CRM and sales collateral · the Bought and Kept stages

Deals don't die. They stall.

Most lost deals go quiet at the same few places: a proposal the money can't sign, a sceptic nobody answered, a new client left wondering what happens next. We build the collateral and the CRM that keep buyers moving to yes, and glad they said it.

Book a call See the kit

Add what's missing

0Gone quiet a minute

0Kept a minute

Illustration. Each dot is a deal. Stalled deals pulse, then go quiet and drop out. Hover a stage to see why.

Where it's won or lost, late

Two stages most marketing forgets.

By the time a buyer reaches Bought, you've done the hard work of being found, believed and preferred. It still slips away when saying yes feels risky, or when nobody looks after them once they have.

06 Bought

“Is it easy and safe to say yes?”

Where it goes wrongA big, scary first step and no clear way out. A proposal written for the champion that the money, the sceptic and the boss can't sign.

Proposals that answer every buyer, not just the one who asked
Prices, first steps and exit terms, stated plainly
Proof placed where the doubt shows up

07 Kept

“Am I glad I chose them?”

Where it goes wrongForgotten the day after the invoice. No welcome, no plan, and no reason to tell anyone else.

Onboarding that shows the first 90 days
Follow-up that arrives before the buyer has to ask
Check-ins and a simple way to refer you

Who reads the proposal

Six people read it. You wrote it for one.

The champion asked for it. Five other people decide what happens to it. Tap each one to answer them and watch the signatures add up.

1 of 6 ready to say yes. The deal stalls.

The kit

Every document earns its place, or it goes.

Each piece is aimed at a named buyer at a named stage, with a prediction about what it will change.

Bought · the money

The proposal

Written for all six readers. Price, first step and way out on the first page.

Bought · the money

Pricing one-pager

What it costs, what's included and what changes the number. Easy to forward.

Bought · the champion

The sales deck

Fewer slides, one story, and the questions buyers really ask, answered in order.

Bought · the sceptic

Case studies and proof

The work, the result and who to call, placed exactly where doubt shows up.

Bought · the sceptic

Objection answers

The hard questions written down once, answered honestly, used by the whole team.

Kept · the user

Onboarding pack

Welcome, the first 90 days, who does what. The buyer knows they chose well.

Kept · the champion

Follow-up sequence

Emails that arrive before the question does, written by people, sent by your CRM.

Kept · the boss

Check-ins and referrals

A short review of what changed, and an easy way to tell someone else.

CRM set-up and automation

A CRM shaped like a decision.

The collateral gets a buyer to yes. The CRM makes sure nobody waits, nothing slips, and you can see where deals stall.

A pipeline that matches how buyers decide

Stages built from your buyers' journey, not the software's defaults. Every stage has an owner, a next step and the document that moves it.

Follow-up that doesn't forget

Reminders and emails at the moments deals usually go quiet, written by people and sent on time.

Enquiries to the right person

Forms that route each enquiry by type and urgency, so nobody waits.

RocMode CRM, as it becomes available

A CRM built around the same 42 moments. We'll set it up for clients who want it, when it's ready.

Reports you'll actually read

Where deals stall, which documents helped, and what to change next month.

Your team, trained

Short sessions and written how-tos, so the system still gets used after we leave.

They have a great balance of being both commercial and creative.

Matthew MullerCMO, LAVO

How to buy it

One stall at a time.

As an AdaptationOne focused piece: a proposal system, an onboarding pack, or your CRM pipeline.
From $4,900
With a new websiteCRM, forms and routing connected before launch.
From $14,900
Inside GenerationsA monthly loop that keeps improving the documents that move deals.
From $2,900/month

Not sure where deals stall? The Fitness Test ($2,900) scores Bought and Kept for all six buyers.

Questions

Fair questions.

Which CRM do you work with?

Usually the one you already have, if it fits how your buyers decide. If it doesn't, we'll recommend one and say why. RocMode CRM is on its way, and we'll offer it as it becomes available.

Do you write the documents or just design them?

Both. Writers draft from the buyer research, designers make them easy to read and forward, and your team checks them for accuracy.

Will our sales team actually use it?

That's why we start with them. We sit in on how deals really run, build around it, and train the team before we hand over.

Can you migrate our existing data?

Yes, as part of the set-up. We'll tidy it as we go and tell you what we couldn't bring across and why.

How do we know it worked?

Every piece ships with a written prediction, such as fewer deals going quiet after the proposal. We check it against your pipeline and report the hits and the misses.

CRM and sales collateral

Make yes the easy part.

Show us where your deals go quiet. We'll show you what's missing, and who it's missing for.

Book a call Take the Fitness Test