Culture - Tools & Templates

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,...

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...

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...

Effectively Manage Remote Sales Teams Training Session Knowledge Quiz

Use this quiz to assess the comprehension of core content from the Effectively Manage Remote Sales Teams training deck.

Effectively Manage Remote Sales Teams Training Session Feedback Form

Use this evaluation form to gather participant feedback on training at the conclusion of the session in order to improve content and facilitation of future sessions.

Emergency WFH Assessment Tool

Be prepared to launch emergency work-from-home measures during a crisis. Use this tool to quickly determine eligibility, audit technology and setup capabilities, and...

Work-From-Home Tips for Employees

Provide employees with this infographic to help them remain productive while balancing work and life in a remote work environment.

Work-From-Home Tips for Managers

Provide managers with this infographic to help them maintain productivity and support their teams as they work remotely.

Launch Emergency Work-From-Home

Prepare to support a remote workforce during a crisis. Use this guide to plan and implement work-from-home measures across your organization.

Ergonomic Workspaces Infographic

Moving to a work-from-home arrangement comes with many changes – including changing your physical workspace. Provide employees with tips to create a healthy and safe...
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