Procter & Gamble 5 Step Persuasive Selling / One Page Memo

Bastiaan van de Werk
Bastiaan van de WerkOwner at Roos & van de Werk

5 step one page memo format, developed originally by Procter & Gamble. Explained by Bastiaan van de Werk (Roos & van de Werk.

 




Procter	
  &	
  Game	
  One	
  Page	
  Memo	
  Format	
  /	
  Five	
  Step	
  Persuasive	
  Selling	
  
(Bastiaan	
  van	
  de	
  Werk,	
  bastiaan@roos-­‐vandewerk.nl)	
  
	
  
This	
  format	
  works	
  from	
  any	
  situation	
  requiring	
  you	
  to	
  convince	
  someone	
  of	
  your	
  proposal.	
  I	
  
use	
  it	
  myself	
  for	
  memo's,	
  emails,	
  presentations	
  and	
  yes	
  for	
  business	
  proposals	
  too.	
  When	
  you	
  
need	
  someone	
  to	
  do	
  something	
  your	
  way,	
  first	
  put	
  yourself	
  in	
  their	
  shoes,	
  present	
  the	
  facts,	
  
reinforce	
  the	
  benefits,	
  and	
  be	
  clear	
  about	
  what	
  you	
  are	
  asking	
  for.	
  	
  

1.	
  Summarize	
  the	
  Situation	
  
Bring	
  your	
  listener	
  up	
  to	
  speed	
  on	
  the	
  scenario.	
  Lead	
  them:	
  make	
  them	
  arrive	
  at	
  your	
  
conclusion	
  even	
  before	
  you	
  share	
  it	
  with	
  them.	
  Your	
  situation	
  summary	
  could	
  include	
  facts	
  
about	
  the	
  environment	
  surrounding	
  the	
  situation;	
  information	
  about	
  new	
  issues,	
  
opportunities,	
  trends,	
  recent	
  research	
  or	
  whatever	
  else	
  prompted	
  you.	
  A	
  few	
  bullet	
  points	
  
should	
  do.	
  

2.	
  Introduce	
  your	
  Idea	
  
Introduce	
  your	
  solution,	
  proposal	
  or	
  recommendation	
  in	
  clear	
  and	
  simple	
  terms.	
  This	
  is	
  not	
  the	
  
time	
  for	
  lots	
  of	
  nice	
  words;	
  just	
  headline	
  your	
  idea	
  clearly	
  so	
  your	
  listener	
  understands	
  what	
  
you	
  are	
  proposing.	
  One	
  sentence	
  should	
  generally	
  be	
  enough.	
  

3.	
  Explain	
  How	
  It	
  Works	
  
Share	
  and	
  explain	
  the	
  details	
  of	
  your	
  proposal.	
  This	
  might	
  include	
  product	
  information,	
  
pricing,	
  sales	
  program	
  details,	
  timing	
  considerations,	
  or	
  any	
  other	
  specifics	
  that	
  will	
  help	
  your	
  
listener	
  understand	
  your	
  complete	
  proposal.	
  This	
  is	
  an	
  opportunity	
  to	
  highlight	
  the	
  impressive	
  
points	
  in	
  your	
  proposal	
  and	
  to	
  pre-­‐empt	
  any	
  questions,	
  objections,	
  or	
  concerns	
  you	
  foresee.	
  
	
  
When	
  you’re	
  explaining	
  your	
  proposition,	
  start	
  from	
  the	
  perspective	
  of	
  their	
  needs	
  and	
  wants	
  
and	
  think	
  about	
  how	
  you	
  can	
  fulfil	
  them	
  and	
  how	
  you	
  can	
  assuage	
  any	
  concerns.	
  One	
  of	
  the	
  
keys	
  to	
  selling	
  is	
  to	
  put	
  yourself	
  in	
  your	
  listener’s	
  shoes	
  and	
  evaluate	
  your	
  proposition	
  from	
  
their	
  point	
  of	
  view.	
  

4.	
  Reinforce	
  Key	
  Benefits	
  
Circle	
  back	
  and	
  reinforce	
  the	
  reasons	
  that	
  this	
  idea	
  is	
  good	
  for	
  your	
  listener.	
  Maybe	
  you	
  should	
  
consider	
  the	
  alternatives	
  state	
  and	
  why	
  yours	
  is	
  the	
  best	
  option.	
  There	
  are	
  usually	
  only	
  three	
  
good	
  reasons	
  to	
  do	
  anything:	
  it’s	
  a	
  lot	
  easier	
  to	
  remember	
  three	
  strong	
  points	
  than	
  seven	
  or	
  
eight	
  average	
  ones.	
  
