SOLD! How to create a disciplined sales process and avoid ideas that don t produce results. Pretty Pink Ponies, Inc.

Transcription

1 SOLD! How to create a disciplined sales process and avoid ideas that don t produce results

2 Peter Walsh

3 Contents I. Introduction II. Analysis: Do your current efforts help you achieve your goals? III. Social Media Marketing: What do you add to the virtual conversation? IV. CRM: How to handle being too popular V. Process: Why and how to create a sales process

4 Introduction The principles outlined here are taken from countless resources and personal experiences working with the most successful people in the wealth management industry. While what we sell vary, the fundamental idea of treating clients as partners and establishing rapport are professional ideologies that will always remain relevant. In a sea of so many sellers on the web, understanding the basics of professional salesmanship will already set you apart from those who don t take the time to develop their own limited understanding of the most important aspect of the business process.

5 Congratulations on making a decision to do something about your goal to sell more! Having a plan is smart, but being effective Requires action. Let s begin! Peter Walsh

6 II. Analysis The following exercise helps you understand the value of your current sales approach. Peter Walsh

7 II. Analysis Q. How do you know if what you re doing works? And if it does work, how do you know how well it works? As with all things worth our while, it behooves us to know how much of our time something is worth. Since time is the only true endangered resource, we need to protect this valuable commodity by being on the lookout for activities that don t contribute towards our objectives and what we value most in life.

8 II. Analysis ACTIONABLE SUGGESTIONS: Take the sales venue or strategy that you believe to produce the best results and put it to the test. Measure: 1. Track the time it takes to participate, sign up, prepare, create goods, etc 2. List the monetary cost of the above Peter Walsh 3. Compare the money you made from sales with the value you gave up (#1 and #2) Analyze: Were your sales results truly worth the time and money you sacrificed, or are you happy with the results only because this strategy or venue is one of the few that you know about and you don t think you have other options?

9 III. Social Media The following questions helps you identify your social media marketing strategy and purpose Peter Walsh

10 III. Social Media Your business has profiles on facebook, twitter, tumblr, linkedin, pinterest, blogger, wordpress, vine, myspace, reddit, evernote, instagram, ad nauseam so what? Q. Do all those social media accounts you spend so much time managing help you generate more sales? How so? Peter Walsh

11 III. Social Media ACTIONABLE SUGGESTION: Look at yourself from your clients and social media followers perspective. Conduct a self-analysis: 1. Would you follow you if you weren t you? 2. Whom do you enjoy reading on social media or blogger sites and what do you get from reading their posts? Peter Walsh 3. What do you have to contribute to the online conversation? Analyze: After paying close attention to your followers and what they discuss online, can you classify them as a particular demographic?

12 III. Social Media TBC Peter Walsh

13 SOLD! This is a free online version of Sold!. For a copy of the full version and other resources, visit our blog, my p r e t t y p i n k p o n i es. co m, for updates and how to subscribe to more tips. Thanks!

14 IV. CRM The following exercise helps you develop your online relationships into actual connections with people Peter Walsh

15 IV. CRM Pinterest Facebook Your Brand Peter Walsh Twitter

16 SOLD! This is a free online version of Sold!. For a copy of the full version and other resources, visit our blog, my p r e t t y p i n k p o n i es. co m, for updates and how to subscribe to more tips. Thanks!

17 SOLD!

18 SOLD! How to create a disciplined sales process and avoid ideas that don t produce results