Partner Sales Toolkit

Client Conversations

What to say, when to say it, and how to handle every objection.

Discovery Questions

Ask these before you pitch anything.

Owner/CEO

  • Do you have a written security program?”
  • Has a client, insurer, or partner ever asked you about your cybersecurity posture?”
  • Are you trying to win any government or healthcare contracts in the next 12 months?”

IT Lead

  • Are you running any compliance frameworks today — HIPAA, NIST, PCI?”
  • When did you last do a formal risk assessment?”
  • Do your policies cover remote work and cloud apps?”

CFO

  • Does your cyber insurance renewal ask about security controls?”
  • Have you factored compliance into your IT budget this year?”
  • What would a breach or audit failure cost you?”

The Opening Script

The risk assessment pivot — your door-opener.

You

“I'd like to offer you a complimentary risk assessment. It takes about 30 minutes on your end and gives you a clear picture of where your security program stands relative to your industry requirements. No commitment — just findings.”

Client

“What does that involve?”

You

“We run your environment through the Blacksmith platform. It maps your controls against the frameworks that apply to your business — HIPAA if you're in healthcare, NIST CSF if you're general-purpose, PCI if you take card payments. You get a written findings report you can use internally or share with auditors.”

Objection Bank

Handle the 12 most common objections.

QBR Agenda

Running your quarterly compliance review.

  1. 0:00–0:05

    Relationship check-in.

    What's changed in the business since last quarter?

  2. 0:05–0:20

    Posture review.

    Walk through the Blacksmith findings dashboard. Highlight improvements since last QBR. Name the top 3 open items.

  3. 0:20–0:30

    Framework status.

    Any new regulatory requirements, contract demands, or insurance updates? Are there any upcoming audits or certification renewals?

  4. 0:30–0:40

    Roadmap review.

    What are the next 90 days of the compliance program? What controls close? What policies need review?

  5. 0:40–0:50

    Value demonstration.

    Show the Compliance Task Triage Table. Make the math visible: "Last quarter we closed X controls. At your rate, that's Y risk reduction."

  6. 0:50–0:60

    Next steps + expansion.

    Any adjacent services needed? Any new client locations or acquisitions that need to be brought into the program?

Tip

Use the Compliance Task Triage Table (from Step 5 of the binder) to anchor the “value demonstration” segment. It turns a technical review into a business conversation.