Sales Management
Where
Tool or other
information not
otherwise shown
-
click on Introduction
to
go to Manual.
IntroductionIntroduction
Complete
List of Tools for
this Programme
Step
1- Sorting Existing
Database
Client
Category Criteria
Guide
Client
Category Quick Sort
Step
2 Implement
Account Management
Plans
The
Account Management
Plans
A
Client Account
Management Plan
Tools
for this Plan
Example
Invitation Card
B
Client Account
Management Plan
Tools
for this Plan
C
Client Account
Management Plan
Tools
for this Plan
Step
3 Sorting
Undetermined Clients
Tools
for this Step
Research
Sources
Qualifying
Phone Script
Telephone
Qualifying Questions
Table
Client
Category Phone
Qualifying Table
Client
Information Guides
Sample
Client Information
Guide Layout
Cover Letter
Sample
Client Information
Guide A
Category Companies
Sample
Client Information
Guide B
Category Companies
Sample
Client Information
Guide C
& X
Companies
The
Sales Plans- See
Manual
Tools for
these Plans
Potential
A Client Sales
Plan
Potential
B Client Sales
Plan
Tools for
this Plan
Potential
C Client Sales
Plan
Tools for
this Plan
X
Client Sales Plan
Tools for
this Plan
Step
4 Follow Up Process-
See
Manual
First Phone
Call Book
Appointment
Message
1 - First Phone Call-
See
Manual
Message 2 -
Phone Call
Second Phone
Call Second
Message
First Email
Follow Up
Step
5 Business Owner
Meeting Process
Set Up
Pre-Meeting
Confirmation
Meeting
Process &
Presentation
Business
Owners Client
Needs Analysis
Solutions
Proposal Template
Step
6 Tracking &
Monitoring
Tracking
& Monitoring Form
Excel
Tracking
Comments Sheet
