The Closing Toolkit

DIY Toolkit (Digital Product)

Price: $349

Best for: solo salespeople, vendors, and small business owners who want a proven system they can run themselves.

• Client Intake Form
• Sales Process Audit Template
• Script Library
• Closing Checklist
• Sales Metrics Tracker
• Sales Uplift Report Template
• Training Agenda Template
• Bonus Tools: Referral Program, Upsell Sheet, Follow-Up Sequence

Includes a cover/welcome page with instructions and optional email support for setup questions.

Toolkit + Training (Guided Implementation)

Price: $1249

Best for: sales teams (5–20 reps) and small businesses that want the tools plus live coaching and accountability.

• Everything in the DIY Toolkit
• 2–3 hour live training session (Zoom or in-person)
• Roleplay using real scenarios
• Setup of the Sales Metrics Tracker
• Live Q&A and coaching
• Leadership handoff guide for running team meetings
• 30-day follow-up call (optional bonus)

Need a Recommendation?

If you’re not sure which option is best, let’s talk through your goals and choose the right fit.