The Prospecting Rulebook: 4-Week Strategy to Boost Team Performance

The Prospecting Rulebook: 4-Week Strategy to Boost Team Performance
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Enhance your team's prospecting skills with a 4-week strategy outlined in "The Prospecting Rulebook." From pre-learning resources to frontline conversations, refine your pitch and stay ahead of the competition. Explore tools, templates, and activities to help you connect better with clients and prospects. Take action with consultative investigation questions and access additional resources from CPSA like webinars and podcasts to elevate your sales approach.

  • Prospecting
  • Team Performance
  • Strategy
  • Sales Skills
  • Communication Channels

Uploaded on Feb 15, 2025 | 0 Views


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  1. THE PROSPECTING RULEBOOK, A 4-WEEK STRATEGY DOCUMENT CPSA Meeting in a Box: A series of 15-minute guided presentations to help increase your team s performance.

  2. PRE-LEARNING: Facilitator: One week prior to your meeting, please inform your sales team to prepare with these CPSA Learning Hub resources. Reading: 5 Keys to Effective Prospecting Listening: SalesProChat - Must-have Prospecting Tools For Every Salesperson How to Build a Sales Funnel and Harvest Leads Templates to Print: UVP Creation and Competitive Advantage Tool 2

  3. WEEK 4: FRONTLINE CONVERSATIONS AND REFINING YOUR PITCH PRACTICE MAKES PERFECT! - RESILIENCE AND PERSISTENCE IN PROSPECTING 3

  4. LISTEN, LEARN AND REACT As a professional on the frontlines it s your duty to listen and respond to the needs of clients and prospects! A no" can be more useful than as "yes". DDSD By understanding and analysing objections and rejections, you will be better equipped to meet the needs of ideal targets next time! Listen to Must-have Prospecting Tools For Every Salesperson and learn 5 top tools and resources that will help increase your productivity and hit your quota more efficiently. 4

  5. FINE-TUNING Refining a omni- channel approach 5

  6. KEEPING AHEAD OF THE COMPETITION As you apply your active listening skills to learn what appeals to prospects, be sure to also ask about how they like to be contacted, where they consume info and which channels of communication are best for them. Think call v email. Inmail v Twitter DM. Conference networking v a meeting at the office and so on. 6

  7. TAKE ACTION! TEAM ACTIVITY: CONSULTATIVE INVESTIGATION QUESTIONS. CONSULTATIVE INVESTIGATION QUESTIONS This tool will help you to develop a series of consultative questions to gain more valuable information from your customers. It will also provide you with a better understanding of their needs and goals. 7

  8. ADDITIONAL RESOURCES FROM CPSA TEMPLATES CPSA is constantly building and upgrading our catalog of templates to make your job easier! WEBINARS - Our virtual training sessions led by industry experts, at your convenience. PODCASTS - Take the sales experts wherever you go! LEARNING HUB - Check out the latest sales articles, white papers, and ebooks 8

  9. GO TEAM GO! 9

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