X
GO

Sales - 931-449-9728 - Tech Support - 772-214-9307  

Downloadable Content

Try some ‘Reverse Engineering’ to create an effective ‘Action Plan’

Being able to create effective action plans is a necessary and vital skill to develop.  Perhaps the name creates a sense of fear or dread, but in truth, the best action plans are simple and uncomplicated.  Take a few minutes to review the necessary components of an action plan and start making action plan development an innate skill and strength!

Sales Needs Analysis Worksheet

The Sales Needs Analysis Worksheet is a handy tool to assist sales agents in identifying the primary concerns of a prospect.  In addition, the Sales Needs Analysis Worksheet will also help you align the benefits of your products and services, to demonstrate your solutions to the prospect.  Includes a handy check-list of things to do BEFORE meeting the client to present your proposal!

Agent Value Proposition Worksheet

Similar to the Sales Needs Analysis Worksheet, our Agent Value Proposition Worksheet focuses on identifying the products and services you provide in contract with the concerns of the prospect.  Many agents will fill this form out during their initial meeting with the prospect and incorporate the items in their solutions proposal.

Agent Personal Brand Worksheet

The Agent Personal Brand Worksheet identifies products used by successful agents to market and promote their business identity.  Not all agents use every item listed, and there are other branding ideas that can be used.  This worksheet provides a starting point for new agents and a checklist for existing agents looking to find ways to grow their personal brand.

Vertical Market Tracker

Our VMT is an Excel based spreadsheet designed to provide an agent with a starting point resource to manage their vertical market outreaches.  Although CRM solutions abound, our tool provides an adequate starting point and can be modified to expand coverage as needed.

Natural Market Tracker

Our NMT is an Excel based spreadsheet designed to provide an agent with a starting point resource to manage their vertical market outreaches.  Although CRM solutions abound, our tool provides an adequate starting point and can be modified to expand coverage as needed.

Vertical Market Brand Worksheet

The Vertical Market Brand Worksheet is similar to the Agent Personal Brand Worksheet, with the difference that this sheet identifies products used by successful agents to market and promote their business identity to vertical markets.  Not all agents use every item listed, and there are other branding ideas that can be used.  This worksheet provides a starting point for new agents and a checklist for existing agents looking to find ways to grow their personal brand.

Vertical Market Value Proposition Worksheet

Similar to the Sales Needs Analysis Worksheet, our Vertical Market Value Proposition Worksheet focuses on identifying the products and services you provide in contract with the concerns of the prospect.  Many agents will fill this form out during their initial meeting with the prospect and incorporate the items in their solutions proposal.

Developing an effective ‘telephone outreach’ process

If you are struggling with the creating an effective sales outreach model for use over a telephone, you aren’t alone.  We will help you create a simple and effective program, as well as an effective script to assist you during the initial phases of ‘telemarketing’.

Create your phone outreach script

In this section we demonstrate how to create an effective outreach script.  It is a simple and effective tool, and one that has been discussed repeatedly as a valuable resource in creating effective call scripts.

iPros have access to all of this content.  Join Today!