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xBlueprint (Complete System)
Sales Intake Process
Step 1: Review the Sales Intake Training Overview Process (5 Min)
Step 2: Watch the Sales Intake Overview Video (66:07)
Step 3: Review the Sales Intake & Assessment FlowCharts (10 Min)
Step 4: Study the Sales Intake Interview Format (15 Min)
Step 5: Listen to Sales Intake Sample Audios (1 hr)
Sample Client Questionnaire Pdf
Sample Client Interview Worksheet
Sales Assessment Process
Step 1: Sales Assessment Webinar (90:53)
Step 2: Study the Sales Assessment Interview Format (15 Min)
Sales Assessment Supplement - Charging for Assessments (22:45)
Value Billing, Pricing & Rules of Engagement
Value Billing, Pricing & Rules of Engagement Training Video (123:11)
How to Describe Value Billing
Template: Engagement Letter
Template: Pricing Scale
Template: Project Management Spreadsheet
Sales Proposals
Sample Proposal Template
Format of Sales Proposal Review Call
Sales Proposal Review Guidelines
Sample Sales Proposal on a $6k Paid Assessment
Accounting & Tax Service Standards Training
Monthly Close Checklist w/Cashflow Template
The Entrepreneur's CFO Video Training (1 hr)
New Client Checklist
Financial & Operational Tracking
Financial & Operations Tracking Training Video (1.5 hrs) (90:29)
Marketing
Marketing Training Videos (103:30)
Why Most Marketing Fails Video (1 hr)
Step 3: Review the Sales Intake & Assessment FlowCharts (10 Min)
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