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Secret Stash

Thanks so much for giving Nutshell a look! We want to keep sharing helpful things with you, so we’ve given you access to this secret page where you can download all of our content resources without re-submitting your email address.

The fact that you’re here means that you like what you’ve seen from Nutshell so far, so please bookmark this page and check back every month to get all the latest. For even more education and inspiration, visit and follow Nutshell on YouTube!

Sales Tools and Advice

The B2B Marketer’s Toolkit

From finding new lead channels to nailing your SEO game, this 47-page guide collects the best marketing tips ever published on the Nutshell blog.

The Complete Guide to Writing MUCH Better Sales Emails

Are your emails worth replying to? This guide collects 50+ pro tips for personalizing your sales emails (without being creepy), dodging the spam filter, following up with prospects, and nurturing your customers after the sale.

The Sell to Win Playbook

Are your emails worth replying to? This guide collects 50+ pro tips for personalizing your sales emails (without being creepy), dodging the spam filter, following up with prospects, and nurturing Want to learn from the masters? Read these 55 expert tips from some of the world’s most highly regarded sales thought-leaders. customers after the sale.

Sales Manager’s Survival Guide

What makes a great sales leader? Download this guide to get 70+ expert strategies for hiring, coaching, and motivating your team.

Sales Manager's Survival Guide cover image Nutshell

Sales Process Worksheet

Use our step-by-step worksheet to standardize the buying process for your company and lay out the key tasks and goals that your sales reps need to complete along the way. (Not a traditional “sales” team? Check out our pipeline worksheet for non-profits and our all-purpose pipeline worksheet for non-sellers.)

Nutshell CRM sales process worksheet content download.

16 B2B Cold Email Templates From the Experts

We asked 16 sales and marketing experts for the best cold email templates that they’ve ever received or sent, and compiled them here for easy copy-and-pasting.

16 Cold email templates CRM software content cover photo.

16 Sales Process Templates for B2B Pipelines

Whether you’re building your first pipeline from scratch or want to overhaul an existing process, these sales process templates will give you a great head-start.

Sales process templates cover photo content download. It has cool paper boats on it.

101 Task Ideas for Any Sales Process

Tasks are recurring activities that your sales reps follow on every lead to keep their deals moving forward. Browse through our suggestions and grab the ones that best fit the way your team sells.

101 Task ideas Nutshell CRM software content download.

How to Warm Up Your Cold Outreach (Sample Campaign)

Prospects are far more likely to buy when they’ve heard of you before. This step-by-step outbound campaign template shows you how to get on your contacts’ radars before you start dialing.

How to warm up your cold outreach content download cover photo.


No “celebrity influencers.” No filler. The speakers and sessions at BOUNDLESS 2021 offered highly practical strategies to overcome the resistance of the current moment and create your own blueprint for success.


Ready to go “Above and Beyond” for your buyers? Watch BOUNDLESS 2020 for game-changing strategies on how to overdeliver at every stage of the funnel, presented by an all-star lineup of sales, marketing, and customer retention experts. Catch up on the world’s best virtual conference right here.


Featuring keynote presentations by world-class sales coaches and CRM pro tips from Nutshell’s own leadership team, BOUNDLESS is a virtual conference designed to advance your skills in the art and science of selling. If you missed the live broadcast, fear not: We’ve put all the session recordings in a secret playlist on YouTube.

CRM Resources

Does My Business Need CRM?

Download this PDF guide to learn what CRM is, whether or not your business is ready for it, and the eight factors you need to consider before selecting a CRM platform.

Does my business need a CRM? Informational CRM software photo.

CRM Comparison Worksheet

Use our interactive checklist to compare Nutshell with your current contact management solution and any other CRMs you’re evaluating.

Nutshell CRM comparison worksheet comparison content download cover image.

Nutshell Resources

Making the Case for Nutshell

Need to convince your boss or team members that Nutshell is the right choice? This presentation deck contains everything they’ll need to know, from the product benefits and price to the four things Nutshell offers that other CRMs don’t.

Start your 14-day free trial today.

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