Sessions A and B, combined with two role-play exercises, focus on form constructions and specifications, including cut sheets, unit sets, and continuous forms. Students will learn how to correctly and completely identify and communicate specifications.
SESSION A: Business Forms Construction (approx. 28 mins.)
SESSION B: Business Forms Specifications (approx. 18 mins.)
SESSION C: Two actual customer interviews (approx. 25 mins.)
Jim Ruggeri is Vice President, Direct Sales Division of the Flesh Company, an independent manufacturer of continuous, unit set and laser business forms located in the St. Louis and Kansas City areas. Jim began his career in the forms industry in 1972. His responsibilities at Flesh include direct sales, corporate administration, and sales management.
Rick Gerhard started in direct sales for a major forms company. He has also been an independent forms distributor and sales manager for an independent forms manufacturer.
As President of Independent Training & Education, Rick works for various organizations as a consultant in management information and quality assurance systems. An instructor for PSDA (formerly DMIA) since 1981, he is recognized internationally as an educator and trainer. He specializes in the sales process. Rick has also served as CFC Accreditation Board Chairman and recertified in 1998. In 1984 Rick was honored as DMIA Member of the Year.