This Sales Training Contract sets out how we will work together on B2B sales training. Our focus is practical: we sit with your real calls and your real pipeline, then we help you run the same language, the same stages, and the same weekly checks so the numbers you report are numbers you can defend.
What we will do
We will deliver B2B sales training as a retainer, following a weekly cadence that ties call behaviour to pipeline movement. We will combine call shadowing with scorecards, team workshops, pipeline review, and CRM activity standards so the team leaves with routines they can keep running.
Your proposal lists the specific sessions, on-site days, participants, and outputs included. If you want to add reps, add extra on-site time, swap formats, or extend the work past the current month, we will price the change and agree it with you in writing before we do the extra work. Nothing gets added silently.
Payment
We bill setup and ongoing work differently. For any one-off setup work, we invoice 25% to start, and the remaining 75% when that setup is complete. For ongoing work under the retainer, we invoice at the start of each month. Every invoice is payable within 7 days of its date.
If an invoice goes past due, we pause any sessions that have not yet happened and we stop joining calls until the account is back up to date. We will keep any booked time available for you where we reasonably can, but if the delay means we have to move dates, we will reschedule with you based on the next available slots.
Keeping things private
We both agree to treat what we learn through this work as confidential. On your side, that includes your CRM data or exports, call recordings, pricing, customer details, and internal forecasts. On our side, that includes our working notes, training methods, and internal ways of scoring calls and deals.
We use your information only to deliver B2B sales training and manager coaching. We do not share it outside our team of four. When the engagement ends, we will return or delete the materials you shared with us that we no longer need to keep. You can keep and use the team-specific materials we built for you once they are paid for.
How we are engaged
We are an independent service provider. You are not hiring us as employees, and we are not stepping into your management chain. You keep control of your team, your compensation plans, your CRM access rules, and what gets approved for your customers.
We handle our own taxes, insurance, and equipment. We bring our own tools for workshops and scoring, and we set our own working methods, as long as we meet the schedule and outcomes described in the proposal. If we join customer calls, we join as observers and we follow your customer-facing rules for consent and notice.
Retainer rhythm
This engagement is bought as a retainer and runs month to month. At the start of each month, we invoice for that month’s ongoing work, and you have 7 days from the invoice date to pay. We plan the month in a simple order: what calls we will join, what workshop time is booked, what pipeline review happens, and what we will check the following week.
Either of us can end the retainer. We will agree the notice period with you in writing, because it depends on your calendar and any on-site days already reserved. The retainer runs as normal during the notice period, and any dates not yet delivered after the end date are released.
What we are responsible for
We will deliver the sessions, call shadowing, and working materials we agreed, and we will do it using the information and access you provide. We are not responsible for results that depend on factors we do not control, like your market, product fit, lead flow, pricing decisions you choose to keep, or whether reps follow the agreed process after the sessions.
We are also not responsible for interruptions caused by systems or access outside our control, such as CRM outages, missing permissions, or a call schedule that changes without time to adapt. If something like that happens, we will tell you quickly and propose the next best step so the work stays useful.
Ending the work
Either of us can end this agreement by written notice. We will confirm the end date in writing, along with what happens to any sessions already scheduled and any on-site time reserved. Up to the end date, you pay for work already delivered, and for any committed time we cannot reasonably rebook.
When the work ends, we will hand over the current versions of the client-specific materials we built for you, such as scorecards, roleplay scripts, CRM activity standards, and any agreed notes from pipeline clinics. If you want a short handover call with your sales manager, we will schedule it as part of the final week where possible.
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