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Post-Sales Alliance
Working templates and guides

Built to use, not to read once.

Every template comes out of a live session: the argument, a worksheet you fill in with your own accounts, and how to make it stick.

Templates

Interactive tools

Or work it through on your own accounts.

  • About 5 minutes

    The Handoff Health Check

    Nine questions on how a closed deal becomes a working customer at your company, scored by area.

    You get: A score for each part of your handoff and the template for your weakest spot.

    Start the check

  • About 20 minutes per deal

    The Handoff Record builder

    Fill in the five questions for one closed deal, with the person who sold it, and save it as a one-page PDF.

    You get: A branded one-page Handoff Record to bring to the kickoff.

    Build a record

  • About 3 minutes

    The cost of repeat discovery

    Work out what it costs, in hours and money, when every team after the sale asks the customer what sales already knew.

    You get: A yearly cost of lost context, with the working shown, to take to leadership.

    Work it out

  • About 5 minutes per account

    The churn signal checker

    Check one account against the five early churn signals the panel named, and get a risk level and what to do next.

    You get: A risk level for the account and the question to ask for each signal.

    Check an account

  • About 10 minutes per account

    The buying committee map

    Map who at one account knows what you do, and test it against the panel's rule of three: at least three people who could explain it.

    You get: A map of the account, the seats nobody fills and who to speak to next.

    Map an account

Long-form guides

The bigger questions, answered properly.

Longer reads built from the panel's sessions, for when you need the whole picture before you change anything. Free to read, no email needed.