Ethical Review Form

Identifying Sales Tools & Practices

Sales Tools Used Before Calling For Sales Appointments

• Stationery

• Referral letters

• Direct mail letters

• Advertising

• Personal brochures

• Telephone "track"

• Answers to objections

Other tools I use:_____________________________________________________

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Sales Tools Used in the Initial Interview

• Business card

• Personal brochures

• Testimonial letters

• Third-party motivational pieces

• Sales track

• Data-gathering form

Other tools I use:_____________________________________________________

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Sales Tools Used Between Interviews

• Thank you note

• Appointment reminder

Other tools I use:_____________________________________________________

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Sales Tools Used in the Presentation Interview

• Product illustration

• Action plans

• Proposal

• Product fact sheets

Other tools I use:_____________________________________________________

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Sales Tools Used After the Sale

• Appreciation letter

• Referral letter

• Newsletter

Other tools I use:_____________________________________________________

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