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 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! 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)
- Manager Evaluation Form
- Generic Sales Compensation (Download)
- Creative Appointment Daily Report
- Follow-up Form
- Customer Builder Referral Form
- 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.
- This worksheet can be used to track installs and commissions.
- Water Analysis Form
- Plumbing Assessment
- Computer Policy (Long)
- Computer Policy (Short)
- Balance Wheel For Goal Setting
- Time Audit/Daily Time Sheet NEW
- Watch a Walk-through Video
- Attendance and PTO Tracker (customizable) NEW
- Watch a Walk-through Video
- Cost of Sale Calculator (Ask how we can customize it) NEW
- Watch a Walk-through Video
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 (For Group Presentations)
April 3 2014 Brenda Adams, Working With Realtors
Realtor Meeting March 18, 2015 (This presentation was given at a realtor sales meeting. Unfortunately, the recording cut off the last couple of minutes but almost all of it is
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:
Letter from Columbus Board of Realtors
Power Point Presentation to give to Schools or Groups About Bottled Water:
Sample Check Up Call for Existing Customers
Educational Studies
Environmental Impact Study–Septic System
Tankless Water Heater Test Results
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
Misc.