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THE 10-K FILING: THE MOST IMPORTANT DOCUMENT THAT SAMS NEVER READ

Strategic Account Management Association

So why on earth do we still bother with documents numbering hundreds of pages, sans picture and color? Truth be told, 99 percent of us don’t bother reading these documents at all. tax code, a document filled to the brim with dense terminology and one-dimensional creativity. It would be similar to “indulging” in the U.S.

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What is a Franchise Disclosure Document (FDD) and Why Do You Need One?

Hubspot Sales

This is where a Franchise Disclosure Document (FDD) comes into play. Here, we'll get a clearer picture of what this document is, review what it's used for, and offer some advice on when it's fit to sign. As a franchisee, make sure you receive this document and familiarize yourself with it. Let's jump in. Item 23: Receipts.

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People & Problems: The core of strategic account planning

Strategic Account Management Association

We tap the entire revenue team to build out the most complete picture possible and document it all in a dynamic relationship map, which gives us a living visualization of the political reality we face within an account. What is our relationship gap? How can we bridge that gap? And we ask these questions beyond the sales team.

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The Enablement Profession at a Crossroads

Mike Kunkle

Conduct a Situation Assessment of the Sales Force: This assessment documents the current state of the sales force compared to the desired future state, which should align with the strategic objectives and desired outcomes. Spend time getting this right, because in the next step, it builds your plan for you.

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Pitching insights – Qualification, Branding and Following up

Red Star Kim

It was interesting that three quarters of the delegates always seek to talk to the client before preparing their sales proposition and pitch documents. Most firms used templates to make compiling pitch and tender documents quick and efficient and preserve branding. Obtain additional information to assess the likelihood of success.

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Pitch points from a pitching and tendering training workshop

Red Star Kim

Producing a great looking document or presentation really quickly is not a great strategy if the win rate isn’t improving. They listed all the key documents to deconstruct: the main document, pricing document, specification and supporting appendices (including policies).

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Work Orders: What They Are & What They Look Like [Template]

Hubspot Sales

That's why they leverage documents known as work orders to delegate and track their tasks and responsibilities. Work orders are often conflated with similar documents called work requests. The key difference between these two types of documents stems from who issues each form. Documentation. Work Order vs. Work Request.