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Sales Resources
On-Demand Courses
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Workshop Replays

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.

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.

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.

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.

Recap & Replay: Finding the Right Prospect
Not all prospects deserve your energy. This session shows how to define “worth it,” uncover better-fit targets through your current customers, and build a repeatable lead-gen system that keeps you out of dead ends.

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”).

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.

Recap & Replay: The Weekly Sales Plan: Think Ahead, Win Ahead
A calmer week starts before the week starts. Build a simple plan, set priorities, block selling time, and use quick daily check-ins to stay on track—even when interruptions hit.

Recap & Replay: What the Groundhog Can Teach Us About Time Management
Stop “catching up” (spoiler: you won’t). Learn Bill’s repeatable time-management routine: plan tomorrow before you end today, set weekly priorities, keep your pipeline healthy, and build real accountability into your week.

Recap & Replay: The Persistence Advantage: Smart Follow-Up That Wins More Deals
Persistence isn’t pestering—it’s proving you’re the pro. This replay shows how to build a repeatable follow-up routine that earns trust, reduces price sensitivity, and helps you win deals others abandon.
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.

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.

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.

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.

A Twist on Sales Failure
When is a sales failure a success? When a light bulb goes off over your head (thank you, Thomas Edison) and you change your perspective.

The Key to a Great Sales Pitch
Want to land a Big Fish account? In this week’s Short Attention Span Sales Tip, Bill Farquharson gives you a step-by-step plan.

A Radical Approach to Lead-Gen
If you are looking for leads, there are AI tricks. But the best customers are found using an entirely different technique. Check out Bill Farquharson’s Short Attention Span Sales Tip for more.

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.

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.

The What Then the Who. That’s How.
Want to land a Big Fish account? In this week’s Short Attention Span Sales Tip, Bill Farquharson gives you a step-by-step plan.
Short Attention Span Sales Blog

I Hate Selling…But I Need Sales
Sales growth comes from a lot of different actions, but there is a way to grow sales casually and to the point where opportunities find you. Interested? Read on in this week’s blog.

Your Pipeline is Emotional
It’s the difference between the successful rep and the struggling rep. And it’s the topic of Bill Farquharson’s blog this week.

What New Reps Get Wrong
It’s 5pm and you accomplished very little. No sales, just busy work. What’s missing? The answer is in Bill Farquharson’s blog this week.

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.

How to Sell Print Without Competing on Price
Most print and promotional product reps are still trying to figure out how to overcome price objections — when price isn’t the real problem. The real problem is…what Bill Farquharson writes about in this week’s blog.

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).

Surely, You Can’t Be Serious, Tim
At the ASI show in Orlando, Bill Farquharson sat down with Tim Andrews, ASI President and CEO, for a quick conversation. The chat almost didn’t get past Tim’s first comment, as outlined here in this week’s blog.

The One Sentence Email Challenge
Want to get a client to respond to your email? Try the innovative approach outlined in Bill Farquharson’s blog.

You Screwed Up an Order!
The premise of Bill Farquharson’s blog is bizarre: The goal of the screwed up order is to come away better off than if everything went smoothly.

Sales Lessons From the Mouse That Ate My Car
When a mouse did thousands of dollars of damage to Bill Farquharson’s car, one benefit was a sales lesson. Read more in his blog this week.
Downloadable Tools & Templates

AI Prompts for Presentation Prep
Smart AI prompts to help you use ChatGPT effectively for planning and refining your next sales presentation.
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Tips for Delivering an Effective Presentation
A one-page guide to help you deliver more persuasive, confident, and client-focused sales presentations.
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Effective Sales Presentation: Pre-Call Readiness Checklist
A practical checklist to confirm you’re ready for your next presentation — from prospect research and objective setting to visuals and follow-up planning.
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AI & Time Management Prompts for Sales Professionals
Learn how to use AI to plan your day, track goals, and stay accountable. This downloadable guide includes proven ChatGPT prompts for better time management and sales growth.
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Weekly & Ongoing Tasks for Sales Growth
Want to grow your print, promo, or signage business? This downloadable guide from Bill Farquharson lays out the must-do weekly tasks and strategic questions that drive real sales growth. Perfect for solo reps or sales teams.
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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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Own the Stage: Bill Farquharson’s Pro Tips for Knockout Live Presentations
Want to captivate your audience from the first moment you step on stage? These tried-and-true tips from Bill Farquharson will help you own the spotlight—without breaking a sweat.
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Sales and AI Download
Download notes and instructions generated during the January 2024 Sales Vault Workshop entitled “Sales and AI”. Join in on the follow up discussion in February.
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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

“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?

“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.

“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.

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…

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.

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.

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.

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.

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?

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.
Whitepapers

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.

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.

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.

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!

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.

Want to Sell More Digital Printing?
Take your sales process to a whole new level! Follow Bill’s sales fundamentals tenets and success will follow.
Why Aren’t You Selling More
Download Whitepaper Now, there’s a good question! Learn 4 questions to ask yourself when sales go south…
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.
How to Make TEN Sales Calls a Day
Download Whitepaper Do you have time to make ten new business calls a day? You might not think so but I’ll change your mind…
Articles
Sales Challenges: Cross That Line
Want Sales Success? Get in Line!
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 […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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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