It Takes a Team to Make a Sale Package

Sales is no longer a function within the company, but THE function of the company! Everyone is involved in sales, whether they know it or not. To help make sure that every function within your company is working together more efficiently, we have compiled the latest must-have forms, templates and tipsheets to serve your needs. Rather you are an established company looking to increase your revenue or a start-up business, these documents will assist in creating a sales culture throughout your organization resulting in a shorter sales cycle and great ROI.

If you purchased these forms, templates and tipsheets separately, you would spend over $555. Click here and receive ALL the following documents for only $495!


Forms
Client Touch List
Coaching Evaluation Form
Commission Summary Worksheet
Competitor Analysis Worksheet and Tally Form
Consultant/Broker Profile Worksheet
Cost Analysis Worksheets
Current Prospect Log Worksheet
Customer Satisfaction Survey
EAP Customer Satisfaction Survey
Employee Satisfaction Survey
Financial Reports
Initial Sales Notification Form
Issues and Solutions Worksheet
Job Performance Evaluation Form
Lead Generation Reports
Lead List Request Form
Marketing & Communications Request and Approval Forms
Marketing Tool Evaluation Form
One-Year Marketing Calendar/Plan
Precall Planning Tool
Presentation Planning Form
Pricing Grid by Product Worksheet
Pricing Request Form
Pricing Terms Approval Form
Product Descriptions Form
Product/Service Innovation Form
Proposal Feedback Package (Email Cover and Survey)
Proposal Log
Proposal Request Form
Prospect Strategy Worksheet
Public Relations Checklist
Sales Activity Schedule
Sales Management Reporting Package (Weekly, Monthly, & Quarterly)
Sales Professional Cost Analysis Worksheet
Target Customer Analysis Worksheet
Target Industry Analysis Worksheet
Target Market Analysis Worksheet
Target Tally Form
Touch List
Trade Show Checklist and Staffing Requirements

Templates
Brand Identity Guide
Cold Calling Scripts
Confidentiality Agreement
Expense Report Templates
Incentive Compensation Plan/Structure
Invoice Templates
Product by Competitor and Market Matrixes for Behavioral Healthcare Industry
Product by Competitor Matrix and Product by Market Matrix
Proposal Reports
Sales Communication Templates
Sales PowerPoint Presentation Template
Sales Professional Hiring Packet
Standard Proposal Template

Tipsheets
Account Transition Flowchart
Count Your Nos Tipsheet
Elements of a Sales Culture Checklist
Facility Tour Tipsheet
Features and Benefits Chart
Lead Generation Process Flowchart
Marketing Campaign Process Flowchart
Meeting Summary and Sample Meeting Agendas
New Account Implementation Checklist
Pricing Process Flowchart
Product Development Go-/No-Go Decision Tree
Proposal Go-/No-Go Decision Tree
Proposal Process Flowchart
Prospect Decision Flowchart
Prospect Research Tools Checklist
Sales Call Tracking Form
Sales Funnel
Sales Report Summary
Sales Terms/Definitions
Sales Tool Kit Checklist
Sell Sheet Outline
Top Qualities, Characteristics and Sales Skills of a Sales Professional