Professional Documents
Culture Documents
Complete Workbook
Table of Contents
Session 1 Becoming a Marketing Master ................................................................................. 4
1.1: 3 Types of Executives .................................................................................................... 5
1.2: Deploying Strategies and Tactics ............................................................................. 7
1.3: The Stadium Pitch ........................................................................................................ 10
1.5: Stop Selling and Start Educating ............................................................................. 14
1.6: Become the Expert in Your Market ......................................................................... 15
1.7: Rest the Buying Criteria, Surpass Your Competition .......................................... 16
1.8: Refining Your Stadium Pitch ...................................................................................... 17
1.9: The Smoking Gun ......................................................................................................... 18
1.10: The 4 Rules of a Slogan ............................................................................................ 19
1.11: Building a Killer Core Story ....................................................................................... 20
How to Build a Core Story: The Short Version ...................................................................... 27
Session 2 Best Buyer Strategy ................................................................................................... 44
2.1: Introducing the Best Buyer Strategy ....................................................................... 45
2.2: Best Buyer Strategy with PHD .................................................................................... 46
2.3: Dream 100 Concept ................................................................................................... 47
2.4: Grab Your Dream 100s Attention........................................................................... 50
Session 2.5: Get their Attention! Get the Appointment! ......................................... 54
Session 3 Create the Ultimate Advantage .......................................................................... 91
3.1: Create the Ultimate Competitive Advantage ........................................................... 92
3.2: What the Most Successful Companies Do Differently ............................................... 94
3.3: How to Work ON Your Business ...................................................................................... 96
The Masters Series
Session 1
Becoming a Marketing
Master
Secrets of the Super Strategist and how to
Build your Core Story
Videos in Session 1:
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
1.10
1.11
What is a Tactic?
Advertising
A sales call
Your website
An email to prospects or clients
A trade show
An article written about you (PR)
Your brochure
Customer service
What is a strategy?
The long range goal, the overall impact.
What is the ultimate accomplishment, or ultimate position you want in the
market?
What is the ultimate perception you would like your clients to have about your
company?
NOTES:
What is the ultimate perception you would like your clients to have about your
company? (Focused on them.)
NOTES:
Answer each question Yes or No, as it pertains to the strategic objectives you want
to achieve with each prospect or client?
Strategic Objective
Would you like to be more trusted?
Do you want to be respected?
Do you want to have deep credibility?
Do you want to be perceived as an expert?
Do you want to create brand loyalty?
Would you like to preempt the competition and solidify your
position?
Position yourself so that price was not a factor?
Do you want to generate referrals?
Motivate the client/prospect to take action now?
Yes / No
Respected?
Be perceived as an expert?
Referrals?
NOTES:
A great stadium pitch will drive your potential buyers up the buying pyramid.
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11
Basic View
Strategic
View
Broadest
Possible
View
NOTES:
12
Strategic View
NOTES:
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14
NOTES:
15
16
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Ideally, a slogan sets up buying criteria in which your product or service is the
most logical choice.
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Start with big picture market info (Write down some things you want to have
researched.)
Massive pain. More items you want to have researched failure rate, competitive
landscape: Whats scary to your clients? Research things over time.
Set buying criteria with more data (What do you want to be teaching them?)
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The five things to look for in your type of product or service. (STILL NO SELLING.)
NOTES:
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Summary Workshop:
How can you heighten the interest and importance of your product? (Market data
will do this.)
How can you motivate your buyers to purchase more or more often?
How can you create massive brand loyalty? What are your strategic objectives to
make sure they never want to buy from anyone but you?
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How can you become the most sought out for information?
How can you become the best resource in your industry? (Placement service,
business or consumer resources.)
How can you get more leads into the pipeline faster or faster appointments?
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Superior Access Vehicle: An approach that gives you superior access to your
accounts.
NOTES:
25
Bonus Workshop:
Create three to five reasons why a client should buy from your company over one of
your competitors.
Now take a few minutes and write down as many additional benefits of dealing with
you as you can. NOT featuresbenefits.
