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Explanation of the UPSA Buying & Selling Cycle
InitiatingCommunicatingImplementingAssimilating
UPSA BUYING PHASES
Phase 1: Plan – The customer is implementing a plan of ongoing business. What the customer
is doing before they recognize a need. The “business as usual” of your clients. [The buyer
determines the outcome or objectives necessary to achieve the strategy defined by their
company. ]
Phase 2: Recognize – The customer recognizes that they need something or have a problem.
This is the “Who” of your market. [The buyer becomes aware a need exist and decides to fill
gaps or overcome obstacles in their pursuit of desired outcomes and objective.]
Phase 3: Search – The customer is searching for solutions to their problem or how to fulfill their
needs. [ Understanding the current state, the buyer identifies available options that will achieve
the desired outcome and objective.]
Phase 4: Assess – They now may engage with the potential seller to gain sufficient information
to make a buying decision. [The buyer evaluates the available options against internally
determined and agreed upon needs, requirements, and resources.]
Phase 5: Choose – They are determining if the seller can deliver exactly what they need and
are willing to deliver it under the buyer’s conditions. [The buyer reviews options with the seller
and internally agrees to narrow the field to a potential list of solutions.]
Phase 6: Obligate – The customer obligates self to buy. They write the check committing to
the order or sign the contract. (Money transaction occurs) [ The buyer agrees that the solution
and terms will meet established needs, requirements, and resources available.]
Phase 7: Implement – The customer receives the value of the services or goods. [The buyer is
now a customer or client and begins using the agreed upon solution.]
( sequence # 15 )
Phase 8: Track – The customer is evaluating the product and determining if value matches
their expectation. Did they get what they paid for? [The buyer monitors and measures the effects
of the implemented solution and measures the impact on intended objectives.]
Phase 9: Integrate – The client uses the seller as a ongoing resource
for future purchases Provides recommendations and referrals. [The solutions becomes a part
of normal operations.]
UPSA SELLING PHASES
Phase 1: Strategize – What is your product or service? Planning to Produce the product
or service. A good strategy can lead to more than one market (and often does). What do we
want to do to get business? [ Determine the market that supports corporate strategic
goals.]
Phase 2: Market – Defines, creates or discovers a need. Who specifically is most
probable to use my product or service? Research who your customers are. ( Why did we do
this research? ) [ Identify opportunities in the market.]
Phase 3: Target – Advertising and action-oriented. How specifically am I going to reach my
customer? ( How does it relate to your Market: Who did we target? ) [Approach identified
opportunities in customers terms.]
Phase 4: Support – Communicating with the customer. Providing the support and
information the customer needs for an informed decision about your product. Address
specific issues and possible solutions. [Probe for insight of buyer’s needs, requirements,
and resources.]
Phase 5: Accept – You decide if you can accept the job to provide the value the customer
wants. Determining if there is clear return on investment for you and the customer. Is this a
win-win for both of us? [Provide valid, mutually-beneficial, options that meet customers
needs, requirements, and resources.]
Phase 6: Commit – Customer agrees to terms and conditions and signs the contract. You
close the deal and have agreed to fulfill the order. (Money transaction occurs.) [Setter
provides pricing, terms, conditions, warranties and other promises designed to exceed
agreed upon buyer needs, requirements, and resources.]
Phase 7: Fulfill – The product is provided to the customer. This includes honoring our
agreements to the customer. [Seller engages internally and externally to deliver the agreed
upon solution.]
Phase 8: Protect – Follow up with the customer to confirm satisfaction. Post sale
evaluations. Could be questionnaire or personal contact. [ Evaluating the impact of the
solution delivered and leveraging resulting to protect the relationship.]
Phase 9: Expand – Building business, repeat business, alliances and referrals upon your
existing business. This is the result of successfully executing all the other phases. [The
seller works with the buyer to solidify customer loyalty.] )
Based on original copyright material found in the Compendium of Professional Selling including the “UPSA Customer Satisfaction and Loyalty Model,” the “UPSA Buying Cycle,” the “UPSA Selling Cycle, ”
Clarified by Martin Brossman www.CoachingSupport.com & Tim Dumas www.TimDumas.com . For more about UPSA go to www.upsa-intl.org © 2007 by UPSA. All Rights Reserved by UPSA.
