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10 STEP
SALES PROCESS
1. PROSPECT
Define	
  the	
  target	
  audience	
  you	
  want	
  to	
  a2ract	
  and	
  use	
  channels	
  such	
  
as	
  social	
  media	
  to	
  find	
  them.	
  Focus	
  on	
  the	
  types	
  of	
  customers	
  you	
  
wish	
  to	
  a2ract.	
  For	
  example,	
  a	
  financial	
  adviser	
  can	
  use	
  advanced	
  
search	
  filters	
  on	
  social	
  media	
  to	
  find	
  and	
  target	
  lawyers	
  within	
  a	
  
specific	
  geographical	
  loca=on	
  and	
  tailor	
  messages	
  to	
  appeal	
  to	
  that	
  
audience.	
  
	
  
The	
  more	
  targeted	
  you	
  are	
  with	
  your	
  prospec=ng	
  the	
  more	
  likely	
  you	
  
are	
  to	
  generate	
  contacts	
  who	
  fit	
  the	
  criteria	
  of	
  your	
  ideal	
  client	
  type.	
  	
  
TM
econnexx
2. QUALIFY
By	
  gathering	
  answers	
  to	
  the	
  following	
  ques=ons	
  can	
  help	
  you	
  qualify	
  
each	
  lead,	
  allowing	
  you	
  to	
  focus	
  on	
  those	
  most	
  likely	
  to	
  convert	
  to	
  sales.	
  
	
  
•  Budget:	
  do	
  they	
  have	
  enough	
  money	
  to	
  buy	
  the	
  product?	
  
•  Authority:	
  can	
  they	
  make	
  a	
  purchase	
  decision?	
  
•  Need:	
  do	
  they	
  have	
  a	
  need	
  that	
  the	
  product	
  or	
  service	
  in	
  ques=on	
  
can	
  fulfill	
  
•  Timescale:	
  do	
  they	
  have	
  a	
  specific	
  =me	
  when	
  they	
  wish	
  to	
  make	
  
their	
  purchase	
  
	
  
✔
TM
econnexx
3. CONNECT
Connect	
  with	
  prospects	
  through	
  email,	
  telephone	
  or	
  face	
  to	
  face	
  
mee=ng	
  to	
  communicate	
  your	
  value	
  proposi=on.	
  Depending	
  on	
  your	
  
business	
  and	
  proposi=on,	
  email	
  is	
  typically	
  the	
  best	
  and	
  most	
  cost	
  
effec=ve	
  form	
  of	
  communica=on	
  for	
  early	
  stage	
  prospects.	
  
Automa=on	
  processes	
  provide	
  you	
  with	
  a	
  means	
  to	
  nurture	
  prospect	
  
interest	
  through	
  the	
  scheduled	
  delivery	
  of	
  automated	
  emails.	
  
TM
econnexx
4. IDENTIFY PAIN POINTS
Why	
  would	
  someone	
  who	
  fits	
  within	
  your	
  target	
  client	
  profile	
  choose	
  
to	
  bypass	
  your	
  product	
  or	
  service?	
  To	
  understand	
  why,	
  you	
  must	
  put	
  
yourself	
  in	
  their	
  shoes,	
  understand	
  their	
  pain	
  points	
  and	
  take	
  
preemp=ve	
  measures	
  to	
  address	
  those	
  pain	
  points.	
  Use	
  your	
  
website,	
  blog	
  content,	
  videos,	
  or	
  emails	
  to	
  clarify	
  any	
  concerns	
  and	
  
remove	
  obstacles	
  that	
  could	
  impact	
  your	
  sales.	
  
TM
econnexx
5. PRESENT
Show	
  exactly	
  what	
  you	
  have	
  to	
  offer	
  and	
  why	
  it	
  would	
  benefit	
  that	
  
prospect.	
  Use	
  product	
  demos,	
  samples,	
  examples	
  or	
  presenta=ons.	
  
Develop	
  a	
  process	
  to	
  present	
  your	
  service	
  through	
  the	
  most	
  suitable	
  
media.	
  Whether	
  it	
  is	
  face	
  to	
  face	
  product	
  demonstra=ons,	
  videos,	
  
booklets	
  or	
  online	
  demonstra=ons,	
  use	
  the	
  right	
  media	
  to	
  fit	
  your	
  
proposi=on.	
  
TM
econnexx
6. HANDLE CONCERNS
To	
  help	
  address	
  any	
  doubts	
  the	
  prospect	
  might	
  have,	
  include	
  an	
  FAQ	
  
sec=on	
  on	
  your	
  website.	
  Help	
  build	
  trust	
  and	
  authority	
  by	
  providing	
  
them	
  with	
  tes=monials	
  and	
  case	
  studies.	
  For	
  the	
  prospects	
  who	
  need	
  
more	
  =me,	
  send	
  them	
  regular	
  and	
  valuable	
  blog	
  posts	
  or	
  email	
  
newsle2ers	
  to	
  help	
  keep	
  your	
  service	
  front	
  of	
  mind.	
  
TM
econnexx
7. PROPOSAL
When	
  you	
  understand	
  your	
  prospects	
  specific	
  needs	
  and	
  they	
  see	
  
the	
  value	
  in	
  your	
  service,	
  draught	
  and	
  present	
  to	
  them	
  a	
  proposal	
  
that	
  fits	
  their	
  requirements.	
  	
  
TM
econnexx
8. CLOSE
Whenever	
  you	
  feel	
  you	
  have	
  nurtured	
  your	
  prospects	
  interest	
  and	
  
alleviated	
  any	
  concerns,	
  ask	
  for	
  the	
  business	
  and	
  close	
  the	
  deal.	
  	
