The Sales Vault

Sales Resources

On-Demand Courses

Included in your Sales Vault Membership

Selling to Hospitals: Big Fish Sales in a High-Rules Environment

Hospitals buy a ton of print, signage, and promo—yet they can be notoriously hard to break into because decisions run through committees, compliance, vendor approval, and long budget cycles. This course teaches you how to research healthcare trends, identify revenue-driving opportunities, find the right stakeholders, and frame your offering in the language hospitals care about: safety, outcomes, efficiency, and patient experience.

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Selling to Banks: Cracking the Code of Financial Institution Sales

Banks and credit unions buy plenty of print, signage, and promo—but profitable work comes from understanding how they make money, what’s changing in the industry, and what priorities your target institution is pushing right now. This course shows you how to build value-driven pitches, research like a pro, and walk into the conversation sounding like a partner—not another vendor begging to be put on the bid list.

Included in your Sales Vault membership

Selling to Colleges: Win the Big Fish Without Becoming Bait

Colleges and universities are a massive, price-sensitive market with scattered buying circles—which means real opportunity… and real complexity. In this 6-lesson course, Bill breaks down what colleges buy, why they buy it, and who’s doing the buying, then shows you how to sell beyond “submit a bid” by tying print, signage, and promo to what schools are trying to accomplish right now.

Included in your Sales Vault Membership

Sustainable Productivity

Busy isn’t the same as productive. This course gives experienced reps a simple, repeatable system to plan their week, protect their best sales activities, and end every day with tomorrow ready to go. Learn how to stack appointments, manage opportunities, and sell more in less time—without burning out.

Included in Your Sales Vault Membership

Landing the Big Fish

Big accounts don’t get “won.” They get pursued, mapped, and earned—over time, with patience, creativity, and a strategy that goes way beyond “just checking in.” This course gives you the mindset, structure, and contact tactics to break into large organizations, stay relevant during long sales cycles, and build a repeatable Big Fish pipeline.

Included in Your Sales Vault Membership

Taming the Nuisance Customer

Learn how to identify, manage, and—when necessary—fire time-sucking, profit-draining clients. Learn practical strategies for dealing with bullies, slow payers, price-checkers, and chronic complainers so you can protect your time, your team, and your best customers.

Included in Sales Vault Membership

Getting to YOUR Next Level

Explore this practical, no-drama framework to figure out where you are, where you want to go, and exactly what has to change in your mindset, skills, and activity to get there. This isn’t motivational fluff. It’s a working blueprint you’ll use to evaluate, review, plan, and execute your way to real growth.

Included in Your Sales Vault Membership

A Sustainable Productivity Plan for New Sales Reps

Build consistency and focus with a repeatable productivity system for sales reps. Learn how to plan smarter, execute better, and stay on track — every day, every week.

Included in Your Sales Vault Membership

Objection Mastery: Turning Resistance into Revenue

Master the art of handling objections. Learn to recognize, reframe, and respond to resistance with strategies that convert hesitation into opportunity.

Included with Sales Vault Membership

Effective Sales Presentations

Turn your next meeting into a masterclass in preparation, presentation, and persuasion. In this course, Bill Farquharson walks you through every step of an effective sales presentation — from preparation to delivery to securing the next meeting. You’ll learn how to research your client, structure your message, and communicate with clarity and confidence.

Included in Your Sales Vault Membership

Making Contact with Decision Makers

This course is about mastering one of the hardest parts of selling: gaining access to the person with the power to say “yes.” You’ll learn why diligence beats talent, how to craft powerful conversations, and how to reset your mindset so you stop feeling like a pest and start acting like a trusted advisor.

Included with Sales Vault Membership

Marketing is the New Sales

Marketing is the New Sales helps you stand out in a crowded market, generate steady leads, and strengthen client relationships. By the end, you’ll have practical strategies to drive growth and keep your pipeline full—without relying on old-school sales tactics.

Included in Sales Vault Membership

Lead Generation for Legacy Sales Reps: Sharpening Your Edge

Sharpen your edge and win better business. This advanced course helps seasoned sales reps refine their Ideal Customer Criteria, apply smarter prospecting strategies, and leverage AI to save time and uncover high-value opportunities. Stop chasing volume and start focusing on the clients who deliver the most profit and loyalty.

