by: Brad Burgess

This simple, easy-to-use "Workbook" is intended to provide entrepreneurs (and even existing small business owners) a sensible business planning tool set that encourages development of the critical business elements today, with the ability to continue building out the plan as time and circumstances dictate.

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by: Greg Bennett

Comments: "Offers helpful strategies for consultative Sales people struggling to cope with the challenges of selling in today's business environment.

In particular, I like the concept of using Mini-Steps in the closing process, especially with young Sales people needing to build confidence."

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Sales Resource Assessment Form
(MS Excel XLS)

A tool designed for tracking and evaluating the time dedicated by Sales Rep.'s to their assigned responsibilities.

Click to Download


Targeted
Accounts Form
(MS Word DOC)

A tool for documenting and logging progress towards penetrating accounts that Sales Rep.'s are assigned to target during a designated period.

Click to Download


Action Plan
Form
(MS Word DOC)

A tool for setting Goals & Objectives for Sales Rep.'s and collaborating on the Strategies & Tactics to achieve them.

Click to Download


Sales Opportunity Assessment Form
(MS Excel XLS)

A tool for documenting the current status of a Sales Oppotunity and determining the Next Steps based on what is known/ not-known about the Level of Influence shown by the Stakeholders involved in the decision-making process.

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Quarterly Business Review
(MS Powerpoint PPT)

A slide deck intended to serve as the basis of a QBR presentation by Sales Rep.'s.

Click to Download


Resume Screening Check-list
(MS Word DOC)

A tool to assist in screening resumes during the hiring process.

Click to Download


Sales Cycle Probability Definitions
(MS Word DOC)

A guide to assist in establishing standard definitions/ percentage (%) values for each stage in the sales cycle.

Click to Download

 

 

 





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P.O. Box 1591
Crystal Lake, IL 60039

Email: bburgess.tmm@gmail.com
Phone: (708) 306-6629

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