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Over 70 PDF Customer Relations and Marketing Forms Streamline Sales Documentation and Client Satisfaction
Bedrock Learning Learning Sales Forms CD Training Forms
Bedrock Learning Sales Forms Training CD
Bedrock Learning Sales Forms Training CD
Item# 93214
Price: Normally $149.00 
Hot Deal $116.69
Free shipping on orders over $175 - See Details


  • Great way to start your own business with the proper documentation
  • Fillable PDF files help streamline work and makes documentation easy and simple
  • Forms are available in Microsoft Word, Excel, and Visio files
  • Easily customize and create forms for your business

Essential Info

Running your own business is a huge task, from managing employees to working with other companies or partners, you need to be able to keep everything organized and in proper order to make sure your business is running as efficiently as possible. You can never know when certain documents will need to be brought out or referenced again, but you don't want to be caught in a situation with inaccurate documentation which could further compound serious issues for your business such as decreased sales and client satisfaction. Thankfully, Bedrock Learning has compiled over 70 professional and customizable Customer Relations and Marketing Forms into their BL-cd-Sales-forms Learning Sales Forms Training CD set that includes letters, marketing materials, and documentation forms that can get your sales pipeline flowing, and customers coming back.

This indispensable business support tool offers 70 forms in Microsoft Word, Excel, Visio, and fillable PDF files to ease and speed up the data entry and documentation process. The Microsoft files can be easily customized to fit your exact needs along with company information and logo. There are six types of fillable forms include:

  • Pipeline Documents: Generate and track leads, gather and document the needed information in the client interview and manage the follow-up process.

  • Design Worksheets: Utilize these worksheets to optimize your designs and provide quality communication with clients and other professionals.

  • Proposal Templates: Gather and organize project specifications and desires for all electronica systems to efficiently produce winning proposals.

  • Management Forms: Oversee the sales process, monitor leads, objectively gather metrics for evaluation and manage efficient turnovers.

  • Marketing Materials: Communicate unique strengths and increase the sales of presenting and promoting your company in a professional manner.

  • Flowcharts: Document and visually communicate your processes to improve understanding and efficiency.

What's Included

  • 1x - CD with files (contains the forms in Microsoft Word, Excel, and Visio

  • More Info

    Types of Documents
    Pipeline Documents

    • Checklist - Sales Call

    • Client Questionnaire

    • Client System Summary*

    • Handling Incoming Leads

    • Letter - Company Introduction

    • Letter - Introducing Connected Living*

    • Letter - Confirm Meeting

    • Letter - Follow up to Meeting

    • Project Sold Checklist

    • Sales Call Checklist

    • Sales Lead Form

    • Sales Presentation

    • Sales Prospect Form*

    Design Worksheets
    • 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*

    • Structured Cabling

    • Symbols Summary

    • Vacuum

    Proposal Templates
    • Agreement - Acceptance*

    • Agreement - Consulting Acceptance

    • Agreement - Contract for Services

    • Agreement - Design Retainers

    • 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 - Proposal Follow-up

    • Letter - Thank You for Choosing

    • Payment Terms

    • Products-Sources Matrix

    • Proposal - SAMPLE*

    • Proposal TEMPLATE

    • Travel Billing Options

    Management Forms
    • Certificate of Security Installation and Monitoring

    • Client Evaluation of Company

    • Checklist - Client Training*

    • Checklist - Project Sold*

    • Commission Program

    • Evaluation Postcardds

    • Client Evaluation

    • Client Gift Ideas

    • 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*

    • Sales Activity Log

    • Sales Activity Journal*

    • Sales Activity Journal Instructions

    • Sales Activity Log

    • Sales Commission Program

    • Sales Projections Summary

    • Travel Expense Policy

    Marketing Materials
    • Bulk Email Logbook

    • Brochure - SAMPLE

    • Bulk Email Sent Log*

    • Checklist - Company Branding*

    • Company Services Summary

    • Letter - Request for Client Referral

    • Letter - Thank You for Client Referral

    • Postcard - SAMPLES #1, #2, #3

    • Postcard - TEMPLATE

    • Postcard - Climate*

    • Postcard - Lighting*

    • Postcard - Music*

    • Postcard - Security

    • Postcard - Surveillance*

    • Postcard - Theater

    • Press Release, Hard Copy - SAMPLE*

    • Press Release, Online - SAMPLE*

    • Tri-Fold Brochure - SAMPLE

    • Tri-Fold Brochure - TEMPLATE

    Flow Charts
    • Organizational Chart

    • Construction Process

    • Project Overview

    • Sales Process

    • Project Setup

    • Pre-Wire Install

    • Trim-Out Install

    • Final Install

    • Client Support

    • Service Call

    Note: * indicates samples are available with pages.


    Manufacturer Bedrock Learning
    Manufacturer Product No. BL-cd-Sales-forms
    Important notes:
    Only defective exchanges for identical item within 30 days of purchase. No other returns allowed on this item. For defective returns after 30 days, please contact the manufacturer.
    Manufacturer contact information: Bedrock Learning Inc, Tel: (616) 355-1418


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