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NT-112 / Focused tool

Sales collateral inventory

Know which sales material is current and supported.

Know which sales material is current and supported. Connect material edition, claim or asset to verify, approved use with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which collateral item needs a claim, version or permission check?

Small sales teams maintaining their own sales documents.

From input to next step.

  1. 01

    Set the boundary

    List the current material edition and intended audience. Keep obsolete documents identifiable.

  2. 02

    Work through the record

    Verify claims and asset permissions against source records. Do not substitute an old approval for a changed claim.

  3. 03

    Confirm the next step

    Record the approved edition or corrective action and tell the team where current material is stored.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
SI-01
Material edition
Offer sheet v3
Claim or asset to verify
Current scope and price
Approved use
Public enquiry reply
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • No fabricated testimonials or performance figures.
  • A draft is not approved collateral.
  • Recheck prices and features after changes.

A collateral maintenance register, not copywriting validation or rights clearance.

A few useful answers.

All questions →
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What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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