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Part 3. Now that you have done a righteous setup and have your prospect(s)
salivating for a solution, you have a section that says: Heres What You Can Do
About Some Of These Challenges.
If youre a construction company trying to get builders to use you over your
competition, your front part might have shown the market you serve and how much
building has gone on. Then it might have gone into costs, labor problems, laws,
lawsuits, etc., all areas of pain for builders. It would then segue into some solutions;
some might not directly have to do with you. So you might say, Three Solutions One
Can Pursue. And two of them are a single panel with a suggestion from articles you
might have read/found during the research phase. But one of those three things says:
You Can Choose Your Partners More Carefully. And then you segue into The Four
Things to Look for in a Construction Partner.
This section is NOT a blatant pitch, but rather a section in which you set up the buying
criteria in your favor (explained in Chets session on Strategy). Youd have a panel on
each of the things they should look for and each is a righteous set up for you and how
you go about your services.
Then your final panels show how you fulfill all the criteria you just set up. This is the
ONLY part where you get to present YOUR company. The other 90% of what you
present is to serve the viewer, not you. But if youve done a great job, believe me,
youll serve yourself big time.
Begin with a title page that promises some wonderful educational experience The
Five Things Everyone Should Know About Health in America or, The Five Most
Dangerous Trends Facing Every (your industry target here). The second panel is titled
Areas Covered. Thats where you pre-sell like a champion. REALLY make your
prospects want it.
End with a summary, two summary pages. The first one summarizes the data that
leads them to your conclusion. The second one shows how your company provides
the solutions.
Then you have a final ending panel that is your USP, as defined in Chets session.
Good luck. And remember, Empire Research Group can do this for you now and
probably much better than most can do it themselves. Why? Because theyve built
hundreds of these and they are highly trained and efficient at it.
Good luck. If you build it, they will buy!
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Research
If you really want to dominate your market, the first thing you should do is conduct
research. For example, when we had a calendar company as a client, we helped
them discover that their market was shrinking, hence changing their strategy from
going after small gift shops to going after large chain retailers like Wal-Mart. So point
one, you want to look at the size of your market over the last several decades. The
United States Census Bureau keeps outstanding records of every industry. Number of
units, employees and gross sales, and the data can go back into the 50s. You get
some great wows (explained on videos) when you look at data over several
decades.
Research Some Items Youd Like to Know Just to Make Yourself an Expert
Size of Market Annual billings for the entire industry. For example, if youre in real
estate, you want to know how many houses are sold each year and how much
money is spent in this area. This positions you as an expert. So for any industry, you
want to find out how many units sold, or how much spent, etc
You also want to find out how many brokers there are. How many people employed,
etc.?
You also want to find out how these numbers have
changed over the last few decades. It is in THIS part of
So, if you can get ten the research that you find the wows as described both
years of that particular in Strategy Versus Tactics and in Effective Presenting.
industry, you can find Major trends? Most trade journals that cover an industry
do an annual wrap up on the industry. What they dont
correlations that literally do is compare that data over the years. So if you can
make your client say get ten years of that particular industry, you can find
correlations that literally make your clients say wow out
wow out loud.
loud. We had one client where we did some research
Chet Holmes and then laid out for them all these trends that they had
never noticed, even though all the data came from their
trade journals that they read religiously. When youre
looking to make correlations, it changes perspective and gives you superior weapons
to your competitors.
The bad news. Ultimately, bad news motivates much more than good news. What is
going on in your industry that is painful? Are companies going out of business? Is
competition out of control, etc.?
You have a sense of your own industry; so can think through other areas that would
be telling. What other areas are there that youd want to research? Market data arms
you over your competitors. They never stop to work ON the business and this gives you
a superior advantage.
Even if youre in a retail setting, know the details, youll find the trends. For example, if
youre in the jewelry store business, find out how much is spent on each area, how has
The Masters Series
29
it changed over the years, how many jewelry stores are there, etc. Knowing your
market better than your competition will give you some surprising advantages.
But for now, RIGHT now, list some areas that you would like to have researched:
PromiseMore guidance / stimulation to come.
