How do you STOP competing on price and 
START competing on value?

How can you increase the percentage of plans you win when you make it to the finals presentation stage?

Want to leverage a proven formula to win more 401(k) plan business?

THE WINNING PITCHBOOK IN A BOX COMPLETE KIT WILL HELP YOU HAVE BETTER SALES CONVERSATIONS AND INCREASE YOUR OPPORTUNITY TO CLOSE NEW PLANS...

This Winning Pitchbook Template Kit Includes:*
  • The Winning Pitchbook Formula - Five steps to increasing your closing conversion rates
  • The Winning Pitchbook Training Video - walking you through how to customize the Pitchbook and what to include in each section to make it unique to you
  • ​The Winning Pitchbook Template - Four different PowerPoint versions for you to choose from - pre-filled with sample language to model and ready to be customized
  • Service & Pricing Proposal - This proposal includes descriptions to model for 8 different services you might offer along with a sample fee schedule
  • Sample Winning Pitchbook - that we used to close 90%+ of the plans we competed for
  • Tailor Your Pitchbook Resources - two resources to help you tailor your pitch to the type of company your'e talking to, and how to modify your value proposition if you're a non-fiduciary 
* Includes Free Lifetime Updates
"I recently purchased your pitchbook template and wanted to let you know it is VERY helpful. 

I have won 6 plans all through zoom meetings using it."
Kurt A.

YOU ALSO GET THESE BONUSES:

BONUS #1

PITCHBOOK MEETING STRATEGY AND EMAILS

The Pitchbook itself is only a small component to how you stand out at a finals presentation.  

This valuable bonus gives you a complete strategy for increasing your closing conversion rate and includes:
  • Pitchbook Pre- and Post-Meeting Strategy - steps to take before, during, and after your presentation to demonstrate value and professionalism
  • Six Pre- and Post-Meeting Emails - to be proactive and add even more value both before the meeting and after
  • Two different Value-Add Handouts - to include in your pre- and post-meeting email strategy to offer education and additional value

BONUS #2

TRAINING AND GRAPHICS TO CREATE YOUR OWN UNIQUE SERVICE PROCESS

You can compete on price and tell prospects about all the services you offer, or you can compete on value and explain your unique service process you take clients through.  This bonus includes:
  • Developing Your Unique Process Training Video and Worksheet - Walking you step by step through creating your own unique service process to package and offer instead of just a laundry list of services
  • 11 Done-For-You Process Graphics - Eleven "Unique Process" graphics for you to choose one and edit - these graphics allow you to package your services in a unique way 

BONUS #3

VALUABLE TRAINING ON HOW TO STAND OUT FROM YOUR COMPETITION

This training walks you through how to differentiate yourself as a 401k specialist and includes:
  • Building  Your Value Proposition Training Video and Worksheet - Walking you step by step through building a descriptive and unique value proposition
  • 7 Ways to Get Instant Authority Training Video - Walking you through all the ways you can build authority online and giving you examples of each

GETTING STARTED IS SIMPLE WITH THE STEP-BY-STEP PLAYBOOK

This Getting-Started Guide Includes:
  • Frequently Asked Questions: From how to customize the pitchbook to match your brand, to how much to charge, we've got you covered...
  • ​Complete Inventory List of Contents: The best way to start using the tools is to understand what's available...
  • Step-by-Step Pitchbook Playbook Roadmap: This playbook walks you through 9 steps to take to help you prioritize and hit the ground running
  • ​Compliance Checklist: You know how important compliance is, this checklist tells you what to update first and send, and helps you track what's been approved already
  • Power Tips: Final tips to help you prepare to win, and close strong.

HERE'S HOW IT WORKS...

01

log into the
member library

When you purchase a kit, you'll get login credentials to the Member Dashboard where you'll have instant access to your new templates

02

download /access desired templates

Download the Powerpoint or Word documents directly to your hard drive (or click the link and open select documents in Canva)

03

customize and
start using

Add your logo, contact information, disclosures, and make any other changes to the templates (you have complete control over the customization) and start using the material in your business

BUY NOW AND GET INSTANT ACCESS...

Total Value: Over $1,500.00

WHAT CLIENTS ARE SAYING...

"This is a solid, proven playbook and your "winning tips" are really helpful to understanding how to implement for my situation.  Thanks!"

"One great idea you give in the pitchbook is to present a comprehensive list of services as a baseline for comparison with other providers. You are setting the clients expectations so that other providers who are making a "product" pitch will be disqualified. 

"I also really like how you gave the client clear expectations and timelines on when and how the services would be provided.  

"I may change the graphics somewhat, but the content is great! Thanks, Sharon!"

BUY NOW AND GET INSTANT ACCESS...

Total Value: Over $1,500.00

Want ALLL the resources, sales and service templates, and personalized support?

BECOME A 401K QUARTERBACK
AND TAKE YOUR BUSINESS TO THE NEXT LEVEL

DONE-FOR-YOU CONTENT LICENSE TERMS

By purchasing a document kit from us, you are buying a special license that gives you permission to use our content in a variety of ways in your own business. This includes but is not limited to any content that’s part of the “401k Business in a Box” subscription toolkit.

Please review the license terms below, full site terms found here, and if you have any questions or if you’re unsure of something, please contact me.

What You Can Do with the Editable Documents:

You can sell (or give away at no cost) the content to your plan sponsor clients with personal use only rights.
You can edit the content, add to content, or just sell the content as is.
You can put your personal name and business name on the content.
You can add your business logo to it and change the document colors.
You can completely modify the content to edit the text, the titles, the order of it - it's completely editable.
You can use the content on your website, blog or in your newsletter.
You can bundle the content with your other paid programs and services.
You can use the content for creating a giveaway to grow your list.
You can use the content as a bonus to a paid product or service.
You can add the content to your existing client service models.
You can sell the content as part of project work to new clients.
This content can be used as inspiration to create audio or video files.
You may publish it offline as a free or paid workshop, class, program, product.
You can give the content away to your paid clients/customers/members.

What You Can NOT Do With The Content You Buy from Us:

Your customers or clients may not give away or sell the content after purchasing from you – if they would like to do so, they need to purchase the content directly from our website. (e.g. if you're a plan advisor - your plan sponsor clients can't give it away to other companies or sell it to others, and if your'e a wholesaler or provider, you can't give this to advisors to then sell or give away to their plan sponsors - that would require an enterprise license - contact me for more information)
You may not load the content up on Kindle as a book (that’s against Amazon’s terms of service and can get your account banned).
You may not sell the content through auction sites, dime sales/firesales.
You may not give away, transfer, or sell your license to this content.
You may not give away, transfer, or sell resell rights or master resell rights.
You may not transfer the rights you have to your customer.

Refunds

There is a 14-day money-back guarantee on all products and programs offered.  If you are not completely satisfied, email me within 14 days of purchase for a full refund.  Due to the digital nature of the Content, and the fact that you'll have been able to download everything to your hard drive, I will ask that you destroy your hard drive and send pictures (kidding).  If you have questions, please contact me first and I’d be happy to give you a  tour, sample documents, answer any questions you have, etc. because I want this investment to be the best investment you ever made in your business and want to avoid refunds by 1) making sure you know exactly what you're getting and 2) overdeliver the value so you'd never in a million years want to give up the new resources you just invested in.
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