Tools & Templates

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...

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.

Sales Manager Action Plan Template

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

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...

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...

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.

Remote Sales Team Communication Plan Template

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

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.

Sales Management Cadence Tool

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

Performance Improvement Plan Template

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