Free Downloads

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You can scroll down this page to find free downloads of various marketing and sales tools.  All the downloads are in PDF form to protect you from viruses.  I hope you find these helpful.  All I ask is that you fill in your name and email….thanks!  After you fill in your name and email address, a link to the PDF will appear below the “Send” button and a “Thank You” message.

This End of Year Sales Plan Spreadsheet supports the blog post “Plan Now For The Rest of The Year and Get Results.”  It is a simple spreadsheet that a manager or sales person could use to lay out their goals for the rest of the year and then monitor their success.  You could expand this to make it a full year plan.  Formulas are already built in.


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The Field Sales Evaluation Form is a tool to provide constructive feedback to a sales representative when working with them in the field.  It is an important part of the closed loop sales management system.  It will improve productivity, help reinforce expectations, improve sales skills and improve morale.


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