Tools & Templates

Performance Improvement Plan Template

Use this template to help managers organize the process, document the employees' action plan, and track their progress.

Sales Management Cadence Tool

Use this tool to document your sales management responsibilities and assess your time commitment.

Sales Manager Action Plan Template

Use this template to work through next steps and improvement plans with training participants.

Remote Sales Team Questionnaire

Managers will use this questionnaire to gather feedback from team members about leadership preferences, work-life expectations, and their perspectives of time.

Sales Management Cadence Template

Use this template to help managers establish a regular cadence of critical interactions with their sales team members that meets the unique requirements of your business.

Remote Sales Team Charter Template

This template should be used to create a charter for your team. The charter formally outlines details including the team’s objectives, team membership, team ground rules,...

Sales Activity Matrix Tool

Use this tool in conjunction with the Effectively Manage Remote Sales Teams manager training deck. Managers can use it to set clear expectations of team members' sales...

Role Plays: Effectively Manage Remote Sales Teams

Use this template in conjunction with McLean & Company’s Effectively Manage Remote Sales Teams manager training deck to role play scenarios between a manager and a remote...

Remote Sales Team Communication Plan Template

Use this template in conjunction with McLean & Company’s Effectively Manage Remote Sales Teams manager training deck.

Sample Rules of Engagement Handbook

This handbook will provide you with a set of fundamental Sales processes – rules of engagement – that help to ensure fair dealing among your Sales employees, both onsite...
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