TITLES & DESCRIPTIONS OF ALL ITEM FILE NUMBERS OF BIZ-FORMS INCLUDED IN OUR SALESMAN'S WORKSTATION KIT" ARE AS FOLLOWS:

#7-04 - "INDEPENDENT SALES REPRESENTATIVE AGREEMENT" (draft between "Company" & "ISR") = A deal is a deal and it should be spelled out in detail so there will be no surprises for either side later. This Agreement is based on an Independent status rather than an employee relationship, with no responsibility assumed by company to withhold payroll taxes from Sales Representative. Covers of all aspects of what is expected from Sales Rep and related limitations and restrictions, enabling the relationship to start on the right foot without leaving any gray areas common in usual oral agreements. (6 page agreement plus addendum, amendement, compensation addendum, drafting/worksheet and framework logic)...

*plus "Agreement/Contract Drafting Worksheet and Recruitment Interview Framework Guidelines"...

#7-37 - "FUNCTION & ACTIVITY FRAMEWORK SPECS/WORKSHEET" (formulization worksheet) = Progressive key formulas for establishing functional activity requirements regarding any position or area of responsibility. Enables clear specifications and systematic formularization of any function or activity in any department or at any management level.(1 form/framework page plus framework logic page)...

#7-109 - "STEP-BY-STEP PROCEDURAL HIGHLIGHTS" (specification write-up sheet) = Set of formularized frameworks starting with specification write-up sheet for Steb-by-Step Procedural Highlights pertaining to any activity or function in the business, plus actual specifications already established for Targeting Specific Functions and Assigning Related Duties (management procedures), plus specifications for Daily Organizing & Preparations to Conduct Departmental Activities. (3 form/framework pages plus framework logic page)...

#7-29 - "DAILY ACTIVITY PLANNING & WORKSHEET" (all purpose - all departments) = Intended for regular use by sales and other staff members engaged in making calls and conducting meetings and who have other miscellaneous things to do, whether in sales or at an executive or superviory levels. (1 form/framework page plus framework logic page)...

#7-41 - "GENERAL PREP & THINGS TO DO LIST" (all purpose form) = Preparation for something specific and things to do in general are two distinctly different types of concerns and should be treated as such. It's better to take the time to use this forms than to simply try and deal with such matters only on a mental level without making up the list that will inherently free up some of the so called mental computer memory bites for something more important or allow more concentration on the performance aspects in connection with entries on check list. (1 form/framework page plus framework logic page)...

#7-85 - "PROSPECTIVE CUSTOMER-LEAD TARGETING WORKSHEET" = This formularized worksheet establishes the framework for drafting specific qualification & suitability guidelines for both business to business and individual customer leads. It also helps to establish the framework for systematic lead source selection and category of leads most suitable under the circumstances. (1 form/framework page plus framework logic page)...

#7-32 - "DAILY/WEEKLY PR ACTIVITY REPORT AND ASSESSMENTS" (salesman's activity report) = Formulized form/framework designed for daily entries of salesman's public relations & sales activity totals regarding each function & area of responsibility with totals computed at end of each week for weekly assessments of result ratios. Enables concise review of key areas and daily activity results in connection with entire sales process. (1 form/framework page plus framework logic page)...

#7-52 - "LEAD-PREP & FOLLOW-UP DATA SHEET" (customer prospecting & lead preparations form) = The use and application of this lead sheet form/framework is 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)...

#7-84 - "PROSPECTIVE CUSTOMER MAILING LIST PREP-FORM" = Compiling of prospective customer lists can be for either Public Relations mailing purposes or for dire PR contact & telemarketing by sales staff. This form/framework can be used for compiling prospective customer lists needed for either a mailing or telemarketing purposes to be assigned to sales representatives for contact and follow-up. (1 form/framework page plus framework logic page)....

#7-54 - "MARKETING/SALES ASSESSMENT PRIORITIES WORKSHEET" (Client/Account Development related - in regards to initial-call, PR activity, follow-ups, presentation meetings, etc.) 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)...

