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Templates

It is not necessary to reinvent the wheel. Here are commonly and not so commonly used templates for your entire organization.

  Alphabetical list of all documents

Account Management/Customer Service

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

  • Confidentiality Agreement  FREE!
  • Account Management Customer Service Business Function Package


    • Lead Generation

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

  • 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.

  • Brand Identity Guide
  • Marketing Business Function Package
    		•


    Forms

    Overall Business Forms

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

  • Overall Business Function Package
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    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.

  • Expense Report Templates
  • Incentive Compensation Plan/Structure
  • Invoice Templates
  • 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 by Competitor Matrix and Product by Market Matrix
  • Product by Competitor and Market Matrixes for Behavioral Healthcare Industry
  • Product Development Business Function Package
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    Proposal

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

  • Proposal Reports
  • Standard Proposal Template
  • 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 salesforce.



    Sales Management

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

  • Sales Professional Hiring Packet
  • 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.

  • Sales Communication Templates (Emails and Letters)
  • Sales PowerPoint Presentation Template
  • Cold Calling Scripts
  • Sales Person Business Function Package
    		•


    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: