If you want to unlock more sales, it’s important to have a structured sales process in place. By creating a step-by-step path for customers to follow, you can make it easier for them to make a purchase decision. Monitoring metrics can help you track which phase each customer is in so your team can interact with them in the most helpful manner possible. Lastly, establishing weekly and monthly goals will help motivate sales professionals to guide more customers down the path. By following these tips, you can increase your chances of success in the sales process. Alex, your Business Coach can help you create a customized plan for success.

Structure a Series of Sales Steps to Unlock More Sales

1. Pre-approach:

The Pre-approach is all about research. You need to learn as much as you can about your prospect before you approach them. What are their needs, pain points, and goals? Once you have a good understanding of these things, you can craft a message that will resonate with them.

2. Approach the Prospect:

When you are ready to approach the prospect, do so with confidence. Remember, you have something valuable to offer them. Be the expert in your field who can help them achieve their goals.

3. Establish Rapport:

It’s important to establish rapport early. This will build trust and make them more likely to listen to what you have to say. One way to get rapport is by using mirroring and matching techniques. This means that you match their body language, tone of voice, and level of energy.

4. Close the Sale:

The last step is closing the sale. This is where you ask for the business and seal the deal. Be confident and direct when making your ask. Thank the prospect for their time and let them know that you’ll be in touch soon.

Monitor metrics.

Step 1.

The best way to monitor customer metrics is to interact with customers in a helpful way. This means answering their questions, addressing their concerns, and giving them the information they need. It also means being polite at all times. If you take the time to help customers, it will set the tone for the rest of their interaction with your company.

Step 2.

There are three main phases that customers go through when they are thinking of buying something: engagement, education, and purchase. You can tell which phase a customer is in by how they act. For example, if someone is in the engagement phase, they might not understand your product or service. If someone is in the education phase, they might be interested in learning more about what you offer. And if someone is in the purchase phase, they might be ready to buy something from you. Tailoring your interactions with customers based on which phase they are in can increase the chances of making a sale.

Step 3.

To track customer metrics, you need to track each customer phase. This can be done with a CRM system or by tracking interactions in a spreadsheet. By tracking which phase each customer is in, you can make sure that no customers fall through the cracks. By tracking interactions over time, you can see which phases customers are spending the most time in and find potential areas of improvement.

Step 4.

The fourth step in monitoring customer metrics is to use metrics to track each customer phase. This includes tracking measures such as conversion rate and time on site. By tracking these measures, you can get a clear picture of how well your company is doing at each stage of the customer journey. By setting goals for these measures, you can make sure that your company is improving its performance.

Set weekly and monthly goals

There are two types of goals that you should set: weekly goals and monthly goals.

  1. Weekly goals will help you track progress and make sure you will reach your monthly goals.
  2. Monthly goals will help you track progress and make sure you will reach your yearly goal.

It’s also important to set both short-term and long-term goals.

  1. Short-term goals will help sales professionals focus on specific actions they need to take to reach their monthly goal.
  2. Long-term goals will help sales & business professionals focus on the big picture and stay motivated throughout the year.

By setting both types of goals, you can make sure that your team is staying focused and making progress towards the company’s objectives.

In order to increase sales, you need a structured system in place. This includes having a series of steps you guide customers through, as well as monitoring their progress and setting short-term and long-term goals. Alex, your Business Made Simple Coach, can help you structure your sales process so that you see an increase in closed deals. Schedule a Discovery Session today to unlock more sales!