Bolden Strategy & Consultation

Sales Development Toolkit

16 integrated tools covering the complete new AE journey — from day-one onboarding through close. Built on MEDDPICC, SPIN Selling, and frameworks from McKinsey, Gartner, Harvard, Wharton, Kellogg, Accenture, Deloitte, and Franklin Covey.

16

Integrated Tools

~95%

AE Journey Coverage

10+

Consulting Frameworks

50:1

Typical Team ROI

Phase 1

Onboarding & Orientation

Sales Team Needs Assessment

18-question diagnostic for sales leaders. Identifies team gaps across 6 dimensions, scores performance, and generates a prioritized tool recommendation with ROI projection.

LeadershipDiagnosticROI Projection

30-60-90 Day Plan Builder

Q&A-driven onboarding plan generator. Produces a personalized 30-60-90 plan with phase priorities, KPI framework, and a built-in 90-day self-assessment. Harvard · Accenture · Kellogg models.

OnboardingKPI AssessmentHarvard Model

Individual Skill Development Planner

Self-assessment across 20 core selling skills. Gap analysis by importance × rating. Generates a 90-day development plan with resources, a weekly habit system, and a manager coaching request.

Self-AssessmentDevelopment PlanWharton Model

Phase 2

Territory Planning & Prospecting

Territory & Account Planning

25-question diagnostic. Scored gap analysis across 7 dimensions with consultant-model strategic direction and action plan. McKinsey · Gartner · CEB frameworks.

TerritoryGap Analysis

ICP Scoring Tool

Score accounts against your ICP across 10 weighted criteria. Auto-assigns Tier 1/2/3/Out-of-ICP rating with specific action recommendation. Ranked sidebar view.

ICPAccount Scoring

⏱ 5 min/account

Account Research & Pre-Call Planner

5-section prep workflow: company intel, stakeholder research, trigger event selector, SPIN question builder, meeting objectives. Generates a printable pre-call brief.

Pre-Call PrepSPIN

Outreach Template Library

15 proven templates: cold outreach, executive, follow-up, re-engagement, reference requests, LinkedIn, and champion/internal. Variable substitution + copy-to-clipboard.

OutreachTemplates

⏱ 5 min/email

Phase 3

Discovery & Deal Qualification

MEDDPICC Opportunity Blueprint

7-tab deal management system. MEDDPICC scoring, SPIN discovery capture, stakeholder map, KPI definition, activity blueprint, if/then close criteria, and milestone timeline.

MEDDPICCSPINClose Plan

Objection Handling Coach

25 top objections across 6 categories. Per-objection: diagnosis, named framework, step-by-step response options, practice field, and what-not-to-do. Searchable + exportable.

ObjectionsScriptsPractice

⏱ Reference tool

Meeting Debrief & Intel Capture

Structured 2-minute post-meeting capture. Pain/EB/champion intel, deal signal chips, MEDDPICC updates, deal momentum. Generates a CRM-ready summary. History sidebar.

DebriefCRMIntel

Phase 4

Solution, Business Case & Demo

Business Case & ROI Builder

Guided 4-tab ROI model: deal context → current state baseline → ROI calculator (cost reduction, revenue, risk) → auto-generated executive business case document.

ROIBusiness CaseEB-Ready

Demo & Presentation Planner

5-tab workflow. Audience mapping (5 types), Pain→Demo→Outcome mapper, Demo Flow Builder, auto-generated Demo Plan. Includes during-demo objection handling scripts.

DemoTailoringObjections

Proof Points & Reference Library

Searchable customer success story library. Per-story: outcome metrics, conversation narrative, reference contact, competitor displaced, tags. "Find Best Match" finder for any prospect profile.

Case StudiesReferencesSocial Proof

⏱ Reference tool

Phase 5

Stakeholder Engagement & C-Suite

Champion Development Playbook

Full champion lifecycle: Identify → Test → Develop → Activate → Maintain. Health Check scoring, conversation scripts for every stage, internal selling prep, champion tracker.

ChampionInternal SellingMEDDPICC

⏱ Reference tool

C-Suite Relationship Building

Executive persona guide (CEO/CFO/CTO/CRO/COO/CHRO), 5 paths to access, 6 conversation scripts, executive briefing planner with checklist, relationship health tracker.

C-SuiteExecutive AccessBriefing

⏱ Reference tool

Competitive Battlecard Builder

Dynamic per-competitor cards: strengths/weaknesses, positioning plays with scripts, if/then scenarios, champion coaching questions. Add unlimited competitors. Status quo pre-loaded.

CompetitiveBattlecardsPositioning

⏱ Reference tool

Phase 6

Forecasting, Negotiation & Close

Pipeline & Funnel Alignment

SFDC/Clari stage definitions, commit categories (Commit/Best Case/Pipeline/Omit), if/then decision scenarios, deal stage simulator, hygiene standards and weekly cadence.

SFDCClariForecast

⏱ Reference tool

Negotiation & Close Playbook

9 negotiation principles, concession trade table (give/get/script), 8 close scenario scripts, real vs. fake urgency guide, paper process timeline builder, late-stage deal tracker.

NegotiationClose ScriptsPaper Process

⏱ Reference tool

Manager 1:1 Prep Tool

5-minute weekly prep: week summary, pipeline update by deal, wins, blockers, coaching ask selector, development update, questions for manager. Generates a shareable 1:1 agenda.

Coaching1:1 AgendaDevelopment

Advisory

Advisory & Go-to-Market

Services Brochure & Pricing

Full-service marketing page: toolkit overview, research credibility, 3-tier pricing (Toolkit Free · Toolkit + Coaching $4,800/cohort · Full Advisory $8,500/mo), à la carte add-ons, FAQ.

PricingMarketingAdvisory

View Brochure →

⏱ Client-facing

AE Development ROI White Paper

30-page research-backed white paper: the AE development gap, evidence from McKinsey/Gartner/Harvard/Deloitte/Accenture, full ROI framework with benchmark calculator. Word document.

ROI ResearchWord DocClient Pitch

Research Foundations

Built on Proven Consulting & Academic Frameworks

${['McKinsey & Company','Gartner / CEB','Deloitte','Accenture','Franklin Covey 4DX','Harvard Business School','Wharton School','Kellogg School','MEDDPICC Framework','SPIN Selling (Huthwaite)','Challenger Sale','Porter Competitive Strategy'].map(f=>`

${f}

`).join('')}