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Digital Planner CRM Toolkit for Sales and Marketing Professionals
Quick Answer
The Digital Planner CRM Toolkit is a handwritten sales planning system for reMarkable and Supernote devices. It includes a Client Board to track account details and a six-stage pipeline covering Prospecting, Qualifying, Pitch, Value Proposition, Why Buy, and Objectives -- no software subscription required.
The Digital Planner CRM Toolkit brings a structured sales management system to your reMarkable or Supernote device. Instead of logging into a CRM dashboard, you plan your pipeline by hand -- tracking accounts, contacts, notes, and deal stages the same way you would in a physical planner, but with all the speed and organization of a digital template. This video walks through exactly how the system works.
Branden recorded this walkthrough in July 2020, showing the Client Board layout in detail. The board captures account name, contact information, and notes for each prospect. It also includes a section to document your genuine reason for wanting to work with each customer -- something no software CRM prompts you to think about but that makes a real difference in how you approach a deal. From there, six pipeline containers (Prospecting, Qualifying, Pitch, Value Proposition, Why Buy, and Objectives) give you a visual snapshot of where every relationship stands.
After watching, you will understand how to set up and use the toolkit as a daily sales planning tool. To get the version built for reMarkable and Supernote, visit the Digital CRM Toolkit product page. For a broader look at how digital planners support professional workflows, Key2Success is where Branden's full planning system lives.
Video Transcript
This video is a walkthrough of the Digital Planner CRM Toolkit, a sales planning template designed for digital note-taking devices. Branden Bodendorfer opens by explaining the core idea behind the toolkit: rather than relying on CRM software, sales professionals can manage their pipeline directly on a digital planner using a structured Client Board layout.
The video begins with an overview of the Client Board, which serves as the central page for each prospect or account. The board includes fields for account name, contact information, and open notes. Branden emphasizes the importance of documenting why you are genuinely interested in a customer, explaining that discovering a real alignment -- such as believing in their product or their leadership -- creates motivation that carries you through longer sales cycles.
From there, Branden walks through the six pipeline containers built into the CRM Toolkit: Prospecting, Qualifying, Pitch, Value Proposition, Why Buy, and Objectives. Each container represents a distinct stage in the sales process, and having them visible on a single board lets you see your entire pipeline without switching between tabs or dashboards.
The second half of the video covers how to use the toolkit as a daily planning routine. Branden shows how to move a client from one stage to the next, how to use the notes section to capture key insights from calls and meetings, and how the physical act of writing by hand reinforces memory and commitment to the process. The video closes with a link to purchase the toolkit and a brief overview of how it fits into the broader Key2Success planning system.
Frequently Asked Questions
What is a digital CRM toolkit?
A digital CRM toolkit is a structured sales planning template you use on a digital note-taking device instead of a spreadsheet or CRM software. It includes a Client Board for tracking accounts and contacts, along with a visual pipeline to move prospects through stages like Prospecting, Qualifying, Pitch, and Close.
Does the digital CRM toolkit work on reMarkable?
Yes, the Key2Success Digital CRM Toolkit has a version built specifically for reMarkable devices. It loads as a hyperlinked template and gives you a full Client Board and six-stage sales pipeline without needing any apps or software subscriptions.
Does the digital CRM toolkit work on Supernote?
Yes, the CRM Toolkit is available for Supernote as well. The template is formatted for Supernote's note system, so you can manage your sales pipeline directly on the device using your stylus.
What sales stages does the CRM toolkit cover?
The toolkit includes six pipeline stages: Prospecting, Qualifying, Pitch, Value Proposition, Why Buy, and Objectives. Each stage has a dedicated container on the Client Board so you can see your full pipeline at a glance.
How is this different from CRM software like Salesforce or HubSpot?
This toolkit is a handwritten, analog-style planning system. It has no subscription fees, no logins, and no data entry forms. It is built for sales professionals who prefer to think and plan by hand rather than type into a CRM dashboard.
What information does the Client Board track?
The Client Board captures account name, contact information, and open notes. It also includes a section to document your genuine reason for pursuing each customer, which helps maintain motivation through longer sales cycles.
How to Get Started with the Digital CRM Toolkit
- Watch the full video to see how the Client Board and pipeline stages work together.
- Download the reMarkable or Supernote version of the toolkit from the product page.
- Load the template onto your device and create your first Client Board for a current prospect.
- Fill in the account name, contact details, and your genuine reason for wanting to work with them.
- Assign the prospect to the correct pipeline stage and review your board at the start of each workday.
- Move clients through the six stages as deals progress and add notes after every call or meeting.
Get the Digital CRM Toolkit for reMarkable and Supernote
A complete handwritten sales planning system. No subscription. No login. Just a clean pipeline you can actually use.
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