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.

Start Planning Now »

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

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
(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.

Click to Download

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




Follow-Up Matters... Stay Focused!

Red Flags - Your Sale has Lost Momentum

P.O. Box 781
Ponte Vedra Beach, FL 32004

Phone: (708) 306-6629

Quick Links to Services...

Business Coaching:

Sales Consulting:

Request a Discovery Session

with Brad Burgess, Founder,
Principal Consultant