Expertise · Should we invest and to what extent

Complete the entire set or start with the core group.

The question is not 'is it enough' but 'which item is solving your most painful sales moment'.

Quick summary

There are no mandatory rules to complete everything from the start. A more reliable approach is to identify which sales moments are leaking the most, address that group first, run tests, and then expand. Completing everything is only worthwhile when you have a sufficiently large sales team and many touchpoints that need immediate synchronization, such as before a launch event or fundraising.

Quick comparison
You should choose this direction when
  • Limited budget, want to validate first.
  • Unclear how far the team has gone.
  • There is a major event that requires full synchronization immediately.
  • There is a team and multiple channels that need to be synchronized.
Not needed when.
  • Creating disparate elements in various places without a common foundation.
  • Choosing a group based on intuition rather than pain points.

Many business owners ask Sinh Vũ this question in two opposing directions: one group wants to complete everything "in one go," while another group is afraid of spending money and only wants to do a few essential items. Both approaches can be correct, depending on the circumstances. The better question is not "Is this enough?" but rather "Which item is currently addressing your most painful sales moment?"

Sales moment: the right starting point

Each document in the sales kit is best when it addresses a specific moment in the buying journey. A one-pager serves differently than a presentation deck, which serves differently than a FAQ set after a meeting. If it doesn't address a specific moment, it doesn't need to be created, even if it falls under the category of "complete set."

Therefore, before deciding how much to do, you need to answer: which moments are leaking the most? First meetings that leave no impression? Presentations that end with silence for no reason? Following up via email with no responses? That pain point determines the starting point.

When to start each group

This is the appropriate direction if you fall into at least one of the following cases:

  • Limited budget and want to validate before investing more.
  • If the sales team is small or not accustomed to using structured materials, working hard without anyone utilizing them is a waste of both money and effort.
  • Is the business changing, with products or positioning that are not stable? Completing the entire set now may quickly become outdated.

Working in groups does not mean working haphazardly. It is still necessary to finalize the overall touchpoint map and a common foundation (tone, colors, value expression) from the start, even if only one group is being executed. Skipping this step will lead to inconsistencies in later rounds and require rework.

When to do the full set right away

Doing a complete set makes sense when:

  • You have a sufficiently large sales team and multiple channels operating simultaneously, needing immediate synchronization to avoid mixed messages.
  • There are hard events ahead: product launches, fundraising, opening chains, exhibitions. Customers encounter multiple touchpoints simultaneously, so everything needs to align.
  • Is the business rebranding and needs to replace all old materials at once?
Starting with each group: Less risk, faster results, suitable when the budget or sales team is limited. The only risk is misalignment if a common framework is not established from the start.

Creating the entire set at once: Immediate synchronization, suitable for major events or large teams. The risk is producing many items that may not be used, especially if the team hasn’t verified whether they will use the materials.

Common mistakes when making the wrong orientation decision

  • Complete the entire catalog for "sufficiency": the result is a thick document set, but many items go unopened. Industry research shows that most marketing content produced is not actually used by the sales team, although the specific numbers have not been verified. What Sinh Vũ directly observes: unused documents are a real waste, not just a theory.
  • Working separately in different groups at various times with different executing units results in a set of documents that are inconsistent in tone and imagery, leaving clients with a sense of disunity.
  • Choosing a group based on intuition or 'what looks fancy': instead of focusing on the real pain points in the sales process.

The viewpoint of Sinh Vũ

Sinh Vũ structures the sales kit service package into three levels: Essentials (basic), Full (complete), and Enterprise (large scale) for this reason: not everyone should consume the entire package right from the start. But regardless of which level you choose, the first step Sinh Vũ always takes with clients is to map out the touchpoints and finalize the foundational strategic documents. This step takes a bit more time upfront but ensures that subsequent phases do not have to start from scratch.

Each tool in the sales kit must address a specific moment in the buying journey. If it does not address any moment, it is unnecessary.

Gartner, The B2B Buying Journey: six buying jobs, interpreted through Sinh Vũ's practices.

Sinh Vũ prefers to deliver you three impactful items rather than a set of ten items sitting idle in a folder. If you are unsure where to start, tell Sinh Vũ about the sales moment that requires the most explanation but has not yet closed.

The tool brings back.

Decision checklist

Topic: Should you create a complete sales kit or select individual document groups to start. Sinh Vũ guide, sinhvu.com

0 more than 7 items

Select each item you find appropriate, then print or save as PDF to take with you.

Sign indicating that you should take action
Questions to answer before deciding

If you have marked most of the signs above, this is the time to discuss in more detail. Sinh Vũ can help you review and propose a direction.

References

Forrester, Measuring Revenue Enablement (note: the statistic 'most sales content is unused' is often attributed to SiriusDecisions, not directly verified in Forrester's report). Gartner, The B2B Buying Journey (six buying jobs). Practical experience from Sinh Vũ, structure of the P5 service package.

Frequently asked questions

If the budget is limited, which document should we start with first?

Start from the documentation of the moments you encounter most frequently and are handling manually. For many early-stage B2B businesses, this often means a clear service introduction and a set of frequently asked questions. No need for a complex deck if the team isn’t meeting clients regularly yet.

If working in separate groups at different times, is there a risk of inconsistency?

The concern is valid. The real risk of doing things in batches is that items are produced at different times by different people, easily leading to voice and image inconsistencies. The solution is to finalize the overall map and a common foundation from the first batch, even if you only work on one group. Subsequent batches should use that common foundation to remain consistent.

← Back to Sales and marketing kit