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Forms

Organization is so important to the sales process. Below are the most important forms that are necessary to aid all areas of your business and increase the functionality of your sales process.

Alphabetical list of all documents

Account Management/ Customer Service

These tools are designed to ensure that your current clients become your greatest referral source.

  • Client Touch List
  • Customer Satisfaction Survey
  • EAP Customer Satisfaction Survey
  • Account Management Customer Service Business Function Package
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    Lead Generation

    These tools are designed to ensure that your sales pipeline stays full with viable prospects at all times.

  • Competitor Analysis Worksheets
  • Lead Generation Reports
  • Target Customer Analysis Worksheet
  • Target Industry Analysis Worksheet
  • Target Market Analysis Worksheet
  • Target Tally Form
  • Lead Generation Target Marketing Tool Kit
  • Lead List Request Form
  • Lead Generation Business Function Package
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    Marketing

    These tools are designed to support your sales efforts by getting potential customers to call you.

  • Marketing & Communications Request and Approval Forms
  • Marketing Tool Evaluation Form 
  • Public Relations Checklist  FREE!
  • One-Year Marketing Calendar/Plan
  • Marketing Business Function Package


    • Forms

    Overall Business Forms

    These tools are designed to take your business to the next level.

  • Employee Satisfaction Survey
  • Issues & Solutions Worksheet
  • Overall Business Function Package


    • Pricing

    These financial tools are designed to make sure that your organization has a return on investment (ROI) from your current clients, sales efforts, new and existing products.

  • Commission Summary Worksheet
  • Cost Analysis Worksheets
  • Financial Reports
  • Pricing Grid by Product Worksheet  FREE!
  • Pricing Request Form
  • Pricing Terms Approval Form
  • Pricing Business Function Package


    • Product Development

    These tools are designed to evaluate your products and services to make sure they meet the needs of your prospects and outshine your competition.

  • Product/Service Innovation Form
  • Product Descriptions Form  FREE!
  • Product Development Business Function Package


    • Proposal

    These tools are designed to make your proposal process efficient and your proposals stand out from the competition.

  • Proposal Log
  • Proposal Request Form
  • Proposal Business Function Package
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    Sales Function Package

    This package includes all tools within the Sales Management and Sales Person Functions. The tools are designed to allow you to set up a comprehensive sales management program and effective sales force.


    Sales Management

    These tools are designed to assist the sales manager in developing a thriving sales force and sales system through the organization.

  • Coaching Forms
  • Issues & Solutions Worksheet
  • Job Performance Evaluation
  • Sales Professional Cost Analysis Worksheet
  • Sales Management Reporting Package (Weekly, Monthly, & Quarterly)
  • Sales Management Business Function Package
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    Sales Person

    These tools are designed to support and assist the sales professional throughout every step of the sales cycle.

  • Consultant/Broker Profile Worksheet
  • Current Prospect Log Worksheet
  • Initial Sales Notification Form
  • Precall Planning Tool
  • Presentation Planning Form
  • Proposal Feedback Survey
  • Proposal Feedback Package (Email Cover and Survey)
  • Prospect Strategy Worksheet
  • Sales Activity Schedule
  • Touch List
  • Trade Show Checklist and Staffing Requirements
  • Sales Person Business Function Package
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    Document Packages


    It Takes a Team to Make a Sale Package    It Takes a Team to Make a Sale Document Package

    Get all the forms, templates and tipsheets to improve or create every business function in your company in one great package! We’ve compiled all the forms, templates and tipsheets listed above in one place—our “It Takes a Team to Make a Sale” package. Select this product and get everything at a discount!

    If you would like to order one or a select group of packages instead of the entire collection, click on any of the following business function packages to get the forms, templates and tipsheets for that particular area: