PAT BERRY — DIRECT SALES COMPANION
CHAPTER 14: What it really costs
Starter worksheet for review — October 19, 2026

Help someone compare the whole commitment. Include money, time, recurring charges, exclusions, and the conditions for cancellation or renewal.

1. List the one-time price and every known recurring charge. Mark unknown figures for confirmation.
2. Show optional purchases separately. Include implementation time, support limits, and relevant cancellation terms.
3. Review the summary together. Never present an estimate as a guarantee or treat projected earnings as payment for the purchase.

Direct Sales application
Separate customer purchases from optional participation expenses. Use official current prices, refund policies, and income disclosures where applicable.

What it really costs
Item:
_______________________________________________________

Required or optional:
_______________________________________________________

One-time cost:
_______________________________________________________

Recurring cost and frequency:
_______________________________________________________

Time commitment:
_______________________________________________________

Tax or fee to confirm:
_______________________________________________________

Cancellation or refund source:
_______________________________________________________

Verified date:
_______________________________________________________

Use verified facts. Personalize examples. Keep private customer records in your own secure system.