Tools & Templates

Business Strategy Presentation

Business Strategy Presentation – Use this tool to present the highlights from your business strategy plan. Sections include: Executive Summary,...
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Supplier and Vendor Evaluation

Supplier and Vendor Evaluation - Use this tool to evaluate your suppliers individually. Have each supplier conduct a “self evaluation” by scoring...
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Sales Recruiting Assessment

Sales Recruiting Assessment - Use this tool to measure your organization’s sales recruiting effectiveness in terms of recruiting process, candidate...
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Distributor Metrics Dashboard

Distributor Metrics Dashboard – Use this dashboard template to track metrics related to your distributors. Key Metrics can include: Revenue by...
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Sales Training Assessment

Sales Training Assessment - Use this tool to assess your sales training effectiveness in terms of Process, Self-Management & Planning, Business...
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Sales and Marketing Alignment Assessment

Sales and Marketing Alignment Tool - This prescriptive tool provides benchmarks for alignment and can be used to identify perceived gaps in alignment...
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Sales Analyst Job Description

Sales Analyst Job Description – Use this template to create a Sales Analyst Job Description.
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Organizational Chart Template

Organizational Chart Template - Use this template to show the structure of your organization and the relationships and relative ranks of its parts...
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Event Management RFP Template

Event Management RFP Template – Use this tool to help you design a Request for Proposal (RFP) for Event Management Services.
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Marketing Plan Template

Marketing Plan Template - Use this tool to help you develop an integrated Marketing Plan. Sections include: Executive Summary, Strategic Business...
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