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Sales & Training Proposal
30-page booklet: eight target markets, their needs, the solutions and the sales scripts.
A5 Leaflets
7 service leaflets + 1 adviser profile.
Estate Planning Process
One-page circular diagram of the eight-stage planning cycle.
Campaign — Accountants
One-page email flyer for accountants, with the £100 referral offer and pitch script.
Accountants Database
74 accountants and bookkeepers across London, with email, website and LinkedIn links.
Tri-Fold Leaflet
Double-sided A4 tri-fold brochure.
Business Card
Standard 85mm x 55mm business card.
A4 Letterhead
Branded letterhead with header and footer.
Compliment Slip
Standard 210mm x 99mm slip for enclosing with documents.
Logo Image
JPG copy of the logo, sized 1.35cm x 1.35cm.
Business Plan
5-page business plan, ready to print or save as PDF.
My Calendar
View and manage client appointments by day and month.
Client Booking Page
The page clients use to request an appointment with you.
Lead Generation Hub
Public landing page that captures enquiries into your leads database.
Upcoming Appointments
See every booking ahead — client names and requested services.
Consultation Room
Record any meeting (mic or Teams/Zoom) and auto-generate a typed report.
Client Summary Reports
Draft a clear summary report for each client from notes and transcripts.
Animated Explainer Videos
One-minute cartoon explainers per service, including wills & guardians for young families.
Email Campaign
Send a branded email with your imagery to selected leads from your CRM.
Complete Estate Planning Guide
A 50-page guide compiling every newsletter and service into one printable PDF or digital read.
Newsletter – Week 1
Print-ready 'Masterclass on Wills' newsletter with inline images.
Newsletter – Wills Masterclass
'Understanding Wills' — the people, roles and relationships behind your final wishes.
Newsletter – LPA Masterclass
'Lasting Power of Attorney' — why an LPA is more vital than a will, the two types, and how to set one up.
Newsletter – LPA Masterclass (Week 4)
'Lasting Power of Attorney' — benefits, the people involved, and what happens when circumstances change.
Newsletter – Trust Masterclass (Week 5)
'Trusts Explained' — what a trust really is, the main types, and how trusts give you control over who benefits and when.
Newsletter – Trusts & Tax Guide
A 3-page plain-English guide comparing how tax affects outright ownership, bare, IIP and discretionary trusts over 20 years.
Newsletter – Trust Masterclass (Week 6)
'Goals of Trusts' — why trusts exist, the popular types, and how each goal maps to a real client situation.
Newsletter – Estate Steward Masterclass (Week 8)
'Executors & Trustees in a Will' — the two fiduciary roles, their duties step by step, personal liability, and how to choose who acts.
Newsletter – Estate Management Finale (Week 9)
'Estate Management Finale' — the probate system explained, the executor's role step by step, worked estate accounts, and our executor, custodian and funeral services.
Newsletter – Pension Bonus (Week 10)
'Pension Bonus Week' — the State Pension and private pensions in plain English: qualifying years, the triple lock, tax relief, retirement income choices, and passing a pension on.