Winning Pitchbook Complete Kit

The Winning Pitchbook in a Box Complete Kit will help you have better sales conversations and increase your opportunity to close new plans:
  • Helps you put plan sponsors' needs first
  • ​Helps you sell yourself
  • ​Helps you differentiate your services
  • ​Helps you increase close conversions
Save Time and Money with Templates:
  • Editable using Microsoft Word, PowerPoint, or Canva for some templates (Canva is a FREE online design tool that's easy to learn and use)
  • Easily change colors, elements, add logos and photos to match your brand
  • No need to hire or wait for a designer
Service Strategies and Training Include:
  • Pitchbook Playbook
  • ​Winning Pitchbook Formula and Training Video
  • ​Training Video - 7 Ways to Get Instant Authority
  • ​Training Video / Worksheet - Building Your Value Proposition
  • ​Training Video / Worksheet - Your Unique Process
  • ​Pre and Post Meeting Strategy
  • ​Sample Winning Pitchbook (my original)
  • ​Tailoring Your Pitchbook Resources
The 8 Editable Templates Include:*
  • 4 Editable Pitchbook Templates in PowerPoint Format
  • ​11 Unique Process Graphics
  • ​Service Proposal & Fee Schedule
  • ​Handout: Advisor Evaluation Form
  • ​Handout: Tip Sheet for Changing Provider (2 design options)
  • ​2 Pre-Meeting Emails
  • ​3 Post-Meeting Emails
  • ​Permission to Use Logo Email
* Includes Free Lifetime Updates
Total Value: Over $500.00

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