	
  
If	
  you	
  end	
  up	
  with	
  more	
  than	
  three	
  reasons,	
  evaluate	
  your	
  list	
  and	
  cut	
  the	
  less	
  persuasive	
  
reasons	
  out	
  or	
  group	
  them	
  into	
  three	
  main	
  categories.	
  Presenting	
  any	
  more	
  will	
  only	
  confuse	
  
your	
  listener	
  and	
  usually	
  means	
  you	
  are	
  including	
  weaker	
  reasons	
  that	
  will	
  give	
  your	
  listener	
  
room	
  to	
  argue	
  with	
  you	
  and	
  your	
  proposal.	
  

5.	
  Suggest	
  an	
  Easy	
  Next	
  Step	
  
Don’t	
  leave	
  the	
  encounter	
  “hanging.”	
  Be	
  specific	
  about	
  what	
  you	
  want,	
  and	
  ask	
  for	
  their	
  
decision	
  or	
  ask	
  them	
  clearly	
  and	
  explicitly	
  to	
  do	
  what	
  you	
  need	
  them	
  to	
  do	
  in	
  order	
  for	
  
you	
  to	
  move	
  forward.	
  




+31	
  -­‐	
  010	
  218	
  0838	
  |	
  Roos	
  &	
  van	
  de	
  Werk	
  |	
  Straatweg	
  138c	
  |	
  3051	
  BN	
  Rotterdam	
  |	
  www.roos-­‐vandewerk.nl	
  

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Procter & Gamble 5 Step Persuasive Selling / One Page Memo

  • 1.   Procter  &  Game  One  Page  Memo  Format  /  Five  Step  Persuasive  Selling   (Bastiaan  van  de  Werk,  bastiaan@roos-­‐vandewerk.nl)     This  format  works  from  any  situation  requiring  you  to  convince  someone  of  your  proposal.  I   use  it  myself  for  memo's,  emails,  presentations  and  yes  for  business  proposals  too.  When  you   need  someone  to  do  something  your  way,  first  put  yourself  in  their  shoes,  present  the  facts,   reinforce  the  benefits,  and  be  clear  about  what  you  are  asking  for.     1.  Summarize  the  Situation   Bring  your  listener  up  to  speed  on  the  scenario.  Lead  them:  make  them  arrive  at  your   conclusion  even  before  you  share  it  with  them.  Your  situation  summary  could  include  facts   about  the  environment  surrounding  the  situation;  information  about  new  issues,   opportunities,  trends,  recent  research  or  whatever  else  prompted  you.  A  few  bullet  points   should  do.   2.  Introduce  your  Idea   Introduce  your  solution,  proposal  or  recommendation  in  clear  and  simple  terms.  This  is  not  the   time  for  lots  of  nice  words;  just  headline  your  idea  clearly  so  your  listener  understands  what   you  are  proposing.  One  sentence  should  generally  be  enough.   3.  Explain  How  It  Works   Share  and  explain  the  details  of  your  proposal.  This  might  include  product  information,   pricing,  sales  program  details,  timing  considerations,  or  any  other  specifics  that  will  help  your   listener  understand  your  complete  proposal.  This  is  an  opportunity  to  highlight  the  impressive   points  in  your  proposal  and  to  pre-­‐empt  any  questions,  objections,  or  concerns  you  foresee.     When  you’re  explaining  your  proposition,  start  from  the  perspective  of  their  needs  and  wants   and  think  about  how  you  can  fulfil  them  and  how  you  can  assuage  any  concerns.  One  of  the   keys  to  selling  is  to  put  yourself  in  your  listener’s  shoes  and  evaluate  your  proposition  from   their  point  of  view.   4.  Reinforce  Key  Benefits   Circle  back  and  reinforce  the  reasons  that  this  idea  is  good  for  your  listener.  Maybe  you  should   consider  the  alternatives  state  and  why  yours  is  the  best  option.  There  are  usually  only  three   good  reasons  to  do  anything:  it’s  a  lot  easier  to  remember  three  strong  points  than  seven  or   eight  average  ones.     If  you  end  up  with  more  than  three  reasons,  evaluate  your  list  and  cut  the  less  persuasive   reasons  out  or  group  them  into  three  main  categories.  Presenting  any  more  will  only  confuse   your  listener  and  usually  means  you  are  including  weaker  reasons  that  will  give  your  listener   room  to  argue  with  you  and  your  proposal.   5.  Suggest  an  Easy  Next  Step   Don’t  leave  the  encounter  “hanging.”  Be  specific  about  what  you  want,  and  ask  for  their   decision  or  ask  them  clearly  and  explicitly  to  do  what  you  need  them  to  do  in  order  for   you  to  move  forward.   +31  -­‐  010  218  0838  |  Roos  &  van  de  Werk  |  Straatweg  138c  |  3051  BN  Rotterdam  |  www.roos-­‐vandewerk.nl