Beruflich Dokumente
Kultur Dokumente
And just as rocket science is built from a foundation of physical and mathematical
laws and principles, sales can be distilled to its very simple laws and principles. While branded selling
"systems" and "approaches" serve several purposes (they help differentiate sales books and training material
in order to sell them better as well as assist in articulating a message so it’s easily learned and/ or
implemented) the simple laws and principles underlying them all have remained relatively unchanged since
the beginning of time.
Here's the bottom line for your records. fluff removed. Use it as a guide for the in-house sales training of your
team or for your personal sales skill development (you do work on your most valuable asset, don't you?)
Focus on one area each week or month. Print it out. send it out. tack it up. just sell®
Assuming:
♦ your product's or service’s features & benefits have been identified and
♦ you’ve defined & identified your target market
1. Prospect 5. Negotiate
2. Interview 6. Close
3. Analyze Needs 7. Service And Follow-Up
4. Present
Little is left to chance in the world of a professional. Challenges to meeting objectives are predicted and
examined-appropriate responses are prepared and practiced. If it can be identified and thought through in
advance… it is.
Below is your sales professional’s checklist. Because it’s general in its scope, you’ll find that some areas of preparation
may not apply to your sales world and others may need to be expanded. While some of these items are the responsibility
of other departments in many larger companies-- remember, the professional leaves nothing to chance. Take full
ownership of your preparedness and use what is provided, create what is not, and improve what is weak. This is a
guideline to examining your preparedness and a thought prompt in fine tuning your process. If you lead a team, use it as
a guide for sales training beyond product knowledge.
Preparedness-- a quality no professional can do with out. Print it out… put it up… pass it on… just sell®…
a professional’s checklist…
• at least three compelling opening statements of value for your prospect in any format
--verbal
--email
--letter
• knowledge and/ or list of your company’s top five customers (in the event sharing this information
has no negative competitive impact)
something to add?
Nothing is more important to prospecting (other than actually doing it) than the quality of your opening
statement.
In person or over the phone, windows of attention are typically slammed shut in less than 10 seconds. This
means you have to maximize the impact of every word, syllable and pause in your lead off statements. They
need to be works of art-compelling to the extreme degree. To minimize the importance of preparing a solid
opening statement is to potentially short circuit your entire sales effort.
Fortunately, opening statements can be prepared and practiced before a sales opportunity is ever pursued.
Below are some guidelines and thoughts for creating your opening statement(s) as well as some samples for
you to rework into your sales world.
Remember, it’s very likely that the people you’ll be trying to reach are also being approached by many others
each day (competitors of yours and not). A powerful, compelling, and practiced opening statement can
launch many sales opportunities for you where a competitor’s lack of preparation can leave them standing
still.
objective
method
If you sell to consumers, include the potential emotional added benefits of being liked, respected, more
attractive, etc. if these benefits exist. If you sell to businesses, be sure to include the emotional benefits to
the purchasing customer (the decision maker) in addition to the more specific benefits realized by the
company (a good buy or product implementation can be the road to promotion or status within an
organization). You’re looking for several true benefits, not simply features.
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
Build several opening statements for the different scenarios you might face (e.g., catching a decision maker
without a screener, catching a decision maker "on their way out the door", delivering the opening statement
to a screener who insists on knowing "what it is in reference to?", for voice mail, etc.)… Address each of the
following in whatever order seems most appropriate for your particular sales world (just make sure the
benefit to your prospect is mentioned within the first 10 seconds)…
keep in mind
These phrases may be used at other times during the sales process, but they have no place in the opening
statement because they do not create immediate attention or encourage the prospect to engage with you
and therefore can take away from the initial attention allotted by the prospect.
• How are you today?
• I’d like to learn a little more about your business to determine…
• We’re the leading provider of…
• We work with several of your competitors…
• I’d like to see if there are some ways we might work together
• Is now a good time to talk?
• Did I catch you at a bad time?
