14-sales-collateral.md 4 - Implementation Complete Created: 2026-02-23

Sales Collateral — Smartbound Custom Signal Engine

Executive Summary

This document outlines the sales collateral needed to support the Custom Signal Engine offering. It includes one-pagers, pitch decks, case studies, email templates, and discovery frameworks. All collateral aligns with the brand strategy and messaging framework.

1. Collateral Inventory

Core Documents

Document	Format	Primary Use	Status
One-Pager	PDF (1 page)	First touch, follow-up, events	Ready to design
Pitch Deck	PDF (9-12 slides)	Discovery calls, presentations	Ready to design
Case Study - Clinical Trials	PDF (2 pages)	Proof, vertical-specific	Ready to write
Case Study - CRE	PDF (2 pages)	Proof, vertical-specific	Ready to write
Pricing Guide	PDF (1 page)	Post-call, proposals	Ready to design
Signal Sample Feed	PDF/HTML	Pre-sale demo	Ready to design

Supporting Documents

Document	Format	Primary Use	Status
Discovery Question Guide	Internal doc	Call prep	Ready to write
Proposal Template	Word/PDF	Post-discovery	Ready to write
Contract Template	PDF	Close	Ready to write
Onboarding Checklist	Internal doc	Post-sale	Ready to write

2. One-Pager Specifications

Overview

Title: Custom Signal Engine Format: 8.5 x 11 inches (US Letter), 1 page Purpose: First touch, follow-up, events, email attachment

Content

┌─────────────────────────────────────────────────────────────────┐
│ HEADER                                                           │
│ SMARTBOUND                          Custom Signal Engine        │
│                                     Your team knows who to call │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│ THE PROBLEM                                                      │
│ Your reps spend 60% of their time researching prospects who     │
│ have no active reason to buy.                                    │
│                                                                  │
│ THE SOLUTION                                                     │
│ We build custom signal engines that monitor primary data        │
│ sources — government filings, regulatory databases, permits —   │
│ and deliver weekly feeds of prospects with verifiable reasons.  │
│                                                                  │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│ WHAT YOU GET                                                     │
│                                                                  │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐              │
│ │ CUSTOM-BUILT │ │ PRIMARY      │ │ MANAGED      │              │
│ │ Every engine │ │ SOURCES      │ │ SERVICE      │              │
│ │ unique to    │ │ Gov filings  │ │ We build &   │              │
│ │ your market  │ │ not databases│ │ run it       │              │
│ └──────────────┘ └──────────────┘ └──────────────┘              │
│                                                                  │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│ SIGNAL EXAMPLE                                                   │
│ ┌──────────────────────────────────────────────────────────────┐│
│ │ Signal: Trial NCT-04XXXX missed enrollment by 40%            ││
│ │ Impact: Need to expand sites within 60 days                  ││
│ │ Angle: Your recruitment platform solves this                 ││
│ │ Contact: VP Clinical Ops, verified email                     ││
│ └──────────────────────────────────────────────────────────────┘│
│                                                                  │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│ RESULTS                                                          │
│ 10%+ response rate | $500 CAC | 400% ROI                         │
│                                                                  │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│ PRICING: $2,000/month | 3-month minimum | No setup fee          │
│ GUARANTEE: Quality prospects or first month free                │
│                                                                  │
│ CONTACT: devon@smartbound.ai | smartbound.ai                    │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘

Key Messages to Emphasize

Custom-built — Every engine is unique
Primary sources — We go where databases don't
Managed service — We build and run it
Quality guarantee — Risk reversal

3. Pitch Deck Specifications

Overview

Title: Smartbound Custom Signal Engine Format: 16:9 (1920 x 1080px), 9-12 slides Purpose: Discovery calls, presentations, demos

Slide-by-Slide

Slide 1: Title

Content:

SMARTBOUND

Custom Signal Engines
for Sales Teams

Your team knows who to call and why.

[Date] | [Presenter]

Background: Navy Dark

Slide 2: The Problem

Content:

THE PROBLEM Your reps spend 60% of their time researching prospects who have no active reason to buy.

• 3.4% average cold email response rate • 15-30 min research per prospect • Generic signals everyone has access to

Slide 3: The Solution

Content:

THE SOLUTION Custom Signal Engines We build bespoke monitoring systems that track primary data sources your competitors don't know exist.

