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Kelly Thompson
Jennifer Smith

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Here are just a few tools Moti-Vitality Members can access:

Management Accountability Tools

  • Monthly Evaluation 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!

  • Manager Evaluation Form
  • Creative Appointment Daily Report
  • Sales Professional House-Lead Contract
  • Commission Tracking Worksheet
    This worksheet can be used to track installs and commissions.
    Click here for tips on how to customize this worksheet to work for you.

Sales Tools

Building relationships with realtors is very important!
View Kelly Thompson’s powerpoint presentation and listen to the audio of the presentation for the Ohio Board of Realtor’s continued education:
General Water Treatment Power Point Presentation
Audio of General Water Treatment Presentation
Letter from Columbus Board of Realtors

Training Materials

  • Thank You Note Samples
  • 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

  • Builder Letters and Agreements
  • 6-month Follow-up Letter
  • Customer Check-up Call (audio)
  • Customer Check-up Call Hints
    This was part of Kelly Thompson’s WQA Webinar October 7th.  Hear how you can set appointments with existing customers!
    Click here for more infomation on WQA Webinars.


  • Protected Territory Rules
  • Canvassing Contact Sheet