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TIPS FOR
EFFECTIVE SALES
PLANNING
3
MOST PEOPLE DON'T
PLAN TO FAIL,
JOHN J. BECKLEY 
THEY FAIL TO PLAN.
S T A R T W I T H E N D I N M I N D
T H I N K S T R A T E G I C A L L Y
C H A L L E N G E T H E S T A T U S Q U O
H A V E C L E A R S U C C E S S M E T R I C S
T H E T O P
S A L E S P E O P L E
WHAT IS
PURPOSEFUL
SELLING?
A GAME PLAN FOR
"HOW" TO
ACCOMPLISH
STRATEGIC SALES
GROWTH
01 DO YOUR
HOMEWORK
IT'S ESSENTIAL TO
UNDERSTAND YOUR
CUSTOMERS BEFORE
CONTACTING THEM 
PRE-CALL
RESEARCH
DETERMINE YOUR GOALS
& WHAT YOU'RE TRYING
TO ACHIEVE WITH YOUR
SALES PLAN
PRE-CALL
OBJECTIVES
WRITE DOWN EVERYTHING,
BE AWARE OF THE DETAILS
& FOLLOW UP
POST-CALL
ANALYSIS
02
ESTABLISH
SALES
OBJECTIVES
SALES
OBJECTIVES
MUST BE
S.M.A.R.T.
OBJECTIVES
MUST BE
SPECIFIC
"S"
OBJECTIVES
MUST BE 
MEASURABLE
"M"
OBJECTIVES MUST
BE CHALLENGING
& ACHIEVABLE
"A"
OBJECTIVES
MUST BE
REALISTIC
"R"
OBJECTIVES
MUST BE TIME
SPECIFIC
"T"
S
M
A
OBJECTIVES MUST
BE SPECIFIC
OBJECTIVES MUST BE
MEASURABLE
OBJECTIVES MUST BE
ACHIEVABLE
OBJECTIVES MUST BE
REALISTIC R
TOBJECTIVES MUST BE
TIME SPECIFIC
03
ASK THE RIGHT
QUESTIONS
STRATEGIC USE OF
QUESTIONING CAN
HELPS US UNCOVER
REAL CUSTOMER
NEEDS
PREPARE QUESTIONS IN
ADVANCE WHEN
POSSIBLE
DO YOUR
HOMEWORK
 ALLOW THE CUSTOMER
TIME TO ANSWER IN THEIR
OWN TIME FRAME
BE PATIENT
USE QUESTIONS THAT
GET CUSTOMERS TO
OPEN UP
ASK
STRATEGIC
QUESTIONS
WHEN QUESTIONING
BE
PREPARED
BE
THOUGHTFUL
ADDRESS
NEEDS
DON'T ASK SEVERAL
QUESTIONS AT THE
SAME TIME
TAKE YOUR
TIME
DON'T ANSWER YOUR
OWN QUESTION 
LET CUSTOMERS
RESPOND
DON'T ASK
QUESTIONS JUST TO
SHOW HOW SMART
YOU ARE
BE HUMBLE
TAKE STANDS,
TAKE RISKS,
TAKE RESPONSIBILITY.
MURIEL SIEBERT
ASCENSION IMPACT PLUS ℠ HELPS
LEADING COMPANIES DEVELOP A
STRATEGIC SALES PLANNING +
ACCOUNTABILITY PROCESS.
ASCENSION GROWTH & INNOVATION STRATEGIES
THANK YOU
ASCENSION GROWTH & INNOVATION
STRATEGIES
CLICK HERE TO LEARN MORE ABOUT ASCENSION IMPACT PLUS℠  
404.250.4574

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