1. INSTRUCTIONS
When I have my slide(s) done. I like to have two slides that I print with the “Layout:” set to “Handouts (2 slides per page).
I then print these on card stock and put in the back sleeve of my moleskin. If you don’t carry a notebook, just put in your computer bag.
If you are an enterprise rep with a few accounts, it may make sense to print them on the size of a business card and carry to events, etc.
Example 1: My 7 enterprise accounts for FY19.
Example 2: Healthcare Rep covering Houston.
Example 3: MidMarket Rep covering South Houston with 2 technical counterparts.
The overall goal here is to be easy to engage and to get others working in your business for more revenues!!!

2. EXAMPLE 1 Enterprise Rep with few accounts

3. Bobby Doss’s FY19 Accounts

4. Bobby Doss’s FY19 Accounts

5. EXAMPLE 2 Healthcare Rep covering Houston

6. Jan Doe’s 2018 Accounts TOP 3 TARGETS My territory: COMPANY LOGO
My territory is major hospitals in the greater Houston Area. Think inside the Grand Parkway and The Woodlands. I am responsible for any hospital with 200+ beds operating in this geography.
My extended team:
John Doe, Systems Engineer
CELL –
Mary Smith, Sales Manager
CELL –

7. Jan Doe’s 2018 Accounts TOP 3 TARGETS My territory: COMPANY LOGO
My territory is major hospitals in the greater Houston Area. Think inside the Grand Parkway and The Woodlands. I am responsible for any hospital with 200+ beds operating in this geography.
My extended team:
John Doe, Systems Engineer
CELL –
Mary Smith, Sales Manager
CELL –

8. EXAMPLE 3 Midmarket Rep covering South Houston with two technical counterparts

9. John Doe’s 2018 Accounts My Territory My Extended Team COMPANY LOGO
Commercial Businesses
50 to 500 Employees
No Healthcare
No State & Local Government
Jan Doe, Systems Engineer
CELL –
James Smith, Systems Engineer
CELL –
My Extended Team
Inside Counterpart
James Doe
Cell –
Software Specialist
Sally Doe
Cell –
SE South West Houston
Jan Doe
Cell –
SE South East Houston
James Smith
Cell –

10. John Doe’s 2018 Accounts My Territory My Extended Team COMPANY LOGO
Commercial Businesses
50 to 500 Employees
No Healthcare
No State & Local Government
Jan Doe, Systems Engineer
CELL –
James Smith, Systems Engineer
CELL –
My Extended Team
Inside Counterpart
James Doe
Cell –
Software Specialist
Sally Doe
Cell –
SE South West Houston
Jan Doe
Cell –
SE South East Houston
James Smith
Cell –