![]() What is a blue sheet?īlue sheets are formal requests for information sent out by the Securities and Exchange Commission (SEC) to market makers, broker-dealers, and/or clearinghouses. Better yet, it aligned sellers’ activities with methodology, improving sales organizations’ ability to consistently manage and win complex deals. ![]() The Blue Sheet gave sellers a formal strategic analysis tool for approaching those opportunities. How does using the Blue Sheet for Strategic Analysis change the way you approach your opportunities? Determining a potential client’s level of support for your proposition by flagging those who would support as well as those most likely to oppose the proposal. The core of the Miller Heiman approach involves three steps: Categorizing the different contacts/roles by their influence on the given sales cycle. The Blue Sheet was designed to assist you in managing your opportunities for single sales objectives. A Blue Sheet is launched from the opportunity record in your CRM. The Blue Sheet is an electronic version of the Strategic Analysis Worksheet you learned how to use in Strategic Selling®.
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