| Highest Level
16 Close deal
15 Describe products and services
14 Assess need and interest
13 Face-to-face introduction and promotion
12 Face-to-face introduction
11 Arrange meeting
10 Introduction call and promotion
9 Note or letter of introduction & promotion
8 Note or letter of introduction and call
7 Introduction call
6 Note or letter of introduction
5** Authorized to use name
4 General testimonial statement and letter of recommendation
3 Literature, biographical and company information
2 Names and contact information only
1 Names only
Lowest level
** Tip from Sales Training, Inc. - Strive to get to levels ABOVE this!
Copyright 1999 Ivan R. Misner, Ph. D. and Robert Davis
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