Call Debrief for Teams & Managers

Use this tool to help you and your team debrief after a sales call. The tool helps leaders and teams determine what was learned and help focus on the next steps. This resource is password protected. The required password and instructions for download can be...

Pre-Call, Next Call Checklist for Teams & Managers

Use this two-page pre-call planning tool to help you and your team better prepare for your next sales call. The tool helps leaders and teams uncover, without any bias, what they know and don’t know about a given key contact. Use the collected information to guide your...

Opportunity Review Process

The Opportunity Review process follows four steps: Analyze, Assess, Agree, and Apply. The Qualified Prospect Formula is applied throughout each step. This document walks you through each of those steps, providing direction for achieving the best results with your rep....

Opportunity Assessment Tool

The Opportunity Assessment tool analyzes the four key components of the Qualified Prospect Formula for an opportunity to determine the likelihood your opportunity is qualified. Remember each element in the QP Formula is linked to the ValuePrompter and if one component...

SMART Goals Worksheet

Use this worksheet to help develop goals that are Specific, Measurable, Activity-Based, Realistic, and Timely. Applying the SMART goal setting principles greatly increases your likelihood for success.

Qualification – Short Assessment

The Qualified Prospect Formula is a tool in ValueSelling we use to qualify an opportunity at any stage. The variables in the QP Formula are linked to the ValuePrompter. This form provides the short form assessment providing a quick 6 question assessment of the...