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shhh! my secret pool $ales 
$auce 
It’s not in the 
ingredients but in 
the sales tools and 
processes that you 
use in th...
it’s all about the pool buying 
experience we create! 
It’s your job to CREATE that special experience!
A New opportunity $$$ 
Potential client 
initial contact 
information is 
logged into 
database for 
distribution to 
desi...
contact info sent to designer 
from PPO 
Client information 
sent directly to you 
to contact the 
minute they get off 
th...
Manage your leads more 
efficiently and increase $ales 
Managing 
your leads is 
just a click 
away. 
Better 
management 
...
Buyers guide emailed to new 
client 
WOW! your 
opportunity with a 
stunning 
introductory letter 
or buyers guide the 
mi...
Designer sets appointment and 
emails confirmation E-card 
A click away send 
out email 
confirmation of 
appointment date...
Initial Consultation 
Set date and time for followup 
appointment NOW! 
Ask questions, 
listen and take 
notes
digital presentation 
Stunning digital 
presentation on why 
they should choose 
you! 
Make them feel that 
you are going ...
mobile presentation 
Stunning digital 
presentation on why 
they should choose 
you! 
Take your 
presentation mobile 
and ...
Initial design concept 
2D conceptual 
design is where it 
starts. 
If your going to use 
2D only make it 
great and add c...
create 3d concept 
WOW them with 
design and put in all 
the elements and 
atmosphere 
Make them picture 
themselves in th...
upload video to youtube and 
share with client 
After uploading to 
youtube share video 
link with client and 
ask open en...
email and share 3d video 
Video is King 
posting your videos 
and sharing will 
increase your 
marketing and SEO 
for your...
People view and share! 
Clients will ask for a design they have seen
track your views 
Link channel to website
Post to social sites 
Post to Houzz, Pinterest,Facebook, Flickr, Photobucket, 
Instagram
The Presentation 
Create your 
story in a 
stunning 
presentation 
on an iPad 
Everything 
you need to 
answer any 
questi...
Complete digital Mobile 
presentation 
Put your 
presentation in a 
mobile app and let 
clients sell 
themselves
Stunning Proposal 
Create a 
stunning itemized 
price proposal 
for your clients 
Store all 
proposals on 
lead folder 
Pr...
are you ready to swim? 
Great lets dive into 
the agreement. 
Another good close 
is “will you trust me 
with your family’...
leave a spectacular brochure 
that stands out from 
competitors 
Make sure you leave 
a brochure that 
stands out and has ...
Tell Your Story! 
NO GENERIC MANUFACTURERS FOLDER FREE
Make it stand out! 
ARTWORK MAKES YOURS STAND OUT/ FREE PRINTING
why choose us
Your 
Standards 
page 
Enhance and make your 
offerings stand out from 
your competitors
The best in managing their 
project
email follow up thank 
You e-card 
Thank them for 
allowing you the 
opportunity after 
the designers 
proposal 
From Pool...
follow up in pool pro office 
leads management 
It is easy to 
manage your 
leads and 
follow up with 
clients from 
Pool ...
Send out email 
newsletters to 
stay in touch 
Newsletters keep 
potential clients 
informed on what’s 
new and top of min...
$ales $uccess 
Send out Thank You 
e-card once you 
have signed contract 
from Pool Pro 
Office 
A click away 
connect and...
visit project and share photo’s 
Visit your clients 
projects and share 
videos or photo’s 
to show you were 
there and ca...
ask for referrals 
If you follow this 
process you will get 
referrals 
Ask for referrals 
Newsletters are a 
great way to...
https://www.youtube.com/watch? 
v=BKqc3C1q3kE
The only thing missing is the 
creativity in YOU and following 
the process consistently 
And the sound of music, kids spl...
the perfect $ales process 
Clients will ask you to build their project instead of you 
asking them for the contract.
create a new experience!
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My secret $ales $auce! ppt

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My secret pool "$ales $auce " the perfect sales process for swimming pool designers/ sales.
This process combines sales, marketing and the use of the latest in technology to increase your sales.
by Mark Richter

Published in: Business
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My secret $ales $auce! ppt

