Type
Key Activity/Session
Date
May 9, 2023
Master Vector
Recording
Session
Status
Done
Topics
SALES PROCESS : Conversion Playbooks
DELIVERABLE
Click the link to access the Notion Model and duplicate the template 👉
SESSION
Summary:
- Create customizable playbooks to improve the sales process
- Focus on creating relevant value propositions for customers
- Building B2B relationships requires ongoing effort through various activities, not just one-off interactions
- Focus on important activities and opportunities, not just building brand awareness
- Use marketing automation for customer conversion, but avoid being pushy
- Treat potential customers as individuals with unique interests and problems
- Understand the concept of needs and build trust in sales
- Use a templated approach to sales and focus on earning credibility and driving urgency to avoid inaction
- Build rapport with customers and act before May to avoid losing opportunities
- When solving a problem, understand the reason behind it and consider multiple solutions
- Follow a winning sales process and define stages or steps for customers
- Create a customizable automation playbook with buttons to execute certain steps
- Use templates for activities and stages to help with prospecting and qualification
- Create clear and incremental steps to establish trust with prospects
- Provide incremental value and always seek to help to establish trust with prospects
- Define sales steps that make sense and current activities for account planning
Action Points:
- Create a commercial playbook table where different approaches can be defined for each stage of a go-to-market strategy to help build an account plan
- Create a table for buyer stages
- Create a minimum viable process for growth foundation and personalized playbooks needed for individual cases
- Make it practical to create follow-up pages or any other platbooks
Key task for Xavier
Then Steps or typical actions within stages ( the ones you ares going to use (drag& drop or copy) to define what needs to happen to win ( an account plan)
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CONTENT / PRESENTATION
Resources