Hi, [first name]… We provide [product/ service] in order to help people [take advantage of, minimize,
maximize, prevent, etc.] [something of importance]… I’m calling to see if this might be helpful to [you/ and of
your clients]…
Hi, [first name]… This is [sales name] with [company name]… We provide [product/ service] in order to help
companies minimize their [whatever] expenses and maximize monthly sales revenue… I’m calling to see if
this might be valuable to you and your team…
Hi, [first name]… [sales name] with [company name]… We help companies fully profit from their existing
resources through our [product/ service] that [does/ has/ have whatever differentiating point or feature]… I’m
calling to see if you’d be interested in discussing how it might help your [whatever] efforts/ initiatives…
Hi, [first name]… [sales name], [company name]… We deliver [product/ service] which might be able to save
you more than [specific percentage] on your [whatever] expenses… Would you be interested in discussing
how it might fit into your environment?
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
_________________________________________________________
Just in case you’ve not had a chance to put yours down in writing, here are some of just sell’s favorites in
the general class (you’ll likely have several additional questions that are specific to your industry but these'll
get you more than started). Write down the one’s you find valuable… commit them to memory… practice
them on your drive in or on the way to your next appointment… print them out… tack them up near your
phone… pass them on to your sales team… it’s all about sales™… just sell®…
a professional’s questions…
information gathering
qualifying
Your goal is to put the value your product or service creates in context for your prospect. Sales professionals
create this context by breaking down the costs associated with the product or service and illustrating how the
purchase or investment provides a positive rate of return for the company. When the prospect sees your
analysis, they should conclude “…it’s a no-brainer when you think about it like that.” Above all, remember--
the wiifm principle (what's in it for them?) always applies.
objective
provide quantitative information to demonstrate the hard value your prospect will receive by making an
investment in your product or service
method
begin with the initial sales call… use open-ended questions to learn about the prospect’s business,
challenges, goals and plans… to perform a meaningful analysis, you may need some of the following data
points from the interview stage:
• indirect investment (additional costs incurred by your prospect to buy your service-- e.g. new training
costs, management time, set up time, etc.)
• planned usage of the product or service
• time frame for use
• number of people who’ll use the product or service
• average margin on sales revenue
return on investment is defined as the amount of money one can expect to receive as the result of making
an investment... an investment is anything that is purchased for the purpose of generating income (or
decreasing expenses) or an item that is expected to increase in value over time… while an ROI analysis can
be very sophisticated and include such details as time value of money, tax rates and cash flows, a simple
ROI analysis will generally work… just be sure to match your audience appropriately and never work at a
level you feel they may not understand (it’s always best to bet on the conservative side during your
preparation)…
• combination of both
C. determine the annual benefit of the new product or service by multiplying B by 12 months
D. subtract the original investment amount in A from C
E. divide D by A and multiply by 100 to determine the ROI percentage
example:
The annual return on your investment is ##%. Based on the monthly sales revenue it will generate, your
annual benefit is $##,### and your investment is only $##,###.
keep in mind
your goal is to illustrate the investment you’re asking your prospect or customer to make in terms that help
him or her see a positive return… be sure to…
things to avoid
your prospect may disagree with your assumptions and approach… if so, you’ll have an additional
opportunity to engage with your prospect and you’ll likely learn even more about how your prospect will make
the buying decision... to ensure credibility of your analysis, you’ll want to avoid the following:
Below is your checklist to effective presentations. It's based on the fundamentals. As you create your
standard presentations in written form (any other form is not preparation), keep the checklist handy. When
you’re done, evaluate your work by checking yourself against it. You should be prepared for both formal and
informal presentations for each prospect type you have in your sales world. With the standards built and
practiced, customizing for personalities and specific scenarios is a quick task. Remember… do not wing a
presentation because of laziness or a rationalized concern that your message will sound “canned”-- it’s not
the way of the professional. Advance presentation preparation (written and practiced) is the way to bet.
Choose to be prepared and just sell®…
a professional's presentation...
I have...
My presentation...
• focuses on the benefits of my offering as they relate to solving the specific problems of the prospect
• begins with the most important benefits and continues in descending order of importance, including
only pertinent benefits
• has no unneeded statements (zero fluff-- ask, "does it really matter?")
