Mastering sales toolkit
Strategies to convert more clients with confidence
Are you ready to transform your sales process and start converting more of the right clients?
The Mastering Sales Toolkit is your go-to resource for selling with clarity, confidence and ease — without ever feeling pushy or cringe.
Whether you’re a service-based business owner, accountant, or creative entrepreneur, this toolkit will walk you through every stage of the sales journey — from first enquiry to final follow-up — so you can take control of your sales process and grow your business, your way.
Key features of the toolkit:
- Learn how to structure a simple, repeatable sales process that feels natural and aligned with your values
- Use the Sales Call Prep Checklist to feel calm and in control before every discovery call
- Follow a proven script and sales call structure so you never feel awkward or unsure of what to say
- Overcome common objections with confidence using reframe scripts and ready-to-go responses
- Send high-converting follow-ups with our done-for-you templates
- Reflect and refine your sales skills using journaling prompts and a lead tracking sheet
- Map your full customer journey to identify gaps and opportunities in your sales funnel
- Includes access to the full Mastering Sales webinar recording
By investing in this toolkit, you will:
- Build a confident and consistent approach to sales
- Convert more leads into paying, aligned clients
- Stop ghosting, awkward calls and dropped leads
- Gain clarity around your entire sales process
- Start showing up as the expert you are
This toolkit is designed for founders, freelancers, and firm owners who are ready to take sales seriously — without compromising on integrity.
If you’re done winging it, and ready to sell with structure and confidence, this toolkit is for you.
About the author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 80,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages..