Sales Management Online Courses
Home The tuition fee is only $150.00 per student which provides 12 full months of unlimited access 24/7/365 to all courses and resources in this site.

Sales Force LeadershiipThe following nine courses are required to recieve the certificate

1. Interviewing and Selecting
2. Performance Appraisal
3. Goal Setting
4. Leading and Motivating - Creating and Leading a Motivated Culture
5. Leading and Motivating - Management Methods that Motivate
6. Sales Coach
7. Effective Meeting Planning and Facilitating
8. Managing Customer Expectations
9. Business Email Etiquette

Bonus Courses from (recommended but not required to recieve the certificate)

10. Teleblitzing
11. Ratio Management
12. Funnel Management
13. Time & Territory Management

Interview Selecting logoInterviewing & Selecting

Identify high potential candidates regardless of previous experience by uncovering key characteristics associated with top producers and by matching corporate culture fit with candidate's usual mode of operation.

This course provides interview recording, calculating and tracking form tools. Questions are provided to help you determine everything from selling skills to organizational skills.

The purpose of this course is to understand how to establish a systematic, structured process for recruiting, interviewing, and selecting professionals most likely to blend with your organization’s culture and succeed in their positions.

After completing this course you will be able to:

  • Differentiate between Resume based and Criteria based interviewing
  • Compare the key characteristics of top sales producers with those of top sales managers
  • Discover the true cost of turnover
  • Define and summarize job descriptions
  • Determine if candidates are likely to fit within the established corporate culture
  • Develop “knock-out” questions to streamline the interview process
  • Design the criteria “T” form
  • Understand the basis for questions you cannot ask
  • Formulate an interview question pool
  • Construct a candidate folder
  • Locate qualified candidates
  • Conduct successful employment interviews
  • Make the selection based on objective criteria


  • Interviewing "T Form" Questionnaire with Question Pool
  • Sales Professionals Detailed Job Description


Performance Appraisal logoPerformance Appraisal

Work from a master list of 41 different performance areas to select, prioritize and evaluate.

With our comprehensive evaluation rating scale that includes example behaviors for each level of performance you'll be able to accurately evaluate each person on your sales team.

You'll use both a subjective and a numeric scale to compare and contrast performance and you'll use the Continuous Performance Improvement Goals Process to schedule, motivate and track improvement in specific areas.

After completing this course you will be able to:

  • Understand the steps in the appraisal process
  • Write descriptively about levels performance
  • Know the types of comments not to make
  • Understand the goal setting process
  • Understand how to plan the observation schedule
  • Know how to test patterns of behavior
  • Know where not to document performance
  • Understand how to conduct the performance appraisal session
  • Be able to consistently implement the performance improvement process to optimize productivity


  • Performance Appraisal Ratings Guide


Goal SettingGoal Setting

It's easy to understand how people with goals accomplish significantly more than people without goals. People with goals have direction. They have a target. They have something to work towards. This provides motivation to achieve.

Business goals that are in alignment with personal goals are more motivating than goals that are not in alignment, not related in anyway, or are counter to personal goals. Goals that help cause you to stretch increase motivation.

Goals that are written provide a mechanism to review, refresh, and stay focused on what you want. People with written goals accomplish significantly more than people who only have goals in their heads.

After completing this course you will be able to:

  • Develop positive goal statements with measurable action plans
  • Identify the resources you need and the source of those resources you need to achieve your goals
  • Learn how to energize your goals
  • Select multiple areas to set goals to create balance in your life


  • Weekly Sales Goals and Ratios Form Pack
  • Goal Setting Form
  • Job Aid Checklist


Leading Motivating logoLeading and Motivating
Creating and Leading a Motivating Culture

Work units (teams, divisions, companies) that tend to be highly successful in producing and sustaining high quality and quantity work, as well as, high job satisfaction, have strong motivational cultures.

Once people buy into and share the "vision" of what you want to create, they will figure out on their own how to contribute and how to do so at continuously higher levels.

After completing this course you will be able to:

  • generate and write a vision that motivates
  • define the groups mission
  • determine the "critical success factors" that must be met to successfully carry out the mission
  • identify the goals necessary to support each critical success factor
  • formulate the tasks and action items to achieve the goals
  • ensure that the goals cascade to each person in the organization
  • review and select values that guide implementation
  • learn how rites, rituals and hero selection can dramatically change production - up or down.


  • Checklist of characteristics of a Motivating Culture


Leading MotivatingLeading and Motivating
Management Methods that Motivate

Ignite and unify a singleness of purpose, establish a strong achievement driven sales culture, and create a highly motivational environment through the development of specific challenging and fun leadership skills.

It starts by painting a picture of what you want to create for your team. Once they can see the vision, then it can become a shared vision and begin to drive the performance through internal motivation.

This also course enables sales managers to learn how to use multiple low cost to mostly "no cost" motivators (and de-motivators) that border internal and external drives to keep their team moving in the right direction.

