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.

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.

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.

High-ticket items are sold by direct sales people, not direct order. Leads are essential to these sales models. Even if your client already has a great sales force, they need a steady stream of qualified leads. Share this information on effective lead generation to get them thinking about new ways to get to that endpoint.

This Excel spreadsheet contains the same 30+ scripts shown in the Word document above, however, in this spreadsheet each component of each script is broken out into separate cells. This allows you to mix and match components and build scripts that work best for your unique needs.

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.

A PowerPoint presentation that describes the methodology for getting appointments. Once you understand the formula you can easily build your own scripts.