The blog
Insights on document tracking, video walkthroughs, sales follow-up, and turning PDFs into engaging lead magnets.
124 articles
How to send an invoice by email so it actually gets paid
How to send an invoice by email without the three week chase. Subject line, what goes above the fold, attachment or link, and when to send the reminder.
Read moreLead generation quotes worth actually thinking about
Lead generation quotes, minus the copy-paste lists and the shaky attributions. Five that hold up, plus the famous one you should stop using.
Read moreSample sales proposals: four formats and when each one wins
Four sample sales proposals, for SaaS, consulting, a one page SMB close and an enterprise committee. What goes in each, and what to cut from the others.
Read moreEight ways to handle a sales objection, and when to use each
Eight methods for handling a sales objection, what each one is actually for, and the ones that should end the deal instead of saving it.
Read more10 example proposal letters for the scenarios that actually come up
Ten example proposal letters, from SaaS pricing to grant funding, with the structure, the persuasion move and the follow-up that fits each one.
Read moreHow to increase sales with smarter follow-up
How to increase sales without more leads: fix response speed, discovery and the proposal that goes quiet. The three leaks, in the order they cost you.
Read moreProspecting in insurance: what actually works when leads cost this much
Prospecting in insurance rewards speed and a narrow niche far more than volume. What works, what wastes money, and what to fix after the quote goes out.
Read morePicking a lead magnet creator (and when you don't need one)
A lead magnet creator is a design tool with a delivery problem attached. Which ones are worth paying for, and when a blank doc beats all of them.
Read moreSecure file exchange without the enterprise sales call
Secure file exchange means two different things depending who is asking. How to pick the right one without buying software you do not need.
Read moreHow to get a video into a PDF file (and why it usually breaks)
Yes, a PDF can hold a video, but it only plays in Adobe Acrobat or Reader. Here is how to add one, where it breaks, and the two routes that play for everyone.
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