Tools & Templates
Topics
Performance Improvement Plan TemplateUse this template to help managers organize the process, document the employees' action plan, and track their progress. |
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Sales Activity Matrix ToolUse 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... |
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Effectively Manage Remote Sales Teams Training Session Knowledge QuizUse this quiz to assess the comprehension of core content from the Effectively Manage Remote Sales Teams training deck. |
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Effectively Manage Remote Sales Teams Training Session Feedback FormUse 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. |
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Role Plays: Effectively Manage Remote Sales TeamsUse 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... |
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Sales Manager Action Plan TemplateUse this template to work through next steps and improvement plans with training participants. |
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Sales Management Cadence ToolUse this tool to document your sales management responsibilities and assess your time commitment. |
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Sales Management Cadence TemplateUse 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. |
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Remote Sales Team Communication Plan TemplateUse this template in conjunction with McLean & Company’s Effectively Manage Remote Sales Teams manager training deck. |
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Sample Rules of Engagement HandbookThis 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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