This Mutual NDA protects everyone’s interests and contributes to a trusting long term relationship with every new customer. It is an easily read document, so your client should be comfortable reviewing it without feeling the need for a lawyer. (No confusing "party of the first part" text.)

What are your client’s real business drivers? They may need prompts to help them articulate their goals for any campaign. This set of questions guides you through the Needs Analysis stage. It helps you pinpoint the client’s problems, while also providing data for the Value Calculator.

You’ve had a positive first meeting. Now it’s time for the critical next step. Get expectations in writing in a Plan Letter, and you’ll have a good foundation for moving forward into Needs Analysis.

It’s the first step in the Strategic Solution Sales process. Customize this PowerPoint presentation to craft a winning Solution introduction that builds credibility and gets you to the Needs Analysis stage.

After you get a tentative agreement on schedules and payments, you’re ready for a signature on a Statement of Work. A Statement of Work will help clarify and confirm everyone’s expectations. Clear communication upfront saves hours of grief later on.

Web-to-print is one of the most exciting technologies available to companies today, and it is a key component of an efficient Collateral Management solution. The presentation template describes a web-to-print collateral management solution that can help enterprises better support dealers and other sales channels around the world. Use this model to craft the presentation for your client to improve their own branding and marketing support.

A web-to-print program makes it possible to produce appropriate quantities of customized marketing materials on demand. Large inventories of printed materials are no longer needed. This solution will help you sell your clients on the benefits. This Collateral Management Solution bundle provides a convenient package of a solution presentation template and value calculator.

While it's impossible to give you complete scripts for every scenario there are a number of common objections we know you'll hear. We compiled them in a Word document with appropriate responses.

The challenge for print service providers is to convincingly convey the benefits of electronic collateral management to clients and especially to marketing departments. Caslon’s Collateral Management Value Calculator explains the cost savings that are possible, as well as the potential revenue enhancements. This Value Calculator will be your most persuasive argument for getting clients to adopt electronic collateral management via customized, on-demand printing.

This Word document contains over 30 sample scripts to help you sell applications such as direct order, fund raising, lead generation, loyalty programs, and collateral management to executives in a variety of vertical markets including financial services, higher education, manufacturing, retail, insurance, and non-profit.  A select number Email scripts are also included along with the telephone scripts.