Sales Process, Policy and Procedure Templates

The Recording Client Instructions procedure provides detailed instructions for recording and forwarding client instructions, and prompts for customizing.

This procedure contains clear recommendations and guidelines for networking, as well as a description of why networking is important.

The Accepted Proposals procedure from Way We Do contains clear instructions for recording, tracking and moving forward with accepted proposals in a timely manner.

The Tracking Denied Proposals procedure contains clear instructions for recording and tracking denied proposals, and gathering feedback about the proposal.

Ensuring that you and your team has a consistent way of preparing and submitting proposals to customers will increase productivity and improve your chances of winning sales. This procedure outlines a process for preparing proposals using your templates

This procedure ties in with the “Telemarketing Script Development” procedure. Once you have created your scripts, use the “Telemarketing to a new List” procedure to coach your sales people to increase qualified

The “Sales Communication Checklist” is designed for sales people within your organisation to prepare standard presentations, messages and responses. The completion of the tasks within the checklist helps you to be confident that your sales team is presen