• includes a very brief company background discussion only if it adds credibility to the product or
service or if it's anticipated that the audience would like it addressed
• includes appropriate, customized and easy to understand illustrations where applicable
• includes opportunities for prospects to engage
• includes a powerful conclusion which clearly illustrates the benefits my prospect will receive as a
result of buying my solution now
• is 10% shorter in terms of time than would be expected for a presentation which discusses a solution
of its relative complexity
• minimize the preparation work on the part of prospect (e.g., acquisition of projectors, flip charts,
markers, etc.)
• confirm all individuals necessary to purchase my solution will be present
• be enthusiastic and transfer my enthusiasm to the individuals in the room
• avoid reading directly from any slides
• avoid reading directly from my scripts and outline
• avoid using industry jargon unless i'm absolutely sure the attendees will understand it
• share my attention with all individuals in the room-- not only the primary decision maker
• confirm next action steps with all appropriate parties at the conclusion of the presentation
sales presentation
Objections are a requirement to a successful sales day. In fact, without them, you're likely not engaging your
prospects and customers. It's the introduction of an objection that can spark a flow of information that can
help you further qualify a sales opportunity and better understand the needs and current environment of your
prospects. For this reason, you should work to embrace and understand the true objections you might be
facing.
When companies and individuals have an objection to making a purchase, it's one or some combination of
the following eight. Review them... know them. When you've hit a wall, check your sales opportunity against
them.
Understanding the true objection(s) will help you get one step closer to where you need to be-- whether it's to
the next stage with your current prospect or investing your time elsewhere... just sell®…
the objections
the objections
Negotiation is your opportunity to demonstrate your commitment (and your company’s) to long-term
relationships to maximize value for both parties (for those who sell to businesses, value is ultimately
synonymous with profit). Negotiation in sales can be a formal event, at a specific time and on a specific date,
or it can be an ongoing theme at different points of the sales process. Negotiation is beyond price… it
includes the entire value proposition. As a sales professional you’re seeking mutually beneficial relationships
with prospects and customers which means you’re going to seek a true win/win solution. Practiced and
applied, negotiation skills can increase the level of trust and credibility you and your company have with
your prospects and customers.
The sales professional’s checklist below provides a quick overview for you and your team for your next
potential negotiation with a prospect or customer. Use what fits for your sales world, discard what doesn’t
apply. Your success depends more on your pre-negotiation preparation than on the negotiation moment(s)
itself. Books have been published (and sold), seminars presented and careers built on teaching negotiation
tactics and strategies-- we’re offering the basics to apply today… in your next call. The checklist below
covers it for you-- whether the information is totally new to you or simply a reminder, it will help you better
prepare for your next negotiation.
• do not begin negotiations unless you’ve had an opportunity to fully present your value proposition
• understand the objections raised up to this point in the sales process and identify what your
prospect’s or customer’s motivation (hot buttons) may be based on these objections
• be prepared to articulate to the prospect or customer how your product or service will be used by
them and quantify what value they’ll receive
• be certain you’re dealing with a person with the authority to negotiate and make decisions
• adopt the right negotiating attitude…
• be confident in the value your product or service will return
• be prepared to be patient which will lead to higher trust
• be prepared to work towards a true win/win solution
• know in advance at what point the agreement is no longer beneficial to you and your company and
be prepared to walk away
during negotiation…
if agreement is reached…
• summarize verbally and/ or in writing the agreement for all appropriate parties
• thank the customer or prospect for their time and reinforce the purchase decision
• for your next negotiation, review the points that seemed to help move the negotiation process
forward... study them... know them... use them
if no agreement is reached…
• sincerely thank the prospect or customer for their time and commitment to the process
• give the prospect or customer an "out"... this is an opening for them to come back to you and your
company in the future
• for your next negotiation, review the points that seemed to prevent the negotiation from moving
forward... study them... know them... use them
The closing tool is designed to give you and your team a quick and comprehensive checklist of your "need to
know" points before attempting a standard close (trial closes don’t require the knowledge of all "need to
know" points-- trial closes serve as more of a qualifying function and help the process move to the standard
close). While it’s certainly valuable to have a basic understanding of the "traditional" closes articulated in all
sales manuals (e.g., the assumptive, the puppy dog, the physical action, the choice, the last chance, etc.),
it’s these "need to know" points that create the opportunity for any effective close-- these are non-
manipulative and universal. The correct answers to these questions assist in developing the close into the
natural conclusion we all seek in the process. Work through them for each prospect in your pipeline right now
and be sure you’re on the right track to closure.
