What is a sales mini-site? A sales mini-site is a private hub that Account Executives create and share with customers to keep content in one place during their evaluation, align on timelines, and make the sales process as buyer-friendly as possible.
This template will help you create an impressive mini-site that empowers your customer champion to advocate for your solution when you’re not in the room.
<aside> 💡 How to use this template This template is an example mini-site based on a fictitious sales cycle where Loxo is being sold to Apple.
1. Watch the intro video below to get an overview of what is included in the mini-site and how you can use it as a framework for creating your own sales mini-sites. 2. Duplicate this template. 3. Replace all references to Apple with the name of your customer, and record your own version of the intro video using loom.com. 4. Edit the text, timeline, and edit/remove the additional pages as required, to fit your sales process. Then share the link with your customer via email! 🎉
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https://www.loom.com/share/4eda159aac074371967b5f43a39fa87b
<aside> ☝ *Tip: Want to save time and take your mini-sites to the next level?
Loxo makes it easy to build powerful mini-sites in minutes, with analytics built-in so you can see when & how your prospects are engaging.
Try Loxo for free: loxoapp.com.
Just enter your email & book a time to get set up.*
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https://www.loom.com/share/bbcd0a644a304bc29a302680cd6a77f8
<aside> 👋 Tim and Molly - It was great to chat today! As promised, I have put together more info and suggested next steps below to support your evaluation.
Please feel free to share this mini-site with others on your team, and I’ll keep it updated as we continue discussions. Thank you!
Toby Willcocks | Founder & CEO | [email protected] | Linkedin
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| When? | Status | Suggested Step |
|---|---|---|
| Last week | ✅ | Intro Call - Understand your requirements and discuss our solution. |
⏺ Meeting Recording: [link here] | | Last Week | ✅ | 💌 Share the https://loxoapp.notion.site/9084e769ad3141878b0cf077d4ca9ff0 page with your manager to provide a pre-demo overview. I’ve put this together based on the requirements we discussed in our call.
After that, I’d suggest we find time for a live demo where we can dig into the solution in detail and answer initial questions.
📆 https://calendly.com/loxoapp/30min | | Last Week | ✅ | Introduce us to the other stakeholders who will need to be engaged in the evaluation: e.g. Head of Sales, your Marketing Lead, and end-users.
We’ll run a short demo to show them the platform and get their feedback.
📆 https://calendly.com/loxoapp/30min | | Today | ✅ | Get Feedback from your users who have been trialling Loxo.
🎯 https://loxoapp.notion.site/Demonstrated-Impact-POC-33b5a52c255d42508fb0d0f793733526 | | Next | 🟨 | Info-security Review: I have prepared an Info-security page for your IT team. It includes an overview of our polices and certifications, as well as core docs for them to review.
💌 Share thehttps://loxoapp.notion.site/f8dd35e4dd5c4f5f9a6c5ff27c73c681 with your IT team. | | Next | 🟨 | Commercials Review: I have prepared an overview of our pricing model, and prepared a recommended proposal based on our discussions about your requirements. Let’s have a call to make sure this fits your needs.
📆 https://calendly.com/loxoapp/30min | | Next | 🟨 | Contract Review: Your legal team will need to review and approve our master services agreement and data processing agreement.
To make life easier for them I have put everything together for them on the https://loxoapp.notion.site/Commercial-Proposal-7100363cc6bb4c2bac28ff19f7cb446a, and they can also check out the Solution Overview page for context on how our platform works.
💌 Share the https://loxoapp.notion.site/Commercial-Proposal-7100363cc6bb4c2bac28ff19f7cb446a with your Legal team. | | Contract Signatures | 🟧 | Signature Logistics: I can trigger the e-signature request to both signers. Or if you prefer, just send me a signed PDF of our final contract and I will get it counter-signed by our CEO. | | Kickoff | 🟧 | 🌟 Kickoff!
We’ll have a Kickoff meeting with you, me, our Customer Success Lead, and the other key stakeholders from your team.
Agenda will be to review your requirements and align on immediate next steps to get the implementation and training off to a great start. |