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assets-cheat-sheet

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Solanasis Sales Assets Cheat Sheet

Last updated: 2026-04-02

Quick reference for every sales and marketing asset. Use during calls, outreach, and follow-ups.

2. Assessment Overview (Generic)

3. RIA Assessment One-Pager

4. Estate Attorney Assessment One-Pager

5. Foundation Assessment One-Pager

6. Capabilities Brief (2 pages)

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. Title Company Assessment One-Pager

  • Description: Title company-specific with ALTA 4.2 pillar mapping, FTC Safeguards Rule, wire fraud vulnerability scorecard, 10,125 pricing
  • Web URL: solanasis.com/resources/title-assessment
  • Download: solanasis.com/downloads/solanasis-title-assessment.pdf
  • Short URL: go.solanasis.com/title
  • Audience: Title companies, escrow services, settlement companies (5-50 employees)
  • When to use: Title company outreach, underwriter compliance conversations, LTAC events
  • Talking points: “ALTA 4.2 tightened requirements in August 2025. We map your gaps across all seven pillars and give you a documented baseline. 10,125, 10 days.”

10. Wire Fraud Prevention Guide (4 pages)

  • Description: Educational guide covering why title companies are the #1 target, industry statistics, ALTA and FTC requirements, prevention checklist, and implementation timeline
  • Web URL: solanasis.com/resources/wire-fraud-guide
  • Download: solanasis.com/downloads/solanasis-wire-fraud-guide.pdf
  • Short URL: go.solanasis.com/wire-fraud
  • Audience: Title companies, escrow services
  • When to use: Wire fraud conversations, ALTA compliance prep, thought leadership sharing, post-assessment follow-up
  • Talking points: “Free, ungated guide. Covers why title companies are targeted, what ALTA and the FTC require, and a practical checklist to assess your wire fraud prevention posture.”

11. Title Company Compliance Checklist (3 pages)

  • Description: 32-point self-assessment mapped to ALTA 4.2 pillars and FTC Safeguards Rule. Covers wire controls, information security, vendor management, DR, insurance, and incident response
  • Web URL: solanasis.com/resources/title-checklist
  • Download: solanasis.com/downloads/solanasis-title-checklist.pdf
  • Short URL: go.solanasis.com/title-checklist
  • Audience: Title companies, escrow services
  • When to use: Title company outreach, LinkedIn DMs, LTAC events, lead magnet, email drip
  • Talking points: “Free, ungated checklist. 32 items mapped to what ALTA and the FTC actually require. Takes 15 minutes. Find out where you stand before someone else does.”

12. 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.”

13. 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)

14. Chamber Presentation: Operational Resilience (16 slides)

  • Description: 20-minute presentation covering the 80/20 of operational resilience for SMBs. “The 5 Things That Will Actually Save Your Business” framework: tested backups, key-person documentation, MFA, incident response, vendor/insurance readiness.
  • Download: solanasis.com/downloads/solanasis-chamber-resilience-presentation.pdf
  • Audience: Chamber of Commerce audiences, SMB owners (all industries, skews toward regulated/high-risk)
  • When to use: Chamber speaking engagements, networking group presentations, SMB-focused events
  • Talking points: “20 minutes, 5 actionable items. No jargon. Designed for mixed-industry SMB audiences with a CTA to a free Resilience Pulse Check.”
  • Source files: solanasis-docs/presentations/chamber-operational-resilience/ (PPTX, talking points, attendee handout)

15. 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.

VerticalURLKey MessageBest For
RIAssolanasis.com/for/riasSEC examiner readiness, Reg S-P deadlineRIA-targeted outreach, compliance consultant intros
Estate Attorneyssolanasis.com/for/estate-attorneysABA Rules 1.1/1.6, document securityEstate attorney outreach, bar association networking
Foundationssolanasis.com/for/foundationsBoard-ready reporting, lean team focusFoundation outreach, executive director conversations, Baserow pipeline follow-ups
Title Companiessolanasis.com/for/title-companiesALTA compliance, wire fraud prevention, FTC SafeguardsTitle company outreach, LTAC networking, underwriter conversations

Outreach tip: Pair a vertical landing page with the matching assessment one-pager. Example: “Here’s what we do for title companies [/for/title-companies] and here’s a one-page overview you can share with your managing partner [/resources/title-assessment].”

Quick Reference: All Short URLs

Short URLDestination
go.solanasis.com/introCal.com booking (all CTAs)
go.solanasis.com/checklistResources page (compliance checklist)
go.solanasis.com/overviewAssessment overview page
go.solanasis.com/riaRIA assessment page
go.solanasis.com/estateEstate attorney assessment page
go.solanasis.com/foundationsFoundation assessment page
go.solanasis.com/capabilitiesCapabilities brief page
go.solanasis.com/faqFAQ sheet page
go.solanasis.com/reg-spReg S-P readiness guide
go.solanasis.com/partnerPartner/referral kit page
go.solanasis.com/pitch-deckPitch deck PDF download
go.solanasis.com/resourcesResources hub page
solanasis.com/for/riasRIA vertical landing page
solanasis.com/for/estate-attorneysEstate attorney vertical landing page
solanasis.com/for/foundationsFoundation vertical landing page
go.solanasis.com/titleTitle company assessment page
go.solanasis.com/wire-fraudWire fraud prevention guide
go.solanasis.com/title-checklistTitle company compliance checklist
solanasis.com/for/title-companiesTitle company vertical landing page

Standard CTA Lines

Graph View

Backlinks