Welcome to our Industry Tools section of the Moti-Vitality website. This page gives you access to a set of tools to help you evaluate performance, manage your leads, communicate with customers, and more!

Management Accountability Tools

Please let us know if any of the following links are broken.  Note some tools will automatically download when you click on them.
  • Monthly-Analysis-Sheet-Report-Card
    • This “report card” is an invaluable tool to track performance over time. When you download this form, you can enter information and save it for future reviews. Note that you CANNOT save it if you open it in a browser tab. You must FIRST download it to your desktop! The interactive evaluation form requires Adobe Reader software for full functionality. Please download the latest version from the adobe website by using the link below. (Link will open in a new window)
    • Get Adobe Reader

Manager Evaluation Form

Sale Manager Compensation

Generic Water Sales Compensation

Sales Professional Daily/Weekly Log

Follow-up-Form

Customer/Builder Referral Form

Sales Professional House Lead Contract

Sales Pendings Report – Master

  • This worksheet can be used to track installs and commissions.
    Click here for tips on how to customize this worksheet to work for you.

Plumbing Assessment Form V-1

Computer Policy (Long)

Computer Policy (Short)

Time Sheet or Time Audit

Employee PTO Time Tracker (customizable)

Cost of Sale Calculator Generic (Ask how we can customize it)

Employee Review

Sales Tools

Building relationships with realtors is very important!

General Water Treatment (For Group Presentations)

General Water Treatment Quiz (To use as a guide for short presentations to realtors or community service groups. Modify the questions to fit your territory and product line.)

Tea Demonstration YouTube Video
Tea Demo Instructions

Download the following presentation to upload to a tablet for a quick and easy to use digital presentation. Insert your own clip art and images to customize the presentation:

These Presentations can be loaded on a tablet for a digital presentation in the home:

Generic MVDP

Power Point Presentation to give to Schools or Groups About Bottled Water:

Water—A Global Impact

Check Up Call Form

Listen to a Check Up Call Sample

Educational Studies

Environmental Impact Study–Septic System

WCP Magnetic Treatment

Batelle Study

Tankless Water Heater Test Results

Training Materials

Thank You Notes

Just a Quick Arsenic Quiz– This is not a scare tactic, but more of a tool to test your knowledge of a water issue and to educate your audience and customers if you are in an area where Arsenic is prevalent.

General Water Treatment Quiz– This quiz is a great educational hand out at Realtor Meetings, Business Networking, or any other meetings you would like to share knowledge… and receive questions from your audience!

Customer Letters

Generic Builder agreement

Builder’s Intro Letter

Sales Presentation Scripts

Scripts (Download Zip File)

Misc.