People respond in various ways to what we do to and for them. In a world that has forgotten even simple courtesies like saying please and thank you, consider how you can have an impact on the people you meet, talk with and communicate with. This topic is very helpful in getting better value from relationships

This excellent checklist is designed to show you the various critically important parts of the sales process. It is an ideal tool to use as an audit when attempting to identify sets of the sales process for training new people and updating skills for existing sales people

The end of the calendar year is a good time to reflect about your income earning performance. Did you achieve you personal aims, allotted budget or corporate production goals? If you did, well done. If you didn’t why not? This concise checklist will help you pland both tactically and strategically

To adequately service, sell, retain, educate and advise your clients you need to divide your client base into segments. Understanding these segments will help your marketing and contact strategies immensely. Segments can be things like; age, sex geographical location, occupation, industry, socio economic grouping, ethnicity, religion capacity to pay, ability to refer others to you, service requirements or frequency of purchase. It is important to look at what you have in your client base already as this may reveal valuable facts about that client base composition than can be utilised to develop educational, marketing, contact and advertising campaigns.

A valauble checklist for your own personal use, for executors, families and those called on to help the deceased.

In establishing how you will market to and service client bases not built by you it is important you ask some critical questions about what interests them and the warmth of the previous relationship. This excellent checklist will help you to pinpoint opportunities and avoid traps when communicating to these people on the client base.

Sales people not only need to watch, observe and act in concert with their prospective clients, they also need to “watch” themselves during the sales process. This title delivers on some of the important aspects of watching your own performance while you perform.

A tremendous set of questions and knowledge gathering points about how to get advisers or any sales organisation referring suitable candidates to join the company. Ideal as a survey to get your sales people to discuss individually or as a set topic at a PD day for your group.

An incisive questionnaire and discussion paper about the capabilities and capacities of state and regional managers. This paper will allow you to get some answers about effectiveness, KPI monitoring and responsibilities. Excellent as an off-site topic for the management team.