  1. 1. shhh! my secret pool $ales $auce It’s not in the ingredients but in the sales tools and processes that you use in the perfect order = $$$ Increase your sales and make marketing mavens out of designers Shhh, don’t share the secret
  2. 2. it’s all about the pool buying experience we create! It’s your job to CREATE that special experience!
  3. 3. A New opportunity $$$ Potential client initial contact information is logged into database for distribution to designer and buyers guide sent to client. Stop throwing away your leads on a post it note
  4. 4. contact info sent to designer from PPO Client information sent directly to you to contact the minute they get off the phone. Respond ASAP to assist your client and set appointment.
  5. 5. Manage your leads more efficiently and increase $ales Managing your leads is just a click away. Better management means better returns $$$
  6. 6. Buyers guide emailed to new client WOW! your opportunity with a stunning introductory letter or buyers guide the minute they get off the phone. Let them explore prior to the designers initial visit. “Let them sell themselves”
  7. 7. Designer sets appointment and emails confirmation E-card A click away send out email confirmation of appointment date and time to client to remind them Reduce no-shows
  8. 8. Initial Consultation Set date and time for followup appointment NOW! Ask questions, listen and take notes
  9. 9. digital presentation Stunning digital presentation on why they should choose you! Make them feel that you are going to be worth waiting for design
  10. 10. mobile presentation Stunning digital presentation on why they should choose you! Take your presentation mobile and offer FREE presentation app and allow them to sell themselves
  11. 11. Initial design concept 2D conceptual design is where it starts. If your going to use 2D only make it great and add color
  12. 12. create 3d concept WOW them with design and put in all the elements and atmosphere Make them picture themselves in the concept and grow connected to it 3D Videos $ell......
  13. 13. upload video to youtube and share with client After uploading to youtube share video link with client and ask open ended questions to obtain response on how they liked pool design? You may want to email to self and forward from you? Spam
  14. 14. email and share 3d video Video is King posting your videos and sharing will increase your marketing and SEO for your company and increase your $ales Share and your customers will share
  15. 15. People view and share! Clients will ask for a design they have seen
  16. 16. track your views Link channel to website
  17. 17. Post to social sites Post to Houzz, Pinterest,Facebook, Flickr, Photobucket, Instagram
  18. 18. The Presentation Create your story in a stunning presentation on an iPad Everything you need to answer any question
  19. 19. Complete digital Mobile presentation Put your presentation in a mobile app and let clients sell themselves
  20. 20. Stunning Proposal Create a stunning itemized price proposal for your clients Store all proposals on lead folder Price your project out and create proposal in Pool Pro Office
  21. 21. are you ready to swim? Great lets dive into the agreement. Another good close is “will you trust me with your family’s special project”? You do not have to sell if you do a spectacular job at design, education and presentation. They will ask you to build their dream pool.
  22. 22. leave a spectacular brochure that stands out from competitors Make sure you leave a brochure that stands out and has information to assist the client in choosing YOU!
  23. 23. Tell Your Story! NO GENERIC MANUFACTURERS FOLDER FREE
  24. 24. Make it stand out! ARTWORK MAKES YOURS STAND OUT/ FREE PRINTING
  25. 25. why choose us
  26. 26. Your Standards page Enhance and make your offerings stand out from your competitors
  27. 27. The best in managing their project
  28. 28. email follow up thank You e-card Thank them for allowing you the opportunity after the designers proposal From Pool Pro Office send email template in sales process
  29. 29. follow up in pool pro office leads management It is easy to manage your leads and follow up with clients from Pool Pro Office
  30. 30. Send out email newsletters to stay in touch Newsletters keep potential clients informed on what’s new and top of mind for when they are ready to dive in. connect and social share to keep client engaged
  31. 31. $ales $uccess Send out Thank You e-card once you have signed contract from Pool Pro Office A click away connect and social share to keep client engaged
  32. 32. visit project and share photo’s Visit your clients projects and share videos or photo’s to show you were there and cared about their project. connect and social share to keep client engaged
  33. 33. ask for referrals If you follow this process you will get referrals Ask for referrals Newsletters are a great way to ask for a referral connect and social share to keep client engaged
  34. 34. https://www.youtube.com/watch? v=BKqc3C1q3kE
  35. 35. The only thing missing is the creativity in YOU and following the process consistently And the sound of music, kids splashing and having fun, the smell of a BBQ and a margarita!
  36. 36. the perfect $ales process Clients will ask you to build their project instead of you asking them for the contract.
  37. 37. create a new experience!

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