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Sales and Marketing
Policies 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
MP1000-2: Project Status Report
MP1000-3: Strategy Team Review Checklist
MP1000-4: Project Progress Review Checklist
MP1010-1: Stakeholder Analysis Matrix
MP1010-2: Stakeholder Analysis Review Checklist
MP1010-3: Stakeholder Analysis Report
MP1030-1: Market Segmentation Worksheet
MP1030-2: Marketing Database
MP1030-3: Market Analysis
MP1040-1: SWOT Analysis Worksheet
MP1040-2: Competitive Analysis Worksheet
MP1040-3: Situational Analysis Report
MP1050-1: Goals/Objectives Worksheet
MP1050-2: Goals/Objectives Statement
MP1060-1: Marketing Strategy Matrix
MP1060-2: Strategy Checklist
MP1060-3: Marketing Strategy
MP1070-1: Marketing Plan
MP1070-2: Marketing Budget Template

Forms for Marketing Tactics

MT1000-1: Advertising Review Worksheet
MT1000-2: Advertising Objectives-Strategies Worksheet
MT1000-3: Advertising Plan
MT1000-4: Advertising Schedule (Sample)
MT1010-1: Internet Planning Worksheet
MT1010-2: Internet Plan
MT1010-3: Keyword Log
MT1020-1: Public Relations Plan Worksheet
MT1020-2: PR Event Checklist
MT1020-3: Public Relations Plan
MT1020-4: Media Kit Checklist
MT1020-5: Press Release Template
MT1020-6: PR Events Log
MT1030-1: Trade Show / Event Planning Worksheet
MT1030-2: Trade Show Plan
MT1030-3: Trade Show Worksheet
MT1030-4: Trade Show Checklist
MT1030-5: Trade Show / Event Supply Checklist
MT1030-6: Equipment Request from Inventory
MT1030-7: Show Registration
MT1030-8: Visitor Evaluation
MT1030-9: Trade Show / Exhibit Summary
MT1040-1: Direct Mail Planning Worksheet
MT1040-2: Direct Mail Budget Worksheet
MT1040-3: Direct Mail Plan
MT1050-1: Lead Management Plan
MT1050-2: Leads Database
MT1050-3: Lead Management Status Report

Forms for Sales

SL1000-1: Customer Life Cycle Management Plan
SL1010-1: Sales Management Plan
SL1010-2: Sales Forecast
SL1010-3: Weekly Sales Summary
SL1020-1: Prospect Management Plan
SL1020-2: Prospect Database
SL1020-3: Qualifying Questionnaire
SL1030-1: Sales Plan
SL1030-2: Customer Database
SL1030-3: Order Database
SL1030-4: Customer Contact Worksheet
SL1030-5: Sales Account Maintenance Plan
SL1040-1: Customer Improvement Plan
SL1040-2: Customer Improvement Goals Worksheet
SL1050-1: Customer Feedback Form
SL1050-2: Customer Complaint-Feedback Strategy

Forms for Sales & Marketing Administration

AD1000-1: Document Request
AD1000-2: Document Control Database
AD1010-1: Sales/Marketing Records List
AD1020-1: Sales Supply Checklist/Order Form
AD1030-1: Sales Compensation Plan
AD1040-1: Qualification Checklist
AD1040-2: Interview Guidelines
AD1050-1: Sales Competency Matrix
AD1050-2: Individual Sales Training Record
AD1050-3: Sales Training Plan
AD1060-1: Meeting Agenda

Forms for Product Management

PM1000-1: Product Life Cycle Management Plan
PM1010-1: Request for Engineering Action
PM1010-2: Requirements Definition
PM1010-3: Product Brief
PM1010-4: Design Review Checklist
PM1010-5: Design Completion Checklist – Electromechanical Devices
PM1010-6: Design Completion Checklist – Non-Electromechanical Devices
PM1010-7: Product Test
PM1020-1: Product Launch Plan
PM1030-1: Product Recall Request (Internal)
PM1030-2: Food Product Recall Checklist
PM1030-3: Non-Food Product Recall Checklist
PM1030-4: Product Return Form
PM1040-1: Customer Requirements Checklist

 



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