Solanasis Sales Assets Cheat Sheet
Last updated: 2026-03-20
Quick reference for every sales and marketing asset. Use during calls, outreach, and follow-ups.
1. Compliance Checklist (Featured)
- Description: 35-point self-assessment mapped to SEC/state 2026 exam priorities
- Web URL: solanasis.com/resources
- Download: solanasis.com/downloads/solanasis-compliance-checklist.pdf
- Short URL: go.solanasis.com/checklist
- Audience: All verticals
- When to use: LinkedIn DMs, email drip, post-discovery follow-up, event handout
- Talking points: “Free, ungated. 35 items mapped to what examiners actually look for. Takes 15 minutes.”
2. Assessment Overview (Generic)
- Description: One-pager covering the 10-day CRA: blind spots, deliverables, timeline, three-party positioning
- Web URL: solanasis.com/resources/assessment-overview
- Download: solanasis.com/downloads/solanasis-assessment-overview.pdf
- Short URL: go.solanasis.com/overview
- Audience: All wealth management firms
- When to use: Generic outreach, follow-up after intro call, email signature link
- Talking points: “Here’s what the assessment covers and what you get. One page, 2-minute read.”
3. RIA Assessment One-Pager
- Description: RIA-specific with Reg S-P deadline (June 3, 2026), SEC exam priorities, regulatory mappings
- Web URL: solanasis.com/resources/ria-assessment
- Download: solanasis.com/downloads/solanasis-ria-assessment.pdf
- Short URL: go.solanasis.com/ria
- Audience: RIAs, financial advisors, SEC/state-registered firms
- When to use: RIA-targeted outreach, compliance consultant introductions, after RIA discovery calls
- Talking points: “Reg S-P deadline is June 3, 2026. This covers what examiners will ask about and how we help.”
4. Estate Attorney Assessment One-Pager
- Description: Estate-specific with ABA Rules 1.1/1.6, document security, state breach notification exposure
- Web URL: solanasis.com/resources/estate-assessment
- Download: solanasis.com/downloads/solanasis-estate-assessment.pdf
- Short URL: go.solanasis.com/estate
- Audience: Estate planning attorneys, estate planning firms
- When to use: Estate attorney outreach, bar association events, after estate attorney discovery calls
- Talking points: “ABA Rules require ‘reasonable efforts.’ We help you document what reasonable looks like.”
5. Foundation Assessment One-Pager
- Description: Board-ready framing, transparent pricing (7.5K), lean team focus, Blackbaud reference
- Web URL: solanasis.com/resources/foundation-assessment
- Download: solanasis.com/downloads/solanasis-foundation-assessment.pdf
- Short URL: go.solanasis.com/foundations
- Audience: Private foundations (50M assets), community foundations, nonprofits with planned giving
- When to use: Foundation outreach, board presentations, executive director conversations
- Talking points: “Built for foundations without dedicated IT. Board-ready reporting. 7.5K, 10 days.”
6. Capabilities Brief (2 pages)
- Description: Full Solanasis overview: the problem, services, team bios, industries, how to start
- Web URL: solanasis.com/resources/capabilities
- Download: solanasis.com/downloads/solanasis-capabilities-brief.pdf
- Short URL: go.solanasis.com/capabilities
- Audience: All prospects, especially those sharing with partners or board
- When to use: Email signatures, proposals, after “what does Solanasis do?” conversations
- Talking points: “Two-page overview of who we are, what we do, and how we work alongside your existing team.”
7. FAQ Sheet
- Description: Consolidated answers from all verticals: pricing, timeline, compliance consultant coordination
- Web URL: solanasis.com/resources/faq
- Download: solanasis.com/downloads/solanasis-faq-sheet.pdf
- Short URL: go.solanasis.com/faq
- Audience: All prospects in evaluation/decision stage
- When to use: Post-proposal follow-up, “let me think about it” responses, sharing with decision-making partners
- Talking points: “Every question we get, answered in one place. Share it with anyone who needs to sign off.”
