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How Millennials are Reshaping B2B Marketing

In this report, the IBM Institute for Business explores how Millennials’ approach for general decision making at work compares with that of Gen X and Baby Boomers. Then it takes a deep dive into its respondents’ current and preferred practices for various activities in their B2B purchasing journey, including researching, engaging vendors, deciding to buy and finally, sharing their experience.

From Next Generation of Decision Makers (May 2015) by Terry Tanker

Complete this form to download your FREE copy.



THE GREAT DEBATE: Is GPS Tracking Really Beneficial for Fleets?

Since GPS tracking was first introduced to the fleet industry, there has been a debate whether this technology is really beneficial for fleets or not. To help you decide if this technology is right for your fleet, compare the common objections versus the benefits to GPS tracking in this FREE, six-page industry white paper, published by GPS Insight.

Click Here to download your FREE copy.


Fishbone Diagram

The Fishbone diagram was orginally developed by Professor Kaoru Ishikawa, a Japanese quality control statistician, as a quality management processes in the Kawasaki shipyards. He developed the diagram to assist teams in categorizing the many potential causes of problems in order to identify root causes.

From Have a Bone to Pick? Diagram It (Sept. 2006) by Terry Tanker


Key Performance Indicators

Tracking key performance indicators gives immediate feedback on performance. Using these key performance indicators as a guide.

From The Importance Of KPIs (Mar. 2007) by Jackie Rainwater


Samsung Galaxy S5 Tips and Tricks

The Samsung Galaxy S5 had become quite popular among HVACR business owners. Here are some of my favorite tips and tricks.

From Samsung Galaxy S5 Tips and Tricks (Oct. 2014) by Terry Tanker


Forms to Help You Grow Your Business


To Discount or Not to Discount

This is the calculation for determining when a supplier’s discount is your best option.

Sample Balance Sheet

This is a sample formatted balance sheet.

Tell the World (well at least the local press) that You’re Green

This is a sample press release that can be used as a template for touting anything from using a new environmentally friendly refrigerant to testing service techs for EPA certification.

The Light Commercial Service and Service Agreement Business

A bulleted list of the customers, co-workers, and company benefits for expanding into the light commercial service and service agreement business.

Customer Service Performance Audit

Daily Tracking Form

Installation Quality Audit

Installation Satisfaction Survey

Installed Job Summary

Short Marketing Plan

System Enhancement Form

Weekly Cash Report

Harassment Policy