Sales Tools & Resources
Everything you need to close deals and manage clients
Pricing & Quoting
Sales Resources
Sales Hooks System
Automated quality checkpoints for every critical sales action
Before: Send Quote
CRITICAL
Runs before any quote is sent to a prospect
Pricing Current?
Verify all SKUs match latest pricing sheet
Verify all SKUs match latest pricing sheet
Floor Design Attached?
Include visual configuration they created
Include visual configuration they created
ROI Calculation Included?
Show payback period based on their data
Show payback period based on their data
Next Steps Clear?
Calendar link for follow-up included
Calendar link for follow-up included
After: Demo Complete
FOLLOW-UP
Triggers immediately after demo ends
Send Recording
Demodesk recording link within 5 minutes
Demodesk recording link within 5 minutes
Custom Floor Design
Create their specific layout configuration
Create their specific layout configuration
Information Request Form
PandaDoc template for technical details
PandaDoc template for technical details
Book Next Meeting
Decision maker meeting within 48 hours
Decision maker meeting within 48 hours
Before: Contract Send
LEGAL
Final checks before sending agreement
Terms Match Discussion?
Payment terms, timeline, deliverables
Payment terms, timeline, deliverables
Stripe Invoice Ready?
Payment link for initial hardware order
Payment link for initial hardware order
Hardware Availability?
Confirm all items in stock
Confirm all items in stock
Stakeholders CC'd?
Legal, technical, executive contacts
Legal, technical, executive contacts
On: Objection Raised
BATTLE CARD
Instant resources when facing pushback
Competitor Mentioned?
Pull specific comparison chart
Pull specific comparison chart
Price Concern?
Show TCO calculator & case studies
Show TCO calculator & case studies
Technical Doubt?
Offer technical proof-of-concept
Offer technical proof-of-concept
Reference Request?
Connect with similar property client
Connect with similar property client
Sales Insights
Performance metrics and analytics
📊
Connect your CRM to view insights
Pipeline analytics, win rates, and performance metrics will appear here