“This must-read book for salespeople, relationship managers, and exceutives provides great step-by-step details on how to access and utilize software and Web sites to function more effectively. More importantly, it shows you how to couple those tools with proven management and leadership concepts to ensure success.”
—Gail Letts, Executive Vice President
Forms & Worksheets
The tools on this page will save you time, money, and energy in
mapping out and executing improvements in your business. The first four
are yours free. Be sure to take advantage of them!
* - Available shortly
Learning to keep critical information at your fingertips is the key to
improving productivity. Here's an example of what your knowledge journal
might look like, complete with table of contents, sections, subsections, and
hyperlinks. For more information on knowledge journaling, click
This free form helps clarify your goals, strengths, weaknesses, and
opportunities for improvement by evaluating five key components of your
current business structure.
You face an array of business-building issues. This checklist will help you
identify and prioritize which areas you want to focus on in moving your
business to the next level.
Consisting of more than 200 programs highlighted in Winning Clients in a
Wired World, organized by product category, this free list deciding
which tools to incorporate into your business a snap. Includes the Web site
address for each resource mentioned.
The templates in this package will save you hours of time in organizing your
business improvement efforts, from mapping out what you do to taking
inventory of what you own to collecting information on the audiences you're
targeting, and more. Guaranteed! Here's what's included:
1. Software Inventory Summary
2. Program Feature Worksheet
3. Workflow Worksheet
4. Online Research Checklist
5. Communication Planning Worksheets
6. Macro Writing Worksheet
7. Task Delegation Worksheet
8. Top Client Profile