The purpose of this course is to demonstrate how to establish a strong achievement driven sales culture, and create a highly motivational environment, through the development of specific challenging leadership skills.

After completing this course you will be able to:

  • Gain an understanding of human motivation
  • Learn how to overcome resistance to change
  • Know the components of a motivational culture
  • Write a vision of what you want to create
  • Write the team mission statement
  • Identify your critical success factors
  • Understand the concept of cascading goals to achieve goals alignment


  • Checklist and Descriptions of the Components of a Culture


Sales Coach LogoSales Coach

As a Sales Manager, your number one responsibility is to obtain results through the efforts of others.

This means that you must know what those efforts are, what they look like and you must know the know the specific knowledge, skills and strategies the person must have to perform at the desired levels of effectiveness.

Knowing what to coach and when to coach comes before knowing how to coach.

This course gives you the requisite knowledge, skills, strategies and tools to help your team achieve the highest levels of self motivated performance.

After completing this course you will be able to:

  • Understanding what coaching is all about
  • Knowing if coaching is the appropriate course of action using the “quick coaching analysis”
  • Following the natural flow of the coaching process
  • Allowing and enabling the person to solve the problem with your guidance
  • Selecting effective positive and negative motivational consequences that aren't terminal or costly
  • Using checklists to help define “what” to coach
  • Using specific communication skills to provide support and direction without painful criticism
  • Using the “Interim Action Plan” to document coaching sessions


  • Curbside Coaching
  • Strategic Sales Plan - Checklist
  • Strategic Sales Plan - Full Workbook
  • Priority Prospect Project (P3) Participant's Manual
  • P3 Drill Sheet
  • P3 Trainer Manual
  • Priority Prospect - Project (P3) Slides for Sales Managers to Teach Concepts


Effective Meetings logoEffective Meeting Planning and Facilitating

All managers conduct meetings from time-to-time but very few get any training on what makes meetings effective.

The primary objective of this course is to prepare you with the basic guidelines, knowledge, skills and strategies necessary to plan and facilitate effective meetings.

Plan a meeting - objectives, participants, agenda, and costs

  1. Why are you calling this meeting?
    • Clarify primary objective(s), benefits and measurements
  2. Who needs to be involved and what role will they play?
    • Select participants, identify responsibilities, set ground rules, and describe preparation (do/bring)
  3. What activities will it take to achieve your objectives?
    • Develop the agenda
  4. When, where, and how long?
    • Identify the logistics
  5. Is there a lower cost way to get the benefits?
    • Conduct a cost benefit analysis, consider optional meeting methods and options to meetings to reduce costs (go/no go)
  6. How will you know the outcomes have been achieved and the benefits received?
    • Write measurable objectives connected to agenda items, record keeping, and wrap up plan

Facilitate a meeting – prepare, engage, achieve

  1. What can you do to organize the butterflies and boost your level of confidence?
    • Get the butterflies flying in formation and boost your confidence
  2. How will you mentally prepare to be "on stage?"
    • Prepare for show time
  3. What platform behavior / etiquette will look professional?
    • Perform like a pro with platform etiquette
  4. What facilitator engagement strategies will help you achieve the objectives?
    • Write opening remarks, get key person support, gate-keep to bolster participation, engage participants
  5. How will you get people to consider different or points of view they oppose?
    • Transition opposing points of view,
  6. What can you do during brainstorming sessions that will prevent losing good ideas that are off topic?
    • Mind-map brainstorming sessions
  7. How will you build consensus?
    • Consensus building quick and easy
  8. How will you handle troublesome participants?
    • Control the talkative, dominant, silent types, negative and upset participants
  9. How will you connect the dots from objectives to results achieved?
    • Gather information for your wrap up plan, measurement, feedback, action items, and follow up

Size of Meeting: It doesn't matter what the size of the meeting will be, you will always be accountable for:

  • Objectives - Purpose for the meeting
  • Participants - Reason for inclusion, expectations, and preparation
  • Agenda - Logistics, activities, and follow up
  • Costs - Outcomes cost justified

Learning how to orchestrate and facilitate a meeting of substance will enable you to know how to have great meetings ranging from "spontaneous hallway" type to the more "formal and detailed" off-site type.


Managing ExpectationsManaging Customer Expectations

A critical skill set in today's fast paced marketplace.

The core knowledge, skills and strategies taught in this course can strengthen customer relations and avoid catastrophe when difficult challenges arise.

Managing internal and external customer expectations, yours and others, is usually a simple task of agreeing on what is to be done and all parties delivering on that agreement. However, when unexpected complications occur, pro-active communication, defusing negative emotions, and previously agreed upon fall-back plans, can impact the service recovery outcome.

Knowing how to deliver good news without distorting expectations, as well as, how to deliver bad news with minimal disruption to the project and minimal negative reaction from the customer.

