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Product Number: sf1

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The forms included in this Sales Forms packet include the following:

Cold Calling Script Templates:
Before you make a cold call you should practice what you are going to say. Make your calls sound natural by following a simple cold calling script. This form gives some suggestions on wording as well as areas that you customize for your business. Click here to view this form.

Contact Report - Site Survey:
A good form to use when you initially meet with a potential client to make sure that you have all of the pertinent information about the client's building. Click here to view this form.

Sales Call Log:

Sales Follow-Up:
This form provides a way to keep track of potential clients. It gives areas to write down the basic company information and fields to record the date your sales personnal made contact with the company. There is a field to record the results of the conversation or sales call. Click here to view this form.

Sales Prospect:
This is a one page form that will assist you to keep track of potential clients. The form includes places for company name, address, contact information, how they found out about your cleaning company, and the action you need to take to follow up. Click here to view this form.

Sales Rep Analysis:
This form will help you to keep track of the dollar amount of business you salesperson is generating. It can also be used as a forecasting tool and then compared to the actual sales that are gained at the end of a specific time period. Click here to view this form.

Commercial Cleaning Survey:

This survey is a simple survey to give to your commercial clients to see what areas they are happy with and what areas your cleaning company can improve upon. Click here to view this form.

Residential Cleaning Survey:

Do you know if your residential customers are pleased with your work? This one page survey will let them evaluate how your crews are doing. Click here to view this form.

Sales Person Agreement:

A document that spells out the responsibilities of both your cleaning company and your salesperson.  The items covered include: employment duties and authority; territory; compensation; acceptance of orders and terms of sale; expenses; employee benefits and terms of termination. Click here to view this form.

Sales Letter:
This sales letter introduces your cleaning company to a prospective customer. It includes information about your company, including the type of facilities that you clean, the area that you service, and any speciality services you provide.  Click here to view this form.

Sales Letter Follow-Up:
This sales letter is a followup sales letter to a phone call that you have made to a prospective customer. It is a short letter, but a reminder to the client that you have called and would like to set up a face to face meeting to explain your quailfications and the services that you have to offer. Click here to view this form.