Managing Sales Process

This Session Should Be Recorded (Issue 1082)

In which we are encouraged to record ourselves – our introductions, our pitches, our presentations – to polish them to full shine. Read more »

Start Simple. Assume Nothing. (Issue 1080)

In which we are reminded to first check the basics when we are assessing client challenges. Read more »

Many Steps Over Time (Issue 1079)

In which we are reminded that it can take time and many baby steps before a client will take the risk of relying on us for professional advice … and it helps if they like us, first. Read more »

Shifting Gears (Issue 1078)

In which we are reminded to visualize or rehearse what we plan to do when we shift from one environment or one client meeting to another. Read more »

Butter Creaming (Issue 1076)

In which we are reminded to save our strength, to conserve our resources, to be a bit patient when we see that the prospects or customers we’d like to engage really aren’t ready to talk… it’s too soon. Read more »

Stay Close (Issue 1075)

In which we are reminded that one key to spotting opportunities in prospects or existing clients is to check in with them frequently so we can monitor the progression of ideas to plans and action. Read more »

Christmas Tree Lights (Issue 1074)

In which we are reminded that our professional networks can quickly go dark if we don’t pay attention to them. Read more »

Getting In The Door (Issue 1073)

In which we are reminded that, when looking for ways to “get in the door” to new accounts, it’s very helpful to connect with someone on the inside who can push for us. Read more »

Bananagrams (Issue 1072)

In which an evening of vigorous Bananagrams reminds us that, when pursuing business with a major account, we’ll do better if we spread out wide, building pathways and advocates in many parts of the firm, rather than concentrating all of our efforts on one person or department. Read more »

Save Room for Dessert

In which we are reminded, again, to conserve capacity for the plum accounts that have the biggest impact on our production. Read more »

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