Tools & Templates
Topics
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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Sales Management Cadence ToolUse this tool to document your sales management responsibilities and assess your time commitment. |
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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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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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Remote Sales Team QuestionnaireManagers will use this questionnaire to gather feedback from team members about leadership preferences, work-life expectations, and their perspectives of time. |
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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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Remote Sales Team Charter TemplateThis 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,... |
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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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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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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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