After completing this course you will be able to:

  • How expectations are defined and set from simple orders to complex projects
  • How meeting expectations can be as simple as following a routine process to utilizing a project management system
  • How to use communications pro-actively to present project status updates, deliver good and bad news
  • How to re-define and re-set expectations in light of unforeseen circumstances that prevent the original expectation from being fully met
  • How to debrief and evaluate performance


  • Job Aid Checklist


Email Etiquette logoBusiness Email Etiquette

Communicating with both internal and external customers by email is now as routine as talking with them on the phone. Just as "Telephone Etiquette" is a mission critical skill set, so is Email Etiquette in today's marketplace.

In fact, for many companies, email communications are many times more frequent than actual telephone calls. What this means is that one unintentionally aggressive message in a stressful encounter can cause significant damage to a long-standing relationship all of which could have been prevented with a brief training course in Business Email Etiquette.

After completing this course you will be able to:

  • Define the purpose for business email “etiquette”
  • Know if email is the correct communication vehicle
  • Understand the permanency of email
  • Know how to use top and bottom information such as addresses, cc’s, subjects & signature lines
  • Use "Plain Text" or "HTML" Format as appropriate
  • Know how to structure the message for business purposes
  • Understand “Emoticons” and abbreviations
  • Develop an email thread and know when to start a new one
  • Know what to forward and what not to forward and other tips


  • Job aide check list


Bonus Courses From


Conducting a telephone cold call "blitz" will:

  • Rapidly fill your sales funnel with qualified prospects
  • Enable you to leverage your initial unsuccessful contact attempts by following up with the Passive Letter Series, Interest Mailer Series and the "Keep in Touch" Series defined in other courses.

Learn how to:

  • Generate lead lists.
  • Schedule prime time activities.
  • Identify goals that motivate.
  • Track progress with a Teleblitz form.


RatioManagementRatio Management

Managing your sales activity goals and ratios helps you to: know the frequency and success rates required to generate sales, know what you have to do each week to meet your production goals, and enable you to make accurate sales forecasts. This knowledge brings to those who know there ratios, a real sense of security that only comes from knowing what you must do to produce your targeted results.

Learn how to:

  • Define the sales activities to track
  • Recognize the ratios to beat
  • Set up tracking methods
  • Leverage key ratios and monitor others
  • Write a prospecting plan


FunnelManagementFunnel Management

The purpose of this course is to understand the "funnel management" concept. Through this concept, you can maintain the proper number of qualified prospects throughout the sales process.

In this course you will learn how to be more effective in generating your prospect lists. The course also illustrates productive methods used to make contact with leads.

Learn how to:

  • Define the concept of funnel management
  • Differentiate between a sales cycle and a buying cycle
  • Give characteristics of A, B, and C accounts. Identify the characteristics that define a "pre-qualified lead"
  • Be familiar with sources for leads
  • Describe contact methods

TimeTerritoryManagementLogoTime and Territory Management

Develop customer and prospect contact plans that will minimize travel time and maximize selling time with accounts with the greatest potential.

Learn how to:

  • Categorize and classify customers and prospects
  • Determine the potential sales volume available in the territory
  • Develop criteria to determine frequency of contact by type of contact
  • Determine number of prospects available in the territory
  • Understand the time averages for different types of client / prospect contact methods
  • Develop a contact plan by type and frequency of contact
  • Design a territory traveling plan
  • Redistribute resources to meet goals


Resources and Support Tools
  1. Sales Professionals Detailed Job Description [PDF - 22 pages]
  2. Interviewing "T Form" Questionnaire pre-loaded with questions for Sales Professionals [33 pages]
  3. Performance Appraisal Ratings Guide [50 Categories with descriptions for each of the five points on all scales]
  4. Sales Diagnostic Questionnaire (SDQ) [PDF - 204 skilled competencies in 31 areas of selling - 45 page booklet]
  5. Goals and Ratios Tracking Forms
  6. Goal Setting Form
  7. Goal Setting Job Aid Checklist
  8. Checklist of Characteristics Describing a Motivating Culture
  9. Checklist Describing the Components of a Culture
  10. Curb Side Coaching Guide [PDF]
  11. Strategic Sales Plan [2 page curb side coaching checklist]
  12. Strategic Sales Plan [116 page workbook]
  13. Tactics to Implement the Sales Plan Steps
  14. Priority Prospect Project (P3) Participant's Manual [PDF] (peer-to-peer coaching)
  15. P3 Drill Sheet [PDF]
  16. P3 Trainer Manual [PDF]
  17. P3 Slides for Sales Managers To Teach Concepts
  18. Meeting Planning and Facilitating Guide
  19. Meeting Planning Job Aid Checklist
  20. Managing Customer Expectations Job Aid Checklist
  21. Customer Satisfaction Strategies (Checklist with Discussion)
  22. Building Better Customer Relationships (Checklist)
  23. Business Email Etiquette Job Aid Checklist


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