DOWNLOAD CENTER

NOTE: Downloads are in Adobe Acrobat PDF, Microsoft Word, Excel, and Powerpoint formats. You must have Adobe Acrobat Reader and Microsoft Office installed to view the downloads. Right-Click --> Save Target As... to download the files to your computer.

November 2008

• Objection Handling (MS Word)
• Due Diligence Checklist (MS Word)

October 2008

• Sample Proposal Worksheet (MS Word)

August 2008

• Company Presentation Book Sample (PDF)
• Estimated Energy Savings Chart (PDF)
• The Word of Mouth Manual Volume II (PDF)

July 2008

• Calculating The Hourly Rate (MS Word)
• Home Comfort, Health and Energy Savings Survey (MS Word)

May 2008

• Customer Survey (MS Word)

March 2008

• Fishbone Diagram of Website (PDF)

February 2008

• Sample Balance Sheet (PDF)
• Sample Income Statement (PDF)

November 2007

• Service Agreement Renewal Invoice (MS Word)
• Sales Goals Performance Evaluation (MS Word)
• Open Book Exhibit - Management Report (PDF)
• Direct Mail Letter for Tune-Ups (MS Word)
• Are We Making Progress As Leaders Questionnaire (PDF)

October 2007

• Residential Energy Savings Agreement (PDF)
• Maintenance Agreement (PDF)
• Exhibit A - Sales Lead Tracking Form (PDF)
• Exhibit B - Weekly Activity Report Form (PDF)
• Exhibit C - Monthly Performance Comparison (PDF)
• Insurance Scorecard (PDF)
• Sample Happy Call (PDF)

September 2007

• Proposal CHOICE Form (MS Word)
• Good, Better, Best CHOICE Form (MS Word)

August 2007

• HVAC System Enhancement Form (MS Word)

July 2007

• All About HSAs (PDF)


• Home Comfort Survey (PDF)


• Sales Compensation Plan (MS Word)


• HSA Graph (PDF)

June 2007

• Harassment (PDF)


• Weekly Cash Report (PDF)

May 2007

• Employment Eligibility Verification Form (PDF)

March 2007

• Key Performance Indicators (PDF)


• Concrete Goals Tracker by Dave Seah (Website Link) or (Download PDF)


• Compact Calendar for 2007 by Dave Seah (Website Link) or (Download ZIP file)

February 2007

• The Inside Story: A Guide To Indoor Air Quality (PDF)

January 2007

• The World's Shortest Marketing Plan (Word)
  
  

• December 2006 Wage Plan(Word)
  
  

• Outbound Customer Service Performance Report (Word)
  
  
• Daily Customer Service Tracking Form (Word)
  
  
• Visual Mini-Case Study (PDF)
  
  

• Installation and Quality Audit (Word)
  
  
• Installation Satisfaction Survey (Word)
  
  
• Installed Job Summary (Word)
  
  

• Fishbone Template Cause & Effect (Word)
  
  
• Fishbone Template Personnel (Word)
  
  
• Fishbone Template (Excel)
  
  
• Fishbone Biz Plan Template (Powerpoint)