Selling Buying Phases simple terms - current modified V3

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Selling Buying Phases simple terms - current modified V3

  • 1. Explanation of the UPSA Buying & Selling Cycle InitiatingCommunicatingImplementingAssimilating UPSA BUYING PHASES Phase 1: Plan – The customer is implementing a plan of ongoing business. What the customer is doing before they recognize a need. The “business as usual” of your clients. [The buyer determines the outcome or objectives necessary to achieve the strategy defined by their company. ] Phase 2: Recognize – The customer recognizes that they need something or have a problem. This is the “Who” of your market. [The buyer becomes aware a need exist and decides to fill gaps or overcome obstacles in their pursuit of desired outcomes and objective.] Phase 3: Search – The customer is searching for solutions to their problem or how to fulfill their needs. [ Understanding the current state, the buyer identifies available options that will achieve the desired outcome and objective.] Phase 4: Assess – They now may engage with the potential seller to gain sufficient information to make a buying decision. [The buyer evaluates the available options against internally determined and agreed upon needs, requirements, and resources.] Phase 5: Choose – They are determining if the seller can deliver exactly what they need and are willing to deliver it under the buyer’s conditions. [The buyer reviews options with the seller and internally agrees to narrow the field to a potential list of solutions.] Phase 6: Obligate – The customer obligates self to buy. They write the check committing to the order or sign the contract. (Money transaction occurs) [ The buyer agrees that the solution and terms will meet established needs, requirements, and resources available.] Phase 7: Implement – The customer receives the value of the services or goods. [The buyer is now a customer or client and begins using the agreed upon solution.] ( sequence # 15 ) Phase 8: Track – The customer is evaluating the product and determining if value matches their expectation. Did they get what they paid for? [The buyer monitors and measures the effects of the implemented solution and measures the impact on intended objectives.] Phase 9: Integrate – The client uses the seller as a ongoing resource for future purchases Provides recommendations and referrals. [The solutions becomes a part of normal operations.] UPSA SELLING PHASES Phase 1: Strategize – What is your product or service? Planning to Produce the product or service. A good strategy can lead to more than one market (and often does). What do we want to do to get business? [ Determine the market that supports corporate strategic goals.] Phase 2: Market – Defines, creates or discovers a need. Who specifically is most probable to use my product or service? Research who your customers are. ( Why did we do this research? ) [ Identify opportunities in the market.] Phase 3: Target – Advertising and action-oriented. How specifically am I going to reach my customer? ( How does it relate to your Market: Who did we target? ) [Approach identified opportunities in customers terms.] Phase 4: Support – Communicating with the customer. Providing the support and information the customer needs for an informed decision about your product. Address specific issues and possible solutions. [Probe for insight of buyer’s needs, requirements, and resources.] Phase 5: Accept – You decide if you can accept the job to provide the value the customer wants. Determining if there is clear return on investment for you and the customer. Is this a win-win for both of us? [Provide valid, mutually-beneficial, options that meet customers needs, requirements, and resources.] Phase 6: Commit – Customer agrees to terms and conditions and signs the contract. You close the deal and have agreed to fulfill the order. (Money transaction occurs.) [Setter provides pricing, terms, conditions, warranties and other promises designed to exceed agreed upon buyer needs, requirements, and resources.] Phase 7: Fulfill – The product is provided to the customer. This includes honoring our agreements to the customer. [Seller engages internally and externally to deliver the agreed upon solution.] Phase 8: Protect – Follow up with the customer to confirm satisfaction. Post sale evaluations. Could be questionnaire or personal contact. [ Evaluating the impact of the solution delivered and leveraging resulting to protect the relationship.] Phase 9: Expand – Building business, repeat business, alliances and referrals upon your existing business. This is the result of successfully executing all the other phases. [The seller works with the buyer to solidify customer loyalty.] ) Based on original copyright material found in the Compendium of Professional Selling including the “UPSA Customer Satisfaction and Loyalty Model,” the “UPSA Buying Cycle,” the “UPSA Selling Cycle, ” Clarified by Martin Brossman www.CoachingSupport.com & Tim Dumas www.TimDumas.com . For more about UPSA go to www.upsa-intl.org © 2007 by UPSA. All Rights Reserved by UPSA.