8. Regulation S-P Readiness Guide (4 pages)
- Description: Educational guide covering the three major Reg S-P requirements, common gaps, readiness checklist, and 10-week implementation timeline
- Web URL: solanasis.com/resources/reg-sp-guide
- Download: solanasis.com/downloads/solanasis-reg-sp-guide.pdf
- Short URL: go.solanasis.com/reg-sp
- Audience: RIAs, financial advisors, SEC/state-registered firms
- When to use: Reg S-P conversations, RIA compliance prep, post-RIA-assessment follow-up, thought leadership sharing
- Talking points: “Free, ungated guide. Covers what the updated Reg S-P requires, what most firms are missing, and a 10-week plan to get ready before June 3, 2026.”
9. Partner & Referral Kit (2 pages)
- Description: Referral program details: 10%/15% fees, deal protection, qualified referral definition
- Web URL: solanasis.com/partners
- Download: solanasis.com/downloads/solanasis-partner-kit.pdf
- Short URL: go.solanasis.com/partner
- Audience: Compliance consultants, MSPs, trusted advisors
- When to use: Partner recruitment conversations, “do you have a referral program?” responses
- Talking points: “10% standard, 15% Founding Partner. 120-day deal protection. Paid after cash clears.”
10. Pitch Deck (11 slides)
- Description: 11-slide PPTX/PDF covering the problem, urgency, positioning, assessment, services, team, and CTA. Auto-generated via python-pptx.
- Download: solanasis.com/downloads/solanasis-pitch-deck.pdf
- Short URL: go.solanasis.com/pitch-deck
- Audience: Managing partners, compliance officers, anyone evaluating Solanasis
- When to use: Post-intro call follow-up, partnership conversations, referral partner context, conference handouts
- Talking points: “Here’s our deck. 11 slides covering how we work, what we find, and what happens next.”
- Design spec: pitch-deck-design-spec.md (brand constants, card architecture, slide-by-slide content, QA checklist, regeneration instructions)
- Generator:
solanasis-scripts/generate-pitch-deck.py(python-pptx, ~1,540 lines)
11. Vertical Landing Pages
Use these as outreach destinations when targeting a specific industry. Each page has tailored pain points, pricing context, FAQ, and a contact form.
| Vertical | URL | Key Message | Best For |
|---|---|---|---|
| RIAs | solanasis.com/for/rias | SEC examiner readiness, Reg S-P deadline | RIA-targeted outreach, compliance consultant intros |
| Estate Attorneys | solanasis.com/for/estate-attorneys | ABA Rules 1.1/1.6, document security | Estate attorney outreach, bar association networking |
| Foundations | solanasis.com/for/foundations | Board-ready reporting, lean team focus | Foundation outreach, executive director conversations, Baserow pipeline follow-ups |
Outreach tip: Pair a vertical landing page with the matching assessment one-pager. Example: “Here’s what we do for foundations [/for/foundations] and here’s a one-page summary you can share with your board [/resources/foundation-assessment].”
Quick Reference: All Short URLs
| Short URL | Destination |
|---|---|
| go.solanasis.com/intro | Cal.com booking (all CTAs) |
| go.solanasis.com/checklist | Resources page (compliance checklist) |
| go.solanasis.com/overview | Assessment overview page |
| go.solanasis.com/ria | RIA assessment page |
| go.solanasis.com/estate | Estate attorney assessment page |
| go.solanasis.com/foundations | Foundation assessment page |
| go.solanasis.com/capabilities | Capabilities brief page |
| go.solanasis.com/faq | FAQ sheet page |
| go.solanasis.com/reg-sp | Reg S-P readiness guide |
| go.solanasis.com/partner | Partner/referral kit page |
| go.solanasis.com/pitch-deck | Pitch deck PDF download |
| go.solanasis.com/resources | Resources hub page |
| solanasis.com/for/rias | RIA vertical landing page |
| solanasis.com/for/estate-attorneys | Estate attorney vertical landing page |
| solanasis.com/for/foundations | Foundation vertical landing page |
Standard CTA Lines
- Book: “Book a 30-minute conversation: go.solanasis.com/intro”
- Checklist: “Download the free compliance checklist: go.solanasis.com/checklist”
- Contact: hi@solanasis.com | 303-900-8969 | solanasis.com