tools.
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Cheat sheet
Demand Generation
Sales

Cold Outreach Cheat Sheet to Book More Meetings

Actionable tips, effective email openers, and examples of what to avoid in your cold outreach to book more meetings.
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Checklist
Leadership
Startups

Head of Sales Checklist for B2B SaaS Startup

Unlock your full potential as a Head of Sales with this comprehensive checklist designed for B2B SaaS startups.
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Cheat sheet
Sales
Demand Generation

10 Effective Tactics to Create Urgency in Sales

Using urgency as the tool of choice in the fast moving world of sales has the potential to sell a product and to create actions. Check out these 10 strategies are of big help for that purpose because they are very powerful.
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Cheat sheet
Sales

Discovery Call Questions Cheat Sheet

Step-by-step process featuring sales discovery questions you can steal and adapt to help you prepare for and conduct an effective sales call.
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Checklist
Customer success
Sales

Sales to Customer Success Handoff Checklist

Step-by-step checklist to make the transition from sales to customer success as easy and frictionless as possible.
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Ebook
Customer success

The Customer Success Playbook

Practical guide for customer handoff, onboarding, and continuous success with best practices, proven templates, and expert tips.
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Ebook
Sales

2023 Sales Almanac

Explore the most prominent sales and CS trends of 2023 from top 100 leading revenue leadership voices on LinkedIn to adjust your tactics for what's next.
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Ebook
Customer success
Onboarding

The State of B2B Client Onboarding in 2024

Discover how growing B2B companies onboard their new customers and learn from the challenges they face to gear up for success in 2024.
All
Webinar
Customer success
Onboarding

Nailing Complex Customer Onboarding: Data-Backed Insights & Expert Tips

Join our CEO Erdem as he discusses industry trends, challenges, and best practices with Cinthia Silva, Nir Kalish, and Saahil Karkera.

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About Ebooks & Guides

The Current by Flowla is a media hub that publishes research, ebooks, checklists, cheat sheets, and webinar recordings to help sales, customer success, and RevOps professionals do their jobs better. Topics span pipeline management, customer onboarding, revenue enablement, sales automation, and leadership. All resources are free to access.