Additionally, we’ve included some sample closing statements. These are simple statements and questions
that help everyone involved in the sales process move smoothly to closure. Use what you like, toss what you
don’t and build upon those appropriate for your sales world. No silver bullets… no slick lines… just the
basics… done well…
just sell®…
(please note: any closing statement should be delivered or asked with confidence and an expectant attitude)
For many salespeople (especially those that classify themselves as hunters), service and follow-up activities
are often the most overlooked part of the sales process. Unfortunately, these activities are often the actions
that can help salespeople minimize the need to do some of what most people consider the most unpleasant
of all sales activities-- cold calling. While prospecting is something that should always be done, it doesn’t
mean it needs to be done cold in all cases-- implementing a deliberate and proactive service and follow-up
schedule can help you get closer to that utopia where business comes to you by word-of-mouth and referral
rather than through the 100 dials = 50 contacts = 10 appointments = 3 proposals = 1 sale formula.
Nothing fancy here… it’s simply a matter of taking a look at what you feel should happen after a close is
made, writing it down and making a checklist for each new customer so that you’re sure you’re maximizing
the value of your existing base. Keep in mind, these activities also will not only help you get more "non-cold
calling business" but will also help you retain your current customer base.
On your own or with your team (preferably outside the money hours), work through the guidelines and
thought prompts below to create a service and follow-up schedule that pertains to your particular sales world.
Start taking full advantage of a pool of prospects who are more likely to take your call… your customers.
You’ll be doing the right thing from a service standpoint, getting to know upcoming needs to make additional
sales, locking out your potential competitors and getting business from their colleagues. After all, it’s your
paying customers who should get the majority of your sales love-- give it to them… shake and bake… just
sell®…
the objective
• show gratitude
• affirm buyer’s decision
• minimize buyer’s remorse
• address potential challenges as they arise (before they grow into something worse)
• identify upcoming needs to develop more sales
• retain customers and lock out competitors
• obtain referrals & word-of-mouth prospects
method
what is my current service and follow-up schedule? (what happens once a contract is signed or a sale is
made?)… be sure to include the time intervals when each of the service and follow-up activities take place?
(i.e., thank you email is sent upon verbal commitment, thank you note is mailed upon receipt of signed
contract, etc.)
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
what service & follow-up activities would I like if I were the buyer of my product/ service (activities not
currently done)?
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
what service & follow up activities could I add to my schedule that would potentially drive additional sales
from my customer?
• send a helpful third party book addressing another area where you have a solution
• send a customer newsletter with helpful ideas for their particular world (business or home)
• send relevant industry news stories or trade magazine articles
• give a plant or headquarters tour
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
what service & follow up activities could I add to my schedule that would potentially drive referrals and word-
of-mouth prospects?
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
once complete, bring your current service & follow up activities together with the items you developed from
the final three questions and create your formal service & follow-up schedule… put it in a spreadsheet or
create a binder with an individual checklist for each new customer… keep a small box of individual checklists
on index cards… bottom line-- something simple so it gets done and you can drive more sales…
Handled as an account management function of the sales department or by another department altogether,
customer service is another opportunity to enhance your company’s relationship with existing customers and
prospects. To improve service is to improve the experience at each and every point of interaction that
customers and prospects have with your company. Remember, quality customer service is defined by the
individual experiencing it-- one size, one solution does not work… buyers want to be treated as unique
individuals. However, companies renown for their customer service know that one can orchestrate or create
a customer service experience that most often exceeds customers’ expectations.
The customer service checklist is your guide to deliberately identifying your points of customer interaction
and "scripting" the experience. Its purpose is to help you ensure that each point of interaction with your
customers and prospects is a positive experience. It begins by identifying the points of interaction and then
asking…
Sales is not only a department responsible for generating revenue… it’s also a philosophy that should be
ingrained in every department of an organization… extend the sales culture to the customer service function
in your organization… be the one who helps make it happen… it’s all about sales™.