Included in Sales Vault Membership

Lead Generation for New Sales Reps: Build Your Funnel, Build Your Future

Build your funnel, build your future. This course gives new sales reps the confidence and tools to find their first great customers. Learn how to combine traditional prospecting methods with modern AI strategies so you can keep your pipeline full and your sales career growing strong.

Included with Sales Vault Membership

Pre-Call Research

Learn how to uncover what matters most to your prospects before you ever pick up the phone. This course teaches you to research smarter, find the right decision-makers, and transform generic sales calls into meaningful, solution-focused conversations.

Included with Sales Vault Membership

The Prospecting Playbook

Turn cold calls into opportunities with a proven prospecting system. This course shows you how to build a pipeline, stay organized, and consistently generate new business.

Included with Sales Vault Membership

Diligence

Build consistency, stay motivated, and outwork your competition with Bill Farquharson’s 6-part video course on the sales skill that beats talent every time. Perfect for print, promo, packaging, labels, and signage professionals who want lasting success.

Included with Sales Vault Membership

New to Sales in the Graphic Arts?

Build confidence, avoid costly mistakes, and hit the ground running with Bill Farquharson’s 8-part video course for sales newcomers in print, promo, packaging, labels, and signage.

Included with Sales Vault Membership

Time Management for Salespeople in the Graphic Arts: Do More, Stress Less, Sell Smarter

Master your day, reduce stress, and sell smarter: This course teaches salespeople in the graphic arts how to prioritize, plan, and build time habits that actually stick.

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Recap & Replay: Getting the First Meeting

Getting the First Meeting shows sales reps how to turn cold outreach into real conversations by improving meeting requests, handling brush-offs, and following up with more relevance and persistence. Bill Farquharson shares practical ways to earn attention, offer value instead of just asking for time, and increase the odds of getting that first appointment.

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Recap & Replay: Diligence and Motivation

Sales momentum does not come from motivation alone. In this workshop, Bill Farquharson breaks down how diligence, structure, accountability, and realistic activity goals help sales reps stay focused, disciplined, and productive — especially when results feel slow or inconsistent. If you have ever fallen off track, overthought your outreach, or let a rough week derail your rhythm, this session offers practical ways to reset and keep moving forward.

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Recap & Replay: An Effective Prospecting Process

Consistency beats intensity in prospecting. In this Sales Vault workshop, Bill Farquharson shows how to build a repeatable prospecting process that fits your style, keeps you moving, and helps you stay pleasantly persistent without overcomplicating your outreach.

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Recap & Replay: Knowing What to Say

Learn how to research prospects before the first call so your outreach feels relevant, confident, and valuable. In this Sales Vault replay, Bill Farquharson shares practical ways to use websites, LinkedIn, trigger events, and AI tools to uncover insights that lead to better conversations and stronger sales results.

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Dog with phone in its mouth
Recap & Replay: Overcoming Sales Call Fear

Sales call fear is real—and it’s expensive. In this replay, Bill and Sales Vault members name the fears that stall outreach, normalize what’s happening in your head, and share practical ways to start the conversation (even when your stomach says “nope”).

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Recap & Replay: The Big Fish Blueprint

Big accounts aren’t scary—they’re risk-averse. Watch this replay to learn the Big Fish Blueprint: what enterprise prospects care about, how to research and target the right accounts, and how to win bigger business without getting intimidated.

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Short Attention Span Sales Tips

Sell Hard, Sell Nothing

You work hard but have no sales to show for it. Selling owners can relate to that. Being busy but not productive is often the rule, not the exception. This week’s Short Attention Span Sales Tip changes that.

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A Job-Saving Sales Action

The minute a sales rep leaves the office, the questions begin: Is my rep doing their job? In this week’s Short Attention Span Sales Tip, Bill Farquharson shares how to answer that question before it is asked.

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The Non-Salesy Sales Call

It’s hard not to sound salesy when you are, you know, in sales. In this week’s Short Attention Span Sales Tip, Bill Farquharson gives you the words to be effective but not pushy.

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Name It. Defeat It.

You are ready to make the calls. You are set to make the calls. But you just can’t get to go? Is it laziness, procrastination, or something else? It’s important to know what Bill Farquharson has to say on the subject in this week’s Short Attention Span Sales Tip.

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Back to Your Sales Future

They say the best indicator of the future is the past. A visit to the past can also help your sales future, as explained in Bill Farquharson’s Short Attention Span Sales Tip this week.

