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The Sales and Estimating Manual Template provides easy to modify template procedures for
routine procedures such as estimate preparation, sales presentations, sales
training, and more. The template also contains procedures on dispute
resolution, customer service, and other common
sales and estimating functions.
Our templates are not intended to be used as-is.
The particulars of each business differ too much to provide such a template.
Instead, the template is intended to demonstrate the types of topics that should
be addressed in an Operations Manual, and provide a guideline for your
procedures.
Sales and Estimating Manual
Outline
1. Introduction
2. Sales Philosophy
3. Marketing and Lead Generation
4. Daily Activities
5. Training
6. Estimating overview
7. Measure Call
8. Estimate Preparation
9. Sales Presentation
10. Post-Presentation
11. Estimating Interior Painting
12. Estimating Exterior Painting
The Sales and Estimating Manual template is now only
$95.
Complete Set: All 3 Procedures Manual Templates
The Administration Manual
Template provides easy to modify template procedures for
routine procedures such as answering the phone, filing, office closing
duties, and more. The Sales and Estimating
Manual Template provides easy to modify template procedures
for routine procedures such as estimate preparation, sales
presentations, sales training, and more. The
Production Manual Template provides easy to modify template
procedures for routine procedures such as daily clean up, pre-job
procedures, equipment maintenance, and more.
All 3
Manual
Procedures
Templates
are regularly $275.
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