eBook

Your Planning Calendar: Database and Revenue Tracker

Our Planning Calendar is an interactive workbook that’s designed to help you create a month-by-month promotions plan, so you can reach (and maybe surpass!) your goals. 

This workbook will:

  • Track revenue & database growth
  • Monitor your monthly progress towards an annual goal
  • Provide you with a sample calendar for inspiration
  • Give you additional links to helpful resources

Download the workbook

More resources

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The Practice of Account Planning

To succeed in the practice of account planning, sellers must seek to put their relationships at the heart and center of everything they do.

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OL Care, People Empowering Your Success

OL Care gives you unlimited access to a dedicated team of technical experts and professionals to resolve software issues.

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Document Process Automation

Explore how OL Connect empowers you to build personalized, automated, and interactive customer communications.

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