Identify the possible points of interaction between your customer and your company before the sale even
begins…
• brochure received
• letter received
• telephone call answered
others:
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
As a team identify these points of interaction and decide what experience you want your customers to have
at each point. Write down what you feel that experience should be and create a script to orchestrate the
desired outcome.
for example…
"Thank you for calling ABC, this is Tom… how can I help you"
Identify the typical interactions between your customer and your company during the sale…
others:
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
As a team identify the typical interactions during the sale and decide what experience you want your
customers to have at each point. Write down what you feel that experience should be and create a script to
orchestrate the desired outcome.
for example…
experience: representative is trained how to efficiently look up an account number using another piece of
information…
"That’s not a problem, would you mind confirming the spelling of your company name for me?"
Identify the typical problems or mistakes which may occur after a sale…
others:
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
Create scripts for how each of these typical problems should be handled-- remember that with problem
resolution, each problem is unique and the process must include opportunities for representatives to handle
the problem efficiently (by doing things right) and serving the customer effectively (by doing the right thing).
for example…
experience: customer cannot find the right person to answer the question
"I apologize that it’s not been easy for you to get this question answered… I’m going to personally make sure
I find the correct person for you… would you like me to call you back in five minutes or do you want to stay
on the line while I do this?"
• does the resolution process begin with a sincere apology? (the apology does not have to accept
blame… consider
"I am sorry that you experienced that"
"I am sorry that the purchase did not meet your expectations"
• are your frontline representatives trained to solve basic problems?
• do your frontline representatives know how far they can go to resolve problems?
• do representatives take ownership of the problem and ensure it is either handled or personally make
sure the correct person handles it?
• do representatives listen attentively and apply that information to the resolution?-this helps make the
customer feel understood and better served
does the process make sure the representative is communicating next steps to the customer and
explain how the problem will be resolved?
• is there a sense of urgency to the resolution process?
• do representatives make and keep commitments, no matter how small?
something to add?
now go sell something
Networking is about contact-- contact with people.
A primary business activity for those who drive revenue (and even those that don’t*), networking is a skill set
well worth developing. In fact, it’s a necessity. And, like all parts of the sales process, it can be distilled to a
few very authentic fundamentals.
In the upcoming year, you’re sure to be in a networking environment (formal or informal). It may be a
tradeshow, an association or civic meeting. Or, you may find yourself at the national sales meeting with an
opportunity to meet the "home office" people who make sure your customers are served well. If you have
nothing on the radar at the moment, see what networking opportunities you can create. There’s immediate
and long-term value to you and those with whom you connect. It’s assured.
This is your guide to the fundamentals of successful networking… just sell style. Work it… practice it…
improve it… and work the room. Finesse points are developed with experience… by doing. Nail these
fundamentals and you’ll make every networking experience you’ll ever have a pleasure for you… and for
everyone with whom you connect… professionally and personally. It’s your time… it’s your event… it’s your
room… just sell®…
with your particular event and its attendees in mind, prepare (in writing) & practice (verbally delivering)…
sample…
"hi, susan… I’m bob jones [with xyz company, in district 7, in the forms division]
• general statements/questions that will help initiate a conversation with someone (at least 3)
samples…
"how long have you been [a member of, involved with] [specific group]?"
"what brought you out here [today, tonight]?"
"have you been to a [meeting type] before?"
"what do you think of the [show, meeting, event] so far?"
"what did you think of the last [show, meeting, event]?"
"what do you think about [event specific thing or event]?"
"how do you know [speaker, organizer of the event, sponsoring group of the event]?"
samples…
"can I give you a call next week to set up a time to talk in more detail?"
"would you like to get together on friday and work through the idea?"
samples…
"good meeting you… will I see you at [other meetings]?"
"well that sounds exciting… best of luck with that… I’ll let you get back to [whatever the person was doing
prior to talking with you]… enjoyed meeting you."
"it’s quite an event… we should probably keep moving… i enjoyed talking with you, bob."
at the event...
*everyone drives revenue in one way or the other… just sell® (back up)
Time is money-- never a more true statement, especially for sales & marketing professionals. Money for you
and revenue for your company. You're a professional dedicated to generating ever increasing levels of sales
revenue. How efficiently you allocate your assets (your time, your skills, your resources) directly impacts your
ability to deliver those results and enjoy your success.
