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How To Use These Documents

These documents provide templates and scripts to help close more deals, including a project kickoff meeting agenda, email qualifying questions, an inbound marketing partnership contract, a proposal template, questions for marketing and sales, a statement of work template, website design contract, website project scope, and monthly reporting template. The documents cover the sales process from initial contact through the first month. Consult a lawyer before using the contract documents.

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Ken Carroll
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172 views2 pages

How To Use These Documents

These documents provide templates and scripts to help close more deals, including a project kickoff meeting agenda, email qualifying questions, an inbound marketing partnership contract, a proposal template, questions for marketing and sales, a statement of work template, website design contract, website project scope, and monthly reporting template. The documents cover the sales process from initial contact through the first month. Consult a lawyer before using the contract documents.

Uploaded by

Ken Carroll
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

How to Use These Documents

These documents make an all-in-one bundle of templates and scripts you can use to help
you close more deals.

These are the documents we use from first contact to signing on a client and reporting
your results in Month 1.

With the contract documents, please consult with a lawyer before using them.

1. Project Kickoff Meeting Agenda


a. This is a slide deck that we use in our kickoff meetings with new clients. This
format will help you set expectations and tone for your engagement.
b. [Link]
2. Email Qualifying Questions
a. This is the email template we send to online inquiries to determine if their project
is a fit for our agency.
b. Video: [Link]
3. Inbound Marketing Partnership Contract:
a. This is a sample contract that we use when we sign up a client for our inbound
marketing services at GuavaBox.
b. Video: [Link]
4. Proposal Template
a. This template is the one we used in our sales process. It allows us to hit on the
primary pain points of the client, show an understanding of client’s needs and how
to reach them, overcome objections, and paint a picture of the future after
working with us.
b. For more examples, visit: [Link]
c. Video: [Link]
5. Questions for Marketing
a. These are the questions that will help marketers develop high performing
strategies, get your client talking, and provide information to close the deal and
fodder for potential campaigns and initiatives with clients.
b. Video: [Link]

6. Sales Questions Checklist


a. These are the questions that will help you unlock more sales than before.
Uncovering these items will build trust and credibility as well as provide you with
all the information you need to create a high converting proposal.
b. Video: [Link]
7. Statement of Work Template
a. A basic statement of work single page document you can use to detail what the
project looks like, when you get paid, and have the client sign right then and
there.
b. Video: [Link]
8. Website Design Contract Template
a. This is a sample contract we use in our website design projects.
b. Video: [Link]
9. Website Project Scope Template
a. A Breakdown of the scope and detailed list of the work to be done in a website
project.
b. Video: [Link]
10. Monthly Reporting Template
a. This is the reporting template we use for our clients. It’s simple to skim through,
but thorough and looks professional. It is focused on the goals discussed during
the sales process and progress towards them.
b. Video: [Link]

Now go out and close some deals! :)

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