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:
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Intrigue your client and immediately attract his attention
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Demonstrate your interest in his business
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Help create a peer to peer conversation
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Identify where you can sell by adding value to your client’s business
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Enhance your reputation and position you as a trusted advisor
In parallel the plan will also put you in a position where you have:
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A better understand your clients’ business
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A ready-made sales tool which will help raise your contact levels
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A valuable qualification tool