I need a basic, simple resource to use as a guide for an employee new
to outside sales. Included in this guide should be work tools such as
a form for a week's workplan.

Greetings Rchisholm:

I have located a sales training manual for outside sales that I
believe will be a fine guide for you to design your own - what I read
seems to lend itself to easy adaptation.  The PDF link is
http://www.unisen.com/NewWeb/PDF%20files/
sales%20training%20manual%20(english).pdf and the HTML link is
http://216.239.51.100/search?q=cache:TC21rAEDpoQC:www.unisen.com/NewWeb/PDF%2520files/sales%2520training%2520manual%2520(english).pdf+%22outside+sales%22+training+manual&hl=en&start=2&ie=UTF-8.

As far as sample worksheets, there are examples of these at:

Market Planning Worksheet by Janet Attard
http://www.businessknowhow.com/Startup/marketplanning.htm

Objectives and Deliverables sample - offers blank and completed
examples
http://www.its.ucdavis.edu/tcenters/repts/commuter/d1_2-ex2.htm

Job responsibilities worksheet
http://www.its.ucdavis.edu/tcenters/repts/commuter/d1_2-ex1.htm#ex_1_WS

Marketing Plan Worksheet
http://www.basketbizhelp.com/1printables/marketing.html

Various samples of sales reports including Sales Call Summary report,
Sale Call Worksheet, Missed Sales Calls report and Sales History
report [you may be able to use these as examples to the employee]
http://www.orcabytcs.com/Screens/ORCAReceivables.html

Customer Projection Worksheet
http://www.dillonwells.com/training/c_projections.htm

Sales forms list from Entrepeneur.com [includes Prospecting sheets,
Sales follow-up and Vendor Evaluation forms for download]
http://www.entrepreneur.com/Home/HM_Static/1,4472,formnet_sales,00.html

*******

There is a sales consulting report (IT related field) available for
$37 at http://www.computerconsulting101.com/initial-consultations.htm
- you may want to consider this as a purchase because it advertises
that it offers training in:

The difference between a sales call and a professional initial
consultation

Where "free" stops and "billable" begins 

How to overcome common sales barriers 

How to qualify prospects 

How to keep a sales call "on track" 

How to decide what to charge 

How to engage as a strategic business partner 

How to identify your new clients' most pressing needs 

How to qualify the lead and size up the opportunity 

How to tell when a sales call crosses over into an IT audit
opportunity

How to package an IT audit into a comprehensive technology assessment

And the package includes six bonus sales templates 

New Client Profile template 

New Client Sales Call planning outline 

Sample Small Business IT Audit Worksheet 

Simple Employee Questionnaire 

Letter of Engagement Outline for a Technology Assessment 

Summary of Findings Report template 

(I'm including this paid option because you may find it to be a good
possibility for adaptation to your specific business.)


Should you require clarification of any of the links or information I
have provided, please request it and I will be happy to respond.  If
you wish me to search specifically for manuals that might be available
online for the nature of your business, I'll be happy to conduct
additional specific searches.


SEARCH STRATEGY:

"outside sales" training manual
"outside sales" worksheet
"outside sales" work sheet
worksheet "sales calls"
"outside sales" forms

Amazing. I trust Google so I thought it was cheap enough to bother
trying.  I am impressed. Looking forward to trying a new question to
see if quality repeats.

rchisholm:

When posting a new question, you may want to consider valuing the
Researcher's time more highly, and giving a top-level rating for an
answer that you consider "amazing".

The answer you received on this question probably took about an hour
to prepare; since you priced the question at the rock-bottom minimum,
and then left no tip, the researcher received exactly one dollar and
fifty cents for the time spent gathering this information and
presenting it to you. When, in the future, other Researchers see this,
and note the less than impressive rating that you gave journalist-ga,
they may not be inclined to knock themselves out on your behalf.