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Sales Management Tools & Templates
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Sales Audit Part 1
Use the first stage of this audit to benchmark and evaluate the core skills of your sales team.
Sales Audit Part 2
Use this stage of the audit to benchmark and evaluate the core areas within your sales function.
Sales Audit Part 3
The last stage of this audit benchmarks and evaluates areas outside sales which have an impact.
Change Management
Any form of sales intervention means change which means you need to understand change management.
Envision Planning
This is a great exercise to empower and motivate your team. It also helps identify areas for improvement in the sales function.
People Exercise
This workshop helps sales people understand DiSC and how they need to adapt their sales approach.
Coaching Worksheet
This template provides a structure and a proven framework to your sales coaching.
Sales Scorecard
This is a simple example of a Sales Scorecard. Use the template as a starting point to develop your own.
Coaching Wrap Up
Use these questions to finalise your coaching sessions with your sales people.
Training Evaluation
Collect feedback after every training session using this form.
Customer Journey
Evaluate your customers journey and look for improvements in conversion ratios.
Campaign Funnel
An example of an end to end sales campaign funnel. Use the template to create your own.
Change Management
Our go-to model for Change Management and simply a must have for any sales leaders.
Business Case Template
If you’re selling to corporates then you’ll need to be able to write business cases. Here’s a template to get started.
Sales Tender Qualification
Objectively qualify your tender responses to improve your win rates.
Sales Tools & Templates
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Key Accounts
Document and plan your key account strategy with this comprehensive template.
Stalls & Objections
This template helps sales people prepare for the hardest stalls and objections.
Sales Call Tracker
This tracker highlights where in the call people are struggling so you can coach them accordingly.
Profile Builder
Profile your best customers and then use the information to target more of the same.
Prospect Value
Understand your core value to build highly targeted sales messaging.
Sales Questioning
This tool helps you build powerful questions to uncover your prospects real pain.
Prospect Pains
Know your prospects pains and goals so you they will buy versus you having to sell.
Sales Battlecards
Battlecards are great for identifying your strengths and weaknesses versus your competitors.
Sales Negotiation
Prepare in advance for the boardroom so you get what you want with this simple template.
Case Study Template
Use examples of previous sales wins to generate more with this one page template.
Preparing to Sell
Superb check list for new hires ( and maybe old ones) before they get in front of real prospects.
Consultative Selling
Use this tool to reinforce your consultative selling process – slow the sales down if you want to speed things up.
Time Management
Help sales people become super productive and track where they lose time during the day.
Meeting Notes
This template to reminds you what questions to ask and take accurate notes on the answers given.
Coming Soon
If you need help with customisation or implementation just ask