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Beating Sales Fraud

The Imposter Syndrome affects 70% of sales people. While time and experience will eventually help, there is a quicker path to confidence. It’s the subject of Bill Farquharson’s Short Attention Span Sales Tip this week.

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Short Attention Span Sales Blog

Phone Phobia

If you sell print or promotional products and still struggle with cold calling, you’re not afraid of the phone. You’re afraid of what might happen when someone answers. If you want to know how to overcome call reluctance and start booking more qualified sales appointments, read Bill Farquharson’s blog.

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Ditch Selling. Cue Curiosity.

On a recent call with a selling owner, the man lamented over a lack of formal sales trainer. Bill Farquharson, a formally trained sales professional told him not to worry, that there was something far more useful. Read about in this week’s blog (1 min read).

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Downloadable Tools & Templates

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Growth Strategy Worksheet Download

This downloadable worksheet from Bill Farquharson guides Sales Vault members through 40 essential questions to evaluate their current sales performance, uncover new opportunities, and develop a strategic plan for growth. Whether you’re a sales rep or a selling owner in print, signage, or promotional products, this tool will help clarify your vision, sharpen your competitive edge, and move your business forward.

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The Right Way to Nag

It is frustrating to continually make attempts to connect with a prospect and get nothing back. Yet, we can all understand that it isn’t easy getting bombarded with unsolicited emails. Let this email be an example of how to follow up on an initial attempt and learn to nag the right way.

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Sales Call Checklist: Download

You finally got that appointment after endless attempts. Congratulations!

But, now what?

This could be your one and only opportunity with this prospect. That means you need to make the most of your face time.

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Learn by Sales Challenge

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“How do I stay in touch with a prospect but not overdo it?”

How do you stay top of mind with a prospect without crossing the line into being a nuisance? After multiple outreach attempts with no response, it can be tough to know when to keep pushing and when to step back. The key is delivering valuable, relevant messages that show you’re persistent, not annoying. But how much follow-up is too much? And how do you strike the perfect balance?

To access this post, you must be a member of the Sales Vault. Login now or Become a Member. You may be entitled to a discount through your franchise or regional affiliate. Visit the Partners page to see if you are eligible.

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“I want new business”

File this one under, “No kidding. Who doesn’t?” Okay, so you want to open some new accounts but you don’t know where to start. You likely fall into one of two categories: “New Reps” or “Legacy Reps”. The Sales Vault has options for both.

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“I want to improve my time management”

There is a big difference between busy and productive. Most likely, if you have clicked on this category, you find yourself busy all the time. Equally likely is the fact that the only way you believe you can grow is by working even harder. So, let’s talk ideas for improving your productivity, starting with some lessons on time management.

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No one is returning my calls!

Yep, this is definitely an issue. Over the years, various forms of, “No one is returning my calls” has become a top sales challenge. So, first, understand this: You are not alone. Feel better? Probably not. So, let’s dive deeper…

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My sales suck. What should I do?

A bad week of sales becomes a bad month. Not only is no one on your new business list responding to your connection attempts, but no reorders are coming in either. Before the pattern repeats and becomes a full-on epidemic of terrible numbers, misery, and depression, let’s talk about actions you can take to reverse the trend and get back to solid sales growth.

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Selling to Different Personalities

Overall, understanding different personality types as a salesperson allows you to adapt your communication style, build rapport, identify buying triggers, address objections, and strengthen customer relationships. These skills can significantly enhance your effectiveness in sales and contribute to your overall success in the field.

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I’m New to Sales

Looking back to the start of my sales career, I was fortunate to work for a company that invested in training. The fundamentals of sales haven’t changed in the 40+ years since I started. If you’re new to sales, this is where to start.

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Selling Digital Printing

Select from this collection of white papers available for download. Each written by Bill Farquharson and Kelly Mallozzi, focused on the nuances of selling digital printing vs. traditional print with actionable strategies.

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I feel like I need to follow the job all the way through production…

Are you battling “CSR Disease?” Definition: CSR Disease is the name given to sales people who spend an inordinate amount of time mothering their jobs through the plant. They either can’t or won’t pass the baton to production. Is this you?

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Sales Apps You Should Know About

Search “Sales Apps” on Google and the number of responses will rival that of the Gross National Product. There are thousands of apps and many do similar things. Here are just a few that are worth your time, listed by their intended benefit.

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Digital Printing Sales Action Plan

In the following pages we will prepare you with the tools you need to successfully implement your digital print sales action plan. Consider this your do-it-yourself digital printing sales kit.