Time is a paradox for everyone. It's an absolute; it's perfectly equal for everyone… same days in a month,
hours in a day and minutes in an hour. Yet time seems to work better for some and be more abundant for
others. Those with seemingly more time have learned how to manage the allocation of their assets around
time.
Below is your time management checklist for the sales & marketing professional. It'll help you identify the
important elements to consider when developing your personal time management system. Some aspects
may apply to your sales environment, some may not-- use what works for you and skip the rest. Moving
forward, be sure to evaluate your time management practices periodically and use this checklist as your
guide.
• organize your day around the money hours-- the hours you can and should be talking with prospects
and customers
• non-revenue generating activities are before or after the money hours
prospecting hours
follow up
• queue up and standardize your most frequently used follow-up pieces for easy production and
distribution
• document follow up immediately-- do not set aside to document later
professional development
• schedule non-money hours for sales skill development or improving industry and/ or product
knowledge
understand the value of your time…
sales days
sales stats
• understand and track your sales stats so you may plan effectively
o dials to contacts
o contacts to qualified leads
o qualified leads to proposals
o proposals to contracts
o contracts to customers
o dials per hour
o follow up calls per hour
o follow up attempts before dropping
extra time
• always have something to read… always… for flight delays, waiting rooms and lines
• use drive time for sales development and phone calls (get a headset if you can)
• one extra call a day is more than 250 extra contacts in a year
start early
• not only for the day, but also for the week, month and quarter
• start early on projects and sales appointments
plan ahead
prepare yourself
• you're a sales professional-- prepare yourself for sales greatness with the sales checklist tool
respect time
tic toc…
Pull out ten recent cases of business you’ve won or lost… work through the questions and answer them
objectively. No need to spend time on beautiful and grammatically correct responses… quick stuff here.
You’re looking for patterns or correlations that will help you minimize future losses and maximize your
potential for future wins. Work through it with your team or take the bull by the horns yourself… it’s your sales
world… own it… just sell®…
sales result
won || lost
sales opportunity
source of prospect
1. Was the prospect from my outbound prospecting efforts? If so, which lead source?
2. Was the prospect from an advertising or direct marketing campaign? If so, which campaign?
3. Was the prospect from a trade show? If so, which show, when and where?
4. Was the prospect a referral? If so, from whom? From what industry was the referral given?
5. Was the prospect an inbound inquiry? If so, thank the sales angels for this one.
1. What was the prospect’s specific need for the product or service involved?
2. Describe specific statements from the primary contact that define that need.
3. What objections were raised by the prospect?
4. What responses were used to overcome those objections?
note: if you’re uncertain of how well you understand your prospect’s needs, review these questions to
evaluate your understanding…
1. When did I arrive in the buying process? e.g. first, second, last…
2. What criteria was established by the prospect for the selection process?
3. How were these criterion determined?
4. When did I last verify these criterion were still valid?
5. What competitors were involved?
6. If the account was lost, who won?
pricing/ budget
time frame
1. What decision time frame did the prospect provide at the beginning of the process?
2. What was driving the time frame?
3. Did the time frame change as I moved through the sales cycle?
4. When did I last verify the decision making time frame?
warning signals
1. Did the prospect hedge on when a decision would be made? If so, when in the process?
2. Did the prospect hedge on the available budget or target price point? If so, when in the process?
3. Did the primary contact reduce frequency of contact or become increasingly unavailable? If so, when
in the process?
4. Did the primary contact reduce my contact with others involved in the decision making process? If
so, when in the process?
5. Did the decision making process get changed? If so, when in the process?
6. Did the prospect de-emphasize the need for the product or service? If so, when in the process?
overview/ summary
1. If won, was there one occurrence or activity that was primarily responsible for winning the business?
If so, what?
2. If lost, was there one occurrence or activity that was primarily responsible for losing the business? If
so, what?
If you’re interviewing candidates, use what you like… improve what you don’t…
If you’re in the hunt for a new sales position, use them as a prep tool and work your way through. When you
come out the other side, you’ll be completely tuned and ready for action… dig in…
3. What do you like and dislike about the sales process and why?
4. What do you like and dislike about the products or services you’re selling now and why?
9. What type of sales cycle is most rewarding to you? A long cycle for a big ticket item or a series of
smaller, more frequent sales.
