Managing Sales Process

The Territory Battle Plan (Issue 501)

In which we are reminded that, much as in Holiday shopping,  our efficiency and effectiveness in our territories can be vastly increased through the development and implementation of a plan. Read more »

Five Questions to Ask in January (Issue 500)

In which we are reminded that January is a good time to step back for a more strategic look at our clients and prospects and, perhaps, to help them articulate their plans more clearly so we can help them more powerfully. Read more »

Leave a Trace (Issue 499)

In which we are reminded to leave a trace or a trail for our prospects so they can find us when they want to talk to us. Read more »

Rehearsed Action (Issue 498)

In which we are reminded to over-prepare for high stakes sales calls. Read more »

Standing Out in the Crowd (Issue 495)

In which we discuss strategies to draw attention and attract  prospects and referrals. During a training session for branch managers and small business bankers, I shifted the focus from typical networking and prospecting to “attraction marketing” – attracting prospects to you rather than you stalking and chasing them. Read more »

Under Control (Issue 492)

In which we are reminded to stay focused as we pursue our sales goals. Eight a.m. Saturday broke a crisp, golden sunny, glorious October morning as the contestants in the Head of the Charles Regatta began their events. Read more »

Reasons to Meet (Issue 490)

In which we are reminded that we can generate reasons for prospects to pay attention to us when we approach. We’ve just received notice that a local “light opera” company is planning to perform the musical, The Music Man, in a few weeks time. Read more »

Mother, Please! (Issue 489)

In which we are reminded to ask a few questions to determine whether our clients are really open to outside solutions. Frank is one of our neighbors… smart, funny, knowledgeable… and I do my best to avoid conversation opportunities with him. Read more »

More Than A Gut Feel (Issue 486)

In which we are reminded that to sell our value, rather than defend our cost, we must be able to quantify the value we’re selling. Read more »

Something to Talk About (Issue 485)

In which we consider a practical strategy  to connect with our prospects if we’ve not walked in their shoes. Read more »

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