It’s easy to set a sales goal. It’s not as easy to
determine how to reach it and with which activity. A defined prospecting plan involves
working backwards from your sales goals and
strategically determining which activities get you
closer to that goal. In this module, we’ll work
together to create goals, timelines and a realistic
action plan. Do we focus on cold calling?
Tradeshows? How about social media? The
numbers will tell us

Do you have your CRM up and running? Great! Do you know exactly which stage of your sales process causes you to leak the most sales? What are your exact closing ratios per specific verticals? Not sure? Then your CRM is most likely not optimally set up. Module 2 will focus on making sure you get the most out of that fancy CRM you pay for. We’ll establish rules so that your entire team is collaborating efficiently. From there, we’ll make sure that we turn all that data collection into actionable tasks.

Customers don’t buy immediately. You’ll need to nurture leads by sending useful information repeatedly over a period of time. A drip campaign is a set of marketing messages that are sent automatically on a schedule. While this may seem daunting, this module will walk you through the process of creating a cadence to capture more leads and cut through the clutter of their inboxes.

Cold calling is hard. It’s just a simple truth. But a successful salesperson can drive their own performance and results based on this age-old practice. Module 4 will take the anxiety out of the cold calling process by building a compelling script that leverages a carefully designed offer of value to your prospects. Our finished scripts will present a direct, relevant, and confident pitch that gives you the best chance of closing.

Why should your ideal customer buy from you? Did you design your core value proposition with your customer in mind? Does your company’s core value proposition align with your ideal customers’ needs? Aside from examining your company’s unique value proposition, we will guide you in building an effective sales process by putting the focus back on your customers’ needs.

Meetings can be highly productive and serve as great inspiration for your team. However, they can also become counterproductive and waste valuable time, distracting your team from important deliverables. Module 6 will help you design a sales meeting that is consistent, efficient, and interactive, while also serving as a vehicle to recognize performance and address areas for improvement. By leveraging key KPIs, your coaching will be based on data rather than emotions.

Many businesses believe that social media alone is sufficient to boost sales through digital marketing. However, what most don’t realize is that social media is just one of many channels available for digital marketing. Digital marketing extends far beyond the Internet, aiming to reach real people through various digital means. While it's possible to navigate this landscape independently, partnering with a professional digital marketing agency allows you to focus on running your business. But how do you distinguish between the “Kitchen Table Instagrammer” and a true partner? Module 7 will provide you with the knowledge needed to identify the right partner and assess whether your paid campaigns are achieving your objectives.

One of the most common roadblocks to improving sales performance is the inability to close deals. This issue often worsens at the end of a quarter or fiscal year when your company feels increased pressure to finalize sales. While some individuals are natural-born closers, closing is also a skill that can be learned. We will explore various closing techniques to guide your prospects through the purchasing process.