 TEMPLATE: Sales Presentation Template Pages for Position Cookbook
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Utilize these pages to create a cookbook sales book. These are the price and key product pages for each position. The files CAN be linked to organize the prices to export to the powerpoint. Once you create your files and names you can link them for ease.
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TEMPLATE: Benefits Page - Cookbook Price pages
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This is the benefits sheet that follows every single cookbook page. Each price sales page has this sheet detailing your company specific reasons for the benefits.
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TEMPLATE: Marketing Plan Example Blank Template
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Use this tool to develop a set of goals and action plans around your marketing needs. Once you have completed a situational analysis of what needs to be done, in terms of marketing and branding, this becomes a company document to work a plan and build your strategies for greater success. We review these in the Advanced Marketing, Branding and Lead Generation educational workshop.
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TEMPLATE: Promotions and Call to Action for Marketing & Sales
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Use this tool as a planner to establish your costs for all promotions. We then have a percentage we can utilize for budget purposes.
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DOCUMENT: Technician Communication - Indoor Air Quality Selling Process
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Learn from the best as Steve Mores discusses the FOCUS selling and communication process for service technicians within a service call environment. We can all get better at the approach of discussing solutions, by being smarter and more versed on our diagnostic skills and timing. Steve takes a specific approach to helping your technicians and the company learn how to better serve the client and at the same time make some additional sales and earnings in the process.
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DOCUMENT: Technician Communication and Selling Process - Indoor Air Quality Products
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Learn about the FOCUS process here to discussing and communicating indoor air quality solutions to a customer. Many, if not all, companies want their service technicians to promote solutions when appropriate, so in this article Steve walks us through a process proven to work well at leading a client through a proper diagnostic and discussion with no high pressure tactics. Utilize the incredible knowledge Steve has in bringing IAQ to your company service - product forefront, and sell more at the same time.
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DOCUMENT: The Introduction to Indoor Air Quality
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Review the fundamentals within the Indoor Air Quality Business. This is an introduction to the world of IAQ and its possibilities.
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DOCUMENT: Gross Margin Versus Markup - They Are NOT the Same
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Be wary of thinking that choosing a markup and using it to multiply against direct costs will create a sales price that yields the same margin as what you believe that markup to be. They are not the same at all and in fact vary wildly. Read about the differences here, and understand how to choose the correct markup to yield your price and a margin you expect. An example is 1.66667 markup creates a 40% gross margin - study and make sure you are pricing accurately to make a profit.
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DOCUMENT: Aligning Your Company Financials with Operations
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Most companies cannot take advantage of information simply due to the fact their financials do not reflect what is truly happening inside the company's operations. What we aspire for is our data to be timely and accurate, and reflect real life what is/has happened to our company so we can make the most informed decision. This article describes why and the process of how a company can create alignment and make better decisions.
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DOCUMENT: Overview Slides of Marketing Ideas
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Utilize these slides as a planning tool along with the marketing plan, to identify your specific marketing needs within your company. A deep dive yearly review of the big ideas, why we do certain practices and marketing processes is always an effective method to determining your yearly, monthly and weekly lead plan.
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DOCUMENT: The 7 Commandments of Financial Success
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The seven (7) commandments of financial success break down the basic principles in capturing key information to make decisions. While most are not complicated, the commandments require some level of discipline to implement and this is the bigger challenge in leadership. However, use this information as a guidepost for establishing financial best practices and set your company on a course to sustained financial success.
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DOCUMENT: Promotions - The Slow Season Profits Checklist
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Use this checklist to develop your own, and define your slow season checklist plan to make money even in the off periods.
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DOCUMENT: Timing of Financial Reports and Why
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Timing is a common question. When should you be receiving your company reports and data? This will vary depending on your goals, and to some degree competency, but no later than the 5th of the month after a close in an accounting period. Learn why.
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DOCUMENT: Managing A Company's Business Mix is Crucial to Profitability
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Understand the basics of pricing and financial management in determining the mix of business you may want to maximize your profitability.
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