Sales Tools

Cold Calling Tracking Sheet: (PDF) Tracking your cold calls will help you find the best time for you to call and measure the effectiveness of getting past the gate keepers and getting the appointment.

Client Interview Worksheet: (PDF) When you want to interview clients to learn new ways to add value and get testimonials/referrals.

Planning your Presentation: (PDF) Use this tool to plan out your presentation.

Planning your questioning process: (PDF) Use this tool to plan out what you are going to ask your prospect.

Pre-approach Worksheet: (PDF) Use this tool to get a better understanding or your prospect before you meet.

Telephone Prospecting Worksheet: (PDF) A different tool to track your results in telephone prospecting.

Goal Setting:(PDF) Simple & systematic way to set goals and achieve them.

Step up those “Selling Activities”: (PDF) Forms that help manage the Selling Activities that you need to spend more time on consistently.

The Anatomy of a Sales Letter (Article)

5 Ideas for Writing Effective Sales Letters (Article)

Harvey Mackey: This guy is great and his forms are even better. We use them all the time.  Use his material and read his books.  We can't take credit for these. We downloaded these from his web-site so you can get them here when you need them. Thanks Harvey!

• Harvey Mackey 22: (PDF)Complete this form as soon as possible after your job interview. Use it as a reference tool as you move along toward getting the job you've always wanted.
• Harvey Mackay 66: (PDF) Customer Profile-It's critical to have information about your customer. Armed with the right knowledge, you can outsell, outmanage, outmotivate and outnegotiate your competition.
• Harvey Mackey 12 Profile: (PDF) This profile will help you keep an eye on your competitors and what they're doing. It will help you determine what you do better than they, what they do better than you, and what you need to do to get ahead of them and stay there.
• Harvey Mackey 10 networking mistakes (PDF) If you want to build a money making network this is a start.
• Mackey 33 Managers: (PDF) The Mackay 33 For Managers - Personal profile -Use this form to get a grip on the attitudes and concerns of your employees. Fill it out on yourself once a year to make sure you have the right attitude.

 

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