How do you find clients?
List of referral partners
Lunch & Learns
Documents and Training Materials:
Sales Email Templates. Commonly used email templates include:
Scripts / Conversation Frameworks
Sales material ( Decks, sheets etc)
Sales FAQs: These are questions that can be asked during the sales process at any time to get to know if you are a right fit. Think of these as benign.
Sales objections: These are malignant – they can kill your deal. Common objections include…
Workflows for each of your sales activities
An example in trello for Networking Events:
Keep track of your sales team activity and results so you are not chasing after them.
Things to include in a scorecard:
Score cards should be reviewed a minimum of once a week with team members.
Tip: you can attach bonuses to scorecard achievements
Make sure you complete this step before moving on.
And if you’d like some help, drop us a line!