Field Kit
Tools for the work
Our own templates, plus honest picks for books, software and field gear, each with a note on why a liaison would use it.
Our own · Instant download
Field-Ready Starter Kit
$49 $39 founding price
15 editable templates (Google Docs, Sheets and Canva) for landing the job and doing it well. Built from general field know-how. No employer templates, data or names.
What’s inside
- Liaison resume template + bullet bank
- LinkedIn profile checklist + headline formulas
- Interview question bank with answer frameworks
- “Why me” story worksheet
- Spanish/English intro scripts
- 30/60/90-day plan
- Pre-call planner and office-visit checklist
- Practice profile sheet (no PHI)
- 8 follow-up email templates
- Territory planning worksheet
- Referral tracker (Sheets)
- Competitor/market snapshot worksheet
- Monthly activity report template
- KPI dashboard
- Bonus: 10 AI prompts for prep and follow-ups
Recommended
Picks from the field
Add your own recommendations here. Only list things you actually use.
Books
Sales, negotiation, healthcare business and emotional intelligence.
Software & AI tools
Note-taking, CRM, scheduling and AI assistants.
Learning
Healthcare management and marketing courses.
Field gear
Laptop bag, portable charger, presentation clicker, car organizer.
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