Nonprofit Sales Discovery Template

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  • Has your company standardized the way all employees are navigating a sales discovery conversation?

  • Are sales reps preparing efficiently and effectively for each call?

  • What are the key insights each sales rep should be gathering during a discovery call?

If you don’t know, or THINK you know the answers to these questions, these free resources are for you.

The Constant Method team has decades of experience in helping to create, guide and evaluate sales teams in their discovery process with nonprofits.

Our FREE sales discovery guide helps companies who sell-to and support nonprofits standardize the way they plan and execute discovery calls in order to win more deals, faster. Fill out this form and click “SUBMIT” to receive the resource guide directly to your inbox.

Submit your name and email here to get a FREE sales discovery template sent directly to your inbox. This resource will help Account Executives and Business Development Reps:

  1. Standardize and plan for sales discovery calls

  2. Think through the outcomes for the call and the blockers to achieving it

  3. Ask strategic questions that align to the value proposition of your products & services

Event Planning Resources

FREE Nonprofit Event Planning

  • How well have in-person events driven sales for your company?

  • Which events are the best ones to attend? Why?

  • How much should you plan to spend at these events?

  • How are you making sure you’re covering all event planning details and have sufficient resources to capture all sales opportunities?

If you don’t know, or THINK you know the answers to these questions, these free resources are for you.

The Constant Method team has decades of experience in planning and executing successful in-person events in order to help reduce expenses and time spent and increase qualified sales deals.

Our FREE nonprofit event planning resource guide helps companies who sell-to and support nonprofits plan for upcoming events in 2025. Fill out this form and click “SUBMIT” to receive the resource guide directly to your inbox.

Submit your name and email here to get the following FREE nonprofit event planning resources to help your company maximize in-person events in 2025:

  1. Nonprofit in-person event marketing & sales benchmark calculator

  2. A 2025 nonprofit event calendar including dates & locations

  3. An Event planning template to help teams prep & execute events

Go-to-Market Resources

FREE Definition of Market Template

How well do you know the nonprofit market you’re trying to reach? How well do your employees know and understand your market?

This FREE template acts as a “mad-libs” slide deck to help companies of all sizes ensure that you and your employees:

  1. Communicate a clear value proposition

  2. Understand the qualitative and quantitative size of your total addressable, serviceable available and serviceable obtainable markets

  3. Know your tiered customer segments and what differentiates them

  4. Track the customers you’re trying to sell to and why your products and services are valuable

Submit your name and email here to get a copy of our FREE Definition of Market report template you and your team can use.