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The Playbook  ·  Free

Selling to the C‑level. Think, write, edit.

The four-part structure for landing the room when the buyer sits at the top. The same one Dan uses with Fortune CEOs.

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Inside the document

One PDF. The whole playbook.

10 min read · PDF

What's inside.

The exact structure for a C-suite meeting that ends in a next step, not a polite goodbye. The mistakes that turn the room into procurement. The opening line that earns the next 25 minutes.

  • The opening line that earns you the next 25 minutes
  • The CRG model: how CFOs, COOs and CEOs each buy differently
  • The four-part C-suite story every winning pitch follows
  • The seven phrases that turn the meeting into procurement
  • How to close without “asking for the close”
  • The pre-meeting brief you memorise and burn

My sales and client relationship teams were underperforming. Dan and the team used simple techniques focused on the client first to hold the mirror up to us about how bad our interactions were. Has it worked? You bet. Win rates are up.

Christine Wyatt · General Manager, IBM GBS

FAQs

FAQs.

Is this really free?

Yes. One PDF, one email. No credit card, no trial, no upsell sequence.

What's in the playbook?

The four-part structure for a C-suite meeting. The CRG model. The seven phrases that lose you the deal. The opening line that earns you the room. Real examples from large proposals.

How long does it take to read?

Around 10 minutes. The structure is short on purpose. You're meant to use it before your next meeting, not study it.

Will you spam me?

No spam. Subscribers get one weekly email from The Executive Summary. Dan also reads the lead list and may follow up personally to ask if you want help on something. Unsubscribe any time in one click.

Why give it away?

The people we want to work with read first. If the free material is good, the rest sells itself.

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