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Name at least five pain points that would really motivate your buyers to buy faster.
(The first exercise was to find ways to grab attention.) Now that you have their
attention, how do you motivate them to take action faster?
Describe, define, name the problem, challenge, question or issue for which your
company, product, or service is the only viable solution. Explain why you alone can
do it for them.
Name at least five pain points that would motivate your buyers to buy more (this is
different than faster).
Name five pleasures the prospect / client should want to attain, achieve, experience
or get from your product, service or company.
Future Pace What it will be like when they have your product device implemented
and performing in your clients life or business. List at least five expectations.
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Name at least 10 more things you want to (or already have) researched in order to
support the previous four sections.
Name five pleasures the prospect / client should want to attain, achieve, experience
or get from your product, service or company.
Now outline the sections in your core story (no more than five).
Write 12 headlines for your product / service / company that explains the biggest
single payoff, benefit or result for your product, service or company. Go at it from
every angle.
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Write five ways your product / service adds specific, measurable benefit or value to
your client.
Write ten advantages you have over your competition, tangible or intangible.
Make a list of all the specific, direct and indirect competition you have for the
problem your product / service / company solves.
Now tell the five things everyone should look for in a product or service like yours.
Without directly referencing your product or service, youre setting the markets
buying criteria here, so these should be things you do that your competition doesnt,
or that they havent delineated. For example, if youre a real estate broker you may
find that all your competitors help guide the homeowner through the process AFTER
the sale, but few real estate brokers make this part of their presentation in order to get
the listing in the first place).
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Provide five metaphors or similes that analyze or illustrate what else having your
product or service in their lives is like.
Stadium Pitch: If we could gather all your customers in a stadium and give you an
opportunity to present to them all at once, what would you say? You can begin to
see how much stronger your stadium pitch will be when you have hard data that can
rivet the attention of your audience from the start. Outline your stadium pitch. This
should be much stronger now that youve done all these other exercises:
Now say it in a single sentence. This is your slogan/strategic position, the statement
that goes under your logo every time.
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Bonus Section
Increasing Your Closing Ratio Three Fold
Heres how to build a KILLER presentation that literally triples sales
(with tons of proof and examples below)
by Chet Holmes
Imagine I could put you in a giant stadium right now as the presenter, and the entire
audience is completely comprised of your most perfect prospects. Are you ready
right now? Could you walk out on that stage and present to every one of them and
do it perfectly? Now before you say yes, let me make the stakes higher. Before you
walk out there, the audience is told: You had to come, but you dont have to stay. If
this person (you) fails to keep your interest, you can simply get up and leave.
Now let me even further complicate the situation by telling you the good news and
the bad news.
The good news: At any given time 3% of your prospects are currently in the market to
buy your product or service and looking right now to get it. Another 6-7% is open to it,
but not currently looking. The other 90% is divided into three nearly equal categories:
A) Not really thinking about right now.
B) Think theyre not interested (but might be, if you did a good job at presenting to
them).
C) They KNOW theyre not interested.
So lets say you sell brooms. And lets say its a
At any given time, 3% of
fantastic broom. But remember 90% of the
audience isnt in the market for your broom at this
your prospects are currently
time. At least they think theyre not interested. That
in the market to buy your
means if you walk out there and start right off
product or service.
saying how great your brooms are, 90% of your
audience is going to get up and leave.
Chet Holmes
So you need to open your stadium pitch (as I call
it), with what I call wows. This means that all
great presentations start off with information that
makes your prospects say: wow, I didnt know that. The focus must be on THEM and
things of interest to THEM, not you. So rule number one of a great presentation is that it
must be focused on the prospect and not on you (at least not initially).
Ive built presentations that increase closing ratios from one out of ten to eight out of
ten. Ive even built presentations that dramatically increase your ability to get in front
of prospects in the first place. How? Lets bring that stadium pitch down to its most
practical application; Offer prospects something of value outside your product or
service, something important to THEM.