10. As a sales professional, what do you see as your primary and secondary roles within a company?
11. In your current position, how much time would you say you spend directly with prospects and
customers throughout the sales day and what specifically do you do with them?
12. Describe a situation with a client or prospect where you made a mistake. How did you handle the
error?
13. Describe a couple of instances, big or small, where you took a different tack in achieving an objective
than was the company standard?
14. Describe a time where a creative approach to meeting an objective didn’t work and what you did
next?
15. What do you think are the most important skills in succeeding in sales?
16. What are your top three open-ended questions for initial sales calls?
17. In your current sales environment, describe the process you go through to qualify your prospects?
23. How would your present prospects and customers describe you as their sales representative?
24. Describe a time your company did not deliver on its product or service and how you responded?
25. Describe one or two of the most difficult challenges and/ or rejections you’ve faced in the past and
how you responded?
28. What would you say your one or two biggest failures or mistakes were? What did you learn from
them?
29. What are some of the challenges you see that are facing this industry?
30. How would those with whom you work now, across all areas of the company, describe you and the
work you do?
31. Describe a time you led a group of people, the primary challenges you faced and how you handled
them?
If you’ve not had the opportunity to formally set your goals for the coming month, quarter or year, consider
using the goal setting worksheet below to help you. Because sales environments, processes and
organizations can differ significantly, you may need to rework some of the points. No problem. Use what you
like and toss what you don’t but make sure you do it (in writing) or you’ll always be subject to your
environment (a boat hoping the current will bring it safely into the harbor).
You do not have our permission to fail. Yes, you’re human, but in our book that means you sell… go to work.
results
• income target
• less base salary
--equals commission/ bonus target
• commission/ bonus target
• divided by the average commission/ bonus earned per sale
--annual unit sales target to reach income target
• annual unit sales target
• divided by 12 months
--equals monthly unit sales target
• annual unit sales target
• divided by 50 weeks (assuming two week vacation-adjust accordingly)
--equals weekly unit sales target
activity
• average outbound calls per [day, week, month] (method typically used-phone, in person, etc.) to
engage in an initial sales interview
• average number of initial sales interviews or demonstrations per [day, week, month] to find a highly
qualified prospect where a contract or proposal will be developed and delivered
• average number of contracts or proposals delivered per [day, week, month, quarter] to close a deal
• targeted number of product or service ideas to be submitted during [month, quarter, year]
• targeted number of improvement suggestions to be submitted during [month, quarter, year]
• targeted number of company activities to participate in, outside the sales role during [month, quarter,
year] (e.g., training others, strategy sessions, writing an internal newsletter, etc.)
• list specific ideas, suggestions and activities for targets that are currently known
something to add?
In the event your company hasn’t yet standardized its formal evaluation procedure, let the questions below
serve as a guideline to helping you evaluate your sales team and ultimately coaching them to consistently
improved performance.
contribution
activity
1. number of outbound prospecting calls (dials or in-person) made during the past [time period] for new
business
2. number of outbound prospecting calls (dials or in-person) made during the past [time period] for
business from existing customers
3. number of initial sales interviews given during the past [time period]
4. number of presentations given during the past [time period]
5. number of proposals generated and delivered during the past [time period]
6. number of trade shows and/ or events (selling opportunities) attended during the past [time period]
7. growth (percentage) of each figure above over the previously measured period
Rate the general skill level in each area of the sales process that applies, on your preferred measurement
basis (e.g., exceeds expectations, meets expectations, does not meet expectations, numeric, alpha, etc.).
1. prospecting
2. interviewing
3. needs analysis
4. presentation
5. negotiation
6. closing
7. service & follow-up skills
Rate the skill level of each that applies, on your preferred measurement basis (e.g., exceeds expectations,
meets expectations, does not meet expectations, numeric, alpha, etc.)
