Stop Using Email In Your Sales Process

Stop Using Email In Your Sales Process

In your sales process, it’s so easy to make assumptions.?

One of the most common ones is emailing a prospect a plan, analysis or proposal, assuming they’ll read it and hoping for a reply back that says:?

“Looks good, we’re ready to move forward with you and to transfer our funds”.?

You know what I mean right??

You have a great initial meeting with a new prospect, they agree to an analysis of their financial situation. ?

You conduct the analysis (typically for free) and you do a brilliant job making your recommendations into a plan, then you email it to them, then crickets, no word back.?

You then attempt to follow-up with them, but keep getting their voicemail.?

Radio silence.?

This is a common road block that happens to most advisors.?

How do you break this pattern once and for all??

You don’t email them the plan.?

In fact, you shouldn’t be using email at all in between the steps in your sales process.?

Crazy you say?!!?

Consider this instead…?

Create a “Calendar-Relationship” with your prospects.?

What that means is, you schedule your next conversation with them at the end of the last conversation…they stay on your calendar all the way through the process.?

No alt text provided for this image

So in this scenario, if they agree to you doing their analysis, you schedule the next session to do that.?

Then at the end of that session, you schedule your next session to review the plan with them by saying: “Let’s go ahead and schedule our next meeting together, where I’ll be walking you through the details of your plan, and we can adjust and change it as needed to meet your exact needs.”?

If they are the right fit for you, they’ll happily agree to meeting with you again, because it’s common sense to review the plan with them.?

Do not send them the plan for them to review, because once they have it, then they may feel they don’t need you anymore.?

Why is a calendar relationship so key to your sales process??

It protects your authority (hard to get shopped).?

It separates you from the pack (you don’t operate like other advisors).?

And it underscores your prospect’s need of a relationship with you (insights get delivered when they interact directly with you, that they could never get any other way).??

It also greatly simplifies your sales process by getting straight to the truth.?

No more hiding behind email.?

Unlock The Game?, a new sales mindset that overturns the notion of selling as we know it today. His personal insights on how to build trust between buyers and sellers continue to break new ground. Thousands of Business Owners worldwide have been transformed by his trust-based sales approach. Get access to the Free Masterclass at www.UnlockTheGame.com/Video and subscribe to this podcast or to be a guest on the show, visit www.UnlockTheGame.com/Podcast?

?

?

Marc Fasel

Co-Founder || Generative AI for Sales

2 年

I can understand that as a sales rep, you want to keep the communication going after you put in significant time for that document. You would hope that the customer would do that automatically. But setting up meetings instead of emailing them sounds a bit like gate-keeping, snd is not very customer-centric. It should be up to the customer to decide whether they want to meet for discussion, even if it is to the detriment of the seller.

回复
George Krahn

??????♂?Manufacturing & Construction Lead Generation Systems & Consulting on Marketing Strategy????????

2 年

Great stuff, Ari. I get really annoyed with how unreliable email is anyway. Even if they are genuinely interested in receiving your emails! You’d think legit stuff would stop going to spam & vice versa already. We’re nearly into 2023, for crying out loud.

Ari Galper

World's #1 Authority On Trust-Based Selling | Founder of AriAI - The Only AI-Driven Trust Intelligence System | Author of "The Trust Economy"

2 年
回复

要查看或添加评论,请登录

Ari Galper的更多文章

  • Why Doing Free Consulting Doesn’t Create Trust

    Why Doing Free Consulting Doesn’t Create Trust

    Most advisors base their sales process to inform and educate their prospects. You have a discovery meeting, offer a…

  • Why You Should Ditch Low-Quality Lead Services

    Why You Should Ditch Low-Quality Lead Services

    The internet is flooded with lead generation services promising a steady stream of qualified opportunities. Their…

  • How To Bridge The Next Generation Gap

    How To Bridge The Next Generation Gap

    As Baby Boomers look to pass on their wealth, how will you bridge the generational divide between them and their…

  • Your Prospects Don’t Need A Friend -- They Just Need To Trust You

    Your Prospects Don’t Need A Friend -- They Just Need To Trust You

    One of the most common assumptions advisors make when meeting with potential clients is believing they need to be liked…

    1 条评论
  • Are You Listening Or Just Playing The Sales Game?

    Are You Listening Or Just Playing The Sales Game?

    Listening isn’t just about hearing someone talk -- it’s about understanding what they’re really saying. Many advisors…

  • Are You ‘Interrogating’ Your Prospects?

    Are You ‘Interrogating’ Your Prospects?

    Most advisors still cling to the idea of the “perfect lead” who walks in is ready to say “yes”. When prospects aren’t…

    6 条评论
  • Sell With Trust, Not Tactics & Techniques

    Sell With Trust, Not Tactics & Techniques

    Most advisors fall into the trap of trying to “sell” in their meetings with prospects. But pushing for the sale often…

  • Sell With Emotion, Not Logic

    Sell With Emotion, Not Logic

    You’ve been there before: trying to convince your prospect about how you can help them, with all the logical benefits…

    2 条评论
  • Why Trust Beats Sales Tactics Every Time

    Why Trust Beats Sales Tactics Every Time

    Many advisors struggle with the idea of “leading with trust,” but it’s the key to long-term success. Trust can't be…

    5 条评论
  • Stop Over-Explaining In Your Sales Process

    Stop Over-Explaining In Your Sales Process

    Advisors can’t help themselves, they often over-explain everything in excruciating detail. Turns out, the more detailed…

    5 条评论

社区洞察

其他会员也浏览了