Market & Sell
How to turn interest into signed deals with clear proposals, e-signatures and online booking, and which tools a small team needs for each.
Guide · Proposals and scheduling
Founders should close the first 10 to 20 customers themselves, in protected weekly blocks for prospecting, calls, follow-ups and a pipeline review. Write the process down as you go. Hire salespeople once deals follow a pattern you can teach, and hire two rather than one.
· 9 min read
Guide · CRM
Start with a CRM that records every contact and email automatically, shows your deals in a simple pipeline and reminds you to follow up. HubSpot's free CRM covers two users and Attio's free plan three. Pay for more when automation, sequences or reporting start to save real time.
· 7 min read
Guide · Cold outreach
Good cold email is a small, well-chosen list, a short first email about the recipient's problem, two or three follow-ups and a sending setup with SPF, DKIM and DMARC on a separate domain. CAN-SPAM applies to B2B email too, with penalties up to $53,088 per message. Here's the full playbook.
· 8 min read
Comparison · Proposals and scheduling
For one person, PandaDoc's Starter is $19 a month billed annually and Proposify's Build is $35. At ten users, PandaDoc Business costs $490 a month on annual billing and Proposify's Grow about $650. PandaDoc also has a free plan with five documents a month. Here's which one fits.
· 7 min read
Comparison · CRM
For three people, Attio's free plan costs nothing, Pipedrive's Lite plan starts at $42 a month and HubSpot's Starter is listed at $60. At ten seats, the gap widens, and HubSpot's Professional tier adds a $1,500 onboarding fee. Here's how they compare and who each suits.
· 7 min read