TITLES & DESCRIPTIONS OF ALL ITEM FILE NUMBERS OF BIZ-FORMS INCLUDED IN OUR SALES FORCE BUILD-UP KIT" ARE AS FOLLOWS:

#7-95 - "RECRUITMENT SPECS/WORKSHEET" (recruitment program - key area specifications worksheet) = There are definite decisions that have to be made before any recruitment process can be put into effect productively, but unfortunately, such decisions are too often delayed, particularly when executives jump the gun and just start placing ads for sales or other personnel. Certain aspects of recruitment must be pre-established whether one particular position needs to be filled or a regular recruitment program is involved, as is often the case with sales or telemarketing staff. This formularized worksheet will first help to focus on establishing basic recruitment objectives and then helps to shift concentration to the primary points of interest for most recruits in the recruitment meetings, and finally to the recruitment budgeting requirements and miscellaneous reference points. (1 form/framework page plus framework logic page)...

#7-94 - "RECRUITMENT GUIDELINES & CHECK LIST" (recruitment process related requirement data form & check list) = Recruitment is like an art form that needs preparation & formulization to be implemented successfully. This formularized framework covers the pre-recruitment, the actual recruitment, and the post recruitment requirements and systematically leads the recruiter from one key area to the next. (1 form/framework page plus framework logic page)...

#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"...

#7-05 - "EMPLOYMENT AGREEMENT" (draft between "Company" & "Member") = Using an Employee Agreement can certainly deter wrongful actions and limit or eliminate potential problem areas. This Agreement systematically covers key points of interest to establish a clear understanding of arrangements between the employee and company. Agreement format is designed with employee relationship, whereby the company is withholding income or other taxes from employee in accordance with governing agency stipulations. (6 page agreement plus addendum, amendement, compensation addendum, and drafting/worksheet and framework logic)...

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

#7-09 - "APPLICATION FORM" (for recruitment process) - (interview questionnaire form) = This is a much more comprehensive Application Form for any recruitment process than the one used in "Sample Forms". Application is a way of obtaining initial information relevant to areas that should be examined before a person can be considered for the position that needs to be filled. This form is a complete framework usable for actual interview, encompassing all key areas of interest designed with different sections on the form categorically. (1 page form/framework plus framework logic page)...

*plus "APPLICATION SUPPLEMENT" (interview questionnaire form)...

#7-44 - "HUMAN RELATIONS DATA" (recruitment interview assessment form) = Growth & expansion can be an integral part of business management philosophy or it can become something elusive if only keeping up with daily business demands or only as far as the management routine will allow perspectives to go.This is formularized form & worksheet can be used to focus on specific forms of growth pursuits that may be suitable at various stages and different levels of business and it should be used as a worksheet for expansion conceptualization, depending on conditions and circumstances involved. (1 form/framework page plus framework logic page)...

*plus "GENERAL POLICY REMINDER" (interview & posting related form)...

#7-53 - "LIST OF BASIC AREAS OF RESPONSIBILITY & RELEVANT DATA" (all purpose - all employees/departments) = Every job and position in an organization is connected to specific areas of responsibility which should be categorized in order of importance to determine daily activity requirements and primary & secondary functions. This form/framework enables such categorization and prioritized write-ups to establish broader perspectives. Also included are completed forms/frameworks for Operations Manager, Marketing/Sales Manager, Marketing/Sales Representaive, Interdepartmental Secretary & Office Manager, and Financial & Administrative Manager's key areas of responsibility with room for specific additions if needed. (6 form/framework pages plus framework logic page)...

*plus "MARKETING/SALES MANAGER" - LIST OF BASIC AREAS OF RESPONSIBILITY - "SPECS"...

*plus "MARKETING/SALES REPRESENTATIVE" - LIST OF BASIC AREAS OF RESPONSIBILITY - "SPECS"...

#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)...

#7-35 - "DIRECTIONAL GUIDELINES" (directional guideline write-up sheet) = Set of specific Directional Guideline Frameworks for inter-departmental activity, marketing & sales, and telemarketing, plus Directional Guidelines write-up sheet designed for establishing company's points of view regarding other areas that may be presented in a cohesive manner in any training process concerning different areas of activity and the position one should take when performing certain functions, plus Blank Form layout added for extended directional guidelines or extended instructional data as may be needed. (5 form/framework pages 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)...

#7-105 - "SIGN IN & OUT SHEET" (all purpose - front desk priority) = Sign in & out sheets have multiple uses, pertaining mainly to visitors to main reception area and certain part time or full time employees, and in some cases to all department staff members, especially if no time clocks are used in the company. (1 form/framework page 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)...

