Visual plans

Build credibility with your clients

Create profitable conversations

Too often sales plans are either left to gather dust or are consigned to the digital oblivion on a PC. While everyone agrees that plans should be ‘living’ and ‘shared with clients’, very few genuinely achieve this. Either sales lack the confidence to hold a ‘C’ level conversation, or the plan is just too unwieldy. Our approach is to develop a visual plan which rapidly conveys the client’s business and where you believe you can help. Gone are the pages of text and lists of activities – these are replaced by a document which will: Intrigue your client and immediately attract his attention Demonstrate your interest in his business Help create a peer to peer conversation Identify where you can sell by adding value to your client’s business Enhance your reputation and position you as a trusted advisor In parallel the plan will also put you in a position where you have: A better understand your clients’ business A ready-made sales tool which will help raise your contact levels A valuable qualification tool
© S W Breese Contact Policies

Visual plans

Build credibility with your

clients

Create profitable conversations

Too often sales plans are either left to gather dust or are consigned to the digital oblivion on a PC. While everyone agrees that plans should be ‘living’ and ‘shared with clients’, very few genuinely achieve this. Either sales lack the confidence to hold a ‘C’ level conversation, or the plan is just too unwieldy. Our approach is to develop a visual plan which rapidly conveys the client’s business and where you believe you can help. Gone are the pages of text and lists of activities – these are replaced by a document which will: Intrigue your client and immediately attract his attention Demonstrate your interest in his business Help create a peer to peer conversation Identify where you can sell by adding value to your client’s business Enhance your reputation and position you as a trusted advisor In parallel the plan will also put you in a position where you have: A better understand your clients’ business A ready-made sales tool which will help raise your contact levels A valuable qualification tool
© S W Breese Contact Policies