RESOURCES · TEMPLATES
Ready-to-Use Templates for Consulting Sales Teams
Five ready-to-use templates for consulting and advisory sales teams — proposal follow-up cadences, onboarding checklists, referral scripts, discovery call qualification, and quarterly client check-ins. Download any of them below.
TEMPLATE
The Proposal Follow-Up Email Sequence
A 5-touch email cadence for the 14 days after you send a proposal, with full copy for every touch.
TEMPLATE
The Client Onboarding Checklist
A phase-by-phase checklist covering the first 30 days of a new client relationship, with owners and due dates.
TEMPLATE
The Referral Ask Scripts
Seven ready-to-use scripts for asking for referrals across live conversations, email, and LinkedIn.
TEMPLATE
The Discovery Call Qualification Checklist
A BANT-style qualification framework with a scoring rubric, so bad-fit deals get caught early.
TEMPLATE
The Quarterly Client Check-In Template
A complete QBR structure with agenda, health scorecard, and renewal risk indicators.
Stop Managing Follow-Up in Your Head
Put every lead, discovery call, proposal, client handoff, and referral relationship into a system that knows what happens next.