Collateral
Everything you need to send, show or hand over, built to print at the right size. Each PDF has its HTML source next to it, so a change is an edit and a reprint (Chrome: File → Print → Save as PDF, margins none).
Before first use
- Fill every [placeholder]: your name, phone, email, company number, registered office, Cyber Essentials certificate number.
- The DPA, terms outline and pilot agreement go to a solicitor once. Then they never change per customer unless the customer pays for the change.
- Nothing in these documents claims a customer, a statistic or an award that does not exist. Keep it that way; the credibility is the product.
What to send, to whom, when
| Moment | Send or show | Notes |
|---|---|---|
| Cold email or first reply from a housebuilder or contractor | sales/onepager-housebuilder.pdf | The housebuilder one-pager: CDM, MHSWR, s.40 stated correctly. Nothing else on the first touch. |
| Cold email or first reply from a caterer, hotel or food manufacturer | sales/onepager-caterer.pdf | The caterer one-pager: allergen and recall notices, Food Safety Act s.21 due diligence. |
| After every first call, any sector | sales/teamtalk-one-pager.pdf | The general one-pager. Same day. |
| The 30-minute first meeting | sales/teamtalk-sales-deck.pdf (six-slide core path: 1, 2, 4, 5, 7, 14) with deck-notes.md | Slides 8, 10, 11 are optional; the rest is the appendix you send afterwards. |
| Before a meeting where you know the incumbent | sales/battlecards.pdf | Eight cards: WhatsApp, Teams, Blink, paper, Staffbase/Workvivo, HammerTech, SafetyCulture (Mitti), doing nothing. Internal; never send. |
| After the demo, same day | sales/pilot-proposal-template.pdf + legal/pilot-agreement + sales/mutual-action-plan.pdf | The proposal is accepted subject to the pilot agreement (one contract, one signature). Co-sign the mutual action plan on the follow-up call. |
| The day the pilot is signed | sales/for-your-colleagues.pdf | For the champion to forward internally, unedited. |
| Supplier onboarding starts | legal/00-cover-note, DPA (-ISSUE), security-summary, supplier-questionnaire-answer-bank (-ISSUE), policies | Use the -ISSUE variants; the -INTERNAL ones carry your checklists and verify badges. |
| Their DPO or HR asks about workers | legal/worker-privacy-notice-template + customer/worker-privacy-notice-translations + legal/dpia-and-monitoring-pack | Volunteer these before they ask; it is how you win a DPO. |
| After discovery, with their numbers | customer/roi-calculator.html | Customer-facing; pre-fill the inputs from what they told you. |
| Go-live day, to the site manager | customer/join-card-poster (A3/A4), worker-leaflet, manager-quickstart | Print the poster in colour; the leaflet is nine languages plus English. |
| Day 30 of the first pilot | customer/case-study-template | Start the corporate-communications sign-off then, not at day 90. |
Sales collateral
Use in and after meetings. The deck is for a 30-minute first meeting; send the one-pager the same day.
| File | Type | |
|---|---|---|
| battlecards.html | HTML | editable source |
| battlecards.pdf | 8 pages | |
| deck-notes.md | MD | |
| for-your-colleagues.html | HTML | editable source |
| for-your-colleagues.pdf | 1 pages | |
| mutual-action-plan.html | HTML | editable source |
| mutual-action-plan.pdf | 1 pages | |
| onepager-caterer.html | HTML | editable source |
| onepager-caterer.pdf | 1 pages | |
| onepager-housebuilder.html | HTML | editable source |
| onepager-housebuilder.pdf | 1 pages | |
| pilot-proposal-template.html | HTML | editable source |
| pilot-proposal-template.pdf | 2 pages | |
| pricing-sheet.html | HTML | editable source |
| pricing-sheet.pdf | 1 pages | |
| teamtalk-one-pager.html | HTML | editable source |
| teamtalk-one-pager.pdf | 1 pages | |
| teamtalk-sales-deck.html | HTML | editable source |
| teamtalk-sales-deck.pdf | 15 pages |
Legal, security and supplier pack
Send during supplier onboarding. Documents marked for solicitor review must be reviewed before first use.
Customer onboarding and marketing kit
Give the poster, leaflet and quickstart to the site manager at go-live; use the LinkedIn kit weekly. The value calculator is customer-facing. Send it after the discovery call, with the inputs pre-filled from the numbers they gave you. It leads on the evidence case, because it shows honestly that admin time alone does not justify the price.
| File | Type | |
|---|---|---|
| _poster.tpl.html | HTML | editable source |
| case-study-template.html | HTML | editable source |
| case-study-template.pdf | 3 pages | |
| email-signature-and-onepager-copy.md | MD | |
| founder-linkedin-kit.md | MD | |
| join-card-poster-A3.html | HTML | editable source |
| join-card-poster-A3.pdf | 1 pages | |
| join-card-poster-A4.html | HTML | editable source |
| join-card-poster-A4.pdf | 1 pages | |
| manager-quickstart.html | HTML | editable source |
| manager-quickstart.pdf | 2 pages | |
| roi-calculator.html | HTML | editable source |
| worker-leaflet.html | HTML | editable source |
| worker-leaflet.pdf | 3 pages | |
| worker-privacy-notice-translations.html | HTML | editable source |
| worker-privacy-notice-translations.pdf | 4 pages |