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Guides

Sales guides and templates.

Frameworks, checklists, and copy-paste templates for the unglamorous parts of complex deals: the business case, the review, the follow-up.

11 guidesEvery one is copy-paste ready

FeaturedTemplate
Mutual action plan

The mutual action plan template your buyer will co-own

Free mutual action plan templates in Excel and Word, plus a filled example and a planner that dates every step back from the signature date.

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Business Case Template for Buying New SoftwareTemplate · Business caseHow to Answer a Security Questionnaire (With Template)Guide · SecurityCompetitive Analysis TemplateTemplate · Competitive analysisDeal Review ChecklistChecklist · Deal reviewDemo Preparation GuideGuide · Demo preparation
Discovery Questions FrameworkFramework · DiscoveryNegotiation PlaybookPlaybook · NegotiationStakeholder Email TemplatesTemplate · Stakeholder commsExecutive Summary Template for Deal ReviewsTemplate · Executive summaryROI Calculator Template for SaaS SalesTemplate · ROI

That deal you’re thinking about right now. The one with 4 people who need to say yes.

What if you could give them one room tonight?

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