Take a Tour » Tour Stop 3: Downloadable Tools & Templates
Tour Stop 3: Downloadable Tools & Templates
Here's a partial listing of our growing array of ready-to-use referral databases, forms, manuals, marketing templates and sales templates you can use to become more organized and equipped to increase your referrals.
Get IMMEDIATE access to home care forms, databases, manuals & templates worth thousands of dollars, at no additional cost, when you join MyHomeCareSalesCoach.com!
Referral Contact Databases
These databases contain addresses and other contact information for potential referral sources in your territory. Great for mapping out your route for sales calls, planning mailings and more!
- Physician Database - list of physicians in your state
- Hospital Database - list of hospitals, nationwide
- Nursing Home Database - list of nursing homes, nationwide
Tradeshow Manual
Boost your referrals at trade shows, health fairs and job fairs with less time, money & effort! This in-depth manual will show you how to:
- Maximize your exposure at trade shows
- Implement bulletproof marketing strategies to get new business
- Use tried-and-proven post-show marketing tactics
- Attract a surge of prospects to your booth
- Identify the "hidden assets" at any trade show that most of your competitors aren't aware of
This planner helps you map out your accounts, order of accounts to visit, and goals for the visit. The planner lets you plan your whole week, and see accounts you didn't visit during the week so you can reschedule them and never miss an opportunity.
This tool allows you to strategize before your call with the information you know about that referral source and increase the quality of your visit. Analyze this tool after your call and make your next visit even more effective.
Keep forgetting information during the sales call? Use this tool to focus in on pertinent information only. Spend a few minutes to fill out this form and always keep your sales call on track. Just fill out a few blanks and the sheet is done! This sheet includes an agenda to keep topics organized.
You don't need an expensive computer program to help you manage your contacts. Use this tool to identify Home Care specific information for your referral sources and "dig deeper" in each account to uncover needs.
This template allows you to send a professional style note to a referral source. In this letter, you can summarize your visit and remind your contact of the action steps they need to take.
Use this tool to help you summarize your week. Managers: use this tool with your sales team to help them communicate with you effectively. Account Executives: Use this tool to summarize your activities and help you become more efficient.
This tool allows you to identify if an account is worth pursuing. Simply answer a dozen questions and the result is provided. Remember, your time is valuable. While you are wasting time, your competition is making the sale.
This tool is great for an AE or Manager. Track sales and meet your goals more effectively. Simply enter your account names and place a number in the blanks. Calculations are done automatically! Compare to previous years and watch your numbers grow.
Use this tool to plan out your leads and opportunities to make your numbers every quarter and grow steadily instead of riding the sales "roller coaster".
This chart helps you identify the areas of your agency that would be considered strengths or weaknesses and the external situations that may present new opportunities compared to those that might threaten your success.
Use this worksheet to identify the services that your competitors provide...and in which ones you're competing with them. This serves as a great tool for showing referral sources why they should choose your agency based on the services you provide that your competitors don't!
Easy-to-use tools to keep track of mileage, credit card use and other expenses.
A number of templates that you can easily customize for your agency and print from your desktop! Marketing templates include: ads, brochures, corporate materials, greeting cards, home care games, newsletters, postcards and more!
Industry Event and Observance Calendar
This calendar contains all of the national healthcare observances as well as national holidays and many home care conferences and events.
And more tools and templates being added every month!
