5-page fillable workbook
Lead and Appointment Quality Scorecard
Leave with a clear acceptance rule, a review checklist and a price ceiling your sales process can support.
- Choose the unit
- Set the non-negotiables
- Cost the handoff
Practical resources
Build a better plan. Put it to work.
Practical workbooks with worked examples, scripts, decision tools and fillable planning pages. Use them with your team or bring your answers to a conversation with Vivin. Choose a workbook and enter your details to get your copy.
Available resources
5-page fillable workbook
Podcast-led Growth Planner
Choose one commercial purpose, plan four useful conversations and assign the content and relationship follow-through.
- Pick the primary purpose
- Design a repeatable format
- Build the after-recording plan
5-page fillable workbook
Website and Brand Trust Audit
Find the evidence gaps that make a buyer hesitate and turn the highest-impact gaps into a one-week fix list.
- Start with one conversion path
- Separate claims from evidence
- Prioritize near the decision
5-page fillable workbook
Business Brokerage and M&A Conversation Brief
Separate owner, buyer and referral campaigns, then hand over a conversation with the right context and confidentiality boundaries.
- Choose the relationship
- Define mandate fit
- Control the information path
5-page fillable workbook
Home Service Lead and Estimate Planner
Build a response and estimate process that matches your service area, job mix and crew capacity.
- Split urgent and planned work
- Match demand to capacity
- Give every inquiry an owner
5-page fillable workbook
Pay-Per-Close and Revenue Share Campaign Planner
Check the economics, seller ownership and attribution rules before committing to a pay-per-close campaign.
- Choose a repeatable offer
- Name the closer
- Define the chargeable event
5-page fillable workbook
Clinic Inquiry and Consultation Planner
Give front-desk staff a clear, respectful path from service inquiry to the right consultation.
- Define the consultation
- Protect clinical judgment
- Prepare reception
5-page fillable workbook
B2B Sales Meeting Qualification Brief
Turn a broad ideal-customer description into a booking brief a sales team can actually use.
- Select one motion
- Separate fit from curiosity
- Prepare the seller
5-page fillable workbook
Podcast Pipeline Blueprint
Build a four-week operating plan that turns recorded conversations into published content, learning and useful follow-up.
- Build the guest and topic map
- Give each recording a production brief
- Connect publishing to follow-up
Need help applying one to your business?
Send the worksheet topic, your offer, and the audience you want to reach. Vivin will review the context before recommending a scope.
Discuss your situationBuyer guides and meeting plans
What a distributor checks before saying yes
Prepare your product line, territory, margins and fulfilment details for a North American distributor meeting.
Review the distributor meeting planA timeline for pre-show buyer meetings
Brief the audience, start outreach, confirm meeting logistics and plan follow-up before the event.
See the pre-show meeting timelineBooked versus attended appointments
Understand the invoice trigger, no-show handling and qualification evidence before choosing a meeting provider.
Compare what you pay forHow to get more B2B clients
Choose a channel, plan the next 30 days and decide which prospecting handoff fits your sales team.
Work through the acquisition guidePut the guide to work for your sales team.
Bring your offer, target buyers and the guide you are working through. We will discuss the qualification criteria and prospecting handoff that fit your team.
Book a call to apply your buyer guide