1. asking questions
2. listening
3. qualifying
4. discovering primary issues of concern (hot buttons)
5. building rapport
6. establishing trust
7. addressing objections
8. planning action steps
9. confirming understanding
10. asking for referrals
11. seeking additional selling opportunities
12. evaluating responses & results
13. affirming decisions
14. developing credibility
15. developing a valuable relationship
16. maintaining a positively expectant attitude
17. managing selling time
18. territory management
19. sales tracking, reporting and general paper work
1. work ethic
2. integrity
3. flexibility
4. decision making ability
5. willingness to take risks
6. communication
7. impact on others within the organization
8. leadership
product knowledge
1. new product/ service knowledge acquired during the past [time period]
2. new industry knowledge acquired during the past [time period]
professional development
additional contribution
1. product or service ideas submitted during the past [time period]
2. improvements suggestions (solutions) made during the past [time period]
3. company activities participated in outside the sales role during the past [time period] (e.g. training
others, strategy sessions, writing an internal newsletter, etc.)
* If you’re formally evaluating a member of your sales team, either introduce or conclude (whichever you
prefer) each area of evaluation above with appropriate overview statements that address and identify…
… or include these statements toward the end of the evaluation, just before your suggested action steps for
the coming time period.
Where there is no specific strength, improvement or improvement needed, avoid forcing verbiage and move
on.
AIDA
sales process acronym... attention, interest, desire, action... "get the prospect's attention, gain their
interest, create desire and encourage them to act by moving forward with the purchase."
advocate revenue
sales influenced by word-of-mouth advertising.
agent
a person who acts on behalf of a company or individual to sell its products or services... an agent is typically
compensated on a commission only basis... also see broker
ambush marketing
the act of marketing a product or service in conjunction with an event or other brand without paying for the
right... typically used when an official sponsorship opportunity is available but a company doesn't wish to pay
the fee for the sponsorship or another company has already purchased the sponsorship.
ASP
acronym... application service provider... a software solution used by the customer where the solution itself is
developed, hosted and managed by an outside company... generally implies a lower implementation cost.
assumptive close
old school closing approach where the salesperson assumes the prospect is buying and moves directly to a
request for a signed contract and/ or payment.
barter
a non-monetary exchange... an exchange of products and/ or services for other products and/ or services...
sometimes used to minimize cash outlays or to maximize the value of sunk costs.
benefit
the value experienced by the customer.
Black Friday
a retail sales term used to describe the Friday after Thanksgiving... traditionally a big selling day for the retail
world... originated as a description of the day in the year when a retailer begins to profit or "be in the black".
broker
a person who acts on behalf of a company to sell its products or services... a broker is typically compensated
on a commission only basis... also see agent.
budget
the amount of money available for use to a salesperson or purchasing agent for a particular time period or a
particular project... can also be used to describe a sales target (in revenue and/ or units) for a specified time
period... also referred to as a quota, goal or forecast.
buying signal
a communication from a prospect or customer that indicates s/he is or is strongly considering making a
purchase... typically delivered in the form of a question (i.e., can i have it delivered before the end of the
month?)
CRM
acronym... customer relationship management... term generally used to describe a comprehensive software
solution that helps companies manage their relationships with their prospects and customers.
canvas
another word for the activity of prospecting... typically used when referring to prospecting that involves
prospecting that's done in person rather than over the phone.
channel
the means used by companies to make their products and services available to their target market...
examples include direct channel (sold by the company's sales force), distributors, retail stores,
manufacturers' reps and value added resellers.
close
part of the sales process...
as a noun... the point at which the prospect makes a commitment to purchase a particular product or service.
as a verb... the point at which the salesperson asks or encourages the prospect to make a commitment to
purchase a particular product or service.
cold call
a sales call where the salesperson doesn't personally know the company and/ or contact s/he is calling on
and/ or a sales call where no known need, by the prospect or salesperson, exists.
commission
compensation paid to a salesperson following the successful completion of a sale to a customer... typically a
percentage of the gross sales revenue but can be linked to units or margin as well.
contact manager
a method or system for managing contact information, priorities and checklists... typically used to describe a
software solution that partially automates contact management functions.
cross sell
to sell a prospect/ customer a product or service that complements or adds value to another purchase... can
also be used to refer to selling an existing customer another product or service (regardless of its connection
with another purchase)