Tools & Templates

Office Opening Checklist

Office Opening Checklist – This tool was designed to help you select and open a new office location.

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Media Specialist Job Description

Media Specialist Job Description – Use this template to develop a job description for a Media Specialist.

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Project Closure Checklist

Project Closure Checklist – Use this tool to ensure all project closure tasks have been completed.

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Sales Effectiveness Strategy Scorecard

Sales Effectiveness Strategy Scorecard - Use this Sales Effectiveness Scorecard to document sales-based objectives, initiatives, measures, and targets, for the next 12-18 months.

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SPIN Selling Questions Tool

SPIN Selling Questions Tool – Use this tool to create SPIN Selling probing questions: Situation, Problem, Implication, and Need-payoff

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Product Management Director Job Description

Product Management Director Job Description – Use this tool to create a job description for your product management leader.

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Referral Partnership Agreement

Referral Partnership Agreement – Use this tool as a framework to create a formalized referral agreement between your organization and partner organizations or resellers.

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Product Feature Request Form

Product Feature Request Form – The purpose of this tool is to standardize all Product Feature Requests so that we can evaluate and prioritize requests appropriately and facilitate delivery.

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Sales Productivity Metrics (quarterly)

Sales Productivity Metrics (quarterly) – Use this tool to collect quarterly productivity metrics, based on using our Sales Productivity Metrics tool on a monthly basis.

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