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Resources2018-08-07T11:41:48+00:00

Our clients enjoy using our simple 1 page templates that help them to be strategic with better planning for their daily sales activities.

Purposeful Business Conversations

Purposeful Business Conversations

Having conversations with your clients that is relevant to them and meets their needs is critical to sales success. This template with help you intentionally plan those conversations, explore solutions, and then decide on your next steps to grow your clients’ business.

Calendar Frequency: Every Client Meeting

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3-Year Goal Planning Table

3-Year Goal Planning Table

It’s important that sales professionals have a clear direction of not only where they’re going, but an intentional plan for how to get there. Goal setting helps achieve these objectives. Using this template will prompt you to consider and plan your 90 day, 1 year and 3 year goals in four different categories relevant to your role as a sales professional.

Calendar Frequency: Quarterly
Purposeful Business Conversations

Purposeful Business Conversations

Having conversations with your clients that is relevant to them and meets their needs is critical to sales success. This template with help you intentionally plan those conversations, explore solutions, and then decide on your next steps to grow your clients’ business.

Calendar Frequency: Every Client Meeting

Subscribe to our mailing list

3-Year Goal Planning Table

3-Year Goal Planning Table

It’s important that sales professionals have a clear direction of not only where they’re going, but an intentional plan for how to get there. Goal setting helps achieve these objectives. Using this template will prompt you to consider and plan your 90 day, 1 year and 3 year goals in four different categories relevant to your role as a sales professional.

Calendar Frequency: Quarterly
Great Questions Template

Great Questions Template

Understanding your client’s needs and concerns is the first step to being able to help them. This can only happen if you ask relevant questions and listen to their responses. But asking pertinent questions doesn’t occur by accident. This template will guide you to prepare important questions to ask your client so you can address their needs and position yourself as a consultative expert.

Calendar Frequency: Quarterly or by Industry
ROTI Analysis Template

ROTI Analysis Template

Having conversations with your clients that is relevant to them and meets their needs is critical to sales success. This template with help you intentionally plan those conversations, explore solutions, and then decide on your next steps to grow your clients’ business.

Calendar Frequency: Annually
Strategic Key Account Plan

Strategic Key Account Plan

Identifying and capturing key information about your clients should be an important part of your sales strategy. Use this template to capture actual and projected client goals, define strategy, and identify key decision makers within the company and your Return On Time Invested.

Calendar Frequency: Annually for each Account
ROTI Analysis Template

ROTI Analysis Template

Having conversations with your clients that is relevant to them and meets their needs is critical to sales success. This template with help you intentionally plan those conversations, explore solutions, and then decide on your next steps to grow your clients’ business.

Calendar Frequency: Annually
Strategic Key Account Plan

Strategic Key Account Plan

Identifying and capturing key information about your clients should be an important part of your sales strategy. Use this template to capture actual and projected client goals, define strategy, and identify key decision makers within the company and your Return On Time Invested.

Calendar Frequency: Annually for each Account
Cracking the Buyer's Code: Having Purposeful Business Conversations with Buyers Webinar

Cracking the Buyer's Code: Having Purposeful Business Conversations with Buyers Webinar

Have you ever wondered what your buyer was thinking? Why they weren't saying what you expected them to say or what magical thing you needed to do to get them to say YES to doing business with you?

You don't have to wonder anymore!

We asked your questions to a stellar panel of buyers from companies like Home Hardware, ReSource Group Canada, and Loblaw Companies Limited to give you powerful insights on what buyers are looking for in salespeople. Listen in on this informative webinar replay to learn how to get your foot in the door with your buyers.

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