Templates & Guides

Use our templates & guides to enhance your sales skills.

Templates & guides - Win Loss Analysis FAQs

Win Loss FAQ

What is Win Loss Analysis? Is it right for your sales organisation? Where do you start? The answers to these and many more questions are contained in this downloadable FAQ document

Templates & guides - Discovery/Needs Analysis Guide

Discovery/Needs Analysis Guide

Discovery is the process of uncovering specific information from a prospective client at the beginning of a sales cycle. Great discovery requires a detailed set of questions, a curious mind and a willingness to probe for insight. Use this Guide to help unlock your customers’ business and personal drivers.

Templates & guides - Negotiation Preparation Form

Negotiation Preparation Form

The secret to negotiation is simple: Great negotiators trade their wants and needs, for the wants and needs of the other party. Use this simple template to help you prepare for an upcoming negotiation or contact the Trinity team.

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