Part 6 of 6

Sales tools.

Use them as they are or put your name on them. Each one opens as a page and downloads as a doc.

  • What it isOne page your client keeps: what AI visibility is, what they get every month, what it costs them
    Use it whenProposals, renewals, the first meeting
  • What it isThree emails to existing clients and one to prospects, on "do we have AI handled"
    Use it whenRolling it out to your book
  • What it isWhat to say when you walk in with a prospect's battle map
    Use it whenPitches, with a printed map in hand
  • What it isCopy for your proposal template and your retainer or maintenance plan
    Use it whenEvery new proposal from now on
  • What it isThe questions clients ask, answered in plain words
    Use it whenWhen a client asks something you'd rather not improvise
  • Sales deck (PPTX)
    What it isEight slides a partner drops into their own proposal deck: the question, the map, how it works, what you get, the facts check, you and we, next step
    Use it whenProposals and pitches
  • What it isA services page for the partner's own website, written as the agency talking
    Use it whenPutting it on your site
  • What it isThe "what moved" email that goes with the handout, and the renewal email
    Use it whenEvery month, and before a renewal
  • What it isThe email a client gets the day they sign, plus the account manager's checklist
    Use it whenThe day they say yes
  • What it isHow your team uses the partner home, read-only links, prospect scans and the export
    Use it whenOnboarding your account managers

Samples

  • Sample battle map handout
    What it isSample The Northshore Physical Therapy sample set
    Use it whenShowing a prospect what they’ll get before you’ve scanned them
  • Sample monthly report
    What it isSample The Northshore Physical Therapy sample set
    Use it whenSame

Partner-only (partner home, never public): Partner sell sheet (PDF), Partner pricing (PDF and the Pricing panel), the resale pricing guide.

Not a partner yet? Book a call.