BDU Client Visit Checklist
BDU believes that your clients are your gold and that you need to maximize opportunities within your existing clients. This tool provides a comprehensive checklist of everything you might discuss and accomplish when talking to your client base.
BDU Goal Tracking Form
An easy-to-use tool that helps individuals, teams and companies track their progress for the next 30, 60 and 90 days against their well-defined activity and result goals for key focus areas.
BDU Key Metrics and Numbers
This tool allows you to easily analyze numbers in order to figure out the activity levels necessary to achieve desired results.
BDU Networking Meeting Checklist
A guideline for how to conduct one-on-one meetings with centers of influence, including questions to ask and key information to uncover, to make sure that you maximize networking opportunities.
BDU Phone Prospecting Tracker
It is important for salespeople to be able to evaluate their metrics when it comes to their prospecting efforts. This form allows the sales associate to track calls, contacts and appointments to understand the activity needed in order to produce necessary results.
BDU Prospect Visit Checklist
Time spent with your prospects is valuable and should be planned carefully. This tool provides a comprehensive checklist of everything you might wish to discuss and accomplish when meeting with a prospect.
BDU Wheel of Fortune
Comprehensive visual that represents everything an individual, team or company can do to grow sales and revenues. BDU uses this tool to help our clients (individuals, teams and companies) determine where to focus their efforts and time in order to maximize results.
