Sales Management Toolkit
The ultimate guide for the 'accidental' sales leader.
Does this sound familiar…?
I am a leader of my company.
I drive vision, oversee operations, and make sure there’s cultural alignment in all we do.
Right now, I’m also managing sales. It’s not my preference, but someone’s got to do it.
I see my salespeople working hard (at least they tell me they are), but results aren’t coming in. I have no real line of sight into what’s going on.
Help!
If so, this guide is for YOU – the “accidental” sales leader.
You never set out to do this sales management thing, but here you are, running the company plus managing a small team that isn’t performing to your expectations.
You want:
• a roadmap that tells you what to do, when, how, and why
• tools to help you gain visibility into what’s going on and how to effect change
• a proven process for generating predictable revenue
• confidence in your people to become a high-performing team
Even more, you want your time back.
TIME IS MONEY
You NEED this book to reach your company's revenue goals!
The book is designed and proven to work for small to medium sized businesses.
We've distilled and simplified sales learning from some of the best systems and tools used in successful corporations, so you can hit the ground running and get some time back in your day.
You get:
Tools: templates, worksheets, checklists,
& customizable spreadsheets
Guidance: for effective sales and marketing management,
tips for motivating, course-correcting,
running effective meetings,
& building a high-performing team.
Descriptions to quickly understand:
WHAT each tool is designed to do,
WHY it’s important,
WHO should be involved with that tool,
ACTION steps to maximize effectiveness.
WHAT'S INCLUDED?
Business & Brand Development
- Corporate Purpose/Vision/Mission & Core Values
- Brand Image
- Target Market & Persona
- SWOT Analysis
- Competitor Analysis
- Unique Value Proposition (UVP) Worksheet
- Proven Process Worksheet
Sales Growth, Planning & Tracking:
- Forecasting & Tracking Spreadsheet
- Sales Pipeline Funnel
- B2B Sale Cycle Template
- Team Structure Spreadsheet
- Sales & Marketing KPIs
- Reports for Sales & Marketing
- Marketing Strategy Template
- Sales Strategy Template
- CRM Evaluation Checklist
- Lead Source Checklist
People & Team Structure:
- Team Structure Job Profiles
- Hiring Process Checklist
- Sales Candidate Interview Checklist
- Onboarding Template for New Hires
- Sales Policy Guidelines
- Compensation Plan Spreadsheet
Sales Performance Management:
- Performance Management Schedule
- Performance Management Check-in
- Sales Performance Review
- Effective Sales Meeting Agenda
- Sales Pitch Deck Template
Progress Enhancement:
- Sales Script Template
- 8-Step Sales Process
- Needs Analysis Checklist
- Overcoming Objections
- Best Questions for Customer Insights
- Value Calculator
A Roadmap, Tools, Visibility, Predictable Revenue, High-performing Team
Why wait?
The Sales Management Toolkit is the most comprehensive compilation of proven practices and tools. You'll be prepared to scale, revenues will be predictable and long-term growth will be rock-solid and sustainable.
Access all of the tools and guidance you need to confidently figure out what's going on (quickly!), what you need to do next, how to stay in control of the sales process, and how to reach your company's annual goals.