[Three pillars visual: Custom-Built | Primary Sources | Managed Service]

Slide 4: How It Works

Content:

HOW IT WORKS

[Process diagram]


SCOPE — We identify signal sources for your market
BUILD — We construct your custom signal engine
DELIVER — Weekly prospect feeds to your CRM or Slack
REFINE — Monthly feedback loops improve quality

Slide 5: What a Signal Looks Like

Content:

WHAT A SIGNAL LOOKS LIKE

[Signal card visual — actual example]

Signal: [What happened]
Impact: [Why it matters]
Angle: [How to approach]
Contact: [Who to reach]

Every prospect has a reason you can name in your first sentence.

Slide 6: Why We're Different

Content:

WHY WE'RE DIFFERENT

[Comparison table]

SIGNAL PLATFORMS (Autobound, Clay) | CUSTOM SIGNAL ENGINE (Smartbound)
Catalog signals                     | Custom-built
Same for everyone                   | Yours alone
DIY platform                        | Managed service
Aggregated data                     | Primary sources

"They sell signals from a catalog.
 We build signals that don't exist anywhere else."

Slide 7: Results

Content:

RESULTS [Three metric cards] 10%+ $500 400% Response Rate CAC ROI vs 1-2% avg Proven Credo.ai

[Testimonial quote] "SmartBound helped us build a tech stack that produced fast, targeted prospecting conversations." — Credo.ai

Slide 8: Pricing

Content:

PRICING CUSTOM SIGNAL ENGINE $2,000/month 3-month minimum | No setup fee ✓ Weekly prospect feed ✓ Custom signal design ✓ Primary source monitoring ✓ Monthly feedback loop GUARANTEE: Quality prospects or first month free

Add-ons: Managed Outreach (+$1,500/mo) | Build in Clay ($6-8K)

Slide 9: Next Steps

Content:

NEXT STEPS Scope your market (we identify signal sources) Review sample signal feed Start your custom signal engine ───────────────────────────────────────────────── If signals don't exist in your market, we'll tell you. We don't sell engines that don't work. ───────────────────────────────────────────────── [CTA: Scope Your Market]

[Contact Info]

4. Case Study Specifications

Case Study: Clinical Trials

Title: Clinical Trials Client Sees Consistent Flow of Qualified Prospects with 10 Min/Week Effort

Format: 8.5 x 11 inches, 2 pages

Page 1 Content:

CASE STUDY THE CHALLENGE [Client] needed to find clinical trial sponsors with enrollment pain, but traditional prospecting methods weren't surfacing the right prospects at the right time. THE SOLUTION We built a custom signal engine that monitors ClinicalTrials.gov for enrollment shortfalls and related pain indicators. HOW IT WORKS Monitor ClinicalTrials.gov daily for enrollment updates Identify trials with missed enrollment targets Cross-reference with sponsor ICP criteria Enrich with decision-maker contacts Deliver weekly feed with signal context SIGNAL EXAMPLE

[Visual of actual signal card]

Page 2 Content:

THE RESULTS • Consistent flow of qualified prospects • 10 minutes/week delivery effort once built • $5K contract (6 months) • High-quality, niche market prospects client couldn't find themselves WHAT THE CLIENT SAYS "[Testimonial quote about value received]" ───────────────────────────────────────────────── Could your team use prospects like this? We'll scope your market before you sign. If signals don't exist, we'll tell you honestly.

Contact: devon@smartbound.ai | smartbound.ai

Case Study: Commercial Real Estate

Title: CRE Broker Pro Achieves 10%+ Response Rates with Targeted Prospect Identification

Format: 8.5 x 11 inches, 2 pages

Key Metrics:

10%+ cold email response rates (2x industry average)
12 new high-ticket opportunities
Quote: "SmartBound built an AI-powered system using Clay that made it simple to identify and reach top decision-makers."

5. Discovery Question Guide

Purpose

Prepare for discovery calls with the right questions to qualify prospects and gather information for signal engine scoping.

Questions

Understanding Their Situation:

"How does your team currently decide who to call each day?"
"What percentage of your prospects have a specific reason to talk to you this week?"
"How much time do your reps spend on research vs. actual outreach?"
"What's your current response rate on cold outreach?"