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Let me give you a case in point. I have a client who sells employee benefits and
insurance to companies. His sales team was used to calling up a client and saying
We want to come and talk to you about your health care benefits. Since 97% of
prospects THINK they are happy with their current broker, thats a really hard call to
make. However, when they created a presentation that pointed out The Five
Dangers Facing All Employers and How Knowing What Those DANGERS Are, Can
Dramatically Reduce Costs and Increases Profits, it made not just the sale go better,
but also the getting the appointment go much better.
Meaning that the information that is of value to THEM like, Five Dangers Facing You In
Your Business, creates what I call a superior access vehicle.
Heres What You Can Do About Some of These Challenges
Another client of mine sells telephone systems. Prior to the learning curve in this article,
theyd call prospects and ask the prospect We want to come and talk to you about
getting a new telephone system. Needless to say, the appointment setting process
was slow going. However, when they built THE ULTIMATE PR ESENTATION, one that
offered (something like) How Youre Wasting Money In Five Major Areas of Your
Voice and Data Spending, suddenly, they went from getting three appointments per
week (with four salespeople trying all day) to getting 30 appointments per week. This
effort is already tripling their sales in a single year.
Theres no situation
where one of these
presentations,
properly prepared,
cant
overcome
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when trying to find a single precedent. This presentation was packed with bad news.
Much of this news had nothing to do with law books. Keep in mind, it didnt matter.
Bad news motivates, even if it is unrelated.
Your prospect, when viewing a great deal of bad news, will suddenly feel the need to
take some action. Any action they take will make them feel better. In the case of the
law book company, every lawyer in the room wanted more information or wanted to
purchase the law books outright, after they saw the presentation.
Now dont take this too far. The more the data in the presentation sets up a need for
your product or service, the higher your closing ratio. So, in the case of the law firm,
the massive case law to be studied created a need for law books that already
studied that for them. Plus, we tied the litigation against lawyers directly to the massive
case law, so that seemingly unrelated pieces of data, pieced together with other
data made the bad news more excruciating.
So rule number two to building a killer presentation is that the data should set up a
buying criteria, in which your product or service becomes the most logical choice.
When my telephone client laid out all the ways most companies were wasting money
on their voice and data spending, it made the prospects open their arms and invite
my client to look at how they might help them. This almost always ended up being a
new system that would help them save money in many different ways.
What are your clients current buying criteria? Is it price? Easy to overcome with the
right presentation. Is it that they want to buy only from the biggest provider? Easy to
overcome with the right presentation. Is it that they dont think they even need what it
is that you sell? Easy to overcome with the right presentation. Data can motivate your
prospects in all and any of the situations mentioned.
I have a client that is a distributor in a market where they once had only four main
competitors. In the past several years, many other types of companies have added
my clients type of product as an add-on. Since its not their main product, these
hundreds of new competitors can sell it even cheaper than my client can. Result? My
client was in big trouble and fading fast.
Presentation to the Rescue
We used data, compelling and riveting data to show that these competitors didnt
know anything about this particular industry and as a result, in the long run, poor
choices in purchasing were going to cost their penny wise and pound foolish buyers a
LOT more money later. The presentation set up a buying criteria where price became
secondary to expertise. Will that work with you? I do not know. But I DO know this.
Theres no situation where one of these presentations, properly prepared, cant
overcome any challenge you may be facing.
Declining market? Price is the main motivator? Inability to get appointments? Inability
to get to see the higher decisions makers? All of these challenges can be met with a
fantastic presentation.
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$80,000 to build these and I would commission out all the research to an elite team of
top researchers. I would then sit around on the floor (too much data to put on a desk)
with piles of the raw data all around me and begin to see where I could piece
together all these disconnected pieces of raw data to create the wows or find the
bad news that would motivateat the same time as position my clients. This
process alone is critical and difficult. In one case we were building a presentation for
a client who wanted to target day spas.
The researchers got me the numbers and I saw that there were 16,000 day spas in the
U.S. But to my utter shock, another piece of disconnected data showed that there
were maybe 200 of them only 15 years ago. Bad news if youre a day spa. Your
market is gruelingly competitive. Two pieces of data over a 15 year period put
together on a single panel to equal bad news!
