Welcome to the Tools & Templates Section of our Store
for the mechanisms and tools that will help you to build a more successful organization

Our tools and templates are based on the vast body of business knowledge and the collective wisdom, experience, and success of our professional associates. If properly implemented, they can save you considerable time and money. Please note: You can order the tools and templates you want from a secured Paypal site by making your selections from the rightmost column below. Upon notification of your payment, we will e-mail your order within 24 hours. This will become totally automated once the e-commerce portion of our site is completed. In the interim, we hope you are not inconvenienced by our current procedures.

Our proprietary tools and templates incorporate “best business practices” and many years of experience to save you time, money, and achieve good results.

“Failing to plan is
planning to fail.”

“All battles are won
before they are fought.”

Description
Price
Order
Better Brand Builder
Following our 14-step process, you can learn how to build, as well as create, better corporate and product brands.
$49.95

 

Business Plan Builder
By filling in the blanks, you can build a business plan outline as well as learn the questions your plan needs
to answer.
$49.95
Business Plan Outline
An outline you can use as a template for your business plan and as an Executive Summary for bankers, investors, and other stakeholders.
$49.95

You can customize all tools and templates or we can do it for you at K&A time and materials rates. Contact us for more information on customization services.
Credibility Triangle
A graphic your sales people can use to establish credibility for your company, your products, and themselves throughout the sales cycle.
$9.95

FAB Table
A table of Features, Advantages, Benefits, and the time and money savings they provide to answer objections and facilitate creation of marketing communications.
$29.95
 
Hot List
A mechanism to (1) focus on “Hot” leads and close business and (2) dynamically forecast sales in the current period.
$29.95
Installation Letter
A letter to help insure that delivery, installation, training, and payment proceeds smoothly so buyers don't cancel the sales and return the product.
$19.95
Lead Card • Lead Screen
A layout of a lead card or screen that prompts sales personnel to collect the information they need to record, follow-up, and close leads.
$19.95
Marketing Audit Form
A table that enables you to audit your company's marketing, pinpoint deficiencies, and make recommendations for improvement.
$49.95
Marketing Budget
A pro forma marketing budget that can be used to forecast the marketing expenses required to achieve market plan goals.
$29.95
Marketing Information Form
Captures market information so that decision makers can take the appropriate action to improve performance.
$29.95
Market Plan Builder
By filling in the blanks, you can build a marketing plan as well as learn the right questions to ask and for your plan to answer.
  $49.95

Market Plan Outline
An outline you can use as a template for your marketing plan and to create an Executive Summary for bankers, investors, and other stakeholders.
$49.95

Moving Buying Window
Kalb & Associates invention that illustrates the frequency of contacts necessary to build relationships, do effective marketing, and generate sales.
$9.95
Objection Handling Process
Kalb & Associates invention that provides a proven process to identify and answer prospect objections so that the sale can be closed more quickly.
$29.95
Promotion Effectiveness Form
Enables you to measure the effectiveness of your promotion strategies and compute the “batting averages” of your sales people.
$29.95

Pro forma Financial Statements
Typical financial statements
that can be modified with your data for inclusion in your Marketing and Business Plans.
$49.95
Pro forma Sales Forecast
A typical sales forecast
that can be modified with your data for inclusion in your Marketing or Business Plan.
$29.95
Relationship Building Process
A graphic that you can use to answer the price objection and to visually show how your higher price can yield a lower final cost by giving your customer a higher ROI.
$19.95
Revenue Model
A typical revenue model that can help you to identify the revenue-generating components you should consider incorporating in your Web site.
$19.95
Reverse Funnel
A graphic that you can use to answer the price objection and to visually show how your higher price can yield a lower final cost by giving your customer a higher ROI.
$9.95
Sales Booster
A system to increase sales, lower selling costs, help to manage the sales force, and provide information to make better marketing and sales decisions (Q4).
$795.00
Sales Notebook Outline
An outline of a Sales Notebook to help sales people generate leads, give presentations, answer objections, follow-up, and close sales.
$29.95

Sales Presenter
A system for providing more effective sales, speaking, and marketing presentations using the “8 Be's” of giving presentations.

$29.95
Selling Process for More Effective Selling
A graphic representation of the steps of the professional selling process designed by Kalb & Associates for improved business development.
$9.95

Time & Expense Sheet
Time and expenses represent money to a service firm. This form enables your professional staff to keep track of time and expenses for timely, accurate billing.

$9.95

Universal Marketing Structure
A structure to facilitate the creation of ads, brochures, web content, and other marketing communications that can more effectively sell your goods and services.

$29.95
Universal Web Structure
Provides a structure to follow that facilitates the proper creation of Web sites that can more effectively sell your organization and products.
$29.95
   

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