\documentclass[10pt,a4paper]{article} % Packages \usepackage{fancyhdr} % For header and footer \usepackage{multicol} % Allows multicols in tables \usepackage{tabularx} % Intelligent column widths \usepackage{tabulary} % Used in header and footer \usepackage{hhline} % Border under tables \usepackage{graphicx} % For images \usepackage{xcolor} % For hex colours %\usepackage[utf8x]{inputenc} % For unicode character support \usepackage[T1]{fontenc} % Without this we get weird character replacements \usepackage{colortbl} % For coloured tables \usepackage{setspace} % For line height \usepackage{lastpage} % Needed for total page number \usepackage{seqsplit} % Splits long words. %\usepackage{opensans} % Can't make this work so far. Shame. Would be lovely. \usepackage[normalem]{ulem} % For underlining links % Most of the following are not required for the majority % of cheat sheets but are needed for some symbol support. \usepackage{amsmath} % Symbols \usepackage{MnSymbol} % Symbols \usepackage{wasysym} % Symbols %\usepackage[english,german,french,spanish,italian]{babel} % Languages % Document Info \author{daniels43s} \pdfinfo{ /Title (marketing-call.pdf) /Creator (Cheatography) /Author (daniels43s) /Subject (Marketing Call Cheat Sheet) } % Lengths and widths \addtolength{\textwidth}{6cm} \addtolength{\textheight}{-1cm} \addtolength{\hoffset}{-3cm} \addtolength{\voffset}{-2cm} \setlength{\tabcolsep}{0.2cm} % Space between columns \setlength{\headsep}{-12pt} % Reduce space between header and content \setlength{\headheight}{85pt} % If less, LaTeX automatically increases it \renewcommand{\footrulewidth}{0pt} % Remove footer line \renewcommand{\headrulewidth}{0pt} % Remove header line \renewcommand{\seqinsert}{\ifmmode\allowbreak\else\-\fi} % Hyphens in seqsplit % This two commands together give roughly % the right line height in the tables \renewcommand{\arraystretch}{1.3} \onehalfspacing % Commands \newcommand{\SetRowColor}[1]{\noalign{\gdef\RowColorName{#1}}\rowcolor{\RowColorName}} % Shortcut for row colour \newcommand{\mymulticolumn}[3]{\multicolumn{#1}{>{\columncolor{\RowColorName}}#2}{#3}} % For coloured multi-cols \newcolumntype{x}[1]{>{\raggedright}p{#1}} % New column types for ragged-right paragraph columns \newcommand{\tn}{\tabularnewline} % Required as custom column type in use % Font and Colours \definecolor{HeadBackground}{HTML}{333333} \definecolor{FootBackground}{HTML}{666666} \definecolor{TextColor}{HTML}{333333} \definecolor{DarkBackground}{HTML}{A3A3A3} \definecolor{LightBackground}{HTML}{F3F3F3} \renewcommand{\familydefault}{\sfdefault} \color{TextColor} % Header and Footer \pagestyle{fancy} \fancyhead{} % Set header to blank \fancyfoot{} % Set footer to blank \fancyhead[L]{ \noindent \begin{multicols}{3} \begin{tabulary}{5.8cm}{C} \SetRowColor{DarkBackground} \vspace{-7pt} {\parbox{\dimexpr\textwidth-2\fboxsep\relax}{\noindent \hspace*{-6pt}\includegraphics[width=5.8cm]{/web/www.cheatography.com/public/images/cheatography_logo.pdf}} } \end{tabulary} \columnbreak \begin{tabulary}{11cm}{L} \vspace{-2pt}\large{\bf{\textcolor{DarkBackground}{\textrm{Marketing Call Cheat Sheet}}}} \\ \normalsize{by \textcolor{DarkBackground}{daniels43s} via \textcolor{DarkBackground}{\uline{cheatography.com/24768/cs/6253/}}} \end{tabulary} \end{multicols}} \fancyfoot[L]{ \footnotesize \noindent \begin{multicols}{3} \begin{tabulary}{5.8cm}{LL} \SetRowColor{FootBackground} \mymulticolumn{2}{p{5.377cm}}{\bf\textcolor{white}{Cheatographer}} \\ \vspace{-2pt}daniels43s \\ \uline{cheatography.com/daniels43s} \\ \end{tabulary} \vfill \columnbreak \begin{tabulary}{5.8cm}{L} \SetRowColor{FootBackground} \mymulticolumn{1}{p{5.377cm}}{\bf\textcolor{white}{Cheat Sheet}} \\ \vspace{-2pt}Published 3rd December, 2015.\\ Updated 12th May, 2016.