In this lesson, I am going to show you how to Set up your Sales Tools. They were designed to save you valuable time while you are working with a customer. All of the Sales Tools are included on this page except the Business Organization & Forms.  Click on the Blue link below to go to the Business Organization page. 

Video: Creating Your Simple Sales Tools

In this video, I show you how to create simple sales tools to save you time as you are working with your customer.

Video: Decoration Option Pages

In this video, I show you how to create your Decoration Option Pages. You will need one for each type of decoration you offer. Click on the link below to Download your template to make it easy to get started. I call this my thread chart template, but it can be used to make any of your option pages or Sales Tools.

Link to Thread Chart: Thread-Chart

Links to Thread Charts that you can use to select your colors from:
RayonChart
BFCPolyColorChart

Quoting Tools

Here are links to your Quoting Tools that I talked about in the Creating Simple Sales Tools video. You may want to play the video several times to fully understand how to use them. Download these tools to get started with quoting any of your embroidery designs. The Embroidery Quoting Grid should be printed out on Transparency Film. You want to be able to see through it when you use it.

Link to Customer Embroidery Quoting Grid: Embroidery_Grid

Link to Stitch Count Calculator: Design_Stitch_Count_Calculator

Link to Design Quote Form: Design Quote Form

Sales Tools Made with Thread Chart Template

I used the thread chart template to make all the Option Page and Sales Tool samples located in the links below. I use these same Sales Tools when I am working with customers. It helps make it quick and easy for them to select what they want and takes up less of my time.

Link to Thread Chart Sample: Sample Thread Chart

Link to Font Layout Sheet Sample: Embroidery Font Styles

Link to Design Layout Sheet Sample: Embroidery Style Layout Sheet

Link to Product Sample Hang Tag: Hang_Tag_Samples

Link to Product Sample Hang Tag Instructions: Sample Hang Tag