30 Minutes to President's Club | No-Nonsense Sales

#44 - Playbook: How to run a sales process

Feb 24, 2021
Discover the key components of an effective sales process, including preparation, communication, and follow-up strategies. Learn to set a solid agenda and exit criteria for successful meetings. Explore innovative tools like micro-demos and video recaps to enhance client engagement. Understand the importance of direct communication and manage your sales pipeline efficiently. With insights on how to humanize outreach and utilize tailored tactics, you’ll equip yourself to maximize productivity and close more deals.
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ADVICE

Pre-Meeting Prep

  • Send a short preview video before the meeting to pique interest.
  • This sets the stage for a productive meeting and avoids getting ghosted.
ADVICE

Customer Research

  • Research key customer details like funding, employee growth, and team members' LinkedIn profiles.
  • This preparation helps tailor your approach and shows you've done your homework.
ADVICE

Upfront Contract

  • Start meetings with an 'upfront contract': time check, agenda, meeting mechanics, and foreshadowed next steps.
  • This creates clarity and ensures everyone is on the same page.
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