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For presentation meetings when you just won't have time to meet everyone personally.
Picture this: you are making a sales presentation to a group of 15 decision makers. You will talk with only one or two key people, so you really don't want to let the opportunity to follow up all 15 attendees slip through your fingers.
By passing this record sheet around the group, and asking everyone to fill it in, you will capture all the leads you need and be able to concentrate on delivering a captivating presentation.
Would you like to be acknowledged for the value you add to your agency throughout the year...but...can you remember the great things you did 6 months ago?! Resource code: ACT1-0914 Author: Sarah...
The perfect record sheet if cold calling/new business development is part of your Account Management role. Resource code: CCR1-0914 Author: Sarah Ritchie Last updated: September 2014 Format: One Microsoft Excel spreadsheet for editing...
Before you extend any credit to a client they should first fill in a Credit Application form. Resource code: CA1-0914 Author: Sarah Ritchie Last updated: September 2014 Format: One Microsoft Word...
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