2024 Digital OneNote & PDF CRM Toolkit

Original price was: $49.99.Current price is: $39.99.


The first page features a Client Board where you can include key information like account name, contact information, and notes. It’s important to outline why you are interested in a customer. When you discover a true interest with the customer, such as believing in their product or their leadership, that is going to encourage and motivate you to want to be a partner of theirs.

The Client Board also features six different containers to help the sales process, including:

  • Prospecting
  • Qualifying
  • Pitch
  • Value Proposition
  • Why Buy
  • Objectives


If you could please help us understand how you learned about us.

Even though we offer walk-through videos and guided steps for installation support. We understand some achievers don’t want the hassle and would rather have professional support. You can schedule a time for our team to do a remote installation on your device.

Training sessions are conducted virtually over a zoom call. Branden will work with you to integrate the planning system into your planning workflow.


Customer Relationship Manager Toolkit

A Customer Relationship Manager for digital planning professionals. This digital notebook is available for OneNote and PDF Annotation App users (Samsung Notes, GoodNotes, Penly, Notability, reMarkable, SuperNote and any PDF Annotation App.

This product is included FREE in the Key2Success Executive and Complete Planner.


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