\\ Page {\thepage} of \pageref{LastPage}. \end{tabulary} \vfill \columnbreak \begin{tabulary}{5.8cm}{L} \SetRowColor{FootBackground} \mymulticolumn{1}{p{5.377cm}}{\bf\textcolor{white}{Sponsor}} \\ \SetRowColor{white} \vspace{-5pt} %\includegraphics[width=48px,height=48px]{dave.jpeg} Measure your website readability!\\ www.readability-score.com \end{tabulary} \end{multicols}} \begin{document} \raggedright \raggedcolumns % Set font size to small. Switch to any value % from this page to resize cheat sheet text: % www.emerson.emory.edu/services/latex/latex_169.html \footnotesize % Small font. \begin{multicols*}{2} \begin{tabularx}{8.4cm}{x{4 cm} x{4 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{8.4cm}}{\bf\textcolor{white}{STEP 1: Set the appointment}} \tn % Row 0 \SetRowColor{LightBackground} Introduce yourself & Make sure it's a good time to talk \tn % Row Count 2 (+ 2) % Row 1 \SetRowColor{white} Explain why you're calling & Offer the client their WIIFM – What's in it for me? \tn % Row Count 5 (+ 3) % Row 2 \SetRowColor{LightBackground} Schedule a meeting at the client's convenience & Suggest a specific time and work it from there \tn % Row Count 8 (+ 3) % Row 3 \SetRowColor{white} & Try to make it within a few days \tn % Row Count 10 (+ 2) % Row 4 \SetRowColor{LightBackground} \mymulticolumn{2}{x{8.4cm}}{Explain how you got their name, especially if it was a referral from a colleague} \tn % Row Count 12 (+ 2) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{8.4cm}{X} \SetRowColor{DarkBackground} \mymulticolumn{1}{x{8.4cm}}{\bf\textcolor{white}{STEP 2: Do your homework}} \tn % Row 0 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Research the organization} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Overall mission} \tn % Row Count 2 (+ 2) % Row 1 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Programs and initiatives} \tn % Row Count 3 (+ 1) % Row 2 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Budget allocations} \tn % Row Count 4 (+ 1) % Row 3 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Hot topics/current challenges and pressures} \tn % Row Count 5 (+ 1) % Row 4 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Organizational culture} \tn % Row Count 6 (+ 1) % Row 5 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Historical relationship with the Firm} \tn % Row Count 7 (+ 1) % Row 6 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Research the client you'll be meeting with} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Professional history} \tn % Row Count 9 (+ 2) % Row 7 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Roles and responsibilities} \tn % Row Count 10 (+ 1) % Row 8 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Current challenges} \tn % Row Count 11 (+ 1) % Row 9 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Hot and cold buttons} \tn % Row Count 12 (+ 1) % Row 10 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{} \tn \mymulticolumn{1}{x{8.4cm}}{\hspace*{6 px}\rule{2px}{6px}\hspace*{6 px}Historical relationship with the Firm} \tn % Row Count 13 (+ 1) \hhline{>{\arrayrulecolor{DarkBackground}}-} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{8.4cm}{X} \SetRowColor{DarkBackground} \mymulticolumn{1}{x{8.4cm}}{\bf\textcolor{white}{STEP 3: Prepare meeting agenda}} \tn % Row 0 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Identify the right people, right number of Firm participants to attend} \tn % Row Count 2 (+ 2) % Row 1 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{Determine your objectives for the meeting ("What do I want to get out of the meeting?")