Toolbox

Below are the PDFs, Audio and other useful content we’ve shared with our audience. This is done in the order of  Most Recent First.  If you are having trouble finding it, you might try SEARCH in upper right corner.

Top 10 Common Issues Example (1-28-13)

Bill Caskey uses this template when working with prospects on finding their problems. He believes this model can help you know how to find problems the customer doesn’t even know they have.

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2013 Personal Business Plan (12-10-12)

We use this template with your clients.  The purpose of the template is to help plan your business and personal goals for the next 6-months.  We recommend you take time to fill it out and then go back to it every week to review.
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The Fundamental Shift and Selling System Graphic (10-8-12)

This graphic is an enhanced description of The Fundamental Shift, used in the training and coaching of our clients.  It addresses the key issue of, “How do I adopt this new form of thinking in my world?”  Specifically, it addresses the role Self-Respect and Self-Efficacy plays in Self-Esteem.

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Big Call Prep Kit (10-3-11)

Download this if you are planning a meeting with a big prospect and you want to stay on track through the call.

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Rules of Relationships (9-26-11)

In this PDF Bill and Bryan provide a list of Rules of Relationships. This is the by-product of a three-part podcast series on the same topic aired on September 12 ,19 & 26, 2011. If you have a chance, go back and listen again.

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Roadmap To Revenue-10 Components To Sales Growth (5-3-11)

This is not a step-by-step process to growth – rather a “component approach,” meaning. “What are the things I need to ‘have, be or do’ in order to grow my business?”

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If We Were You Checklist (11-15-10)

This is a checklist featured on our November 15, 2010 podcast: What We Would Do If We Were in Your Business.

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A Checklist for Income (2-25-10)

Ever wanted a “checklist for income”? In this PDF Bill and Bryan provide a complete list of suggestions for increasing your income in sales today.

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Building Your Personal Business Plan (12-10-09)

Every salesperson needs a personal business plan they can follow throughout the year. Use this PDF to help you build your personal business plan.

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How To Create Your Own Podcast (11-04-09)

This is a PDF that we put together for some folks who had interest in creating their own podcast. It’s not the “final authority” but it can help you decide if it’s something that’s in your future.

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Behavior Skills (9-4-09)

What behavior do you need to be engaging in to grow your business? Bill and Bryan walk through a couple behavioral skills on the podcast and here are the rest.

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Inner Game Skills (8-27-09)

Here, we help you determine if you have the right “Thinking Skills” to be  a great sales person.

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Selling Skills (8-20-09)

This is a list of the 10 Sales Skills that are crucial for you to grow your business this year and beyond.

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How To Build A Blog (2-23-09)

Our belief is that you should be considering a personal blog to help you stand out as a ‘niche expert.’ This is a complete PDF on exactly how to think about this effort.

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Presentation Tips (10-23-08)

This is a series of useful tips on how to build and deliver a great presentations. Some of these might be off the wall–and somewhat counterintuitive–but effective nonetheless.

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Personal Code of Conduct (2009)

Ever wonder exactly how you should behave in the sales cycle? As trainers, we are always suggesting behavior to STOP doing, but seldom do we say what you should START doing. So this Personal Code of Conduct should help.

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Rules for Prospecting (Filling Your Funnel)

This is one of our most popular PDFs where we suggest tactics you can be doing right now to fill your sales funnel. Everyone talks about ‘pipeline’ but this is a series of steps to take right now.

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