Vendor Connections Guide
Tips for Researching New Vendors
Starting with research tips we are sharing the process we take to finding new vendors. This includes some worksheets we have used to collect vendor names, how we do deep dives on each vendor, research tips and more.
Connecting with New Vendors
Our strategy for connecting with new vendors including our short list of ways we build relationships. We also share ways we are making introductions and how to build relationships that are authentic as you grow your vendor community. 
Overcoming Comparison
Something that comes up frequently when you're doing this work is imposter syndrome. Working through the comparison game can be difficult but we are sharing what we do to work through these moments.
BONUS: Sample Email for a Planner
We are sharing an example email for reaching out to planners. We have used this exact template but we encourage you to switch things up to sound like your brand!
  • 01Customer
  • 02Payment

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