Templates & Guides

Use our templates & guides to enhance your sales skills.

Templates & guides - Mood of the B2B Buyer

Mood of the B2B Buyer Report

In this inaugural Mood of the Buyer study, the team at Trinity Perspectives sought to uncover the real truth about the change that’s underway from a buyers perspective and explored the implications for buyers and sellers alike.

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.

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.

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