Most of us don’t realize it, but we tend to pitch our work the same way we like to buy. Filtering everything through our own preferences, experiences, and values. These relational sales worksheets help you pause and flip that lens.
They don’t show you how to write the perfect pitch. Instead, they help you get curious about your target buyer:
- What does your audience actually need to hear?
- How do they make decisions?
- And how can you communicate your offer without over-explaining, over-giving, or overextending yourself?
This workbook invites you to explore all that, and more.
What’s Inside
These templates are designed to guide reflection and realignment so you can build trust without burning out.
Worksheet 1: Identity & Intuition Check-In
These questions slow you down, on purpose.
- What do people assume about your work that doesn’t feel quite true?
- What’s a part of your business you deeply care about but struggle to explain?
- What keeps pulling you forward, even when it’s hard?
If your “pitch” doesn’t reflect these things, it’s no wonder it’s not landing.
Worksheet 2: CARE Styles Framework
CARE styles are a simple, powerful way to understand how people move toward decisions.
Are they looking for clarity? Speed? Structure? Connection?
You’ll learn to spot the patterns and use them to guide your messaging.
First, you examine your own buying behavior:
What held you back before a recent purchase? What finally helped you say yes?
Then, you flip the mirror to your audience:
- What are they afraid of?
- What objections do they carry?
- What would help them feel safe, seen, and confident in choosing you?
Worksheet 2: From Painpoint to Pivot
This is where it clicks. You’ll map your current customer journey across touchpoints like your emails, website, conversations, and follow-ups. Then, you’ll identify the moments where a mindset shift could happen.
Where could you be bridging the gap between their internal worry and your external offer?
Why This Workbook Matters
Relational sales is less about saying the right thing at the right time. It’s more about recognizing that every decision is emotional, even the “logical” ones, and learning how to meet people there.
If you’re tired of feeling like you’re selling your soul to sell your work, this is for you.
Download the Worksheets Today
No funnel. No fluff. Just tools to help you reconnect with how your people think and consider how you want to show up.
This booklet was created for a Workshop at Bounce Innovation Hub in June 2025. Interested in attending a workshop in person? Check out the schedule at: aducatedigital.com/workshops