#7-28 - "CUSTOMER RELATIONS PHRASING GUIDELINES/WORKSHEET" = There are standards in every business, like general inquiry call handling, appointment confirmations, status/update calls, procedural process or information calls, trouble shooting or problem solving calls, among just some of the many. This form/worksheet helps to focus and establish customer relations phrasing guidelines pertaining to matters or calls that may transpire from time to time, no matter what field of business the company is engaged in. (1 form/framework page plus framework logic page)...

#7-113 - "TELEMARKETING OUTLINE" (formulated telemarketing phone outline prep-worksheet) = The formularized Telemarketing Outline framework is designed to help every salesman stay on track in the course of public relations & sales contact with prospective customers and be able to recognize the transitional phases necessary in the course of every conversation for optimum results. (1 form/framework page plus framework logic page)....

#7-31 - "DAILY PR ACTIVITY WORKSHEET AND RESULT TALLY" (salesman's progressive tally sheet on the job) = A formularized and properly laid out form/framework for Daily sales functions & PR activity requirements including results tally of activities conducted is of prime importance in any business, not only for monitoring percentage results in differents areas of sales rep activity and supervising areas of responsibility, but also for routine training purposes and to enable sales rep to stay on track consistently. (1 form/framework page plus framework logic page)...

#7-21 - "CLIENT/CUSTOMER PR INFO & CALL/MEETING DATA" (inquiry & public relations data form - Salesman's PR/communication write-up sheet) = Multi-purpose form that can be used to record the initial exposure and follow-ups and the negotiating process involved in making sales. Applicable for general status record-keeping requirements and for reporting process from inception to the point of sales or discard as a prospect. (1 form/framework page plus framework logic page)...

#7-62 - "MISC. CALL-BACK FRAMEWORKS" (marketing & sales or other call back outline formatting) = This form/framework establishes the perspectives and progressive flow necessary for successfully accomplishing objectives in the course of follow-up calls. There's more to achieving sales objectives than just making the first call or making the sales presentation. The call back or follow-up call is often more important than the initial exposure and should be taken just as, or perhaps even more seriously, than the actual presentation. The specific phrasing and key points relevant to each call should be inserted under each section of the form and systematically applied during the call-back process. (1 form/framework page plus framework logic page)...

#7-102 - "SALES PRESENTATION FRAMEWORKS" (sales presentation formulization worksheet) = After openning the doors to creat the opportunity for making a sale, conducting the sales presentation generally becomes the main objective. Following this formularized framework will help to create a highly effective sales presentation. (1 form/framework page plus framework logic page)...

#7-88 - "PURSUIT MODE/MENTALITIES & PERFORMANCE REQUIREMENTS - REFERENCE DATA NOTES" (pursuit mode & circumstantial priority assessment worksheet) = This set of insightfull worksheets will come in handy no matter what you want to pursue and accomplish, starting with the Pursuit Mode/Mentalities & Performance Requirements Reference Data worksheet. Whether you want to know your target customer or want to know yourself, this amazing pursuit mode & circumstantial priority assessment worksheet will help you see and understand the surrounding influences one by one and enable you to plan the proper course of action in any situation. Pursuit mode influences and key position mentalities can vary in relations to various tasks or objectives, but the performance requirements to accomplish goals can be categorized fairly easily. There are distinct areas of priority in accordance with dominating influences that have to be dealt with before any pursuits can be initiated or any pursuit process can be implemented progressively. The dominating influences can be a combination of modes & mentalities or can be limited to one specific category depending on the individual and circumstances involved. The fixations, needs and gravitations in the course of the initial thinking & preparation stages will vary according to the pursuit mode influences, whether promoter/entrepreneur mode and opportunist mentality, or passive/speculator mode and investor mentality, or wheeler-dealer mode and trader mentalities are applicable under the circumstances. Once the actual pursuit begins, the respective key position mentalities will take over and general alignments will take place in the course of the actual doing & performance stages. The fixations, motivational factors and related performance requirements in connection with actual pursuits will be in accordance with respective owner/operator position mentality, or principal/developer position mentality, or investor/financier mentality, or any combination thereof. Included in this set is also the Pursuit Process & Approach Factors Reference Data forms/framework which in effect is a process & circumstantial priority worksheet that will help to identify the distinct steps and progressive stages conneted with pursuits of any kind, whether the objective is to accomplish certain functions or tasks, or to make a sale, or to reach specific goals, or to simply just get a particular job done effectively. (2 form/framework pages plus 2 framework logic pages)....