After I finished building the raw data into final product, I would then pass back my
finished product to the researchers to show them how I had utilized their data.
After years and years of doing this, this very bright research team began to get the
hang of this process and they began to go a lot further with the assignments I gave
them. Before I knew it, they were getting these things pretty far along and thats when
I realized that this service could now be expanded outside of the billion dollar clients I
was accustomed to working with.
So what I once charged $80,000 to produce, my team helped me systematize so that
you can get your custom core story for literally a fraction of that investment,
affordable by almost any company or sole individual looking to slaughter the
competition. Now, that said, if you cannot afford to have someone do this for you,
heres what you need to do on your own.
Step One: Research your industry over a thirty year period. Thats where youll find
trends that no one else has spotted.
Step Two: Look for the bad news. Thats what motivates. Specifically, look for bad
news that you might be able to tie to a solution that involves your product or service.
Step Three: Manipulation of that data is the most difficult part of it. It is an art form
onto itself.
Stack the info, cross reference the info, blend it with other info, etc. I do all the original
panels by hand on 3X5 index cards. This way you can erase info, and keep shifting the
order of how you want to present the info, all in a delicate balance of insight that
eventually leads to that prospect wanting YOUR product or service over all of your
competitors.
Do NOT pitch your product until the very end. You want the material in the front and
3/4 of the way through it to be a set up. Then somewhere toward the end, you want
a section that says: What to look for in X type of provider. At this point you would
present all this data about yourself without really saying its you. In the telephone
The Masters Series
39
company example, they presented What to look for in your telephone system
provider and they had five things and every one of them set them up to be the most
logical provider.
A great title is critical. Heres a great title for everyone The Five Most Dangerous
Trends Facing All (your prospects type of company or issue here) XYZ Type
Companies/Consumers.
The second panel is always Areas Covered, and is used as a teaser and presell
opportunity. It should make their mouth water with anticipation. The rest of the layout
and ideas on graphics and how to utilize them is covered quite thoroughly in the
session entitled Effective Presenting.
In summary, your core story can accelerate:
Training
Client access
Decision making process
Appointment setting
Closing skills
Rapport opportunities
Increased credibility
And so much more. If you build it, they will buy!
Or, you can certainly have the Empire Research Group build it for you. Check out the
Chet Holmes International website (www.ChetHolmes.com) and click the Core Story
hyperlink. Alternatively, you can call us at (845) 789-4178 or email us at
client_support@chetholmes.com for a free Core Story Consultation.
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Description
Go to the various subheadings that are
listed on the front page as your scroll
down. There are archives of information
you can choose from.
Census Bureau: For resources and
information on Census and U.S. census
bureau.
Department of Labor
Bureau of Labor and Statistics
Society for HR Management:
Information on labor, health care,
executive backgrounds and
compensation, government, employer
practices, etc.
www.ABCNews.com
www.census.gov
www.dol.gov
www.bls.gov
www.shrm.org
www.WashingtonPost.com
www.give.org
www.CNN .com
www.forbes.com
www.MSNBC.com
www.absolutefacts.com
www.debtsmart.com
www.business.com
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Name: __________________________________________________________________________
Score (8 points for each correct answer, 112 points = 100%): ________________________
1. If youre selling advertising for a newspaper a bad title would be: Why you should
advertise in our newspaper. A good title would be:
_______________________________________________________________________________
2. The railroad company define themselves as We Build Railroads. Write a more
strategic definition: ____________________________________________________________
What would be the broadest possible view? ____________________________________
3. An exercise equipment company is the BASIC description.
Write a more strategic title? ____________________________________________________
What would be a broadest possible view title? ________________________________
4. Solutions are way more motivational them problems?
TRUE or FALSE
5. If you were selling vitamins, what trend involving spinach would imply vitamins are
more important now than ever before? _________________________________________
6. Involving sperm count also makes a strong case for better nutrition in your diet in
what ways? Describe the trend and its implications. _____________________________