Understanding Their Market:

"What vertical or market are you targeting?"
"What are the key pain points your product solves?"
"What signals would indicate someone needs your solution?"
"Where does that information live? Is it public?"

Understanding Their Team:

"How many reps do you have doing outbound?"
"What tools are you currently using for prospecting?"
"Who would be working the prospects we deliver?"

Qualifying:

"What would it be worth to have 50+ prospects per month with specific reasons to talk?"
"What's your budget for prospecting intelligence?"
"How quickly are you looking to get started?"

Closing:

"Would it be helpful if we scoped your market before you commit? We'll tell you honestly if signals exist."

6. Email Templates

Outreach Email

Subject: Signal for [Company]: [Specific event]

Body:

Hi [First Name], [Signal-specific opening — reference something that happened] [Problem context — why this matters] We build custom signal engines that surface prospects with verifiable pain — signals that don't exist in any database. Happy to show you what a signal feed looks like for your market. No commitment — just want you to see the quality.

[Your Name]

Follow-Up Email

Subject: Re: Signal for [Company]

Body:

Hi [First Name], Following up on [previous context]. [New insight or signal if available] Quick question: do you have someone building custom signals for your team, or are you still on the generic stuff? If your market has viable signals, we can scope it for you. If not, I'll tell you honestly before you spend a dime.

[Your Name]

Post-Call Follow-Up

Subject: Custom Signal Engine for [Company] — Next Steps

Body:

Hi [First Name],

Great talking with you today. Here's what we discussed:

Your Situation:

[Pain points discussed]
[Current challenges]

What We'd Build:

Custom signal engine monitoring [signal sources]
Weekly delivery of [X] prospects with signal context
Integration with [their CRM/tool]

Next Steps:

[Step 1 — e.g., We'll scope your market]
[Step 2 — e.g., Share sample feed]
[Step 3 — e.g., Decision by X date]

Timeline: [If discussed]

Let me know if you have any questions. I'll send over [deliverable] 
by [date].

[Your Name]

7. Proposal Template

Structure

Executive Summary — Key points in 3-4 sentences
Understanding Your Challenge — What we heard
Our Solution — Custom Signal Engine overview
Signal Sources — Specific sources we'll monitor
Deliverables — What you get each week
Timeline — Onboarding and ongoing
Investment — Pricing and terms
Guarantee — Quality commitment
Next Steps — How to move forward
About Smartbound — Company overview

8. Contract Template

Key Terms

Services:

Custom Signal Engine monitoring
Weekly prospect feed delivery
Signal design and optimization
Monthly feedback loop

Deliverables:

Minimum [X] qualified prospects per month
Signal context for each prospect
Verified contact information

Investment:

$2,000/month
3-month minimum commitment
Billed monthly

Guarantee:

If prospects don't meet quality standard in first 30 days,

first month is free

Terms:

30-day cancellation notice after initial term
Data confidentiality
[Other standard terms]

9. Collateral Distribution

When to Use What

Situation	Collateral
First outreach email	Signal-specific email + link to site
Positive reply	One-pager + scheduling link
Discovery call scheduled	Pre-call: nothing (ask questions first)
Post-discovery call	Pitch deck + sample feed + proposal
Proposal sent	Follow-up email + case study
Close	Contract + onboarding checklist
Onboarding	Onboarding checklist + first signal feed

10. Implementation Checklist

Immediate

[ ] Design one-pager (use template from doc 11)
[ ] Design pitch deck (use template from doc 11)
[ ] Write clinical trials case study (use proof points)
[ ] Write CRE case study (use existing testimonial)
[ ] Create pricing guide PDF
[ ] Set up proposal template

Week 1

[ ] Create signal sample feed PDF/HTML (use real example)
[ ] Finalize discovery question guide
[ ] Set up email templates in outreach tool
[ ] Create proposal template in Google Docs/Word

Week 2

[ ] Create contract template
[ ] Create onboarding checklist
[ ] Train Kevin on new collateral
[ ] Test all materials with internal review

11. Maintenance Schedule

Collateral	Review Frequency
One-pager	Quarterly
Pitch deck	Monthly (update case studies, metrics)
Case studies	As new results available
Email templates	Monthly
Pricing guide	Quarterly or when pricing changes

This document guides all sales collateral creation and usage. Update as messaging evolves.