Click on the form section below. Feel free to download the form and print for your use. Always consult with your companies legal team prior to use.

Decision-Maker Worksheet

This tool walks you through powerful steps to understand the decision-maker(s) better than your competition. Feel free to re-read the CEO Mindset section of Walk the Sales Plank.

Decision-Maker Worksheet

Relationship Planner

This powerful tool brings all the information together and helps you to pre-construct a powerful sales meeting full of value. This worksheet is designed to help you to differentiate yourself from your competition.

Relationship Planner Page 1

Relationship Planner Page 2

 

Creating Differentiation

Three steps for creating differentiation  Evaluate your skill level in all these areas. In addition, there are tips to help you to find improvement in better sales meetings beyond the 60 plus tips in my book, Walk the Sales Plank

10 Questions for Value Add

Transactional vs Strategic

This is meant to help sales professionals understand how to move to a more strategic mindset creating more value for clients.

Strategic Mindset

Market Leader Progression

This powerful tool guides leaders to understand where they are adding value in their teas business development process

Market Leader Progression

Sales Professional Progression

This is noted for bankers but applies to all sales professionals.  Sales professionals can evaluate given this document where they are at in their development.

Sales Professional Stages