7. Define what a customer is compared to a client.
Customer: ____________________________________________________________________
Client: ________________________________________________________________________
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8. What is your first strategic objective if you want to have clients instead of
customers? __________________________________________________________________
9. When you present market data, you shift the power in your favor.
TRUE or FALSE
10. USP by Madison Avenue definition is called: ____________________________________
11. USP by Chet Holmes definition is called: ________________________________________
12. Which of the following is NOT a rule for developing a slogan? A slogan should:
A: Describe the product or service
B: Contain a benefit
C: Make people happy and be hip
D: Position your company above the competition
E: Set up the buying criteria in which your product or service is the most logical
choice
13. What 5 elements constitute the structure of a core story?
1) ______________________________________________________________________________
2) ______________________________________________________________________________
3) ______________________________________________________________________________
4) ______________________________________________________________________________
5) ______________________________________________________________________________
14. What is the ultimate accomplishment of the core story sales model?
________________________________________________________________________________
15. A core story should begin by bragging about your company and making sure you
plug your company throughout the entire story.
TRUE or FALSE
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Session 2
2.2
2.3
2.4
2.5
This Workbook is provided to support each of the areas described above. It is important that
you take notes as you watch each video and to follow and conduct the workshops provided
for you and your team, so you can begin implementing what you learn.
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Size of prospect? How large a company, how many employees, and how many
clients do they have, etc? How do you define the size of company that makes
them a DREAM sale?
Other Factors? How else might you describe your Best Buyer Dream Client?
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What percentage sales growth do you think you COULD achieve if your organization
was more effective at marketing to and capturing those potential "Best Buyer" in your
market?
NOTES:
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L2 - Larry Lundy's 44 strong Pizza Hut franchise, which survived his cancer diagnosis,
bankruptcy and Hurricane Katrina, apparently couldn't survive the recession. It is
what he did he not see that put his business onto the rocks after surviving so much?
Magnifying Glass
Your Headline:
L3 - Consumers spent only 25% of their food budget on restaurants back in 1955. In
2011, your target diners have nearly doubled their budget for dining out to 49%. The
puzzle is how to capture your share of those dining dollars?
Rubiks Cube
Your Headline:
L4 - The top 50 restaurant chains hold just 20% of the market, leaving the door wide
open for any restaurant to take a chunk out of your market share. Do you have your
finger on the pulse of your different markets?
Pair of Dice
Your Headline:
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L5 - As consumers we crave the opportunity to hear, smell, taste, touch, and share
experiences in a much more intimate and personal way in this changing world. The
problem is that traditional advertising is set up to primarily target and measure single
sense advertising. Are your marketing efforts based on old time strategy?
Hourglass
Your Headline:
L7 - Reaching your target market has become much more difficult. People with DVRs
watch 12% more TV, yet 90% of them skip over the ads. 54% of consumers avoid
products and services which they feel overwhelmed them with advertising. How do
local markets respond to your marketing message?
Flashlight
Your Headline:
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Brochure: When are you going to use them? Tradeshows? If so when and
where?
Live: Who is going to present? What are the best venues to be presenting in?
When?
Webinar: Who is going to present? How are you going to get attendees? Who is
going to book the attendees? Who is in charge of attendee follow-up?
Mailers?
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Summary
Dream 100 / Best Buyer Strategy is the fastest, easiest way to build any company.
But it requires what kind of discipline?
Plan it in advance get the gifts all at once. They are cheaper that way and
now youre committed to using them.
Go after your dream prospects with a vengeance.
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Write down three additional products or services that you will offer your current
clients. (Can you plan quarterly?)
NOTES:
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NOTES:
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NOTES:
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NOTES:
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What additional information would make your database even more valuable?
NOTES:
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from
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YOU: Heres how we do it. You send out a memo and make an
announcement to each staff member. We will supply the announcement and
memo. Then we come by at lunch and also after work and talk to the staff.
You win from this as people who
(statement on how something you will
cover can make employees happy/loyal), better employees, more stable and
more dependent upon their job. Does that make sense to you?
Prospect: Of course.
