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Sales and Marketing Forms & Records

List Forms and Records included
in the Manual

The Sales and Marketing Procedures Manual includes 89 forms and records to accompany the 32 procedures. Each form, by itself or with other fomrs, is designed to support the procedure that it follows. Using these forms will simplify the use of the sales and marketing procedures.

Forms for Marketing Planning

• MP1000-1: Project Planning Timeline
• Project Status Report
• Strategy Team Review Checklist
• Project Progress Review Checklist
• Stakeholder Analysis Matrix
• Stakeholder Analysis Review Checklist
• Stakeholder Analysis Report
• Market Segmentation Worksheet
• Marketing Database
• Market Analysis
• SWOT Analysis Worksheet
• Competitive Analysis Worksheet
• Situational Analysis Report
• Goals/Objectives Worksheet
• Goals/Objectives Statement
• Marketing Strategy Matrix
• Strategy Checklist
• Marketing Strategy
• Marketing Plan
• Marketing Budget Template

Forms for Marketing Tactics

• Advertising Review Worksheet
• Advertising Objectives-Strategies Worksheet
• Advertising Plan
• Advertising Schedule (Sample)
• Internet Planning Worksheet
• Internet Plan
• Keyword Log
• Public Relations Plan Worksheet
• PR Event Checklist
• Public Relations Plan
• Media Kit Checklist
• Press Release Temlate
• PR Events Log
• Trade Show / Event Planning Worksheet
• Trade Show Plan
• Trade Show Worksheet
• Trade Show Checklist
• Trade Show / Event Supply Checklist
• Equipment Request from Inventory
• Show Registration
• Visitor Evaluation
• Trade Show / Exhibit Summary
• Direct Mail Planning Worksheet
• Direct Mail Budget Worksheet
• Direct Mail Plan
• Lead Management Plan
• Leads Database
• Lead Management Status Report

Forms for Sales

• Customer Life Cycle Management Plan
• Sales Management Plan
• Sales Forecast
• Weekly Sales Summary
• Prospect Management Plan
• Prospect Database
• Qualifying Questionnaire
• Sales Plan
• Customer Database
• Order Database
• Customer Contact Worksheet
• Sales Account Maintenance Plan
• Customer Improvement Plan
• Customer Improvement Goals Worksheet
• Customer Feedback Form
• Customer Complaint-Feedback Strategy

Forms for Sales & Marketing Administration

• Document Request
• Document Control Database
• Sales/Marketing Records List
• Sales Supply Checklist/Order Form
• Sales Compensation Plan
• Qualification Checklist
• Interview Guidelines
• Sales Competency Matrix
• Individual Sales Training Record
• Sales Training Plan
• Meeting Agenda

Forms for Product Management

• Product Life Cycle Management Plan
• Request for Engineering Action
• Requirements Definition
• Product Brief
• Design Review Checklist
• Design Completion Checklist – Electromechanical Devices
• Design Completion Checklist – Non-Electromechanical Devices
• Product Test
• Product Launch Plan
• Product Recall Request (Internal)
• Food Product Recall Checklist
• Non-Food Product Recall Checklist
• Product Return Form
• Customer Requirements Checklist

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