Free Tools
Great conversations begin before you speak. The tools on this page will equip you to prepare, adapt, and converse effectively. Each tool is field proven and can either be printed or completed on-line and then printed.
Financial Advisor Quick Prep Tool
Just for Financial Advisors
Download and either print or save the template and then personalize for each conversation, saving with a new name. Type directly into the form and the boxes will expand!
Tribal Types Tool
One of the quickest ways to learn the descriptors of the Tribes is to use this Tool after a conversation to identify the Tribal customs important for that prospective client.
Goal Planner
Success comes easier and faster when you are clear on your goals! Use this Goal Planner to plan to achieve what is most important to you.
Farm Credit Quick Prep Tool
Just for Farm Credit Lenders.
Outline your sales conversation from pre-start to end. Download and either print or save the template and then personalize for each conversation, saving with a new name. Type directly into the form and the boxes will expand!
WIIFT Quick Prep Tool
The Quick Prep Tool for anyone in sales.
Outline your sales conversation from pre-start to end!
All the tools are ©Sales Pro Insider, Inc. and are to be used for individual use. If you’d like to incorporate the tools into your team’s habits, contact Nancy.
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