Home » Profitable Sales – Sales Forms

Listed below are forms from Appendix II of the book, “Profitable Sales, A Contractor’s Guide”

After opening each form, you will need to use the “Back” button on your internet browser to return to this page. Or, to keep this page open, use the right mouse click and select either “Open in New Window” or “Open in New Tab”.

To save a form to your computer, from this page you can use the right mouse click, “Save Target As” option. Or, after opening the file, use the “File, Save As” function within your browser.

Note: All legal forms are samples only, and must be reviewed by your attorney before use to make sure they conform to the laws where you do business.

Company Presentation Book

Selection Consultation Agreement

Design Agreement – A

Design Agreement – B

Demolition and Discovery Agreement

Feasibility Study

Letter of Intent – A

Letter of Intent – B

Proposal for Repair or Replacement Services

Insurance Proceeds Agreement

Roofing Estimate Agreement

Realtor Estimate Agreement

Sales Goals for Year (word processing document)

Sales Goals for Year (spreadsheet)

Calculate the Cost of a Lead

Monthly Lead Report

Projected Goals / Actual Sales Report (word processing document)

Projected Goals / Actual Sales Report (spreadsheet)

Pushing The Door Bell (word processing document)

Pushing The Door Bell (spreadsheet)

Sales Commission Adjustment

Job Layout Sheet

Quotation Request

New Job Checklist

Post Job Completion Checklist for Salesperson


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