Blue sheets ask for information related to specific securities or transactions-especially those that may have affected the price of the security. The Green Sheet was designed to assist you in managing and planning your sales calls.īlue sheets are formal requests for information sent out by the Securities and Exchange Commission (SEC) to market makers, broker-dealers, and/or clearinghouses. The Green Sheet is an electronic version of the Conceptual Selling® Customer-Focused Interactions Meeting Plan you learned how to use in Conceptual Selling®. A plan to get the very best out of each customer interaction. Miller Heiman Group Conceptual Selling Green Sheet.
Bdm is a Miller Heiman consulting partner Conceptual Selling sets a framework and methodology for good customer interactions that either move an opportunity forward or improve the relationship.
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