sign new client business in one month how to. project goal statement goal: to create a prospect...
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Sign
New Client Business
In One Month
How to
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Project Goal Statement
Goal:
To create a prospect list, make cold calls, secure meetings, present the pitch, and obtain signed contracts, selling to Independent Lighting and Electrical Wholesalers in New York City, in a one-month timeframe.
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Before AfterDuring
1. Listen
2. Identify
3. Call
4. Schedule
1. Meet
2. Listen
3. Present
4. Sign
1. Handshake
2. Thanks
3. Deliver
4. Repeat
The Task. The Process. The Result.
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Disciplined Call-outs
Generate List from
OneSource
Automate Tasks
Memorize the Offering
Study the Rebate Model
On-boarding Briefing
Write Email & Phone Scripts
Start Emails & Calls
Clarify Details with
Executive Team
Sign
$
Confirm President Meetings
Rehearse Pitch
Set Tentative Times & Maximize Schedule
Present
Create Call- out Plan
Understand the Model
Create the Message
Establish C-Level Contact
Secure Meetings & Travel
Revise Script for Success
Develop & Qualify Prospect List
1
2
3
4
5
Aim for Real-time Contact
Present & Obtain Signed Contract 6
SELL
Identify Ideal Prospect
Client
Week 1
Week 4
Steps to Sign New Business
Completed In One Month
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Communicating the Unique Value Proposition
A proven rebate model in five major industry segments in Canada for over 30 years and returns over $65 million annually led to this stage of expansion into the Independent Lighting and Electrical Wholesale market in the US.
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Results:NYC Meeting Metrics
Present
Meet
Contract Present – 3 Contract – 1
Present – 2Contract – 1
Present – 2Contract – 0
Present – 1Contract – 0
Face-to-facemeetings with companypresidents resulted in signed contracts and a new pipeline.
Metric Day One
Supporting profitability for clients, vendors and the company.
Results Day ThreeDay Two
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Project Summary Statement
Summary:
By engaging in generative dialogue and disciplined tasks, we created prospects, set meetings, and signed customers, resulting in new monthly revenue rebates for customers, additional revenue for vendors, and a perpetual revenue stream for the company.
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Customer Success Story
Before
After
During
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Signed Rebate Contracts
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Create
Strategic Customer Advantage
One Story at a Time…
Helping Clients
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Do you know of any projects, or individuals that could benefit from our services?
For a free consultation, or more information
call 289-338-1398 or e-mail [email protected].
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