To access this post, please login or become a member of the Sales Vault: Vault Insider Membership – Monthly $45/mo., Vault Insider Membership – Annual $450/yr. If you are a member of a regional print affiliate, you may be eligible for a discounted rate. Visit our Partners page for a full list of Partners.

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Selling to Verticals

Learn how to look beyond the printed piece, specs and quantities and shine the spotlight on the industry itself. There you will find some fascinating tidbits of information that will help you achieve the goal of solving problems and earning orders, while creating a repeatable industry sales strategy.

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Identifying Digital Print Opportunities

Learn how to rapidly recognize the existence of a digital/inkjet print opportunity from circumstances that might include: A problem a client is trying to solve, A delivery requirement, or even… a need to convey multiple messages to multiple markets. Be able to quickly survey the landscape and identify the best places for digital/inkjet print opportunities.

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Digital Printing: Success Through Disruption

Selling inkjet is WAY out of the traditional sales rep’s comfort zone. The inkjet print sale can be highly technical. And when you add the prospect of variable data printing, it becomes exponentially more complicated. But, there are pathways to success!

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Back to the Future: The New Old Sales Skills Required to Sell Digital Print

The smart, flexible sales rep understands that the more things change, the more they stay the same. Drawing on lessons from the past, a new approach to sales is necessary – one that includes many of the same selling skills and techniques from a different era.

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The Sales Calendar

Download Whitepaper The selling year ebbs and flows. Think of it as 12 hard months and that’s what it will be. Break it up as Bill down in this download and you can make smaller plans which yield bigger results.

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Sales Challenges: The Tsunami of AI

Everything, everywhere, all at once. A strange, hard to follow Academy Award Best Picture winner (we shut off after the hot dog fingers scene) or the description of AI as it infiltrates our lives? Answer: both. You might have heard the phrase, “Drinking from a fire hose.” This occurs when you are taking in a […]

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To Get Ahead, Think Ahead

Sales is a job of do, do, do. It is a task-oriented endeavor, full of checklists, prioritizing, interruptions, procrastinations, have-to’s, want-to’s, could-do’s, should-do’s, and ultimately, results. Oftentimes, a sales rep’s daily agenda is self-generating: arrive in the morning, take on the first task that comes, and don’t stop until dark. They live on a treadmill, […]

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Tennis, Sales Management, and Winning Twice

It was the Saturday before Labor Day and that meant the club’s tennis championships. In the men’s doubles event, 17-year-old Jack Rubin was serving. His team was down 5-4 in the first set and 30-40 in the game. Jack’s first serve went long. He tossed the ball into the air and hit his second serve […]

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Sales Challenges: When You Know You Can Do Better

It was late in the day and late in the month. My wife and I were enjoying a cocktail by the pool, debriefing each other on our day, discussing numerous child-related issues (with seven kids between us, there were plenty), and looking ahead. Toward that end, Allison asked me, “What are you looking forward to […]

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Worst Case Scenarios: Sales Edition

Salespeople are, by nature, optimists. If they weren’t, they would never be able to endure the beatings taken along the way to a successful career. Tomorrow will always be better than today. Your business will grow. Your client base is secure and your customers are happy. Regardless of the economy, someone is always buying. Print […]

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What to Do When Your Sales Are …

In an attempt to check in on you, your boss walks past your desk and tosses out a lazy, “How’s business?” You answer, then provide just enough information for her to walk away satisfied. The last thing you need is commentary on your sales efforts. She’ll stay out of your hair for a while and […]

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6 Printing Industry Sales Tips to Create an Experience

The email read, “Thank you for your proposal and presentation to become the print vendor of choice at Whatsamatta U. We were impressed with your equipment list and capabilities. The samples you showed displayed some excellent quality. There is no doubt you do great work for your clients. However, at this time we have chosen […]

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Raise Prices the Right Way and Clients Will Love It!

Price increases are inevitable. Over the course of a career in this (or any other) industry, you will no doubt be faced with the challenge of delivering bad news to a customer: We are going to be charging you more for the same goods and services. The event itself cannot be avoided but the customer […]

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10 Reasons Why Sales Are Down

Your email inbox is empty. You have no voicemails. Your phone is quiet. Looking at the sales leaderboard, your name is last on the list. To say business is off is an understatement. Having gone through all the usual “It’s not my fault” excuses to explain your situation — no one is buying right now, […]

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