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Pre-Sales Activities [Sales Process Part 2 of 9]



You have prospects, but it would be foolish to dive in and try to sell to them immediately. You need to prepare, and this is where the three pre-sales activities come in. Watching this video is worth 2 Management Courses CPD Points*. 🔎 See below for details Sales and Selling Skills This video is part of course module 8.4.1 Program 8: Managing Customers and Clients Course 4: Sales / Selling Skills Section 1: The Sales Process Other videos that describe the Sales Process: 🎬 The Sales Process https://youtu.be/iPZNem-Xguw 🎬 Sales Prospecting https://youtu.be/m7bQ4wNeZmo 🎬 Rapport Building https://youtu.be/aJqduxW2MA4 🎬 Opening the Sales Meeting https://youtu.be/gjI7e-DBPH4 🎬 Diagnosing the Need https://youtu.be/pAsYVf4E3to 🎬 Presenting Solutions https://youtu.be/xf-mhhbL2tk 🎬 Handling Objections https://youtu.be/S6JFm46Gfso 🎬 Seeking Commitment https://youtu.be/1D1-VC9Ccjk 🎬 After Sales Activities https://youtu.be/3qrrlXwDjJI LESSON NOTES The three pre-sales activities are: 1. Qualification – qualifying which prospects to focus on – and which not 2. Preparation – so you are ready for the next steps 3. Approaching the prospect Qualification Identifying which prospects are most likely to spend. A prospect musthave the MINT: • Money • Influence • Need • Time Pressure It’s also important to disqualify prospects that are not really prospects - to avoid wasting time and effort that is extremely unlikely to be repaid. Preparation The key here is to be ready for when you meet the prospect. You need to research as much as you can about: • The organization • The individuals and their style • Their needs and preferences • Rules and constraints • Logistics: contact details, locations, parking From this, you need to determine what realistic objectives to set yourself, and start to gather the resources that will help you make this sale: • Samples • Case studies • Specifications • Data • Brochures • Testimonials • Diagrams • Statistics Approaching Now it is time to approach your prospect to set up the call or meeting that will take the sales process one step further. RECOMMENDED EXERCISE 1. The MINT framework offers four necessary conditions for a suspect to be a prospect. Are there other conditions relevant to your business? (2 MC CPD Points) 2. Make your own pre-sales preparation checklist (2 MC CPD Points) DOWNLOADS Free Resources 🧰 CPD Tools - https://gum.co/MC-CPD Paid resources 🧳 Management Courses Onboarding Kit - https://gum.co/MC-ObK ($3) RECOMMENDED READING There are many books that introduce NLP. These are the ones I have, and can recommend: 📖 To Sell Is Human https://geni.us/L2EQmt 📖 The Only Sales Guide You'll Ever Need https://geni.us/AEAVD5 📖 The New Strategic Selling https://geni.us/Zt2Z9n3 📖 SPIN Selling https://geni.us/Ir5xu 📖 The Psychology of Selling https://geni.us/AjR8AA ⭕️ Links to our book recommendations are affiliated through Amazon and help support our free videos Managers Need a Basic set of kit to do your job well. Here are my top recommendations: https://kit.co/MikeClayton/manager-s-work-kit (the links are affiliated) MANAGEMENT COURSES CONTINUING PROFESSIONAL DEVELOPMENT (CPD) POINTS You can record your Management Courses CPD points on our free, downloadable CPD record log. 📓 Download it at: https://gum.co/MC-CPD Each video has two levels of MC CPD points. For this video: - If you simply watched the video, record 2 MC CPD points - If you also carried out all of the recommended exercises, score a total of 6 MC CPD points CHAPTER MARKERS 00:00 - Step 2 of the Sales Process: Pre-Sales Activities 00:21 - The 3 Pre-Sales Activities 00:41 - Qualification 01:23 - Qualify your prospects with the MINT framework 03:25 - Disqualifying prospects 04:05 - Preparation 05:43 - Approaching the Prospect 06:26 - Concluding remarks #Pre-sales #Sales #SalesProcess
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Mike Clayton

About Mike Clayton 

Dr Mike Clayton is a (former) Project Manager and now a management educator. Having trained thousands of people at live workshops, seminars, and conferences, he now delivers training mainly via video. He has 14 books with international publishers and runs two successful YouTube channels. He is also the founder of OnlinePMCourses.com

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