Get targeted guidance on generating leads, improving your sales process, or developing strategic partnerships. This session is designed for founders and small-business owners who need an experienced perspective on how to reach, pitch, and convert prospective customers or business partners.
Pre-session sales and partnerships questionnaire
Advance review of your primary question and submitted materials
30-minute virtual consultation with a relevant Raíz&Co. partner
One-page Sales & Partnerships Insights Sheet
Three to five prioritized recommendations or next steps
One brief clarification email within seven days
Delivery of the insight sheet within three business days
Sales pitches and messaging
Lead-generation strategy
Sales pipelines and processes
Customer follow-up
B2B outreach
Retail or wholesale strategy
Strategic partnerships
Partnership structures
Customer-conversion challenges
The session covers one business and one primary sales or partnership question.
The intake form and supporting materials must be submitted at least two business days before the meeting.
Submitted materials should be limited to three documents or approximately 10 pages.
Prospect lists, contact research, CRM setup, outreach execution, contract negotiation, and direct introductions are not included.
Additional research, written plans, or deliverables require a separate quote.
Raíz&Co. does not guarantee introductions, responses, partnerships, customers, or sales results.
Legal agreements should be reviewed by an independently licensed attorney.
Payment is refundable until the intake form and supporting materials are submitted and preparation begins.
One complimentary rescheduling is permitted with at least 2 hours’ notice.
Cancellations made after preparation begins are nonrefundable.
Missed appointments and cancellations with less than 2 hours’ notice are nonrefundable.
If Raíz&Co. must cancel the session, the client may reschedule or receive a full refund.
Get targeted guidance on generating leads, improving your sales process, or developing strategic partnerships. This session is designed for founders and small-business owners who need an experienced perspective on how to reach, pitch, and convert prospective customers or business partners.
Pre-session sales and partnerships questionnaire
Advance review of your primary question and submitted materials
30-minute virtual consultation with a relevant Raíz&Co. partner
One-page Sales & Partnerships Insights Sheet
Three to five prioritized recommendations or next steps
One brief clarification email within seven days
Delivery of the insight sheet within three business days
Sales pitches and messaging
Lead-generation strategy
Sales pipelines and processes
Customer follow-up
B2B outreach
Retail or wholesale strategy
Strategic partnerships
Partnership structures
Customer-conversion challenges
The session covers one business and one primary sales or partnership question.
The intake form and supporting materials must be submitted at least two business days before the meeting.
Submitted materials should be limited to three documents or approximately 10 pages.
Prospect lists, contact research, CRM setup, outreach execution, contract negotiation, and direct introductions are not included.
Additional research, written plans, or deliverables require a separate quote.
Raíz&Co. does not guarantee introductions, responses, partnerships, customers, or sales results.
Legal agreements should be reviewed by an independently licensed attorney.
Payment is refundable until the intake form and supporting materials are submitted and preparation begins.
One complimentary rescheduling is permitted with at least 2 hours’ notice.
Cancellations made after preparation begins are nonrefundable.
Missed appointments and cancellations with less than 2 hours’ notice are nonrefundable.
If Raíz&Co. must cancel the session, the client may reschedule or receive a full refund.
