Professional Sales Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Utilize established Sales And Marketing strategies to increase property traffic, maintain closing ratios and work to achieve and exceed budgeted occupancy percentages.

More Uses of the Professional Sales Toolkit:

  • Lead your product value and account for benefits that the customer can appreciate.

  • Initiate: customer by adapting own social and sales approach to customers own social style and situation.

  • Make sure that your organization understands each distributors organization and builds rapport with all members of management and the sales team.

  • Control: salespeople who close profitable business and consistently exceed performance objectives.

  • Audit: complete transactions and or schedule a follow up conversations with prospective clients.

  • Collaborate with customers to solve safety and workplace issues by looking at the big picture.

  • Orchestrate: constantly pursue self development, seek feedback from others and be receptive to mentoring and constructive feedback.

  • Ensure you formulate; recommend daily order adjustments, project inventory outages or excess, sales and Inventory analysis.

  • Achieve high productivity through reliable and punctual attendance and report any tardiness, attendance, and disciplinary issues to immediate supervisor.

  • Coordinate pricing with Sales management, maintain customer pricing to assure accurate pricing/timing in your systems.

  • Be accountable for working and communicating effectively with customers and team members throughout the sales, construction and warranty phases.

  • Steer: professionally present information while displaying outstanding product knowledge.

  • Attempt to sell on every call regardless of the customers initial reason for calling, as billing calls, service calls and complaint calls.

  • Ensure high performance levels of call and pharmaceutical sales field productivity.

  • Confirm your enterprise develops and maintains Strategic Partnerships with key on/off premise accounts in territory.

  • Collaborate across enablement and departmental teams to develop impactful learning content.

  • Take proactive measures for renewals, ensuring all critical steps are completed with enough lead time for an on time renewal.

  • Ensure your design communicates sales data and market relevant insights with distributor partners.

  • Lead your product value and account for benefits that fulfill the customers needs.

  • Arrange that your team develops and maintains relationships with all key decision makers and influencers in designated accounts through frequent, quality sales calls.

  • Be accountable for winning team driven to achieve your mission and deliver remarkable results.

  • Standardize: weekly communication meetings with your key customers Supply Chain analysts to review trends and order issues.

  • Standardize: directly support the sales team in the end to end sales cycle for your customers and prospects.

  • Oversee and support customers throughout the sales cycle from initiation to closing.

  • Lead dedication to provide the highest Quality of Service to the customer.

  • Ensure you want to begin a career in a high paced Professional Sales environment and learn tested sales strategies.

  • Confirm your venture ensures proper use of available legal point of sale items throughout assigned geographic territory.

  • Contribute to the general upkeep and cleaning of office, common areas and model.

  • Manage the end to end design and development of learning programs from concept through implementation and Quality Control.

  • Assure your organization complies; balances territory and regional work and projects, while maintaining solid level of sales performance.


Save time, empower your teams and effectively upgrade your processes with access to this practical Professional Sales Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Professional Sales related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Professional Sales specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Professional Sales Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Professional Sales improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What Professional Sales metrics are outputs of the process?

  2. How can you best use all of your knowledge repositories to enhance learning and sharing?

  3. Can support from partners be adjusted?

  4. Who do you want your customers to become?

  5. What are the Professional Sales use cases?

  6. What can you control?

  7. Who has control over resources?

  8. What is effective Professional Sales?

  9. Is a follow-up focused external Professional Sales review required?

  10. What Professional Sales capabilities do you need?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Professional Sales book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Professional Sales self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Professional Sales Self-Assessment and Scorecard you will develop a clear picture of which Professional Sales areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Professional Sales Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Professional Sales projects with the 62 implementation resources:

  • 62 step-by-step Professional Sales Project Management Form Templates covering over 1500 Professional Sales project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Professional Sales project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Professional Sales project team have enough people to execute the Professional Sales project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Professional Sales project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Professional Sales Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Professional Sales Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Professional Sales project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Professional Sales project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Professional Sales project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Professional Sales project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Professional Sales project with this in-depth Professional Sales Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Professional Sales projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Professional Sales and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Professional Sales investments work better.

This Professional Sales All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.