My 9-Step Sales Process

If you are looking for a formal sales process to follow and want to use some or all of the process I use, click on the following to download the document I use (feel free to use some or all of the document to fit your needs).

To download the sale process document in a fillable PDF, click here.

To download the sales process document in Word, click here.

Roccy DeFrancesco, JD, CAPP, CMP

2-Day Educational/Marketing Seminar

Orange County, CA April 22-23, 2024

Click here to download the 2-day agenda and sign-up form for our upcoming seminar.