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.
Account Planning Tools (4-26-10)
This list was inspired by a question sent in by a listener who needed to put together an account plan for customers and prospects. Account Plan
Checklist
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. Income Checklist
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. 2010NewTemplate-BuildingPlan.pdf
How To 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. PodcastBasics.pdf
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. BehavioralAssessment.pdf
Inner Game Skills (8-27-09)
Here, we help you determine if you have the right “Thinking Skills” to be a great sales person.InnerGameAssessment Part 2.pdf.
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. Sales Skills PDF.
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. How To Build a Blog
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. Sales Person Presentation Tips (PDF)
Personal Code of Conduct (2009)
Every 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. Your Code of Conduct In Sales (PDF).
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. Rules For Filling Your Sales Funnel (PDF)







