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Sales Forms


Price: $129

Customer Relations and Marketing forms for the Connected Home Industry

Increase sales and client satisfaction using industry-proven procedures, letters, marketing materials, and documentation forms. This download includes over 70 adaptable forms and documents for getting your sales pipeline flowing, and customers coming back.

These Microsoft Word™, Excel™, and Visio™ files can be customized for your own use to boost sales and increase customer satisfaction.
Several of the forms are also available in ‘fillable’ PDF versions to simplify data entry and expedite the documentation process.

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
  • Commission 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