VERNO’S
Wholesaler Tools
Management Forms & Tools
Verno created the following management tools during consulting engagements to help clients manage various projects and departments. Wholesaler executives and managers are encouraged to download the resources in this section and use them with their teams. The resources are a collection of templates, checklists, calculators, and examples of policies.
Special Events Evaluation Form
Use this form to help evaluate the impact of special events and decide whether or not to do an event.
Wholesaler Improvement Checklist
This improvement checklist was derived from Verno Consulting’s seminar at the NBWA National Convention (Sep. 2019), “What Wholesalers Need to Stop Doing: How To Improve Your Business by Doing Less.”
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