Engagement Process

1. Listen and Learn

The best way to understand how (or if) I can help you achieve your goals is to listen to you.

  • Conversation approximately 1- 2 hours
  • Key areas of the conversation include:
    • Goals
    • Challenges
    • Current approach to selling process
    • Target areas of interest
    • Definition of success
2. What do you want to focus on?
  • Differentiation from competitors’ salespeople
  • Prospecting
  • Handling Objections
  • Managing a complex sales process
  • Growing existing accounts
  • Closing more deals
  • On-boarding new Sales Reps
  • Other topics?
3. Approaches that work for you

Flexibility to align to your areas of interest and desired approach to allocating time to sales coaching (e.g. weekly, monthly).

  • Workshop
    • Common objective
    • Various skill/experience levels
  • One-on-One Coaching
    • Greater depth
    • Focus on specific deals
  • Combination
4. Getting started

We can start working together toward your goals thru individual collaborative sessions and/or a more structured approach.

  • Individual collaborative sessions
    • Workshop or One-on-One
    • 1 – 1.5 hours
    • Schedule as needed
  • 5 or more collaborative sessions
    • Workshop or One-on-One
    • 1 – 1.5 hours / session
    • Scheduled ahead of time (at your desired frequency)
    • Enables focus on specific deals
  • Your recipe
    • Combination of workshops, one-on-ones
    • Time / session
    • Frequency of sessions