  
TM
econnexx
9. DELIVER
The	
  most	
  important	
  part	
  of	
  any	
  transac=on	
  is	
  to	
  deliver	
  value.	
  By	
  
ensuring	
  your	
  customers	
  receive	
  the	
  product	
  or	
  service	
  they	
  signed	
  
up	
  for	
  is	
  cri=cal	
  for	
  business	
  longevity	
  and	
  client	
  sa=sfac=on.	
  Ensure	
  
you	
  have	
  client	
  care	
  processes	
  in	
  place	
  to	
  promote	
  customer	
  delight.	
  
TM
econnexx
10. UPSELL/CROSS-SELL
Remain	
  in	
  contact	
  with	
  clients	
  through	
  regular	
  blog	
  distribu=on,	
  
email	
  newsle2ers	
  or	
  product	
  updates.	
  Benefit	
  from	
  flawless	
  
customer	
  care	
  processes	
  to	
  upsell	
  and	
  promote	
  posi=ve	
  word	
  of	
  
mouth	
  and	
  social	
  referrals.	
  
TM
econnexx
econnexx
Find out what we do and how we can help you at:
www.econnexx.com
TM

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10 step sales process

  • 2. 1. PROSPECT Define  the  target  audience  you  want  to  a2ract  and  use  channels  such   as  social  media  to  find  them.  Focus  on  the  types  of  customers  you   wish  to  a2ract.  For  example,  a  financial  adviser  can  use  advanced   search  filters  on  social  media  to  find  and  target  lawyers  within  a   specific  geographical  loca=on  and  tailor  messages  to  appeal  to  that   audience.     The  more  targeted  you  are  with  your  prospec=ng  the  more  likely  you   are  to  generate  contacts  who  fit  the  criteria  of  your  ideal  client  type.     TM econnexx
  • 3. 2. QUALIFY By  gathering  answers  to  the  following  ques=ons  can  help  you  qualify   each  lead,  allowing  you  to  focus  on  those  most  likely  to  convert  to  sales.     •  Budget:  do  they  have  enough  money  to  buy  the  product?   •  Authority:  can  they  make  a  purchase  decision?   •  Need:  do  they  have  a  need  that  the  product  or  service  in  ques=on   can  fulfill   •  Timescale:  do  they  have  a  specific  =me  when  they  wish  to  make   their  purchase     ✔ TM econnexx
  • 4. 3. CONNECT Connect  with  prospects  through  email,  telephone  or  face  to  face   mee=ng  to  communicate  your  value  proposi=on.  Depending  on  your   business  and  proposi=on,  email  is  typically  the  best  and  most  cost   effec=ve  form  of  communica=on  for  early  stage  prospects.   Automa=on  processes  provide  you  with  a  means  to  nurture  prospect   interest  through  the  scheduled  delivery  of  automated  emails.   TM econnexx
  • 5. 4. IDENTIFY PAIN POINTS Why  would  someone  who  fits  within  your  target  client  profile  choose   to  bypass  your  product  or  service?  To  understand  why,  you  must  put   yourself  in  their  shoes,  understand  their  pain  points  and  take   preemp=ve  measures  to  address  those  pain  points.  Use  your   website,  blog  content,  videos,  or  emails  to  clarify  any  concerns  and   remove  obstacles  that  could  impact  your  sales.   TM econnexx
  • 6. 5. PRESENT Show  exactly  what  you  have  to  offer  and  why  it  would  benefit  that   prospect.  Use  product  demos,  samples,  examples  or  presenta=ons.   Develop  a  process  to  present  your  service  through  the  most  suitable   media.  Whether  it  is  face  to  face  product  demonstra=ons,  videos,   booklets  or  online  demonstra=ons,  use  the  right  media  to  fit  your   proposi=on.   TM econnexx
  • 7. 6. HANDLE CONCERNS To  help  address  any  doubts  the  prospect  might  have,  include  an  FAQ   sec=on  on  your  website.  Help  build  trust  and  authority  by  providing   them  with  tes=monials  and  case  studies.  For  the  prospects  who  need   more  =me,  send  them  regular  and  valuable  blog  posts  or  email   newsle2ers  to  help  keep  your  service  front  of  mind.   TM econnexx
  • 8. 7. PROPOSAL When  you  understand  your  prospects  specific  needs  and  they  see   the  value  in  your  service,  draught  and  present  to  them  a  proposal   that  fits  their  requirements.     TM econnexx
  • 9. 8. CLOSE Whenever  you  feel  you  have  nurtured  your  prospects  interest  and   alleviated  any  concerns,  ask  for  the  business  and  close  the  deal.     TM econnexx
  • 10. 9. DELIVER The  most  important  part  of  any  transac=on  is  to  deliver  value.  By   ensuring  your  customers  receive  the  product  or  service  they  signed   up  for  is  cri=cal  for  business  longevity  and  client  sa=sfac=on.  Ensure   you  have  client  care  processes  in  place  to  promote  customer  delight.   TM econnexx
  • 11. 10. UPSELL/CROSS-SELL Remain  in  contact  with  clients  through  regular  blog  distribu=on,   email  newsle2ers  or  product  updates.  Benefit  from  flawless   customer  care  processes  to  upsell  and  promote  posi=ve  word  of   mouth  and  social  referrals.   TM econnexx
  • 12. econnexx Find out what we do and how we can help you at: www.econnexx.com TM