Description

Increase sales and client satisfaction using industry-proven procedures, letters, marketing materials, and documentation forms.  This CD includes over 70 adaptable forms and documents for getting your sales pipeline flowing, and customers coming back. Improve the performance and profitability of your installation business and get processes and documentation moving right away!

Numerous forms available in 'fillable' PDF versions to simplify data entry and expedite the documentation process.

These Microsoft Word^TM, Excel^TM, and Visio^TM files can be customized for your own use to boost sales and increase customer satisfaction. Types of forms included are:

Pipeline Documents
Generate and track leads, gather and document the needed information in the client interview and manage the follow-up process. Forms included are:
    Client Questionnaire
    Client System Summary
    Handling Incoming Leads
    Letter - Company Introduction
    Letter - Confirm Meeting
    Letter - Followup to Meeting
    Project Sold Checklist
    Sales Call Checklist
    Sales Lead Form
    Sales Presentation

Design Worksheets
Utilize these worksheets to optimize your designs and provide quality communication with clients and other professionals. Forms included are:
    Audio
    Controlled Lighting & Devices
    Home Network Design
    Home Theater
    HVAC Interface
    Lighting Control Keypads
    Lighting Scenes
    Motorized Window Treatments
    Other Controlled Devices
    PLC Lighting
    Security
    Site Survey
    Structured Wiring
    Vacuum

Proposal Templates
Gather and organize project specifications and desires for all electronic systems to efficiently produce winning proposals. Forms included are:
    Acceptance Agreement
    Consulting Acceptance Agreement
    Credit Card for Automatic Billing (Security Monitoring)
    Design Retainer Agreement
    Install Times for Existing Construction
    Install Times for New Construction
    Letter - Bid Follow-Up
    Letter - Proposal Cover
    Letter - Thank You for Choosing
    Products-Sources Matrix
    Proposal - SAMPLE
    Proposal TEMPLATE
    Payment Terms

Management Forms
Oversee the sales process, monitor leads, objectively gather metrics for evaluation and manage efficient turnovers. Forms included are:
    Certificate of Security Installation and Monitoring
    Client Evaluation of Company
    Client Gift Ideas
    Client Training Checklist
    Comission Program
    Evaluation Postcards
    Job Completion - Client Signoff
    Letter - Lost Potential Client
    Letter - PM Team Introduction
    Letter Request for Client Survey
    Letter to Architect, Builder, Proj. Mgr., etc.
    Monthly Sales Activity Journal
    Monthly Sales Activity Journal INSTRUCTIONS
    Proposals - Closed
    Proposals - Dead
    Proposals - Open
    Referral Agreement
    Sales Activity Log
    Sales Projections Summary
    Travel Expense Policy

Marketing Materials
Communicate unique strengths and increase sales by presenting and promoting your company in a professional manner. Forms included are:
    Bulk Email Logbook
    Company Branding Checklist
    Company Services Summary
    Letter - Request for Client Referral
    Letter - Thank You for Client Referral
    Postcard - SAMPLES #1, #2, #3
    Postcard - TEMPLATE
    Press Release, Hard Copy - SAMPLE
    Press Release, Online - SAMPLE
    Tri-fold Brochure - SAMPLE
    Tri-fold Brochure - TEMPLATE

Flow Charts

Document and visually communicate your processes to improve understanding and efficiency with these charts:

Organizational Chart

Construction Process

Project Overview

Sales Process

Project Setup

Pre-Wire Install

Trim-Out Install

Final Install

Client Support

Service Call

Materials Included

• CD with files – contains the forms in Microsoft Word^TM, Excel^TM, and Visio^TM formats

Note: 6% sales tax added for Michigan residents