#7-79 - "PROGRAM/PROJECTS SUITABILITY SPECS AND SELECTION/REQUIREMENT CHECKS - PART 1" (comparative analysis form) = Comprehensive set of Program/Project selection and targeting worksheets, starting with Part-1 of Programs/Projects Suitability Specs and Selection Requirements Checks. A variety of different programs or projects can be combined to cover certain marketing & sales back-up support or other requirements, but only one particular program may not be adequate initially to cover support requirements in different areas. This formularized form/framework can be used as reference to check suitability specification requirements in connection with any one specific or different types of programs/projects in order to be able to establish budgeting requirements connected therewith. Five different types of possible programs or projects are covered in this Part-1 form/framework and additionally four more programs/projects are covered in Part-2 of also supplied in this set. The Program/Project & Promo/Campaign Pursuit Possibilities and Targeting Worksheet is also supplied in this set for the actual targeting and write-up functions as a normal progression after the growth factor priority checks and balances have been conducted. (3 form/framework pages plus 3 framework logic page)...

*plus PART 2 (same topic/heading as above)...

*plus "PROGRAM/PROJECT & PROMO/CAMPAIGN PURSUIT POSSIBILITIES AND TARGETING WORKSHEET"...

#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)...

#7-80 - "PROGRESS/STATUS REPORT" (all purpose- all employees/departments) = Progress reports and status reports are a consistent necessity pertaining to specific functions assigned and also to general daily activities conducted. This form/framework enables such reports to be made in a simple and cohesive manner regarding all matters assigned in the course of any working day. Blank form/framework for extended report requirements in connection with specific matters is additionally supplied herewith. (2 form/framework pages plus 2 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)...

#7-99 - "SALES-DEALS IN WORKS" (assessment worksheet of sales in progress - sales not yet completed) = The Sales-Deals in works form is designed to enable management to stay abreast of potential liabilities and other possible ramifications before they occur. Proper use of form will eliminate having to review stacks of notes or going through lengthy figuring process to arrive at same information. (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)...

#7-63 - "MISC. FUNCTION & ACTIVITY SUPERVISION AND EFFICIENCY MONITORING" (supervision/monitoring records form for later meeting review) = Activity supervision and efficiency monitoring are two distinctly different aspects of the same function. In one case someone is checking the flow of events and whether activities required are being conducted or covered and in the other case someone is checking the efficiency levels in the course of activities being conducted. This formularized form/framework helps to address both these areas categorically enabling notations for improvement requirements, procedural remarks, as well as acknowledgement areas separately, all of which can later be reviewed in specific training or review sessions with person involved. (1 form/framework page plus framework logic page)...

#7-77 - "PRODUCTIVITY ENHANCING & TRAINING WORKSHEET" (operations management related) = This is a management function that takes time and needs patience to adjust to personnel perspectives and is not something that can be, nor should it, be done simply on the spur of the moment. It's a function that may too often be performed haphazardly, if not neglected entirely, or may be limited in it's scope and value to personnel if the related alignment & planning process have been neglected. This formularized worksheet enables progressive concentration on ten different aspects of productivity enhancement and personnel involved. (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)...

#7- 56 - "MARKETING/SALES (DEPARTMENT) MONTHLY ACTIVITY & PR STATUS REPORT" (monthly sales department activity report form) = Monthly sales departmental reports can present an entirely different perspective from the daily reports referred to in form #55, eventhough the same data is being reviewed. This monthly review form should be maintained for being able to gage marketing & sales activity requirements throughout the year, including seasonal or periodical build-up or down-sizing time frames. (1 form/framework page plus framework logic page)...

#7-72 - "PAYROLL PREP-WORKSHEET" (withholding computation/listing form) = More payable related frameworks, starting with Payroll Prep-Worksheet. Whatever the size of payroll or number of people involved, a small administrative & financial department should be able to incorporate monthly payroll preparation & disbursement task as a part of the regular departmental functions & activities. Computer payroll processing programs may be used to simplify payroll deduction calculations as well as check preparation for disbursement to employees, but if no such program is used, the simplest method would be to use the old stand-by Payroll Preparation Worksheet to calculate deductions and then disburse payroll checks as required. Additionally, a Check Payable Prep & Tracking form/framework is also supplied here for mutli-purpose use. There's a process that has to be developed for handling payables whether one is operating a one man company or running a business with thousands of employees. The Check Payable Prep & Tracking worksheet is designed to be able to review all payables on a regular basis and disbursements that have to be made in a timely fashion within due dates involved. (2 form/framework pages plus 2 framework logic pages)...