item # 7- 51
"INVOICE"
(invoicing process form/guidelines)
This BizForm framework follows standard invoice format,
with ample spacing for pertinent data that needs to be filled in
to bill customers for products sold or for services to be provided!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

The invoice process is used to bill customers for products and service sold. This Invoice framework follows standard invoice format with ample spacing for all pertinent data that needs to be filled in. (1 form/framework page plus framework logic page).

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and then simply follow payment instructions or choose another item and add to Shopping Cart.

item # 7- 52
"LEAD-PREP & FOLLOW-UP DATA SHEET"
(customer prospecting & lead preparations form)
This BizForm is highly suited for use in the course of customer lead prospecting & preparation activities
with space allocations for 6 leads on the page to record prospect communications data,
source & status and other helpful information for customer contact!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

The use and application of this lead sheet form/framework is actually multi-purpose by design. It holds 6 leads per sheet with adequate room for miscellaneous communications & reference data. Leads are the life blood of marketing & sales and good lead preparation & organizing practices can only benefit all concerned. It's best to use separate sheets for categorically different types of customer leads passed out to Sales Reps or can be used by Representatives directly in their prospecting write-ups of prospective customer leads. (1 form/framework page plus framework logic page).

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item # 7- 53
"LIST OF BASIC AREAS OF RESPONSIBILITY & RELEVANT DATA"
(all purpose - all employees/departments)
This BizForm framework is a specification worksheet for assignment of
overall areas of responsibilities connected with any job or position!
There's nothing like having a spec sheet of primary key areas and secondary job functions
placed in front of any current employee for productivity enhancements
or in front of a new recruit for clear understand of areas of responsibilities from the git-go!
This unique BizForm framework enables easy insertion
of the areas of responsibility specs in connection with any position
for a clear & concise presentation to current employee or new recruit,
which is undoubtedly well worth the process since it will certainly eliminate most,
if not all, of the inevitable future problems regarding same!

*plus - included for Free ... "OPERATIONAL MANAGER" LIST OF BASIC AREAS OF RESPONSIBILITY
Completed specifications of primary & secondary areas of responsibility
regarding titled job/position and also suited to Office Manager position!


*plus - included for Free ... "MARKETING/SALES MANAGER" LIST OF BASIC AREAS OF RESPONSIBILITY
Completed specifications of primary & secondary areas of responsibility
regarding the titled job/position!


*plus - included for Free ... "MARKETING/SALES REPRESENTATIVE" LIST OF BASIC AREAS OF RESPONSIBILITY
Completed specifications of primary & secondary areas of responsibility
regarding the titled job/position!


*plus - included for Free ... "INTER-DEPARTMENTAL (SECRETARY) OFFICE MANAGER" LIST OF BASIC AREAS OF RESPONSIBILITY
Completed specifications of primary & secondary areas of responsibility
regarding the titled job/position!


*plus - included for Free ... "FINANCIAL & ADMINISTRATION/ACCOUNTING & ADMINISTRATION MANAGER" LIST OF BASIC AREAS
OF RESPONSIBILITY
Completed specifications of primary & secondary areas of responsibility
regarding the titled job/position!
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PRICE: $9.95 via Email or $7.95 via Fax - - (plus tax if applicable)

Every job and position in an organization is connected to specific areas of responsibility which should be categorized in order of importance to determine daily activity requirements and primary & secondary functions. This form/framework enables such categorization and prioritized write-ups to establish broader perspectives. Also included are completed forms/frameworks for Operations Manager, Marketing/Sales Manager, Marketing/Sales Representaive, Interdepartmental Secretary & Office Manager, and Financial & Administrative Manager's key areas of responsibility with room for specific additions if needed. (6 form/framework pages plus framework logic page).

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item # 7- 54
"MARKETING/SALES (Client/Account Development related)
ASSESSMENT PRIORITIES WORKSHEET"
(in regards to initial-call, PR activity, follow-ups, presentation meetings, etc.)
This BizForm worksheet will help to systematically establsh & align suitability factors
from lead source to customer handling format under the circumstances!
It will help user to progressively consider and specify circumstantial factors
regarding key areas pertaining to prospect lead source and prospective client suitability factors
and related priority alignments and progressive approach requirements!
This BizForm worksheet has multiple uses,
starting with key exec management decisions pertaining to priority alignments,
then sales management guidelines for sales Rep training sessions,
and finally for use as salesman's reminder for assessment priorities
in the course of sales activities!
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PRICE: $9.95 via Email or $7.95 via Fax - - (plus tax if applicable)

This assessment priorities worksheet focuses attention on assessements in the course of Marketing & Sales or Client/Account Development exposure and general inquiries regarding possible meetings and sales presentation to prospective custromer. It covers the basis for establishing approach priorities & suitability factors from lead sources to customer handling format. This worksheet has several uses, starting with executive management decisions pertaining to priority alignments in key areas, then sles management guidelines for sales training sessions, and finally dealing with salesman's reminder for assessment priorities in the course of handling initial calls, sales & public relations follow-ups, presentation meetings, and so on. This formularized form/worksheet is usable systematically to arrive at key factors that need to be established for productive alignments under the circumstances. (1 form/framework page plus framework logic page).

