Course material for your personal use Metisan Pty Ltd kisstosell.com.au. Sales Checklist

Transcription

1 Course material for your personal use Metisan Pty Ltd kisstosell.com.au Sales Checklist

2 Contents Introduction... 3 A note before we get started... 4 Daily Checklist... 5 Morning... 5 Afternoon... 5 Weekly Checklist... 6 Monday:... 6 Tuesday:... 6 Wednesday:... 6 Thursday:... 6 Friday:... 6 Thank you!... 7 Kiss & Tell... 7 Copyright Statement

3 Introduction Welcome to KISS to Sell The KISS to Sell Sales Checklist bonus material is something you can use every week in your business to assist you in selling. A checklist will help you to prioritise and do the important sales tasks. Doing these tasks will make you more successful in your selling because it is easier to have and then follow a plan. I m looking forward to helping you on this journey towards more confident selling. To your Selling Confidence! Frances Pratt This material has been sent specifically to you if you would like to share the KISS to Sell program with others then please me and I will happily send them a special link with a discount to the KISS to Sell Program. If you would like to share this with people inside your business, then please me and I am happy to organise that with you. 3

4 A note before we get started You will find following this checklist more useful if you can track your sales work in a Customer Relationship Management (CRM) system. In my business, and many of my small business clients, I use ZOHO CRM (crm.zoho.com). It has all the basics covered that you will need to track your selling, and it is free for up to 3 users. If you don t have a CRM then you can track much of the information in your product (for example Outlook). I have used the term CRM in this checklist, assuming that is where you will track your contacts and tasks. 4

5 Daily Checklist Morning Prioritise people that you should follow up. o They should be people that you: Promised to call today Haven t heard back from Haven t been in touch with for some time Know some event has happened for them: Birthday Starting a new product / service / business Launch of a new website Many other reasons Check and answer any client (or potential client) questions Check social media (Twitter / LinkedIn / Facebook) to: o Answer or respond to any interactions o Check if someone is looking for your area of expertise and answer questions Check in with other people in the business who are working with your clients to see if there are any questions or outstanding things that need to be answered or expedited. Look out for opportunities for your clients and other people in your network. Afternoon Ensure that all your action points and dates are recorded in your CRM for the people that you have spoken with today. Go to LinkedIn and connect with any new people that you have met Send follow up s to the people that you have spoken or met with today. o This should cover: Thank you for the meeting today What you and they agreed to do and by when When the next contact point is 5

6 Weekly Checklist Monday: Choose one of your existing clients. Call them to check to see: o How their business is going o How happy they are with your product or service o If there is anything that you could do differently that might serve them better Tuesday: Set up a review meeting with a client that you have just started working with. o Review what you said you would deliver and the benefits that the client would gain Have you been able to deliver on this? o Check what the next top 3 priorities for this business are: Can you help with this? Do you know someone else that can help with this? Wednesday: If you run a business, sales is not your only job so I have left this free for you to have meetings and do other tasks. Thursday: Check that the appointments that you set up for the coming week have been accepted / declined or not answered. o Add the people that have declined to your call list (to reorganise) o Add the people that have not answered to your call list (to re-confirm the appointment). Friday: I use Friday for planning day. Set out your sales goals (30 minutes). o Think about what you have learned this week from your clients or about your industry o List new things that you can try based on these new discoveries o Choose one to act on straight away o Choose one to act on in the next week 6

7 Thank you! I really hope that you are enjoying KISS to Sell! Want to ask a question about sales? Ask a sales question! There is still more that you can discover! As a KISS to Sell Member, you can: Read articles on selling Have a look at what others have asked about this video. KISS to Sell KISS Member Area Kiss & Tell Want to refer someone to the program? We give you permission to KISS & Tell feel free to send them this link. KISS to Sell KISS & Tell Promotion Thank you again and I wish you every success with your business. 7

8 Copyright Statement You acknowledge that the material, information, communications, text, graphics, links, electronic art, animations, audio, video, photos, and other data made available to you ("KISS to Sell content") are provided by KISS to Sell and are the copyrighted works of KISS to Sell. You may not copy, reproduce, publish, distribute, modify, create derivative works of, rent, lease, sell, transfer, display, transmit, compile or collect in a database, or in any manner commercially exploit any part of the KISS to Sell content or our services in whole or in part unless expressly authorised by KISS to Sell. You may only store any KISS to Sell content or KISS to Sell services or materials in any form, for personal use. Under the Copyright Act 1968 and related amendments you are limited as to the amount of material that you may download, print, copy and/or cut and paste from the website. It is your responsibility to ensure that you do not infringe any applicable law. You may only download and print a reasonable quantity of copies of KISS to Sell content for personal and personal educational use. The copies must contain any copyright or other proprietary rights notices that are contained in the original source. The copies must not be modified. You acknowledge that KISS to Sell remains the owner of the KISS to Sell content and that you do not acquire any intellectual property rights in the KISS to Sell content. If KISS to Sell becomes aware that you have illegally distributed this material without their express written permission, we reserve the right to stop your access to the video content and stop future chapters of the videos and workbook from being sent to you. If this occurs, you will forfeit your right to a refund or other remedy. KISS to Sell is a registered trade mark of Metisan Pty Ltd. The KISS to Sell name and other related trademarks including the KISS to Sell logo that appears throughout the website are trademarks of Metisan Pty Ltd or our related third parties ("Trade Marks"). You are strictly prohibited from using, displaying or providing links to the Trade Marks without express permission from Metisan Pty Ltd or our related third parties in relation to their trade marks. 8