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CHAPTER 2 AN EXECUTIVE SUMMARY: HOW TO PICK UP THE PHONE AND SELL

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Here is a lightning-fast executive summary of the approaches laid out in this book:

In my experience with tens of thousands of salespeople, clients, and workshop attendees applying my sales growth approaches, the single most effective – and avoided – selling action is the phone call.

I believe that we salespeople should lead with the phone.

That is, it should be the first action in our selling day and also the first effort in our selling sequence with individual customers.

At the start of your week, make a quick plan of who to call.

Call first. The reasons why are in the next chapter.

Create your Target 60 list of customers and prospects to focus on for the coming month. This planner is presented in Chapter 7.

Next, lay out your Simple Proactive Call Planner for the week, identifying current and past customers you will call, and current and past prospects. This planner is also in Chapter 7.

Aim to call three to five customers or prospects per day, first thing in the morning.

Who should you call? First, call people who you know – current and former customers, and current and former prospects. Call people who recognize your name or at least your company name. Too many people assume proactive calls only mean cold calls. In fact, you can grow your sales dramatically by only calling people you know and offering to help them (more).

We will revisit this in Chapter 23, but for now, these are the people you should be thinking about calling proactively, with the groups in order from right to left – always focusing on the people who know you or at least recognize you or your company.

If you prefer, send a quick text in advance to set a time to speak.

When you call, you will frequently need to leave a voice message (scripts are in Chapter 19), which you should absolutely do.

After leaving the message, send a short text to let the customer know you called, and invite them to get back to you by text or phone, whichever is easier for them. This gives them a choice of how to communicate with you.

With this voicemail-text message communication combination, you will find that about two-thirds of your customers and prospects will get back to you.

On the off chance that the customer picks up the phone, great; you will have a nice, positive conversation. (Simple scripts are throughout Parts 4 and 5.)

Log your communication in the Proactive Call Tracker featured in this book or your own action-tracking or CRM system.


Log the return communications as well, so you remember who you have reached out to and who got back to you.

Update your pipeline daily, because this approach will create countless opportunities for you, as well as a daily progression of customers and prospects toward a quote, a proposal, or a close; and, of course, you'll be securing a lot of new business.

It all starts with a proactive call to a customer or prospect when nothing is wrong.

Make that the tip of your selling spear.

Make it the first action.

And then start making plans for a sudden and significant influx of new business, because the floodgates are about to open.

Pick Up The Phone and Sell

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