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item # 7- 55
"MARKETING/SALES (DEPARTMENT) DAILY ACTIVITY & PR STATUS REPORT"
(daily sales department activity report form)
This BizForm framework is intended for use by Sales Manager or Business Owner-Operator
for recording daily totals of sales department activities as a whole,
involving number of calls-in, and number appointments made and meetings held,
and number of sales-deals in works, etc., in relations to the number of calls-out,
and/or mass mail, and/or number of fax broadcasts,
and/or number of ads running during each day of the month!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

Proper maintenance of this daily form/framework will help to stay on top of daily public relations & promotion departmental activities, such as telemarketing, fax promotions to customer base, and mass mail outs, as well as the response ratio in connection with follow-ups and sales presentations. Use of this form is a definite necessity for regular review of public relations status and for productivity level assessments and program adjustement requirements, as well as for regular on the job training purposes. For monthly perspectives use form #56. (1 form/framework page plus framework logic page).

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item # 7- 56
"MARKETING/SALES (DEPARTMENT) MONTHLY ACTIVITY & PR STATUS REPORT"
(monthly sales department activity report form)
This BizForm framework relates to the same points of reference as BizForm item #7-55
except it deals with monthly reporting instead of daily records
and it's also intended for use by Sales Manager or Business Owner-Operator
for recording monthly totals of sales department activities as a whole,
involving number of calls-in, and number appointments made and meetings held,
and number of sales-deals in works, etc., in relations to the number of calls-out,
and/or mass mail, and/or number of fax broadcasts,
and/or number of ads running during each day of the month!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

Monthly sales departmental reports can present an entirely different perspective from the daily reports referred to in form #55, eventhough the same data is being reviewed. This monthly review form should be maintained for being able to gage marketing & sales activity requirements throughout the year, including seasonal or periodical build-up or down-sizing time frames. (1 form/framework page plus framework logic page).

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item # 7- 57
"MEETING ITINERARY"
(all purpose form)
This BizForm framework will simplify preparations for any meeting and enable user to plan
for specific topics & subject that should be covered in any particular meeting
whether for personal use or to aprise expected parties of the meeting agenda
with a copy of this meeting itinerary!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

The preparation of a cohesive itinerary for a meeting or as otherwise referred to as a meeting agenda will help to enhance meeting productivity and will serve as a reminder of where the parties left off in case all items have not been covered, enabling next meeting to start from where the last meeting was left off, instead of having to waste time backtracking and reviewing matters that have already been dealt with adequately. (1 form/framework page plus framework logic page).

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Decide on delivery method preferred and fill in blank below,
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item # 7- 58
"MEETING-PREP/LOG & RECAP"
(preparation notes & recap log form for meetings - all purpose)
This BizForm can not only be used to prepare for any specific meeting,
but more importantly to document key reference points & quick reap of what transpired in the meeting
to be able to look up relevant data for when it inevitably becomes necessary
to look up and confim same in the future!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

There are some aspects of every meeting that may become memorable to some degree, but such instances may not neccessarily provide the entire perspective relative to the meeting as a whole and it's unlikely that any such moments remembered will provide a thorough recap of all key points of discussion. A meeting Log & Recap Sheet such as this can be quite useful in this regard and this form/framework is designed for such purpose and also for being able to actually plan the meeting before it occurs and for getting organized once the meeting is over. Also perfect framework for service businesses that require logging of meeting content with clients for sake of security or protection or for a variety of reasons. (1 form/framework page plus framework logic page).

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Decide on delivery method preferred and fill in blank below,
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item # 7- 59
"MERCHANDISING"
(item/shelf refilling worksheet)
Startegic placement of merchandise for customer attraction
is an integral part of Merchandising in general,
which in itself may not require the use of this BizForm framework,
however the need for constant revolving of merchandise in such strategic areas
and the need to know item source & replacement data
coupled with reorder requirements definitely indicate the benefits of consistent use!
This BizForm framework can be very helpful in retail merchandising for key positioing
and shelf area placement of specific items and to record
the refill quantities available for replacement as sold!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

Merchandising is an essential factor in marketing & sales in general and is of course a constant necessity in the event of retail exposure of products involved. This form/framework is designed for merchandiser to be able to write up reorder requirements based on items missing from shelf space and introduction of new items placed strategically for customer attraction. (1 form/framework page plus framework logic page).

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Decide on delivery method preferred and fill in blank below,
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and then simply follow payment instructions or choose another item and add to Shopping Cart.

item # 7- 60
"MERCHANT SOURCE LIST PREP-FORM"
This BizForm is excellent for preparing a merchant source list of suppliers in any business operation
that handles thousands of items and deals with a large number of merchants!
Of course the same can also be used if only a couple of handful of merchants
are being dealt with in the business in order to have an organized list of suppliers
with related contact information!
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PRICE: $6.95 via Email or $4.95 via Fax - - (plus tax if applicable)

An alphabetical list of suppliers is necessary for the main frame of purchasing agent's activities or for whoever is assigned to handle purchasing of poduct/merchandise. Merchant Source List form/framework enables 10 entries per page with ample room for communications data and basic reference information. (1 form/framework page plus framework logic page).

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Decide on delivery method preferred and fill in blank below,
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