#7- 57 - "MEETING ITINERARY" (all purpose form) = 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)...

#7-25 - "CONFERENCE/MEETING LOG AND RECAP" (mgmt/sales/staff meetings, etc.) = Some conferences and meetings cover considerable ground or a variety of subject matters and consistent logs/recaps maintained should enhance successive meetings. Nine different key points are highlighted on conference-meeting framework sheet making it fairly easy to focus on important areas in the recap process for future reference. (1 form/framework page plus framework logic page)...

#7-19 - "CIRCUMSTANTIAL ASSESSMENT AND PRIORITY ADJUSTMENT FRAMEWORK" (all purpose/situational worksheet - marketing & sales process priority) = This framework is usable in just about any situation including the marketing & sales process to reinforce priorities to suit circumstances and establish step by step procedures necessary to achieve objectives. The end result in the use of this form can not only strengthen pursuit objectives, but also produce better course of action under the circumstances in each instance. (1 form/framework page plus framework logic page)...

#7-114 - "TIME SHEET" (all purpose - projects/meetings/work-process time frame record) = Time sheets are primarily needed for reference and record purposes as to actual time spent on a particular project or in the course of a series of different functions throughout the day, or in connection with servicing a client/customer account, or any particular task involved. (1 form/framework page plus framework logic page)...

#7-100 - "SALES/ORDER FORM" (sales order write-ups) = Writing up order forms can be used in the sales process for the selection or closing phase after sales presentation is made, depending on products/services involved. This Sales/Order form is standardized in a manner that makes it usable for practically any type of orders. (1 form/framework page plus framework logic page)...

#7-110 - "STEP-BY-STEP PROCEDURAL REFERENCE POINTS & TRAINING WORKSHEET" (all purpose) = Whatever the topic or subject at hand, preferably or more suitably, certain functions or activities connected with the marketing & sales process, this formularized worksheet can be used to establish & review the step-by-step procedural guidelines with staff involved and can serve as a primary training tool with key reference points and connecting link reminders covering all aspects of subject at hand. Highly effective & useful training & procedural specification tool. (1 form/framework page plus framework logic page)...

#7-92 - "RECEIVABLE COLLECTION PROCESS" (communication data and collection record form) = The receivable collection is only necessary in connection with past due accounts and invoices overdue. Billing statements may suffice to bring accounts that are in arrears to current standing, but some form of receivable collection process should be initiated when accounts are more than 60 or 90 days overdue. This formularized form/framework will serve as an all purpose record & notation file in connection with receivable collection process initiated and conducted in order to negotiate payment arrangements and supervise collection of sums outstanding. (1 form/framework page plus framework logic page)...

#7-66 - "MOTIVATION WORKSHEET/OUTLINE" (formularized motivation worksheet & outline prep-form) = This formularized worksheet outline can be used for self motivation by any individual or it can be used by sales managers as a guideline for applying simple motivational techniques that work. The key elemnts outlined should be interjected into daily preparation time before actual work load activity begins, especially by members of sales staff. This Motivation Worksheet/Outline formalizes positive imaging, building a bridge over the gap, and positive reinforcement in a way that is simple enough for any mentality to grasp and positive motivation inherently becomes the by product of the systematic process outlined on worksheet. (1 form/framework page plus framework logic page)...