Tools & Resources


We’ve developed a range of FREE tools and resources to help you build trust, improve your client relationships, and win more work. All of our tools and resources are based on the proven methods from our ENGAGE training program and Keith’s book Smarter Selling.


Sales Meeting Planner

Sales Meeting Planner Template:

This 3-page template is an essential client relationship building tool. It will help to ensure you have meetings with clients and prospective clients that build trust – making them want  to buy from you.

Download here.

Meeting Assessment Tool:

Your meeting with another person typically reflects the type of relationship you have with them. Use this meeting assessment tool to understand exactly where your relationship with another person is at, and to receive advice on what to do in your next meeting to move your relationship more towards a trusted, partner relationship. You can complete the questionnaire here: Meeting Assessment

Octagon Behavioural Profiling Tool:

Your behaviour dictates the extent to which people will want to engage with you: colleagues, clients, customers, suppliers. The Octagon is a simply but accurate self-assessment tool that measures your behavioural preferences. It provides a reference point that helps you to think about your own behaviour and how your preferences may impact how others respond towards you.

To better understand your own behaviours, complete your Octagon profile here.

Meeting Follow-up Email Template:

Meeting Follow Up Email template

This template shows you the most effective way to follow up with someone by email after a meeting that will continue to engage them, build trust and add value.

Download here.


Sales Leadership 2016

Sales Leadership 2016

Are you looking for some new ideas on sales and client relationships? Ideas to help grow your business, and grow your own sales career? Sales Leadership 2016 is a collection of perspectives from 12 of Australia and New Zealand’s best practitioners and thought leaders in sales from the Sales Masterminds Australasia Group.

Download here.

White papers written by Keith Dugdale:

A Sales

A Sales Evolution or Revolution? What’s changed in sales methods over the past 30 years, and what it means for modern sales based organisations. By Keith Dugdale and David Lambert.  Download here.

  • Building a Professional Services Firm for the 21st Century: Why firms need a lifestyle change, not a crash diet. February 2014.
    Download here.
  • Moving from Price to Value: building business-to-business trust. Strategic Account Management Association 2010.
    Download here.

Other resources about client relationships and trust that we think you’ll find useful: