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Estimating and Sales Procedures

 
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
 
 
Sample Procedure

 The Sales and Estimating Manual template is now only $95.

 

Order Estimating for Success and our Sales and Estimating Manual Template for only $154 and save $20.

 

 

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 only $235. Save $50 off the price of the individual templates.

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