idea: create a short overview video on using this Smart Toolkit
Hi! 👋 Arm your sellers with the best possible tools
We’ve created this toolkit to help you sell Smart Tools. Here, you can find email templates, ready-made banners, logos, product descriptions, resources, and other useful materials designed to assist sales teams in effectively engaging with potential customers and closing deals.
Onboarding Plan
First month:
Knowledge-sharing session
Internal usage license
Sales Toolkit access
1-3 months:
Social media announcement
Logos exchange
Ongoing touchpoints:
Blog posts exchange
Knowledge-sharing session (for a client or for new products)
Consultancy session for clients on Automating Business processes
Extra discounts (in exchange for a demo to a client, for a multiple-year subscription, for an increased user tier)
Share info about licenses that will end soon (30/60/90 days) (automate)
For big SPs:
Introduce a lead to them
On-demand knowledge-sharing session for a wider team/client
Add them to Slack
Regular activities:
Newsletter (major product update, new video, case study)
For big SPs:
Quarterly business review meetings (? – TBD)
Share a list of big purchases from them, thank them, and offer cust dev for clients)