} \tn % Row Count 4 (+ 2) % Row 2 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Formulate questions that match your objectives} \tn % Row Count 5 (+ 1) % Row 3 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{Assess your ability to accomplish your objectives during the given time for the meeting} \tn % Row Count 7 (+ 2) % Row 4 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Anticipate your client's concerns} \tn % Row Count 8 (+ 1) % Row 5 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{Consider what next steps you might be able to offer and/or materials that you could leave with the client ("leave behind" items such as an executive summary or best practices matrix from unclassified client deliverables)} \tn % Row Count 13 (+ 5) % Row 6 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Determine roles and responsibilities during the meeting (a best practice is to have two staff)} \tn % Row Count 15 (+ 2) \hhline{>{\arrayrulecolor{DarkBackground}}-} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{8.4cm}{x{2.8 cm} x{5.2 cm} } \SetRowColor{DarkBackground} \mymulticolumn{2}{x{8.4cm}}{\bf\textcolor{white}{STEP 4: Conduct the meeting}} \tn % Row 0 \SetRowColor{LightBackground} Opening the meeting & Establish rapport by adapting to your client's style \tn % Row Count 3 (+ 3) % Row 1 \SetRowColor{white} Throughout the meeting & Manage the time against your objectives \tn % Row Count 5 (+ 2) % Row 2 \SetRowColor{LightBackground} & Listen actively \tn % Row Count 6 (+ 1) % Row 3 \SetRowColor{white} & Seek clarification of potential client needs/problems \tn % Row Count 9 (+ 3) % Row 4 \SetRowColor{LightBackground} & Determine and adapt to your client's style \tn % Row Count 11 (+ 2) % Row 5 \SetRowColor{white} & Observe your client's non-verbal cues \tn % Row Count 13 (+ 2) % Row 6 \SetRowColor{LightBackground} & Assess your client's interest/involvement \tn % Row Count 15 (+ 2) % Row 7 \SetRowColor{white} Closing the meeting & Summarize the meeting's conclusions and commitments \tn % Row Count 18 (+ 3) % Row 8 \SetRowColor{LightBackground} & Agree on next steps \tn % Row Count 19 (+ 1) % Row 9 \SetRowColor{white} & Arrange a follow on meeting \& determine who needs to be included \tn % Row Count 22 (+ 3) % Row 10 \SetRowColor{LightBackground} & Thank the client for their time \tn % Row Count 24 (+ 2) % Row 11 \SetRowColor{white} & Give the client your business card \tn % Row Count 26 (+ 2) % Row 12 \SetRowColor{LightBackground} & Leave the client with materials that seem appropriate \tn % Row Count 29 (+ 3) \hhline{>{\arrayrulecolor{DarkBackground}}--} \end{tabularx} \par\addvspace{1.3em} \begin{tabularx}{8.4cm}{X} \SetRowColor{DarkBackground} \mymulticolumn{1}{x{8.4cm}}{\bf\textcolor{white}{STEP 5: Follow up after the meeting}} \tn % Row 0 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Thank the client again for his/her time} \tn % Row Count 1 (+ 1) % Row 1 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{Deliver on your promises for further information, meetings, etc.} \tn % Row Count 3 (+ 2) % Row 2 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Offer additional information as appropriate going forward} \tn % Row Count 5 (+ 2) % Row 3 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{Determine if any additional Firm personnel are now need to get involved. If so, who, and what specifically would you like them to do? What information will they need from you?} \tn % Row Count 9 (+ 4) % Row 4 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Determine what information you need from the other parts of the Firm and how you can find it} \tn % Row Count 11 (+ 2) % Row 5 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{Schedule additional meetings with the client and with additional Firm staff} \tn % Row Count 13 (+ 2) % Row 6 \SetRowColor{LightBackground} \mymulticolumn{1}{x{8.4cm}}{Give everyone credit who helped prepare for the meeting with the client, even though not everyone may have been present during the meeting} \tn % Row Count 16 (+ 3) % Row 7 \SetRowColor{white} \mymulticolumn{1}{x{8.4cm}}{Provide updated, relevant information to your team} \tn % Row Count 17 (+ 1) \hhline{>{\arrayrulecolor{DarkBackground}}-} \end{tabularx} \par\addvspace{1.3em} % That's all folks \end{multicols*} \end{document}