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www.trumethods.com
© TruMethods, LLC. 2016 - All rights reserved
FormulaWon Growth Tracks
Virtual Sales Meeting
Set the Stage
www.trumethods.com
© TruMethods, LLC. 2016 - All rights reserved
House Keeping
– Sound: VoIP or Telephone (Audio Pin #)
– Type questions or raise your hand to speak
– Recent webinars on portal home page
– Next Webinar is Focus on Success
• Tuesday February 18th at 2:00PM Eastern Time
• Topic: Client Onboarding Process
When you're Schnizzin go to Schnizz corner!
members.trumethods.com/schnizz
Virtual Sales Meeting
www.trumethods.com
Inside Sales Champions
• We’re experiencing dramatic results with the
members of our Inside Sales Champions
program
• Go to members.trumethods.com/insidesales
to learn more about how it can help your
Inside Sales process
© TruMethods, LLC. 2016 - All rights reserved
www.trumethods.com
• www.schnizzfest.com
• Winner Circle Peer groups
• Operational boot camp – Starts
Feb 16
© TruMethods, LLC. 2016 - All rights reserved
Announcements
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Set the Stage
© TruMethods, LLC. 2016 - All rights reserved
www.trumethods.com
© TruMethods, LLC. 2016 - All rights reserved
Outside Sales Review Sheet
www.trumethods.com
© TruMethods, LLC. 2016 - All rights reserved
Outside Sales Review Sheet
www.trumethods.com
© TruMethods, LLC. 2016 - All rights reserved
Setting the Stage
“NO” is not the problem in sales;
Prospects not saying “YES” is!
www.trumethods.com
© TruMethods, LLC. 2016 - All rights reserved
Setting the Stage
• Most people are trying to avoid hearing “no”
• Prospects are avoiding telling you “no”
• A 15%-20% close ratio will make all of your
dreams come true
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© TruMethods, LLC. 2016 - All rights reserved
Setting the Stage
“NO” is sweetest sound you will ever hear
• No tells us where we are in the process
• Keeps us from wasting time
• Create an environment where the prospect is
comfortable saying no
• In fact you may need to demand they say no!
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© TruMethods, LLC. 2016 - All rights reserved
The Outside (un)Sales Process
The Egg Theory
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© TruMethods, LLC. 2016 - All rights reserved
Set the Stage
• What is setting the stage?
– Open the sales meeting
– Establish a framework for the TM sales process
– Define a business relationship
– Yes is good; no is ok too
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© TruMethods, LLC. 2016 - All rights reserved
Set the Stage
• How to set the stage
– Review the agenda ground rules
– Discuss the possible outcomes
– Establish the next step
– Use a fair exchange
– Go one step further
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© TruMethods, LLC. 2016 - All rights reserved
Set the Stage
• About setting the stage
– Take the pressure out of the situation
– Refer back (“Remember when I said…”)
– Caution: don’t sound like a sales person
– If you fail, it’s ok
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© TruMethods, LLC. 2016 - All rights reserved
Setting the Stage
Top sales mistakes
• “Selling” too early
• Giving up sales assets
• Losing control
• You don’t know where the prospects are in the
their process
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© TruMethods, LLC. 2016 - All rights reserved
Remember
It’s not over ‘til we say it’s over!
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© TruMethods, LLC. 2016 - All rights reserved
Set the Stage
• The FTA (First Time Appointment) is an
interview
– You are interviewing the prospect
– You need to decide if they are a good fit
– The goal is not to get every FTA to a next meeting
– Our goal is to have a clear outcome
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© TruMethods, LLC. 2016 - All rights reserved
Remember
Is a “NO” by any other name
still a “NO”?
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© TruMethods, LLC. 2016 - All rights reserved
Set the Stage
• Let’s be clear
– Call me in a few weeks is a NO
– Send me information is a NO
– Send me a proposal is a NO
– Let me talk to my office manager is a NO
– I like what you are saying but… is a NO!
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© TruMethods, LLC. 2016 - All rights reserved
Set the Stage
• Recap
– Set the expectation for the outcome of the meeting
– Be sure they understand they can’t buy from us yet
– Revisit the structure when they don’t set a next
step that we control
– Use this process to understand the reality of where
the prospect is today
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© TruMethods, LLC. 2016 - All rights reserved
Outside Sales Review Sheet
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Q&A© TruMethods, LLC. 2016 - All rights reserved.