YOU: Great. Then we could get in there next week and get started. Ill get you
over the announcement and memo. (Get email address and contact info,
and set time).
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memo. Then we come by at lunch and also after work and talk to the staff.
You win from this as people who own their own homes are better citizens,
better employees, more stable and more dependent upon their job. Does that
make sense to you?
Prospect: Of course.
YOU: Great. Then we could get in there next week and get started. Ill get you
over the announcement and memo. (Get email?)
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SAMPLE MEMO
This program will also show you how the Mexican Government now has
programs that make it possible for a vast majority of you to own your own
home.
Please arrange your schedule to be at this important meeting. You will be very
grateful for the information you learn.
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The Prospect smiles and some actually call you, THINKING that the Executive
Briefing is a report. It SOUNDS like a report, but we never actually say it IS a
report. This is on purpose.
So when they call, they get your (trained, fully briefed and rehearsed) Manager
of Client Education. When they ask for the report, our person responds:
Oh, its way better than a report. Its a live Executive Briefing taught by one of our
highly trained speakers. In fact I have a tour going through your area over the
next few weeks, let me tell you how this works
We underwrite the cost entirely. Theres no cost to you whatsoever. When we
have a touring speaker in your area, we arrange for them to come right to your
office. You dont even have to travel.
A lot of people we talk to will gather some of their key staff for the experience.
The entire experience only takes about an hour, and some people set it up as a
Lunch and Learn for key staff and hold it in their conference room.
Im the Manager of Client Education, so Ill coordinate everything, including a
one-page memo I have that outlines what will be covered, and we give you this
with our compliments. Its a way to help the entire market be more successful, so
its certainly good for us.
The information is outstanding. We retained a top research firm and they
studied some of the most advanced trends on how to be more successful in
(your industry). Plus, they found some dangerous trends too; ones that you should
be aware of. In any event, do you have your calendar handy? Lets see when you
might have an hour over the next few weeks so we can schedule in a tour.
Thats a specific CLOSE, one of the seven steps to every sale. You need a
CLOSE.
I am laying it out for you here, but if Im involved, Ill work the heck out of every
piece of this and it will ALL be on tape for future hires.
After each mailing, we make a courtesy call to everyone who received the
promo piece. And two weeks later, we mail again.
Rules on the gifts:
Should be cute, not expensive. Expensive gifts come off like youre trying to bribe
them.
Should be something useful, that they will want to keep or play withor take
home to their child, etc The goal is merely to stand out. To breed more
brand awareness and brand loyalty.
72
This approach works really well and Ive used it again and again.
Even if they do not take you up on the offers, the effort still dramatically raises
your visibility and solidifies your BRAND.
Lets talk cost.
This is a very inexpensive marketing effort.
Since, by design, the gifts have to be inexpensive, you can buy most of the things
I use for 100 pieces for
$40. So if your target is 100 companies in five categories, youre talking about
spending a few thousand dollars in marketing per month and youll have more
visibility with this approach than anything else you could do.
And every single letter will offer something free, and 90% of them will offer free
expert guidance in some way. Meaning your marketing should make a specific
offer.
Making sales is all about rapport. So you need vehicles that win you more rapport.
73
First Offer/Approach: What will be the first thing you do to introduce yourself to
this valuable group? Suggestions might include offering a free education?
Something free? Something that makes them want to talk to you or interact
with you. What will that be? If you have a core story that is highly educational,
that could be your first offer.
Phone call before. Who is going to do that and when will it happen? What will
they say?
Phone call after. Who is going to do that and when will it happen? What will
they say?
Second Offer/Promo: After the first offer, now you are going to look to really
capture their attention. A good way to do this might be incentives. Each
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74
incentive should go with a clever letter that capitalizes on the incentive. And
the effort should be focused on THEM, not on you. For example, if you send a
flashlight, a bad headline might be: We shine the light on better employee
benefit customer service A much better approach would be: Dont be in the
dark about dangerous employer trends; we bring light for free. Subhead: Free
executive briefing for the asking. Write the headline, now using a flashlight.
Phone call before. Who is going to do that and when will it happen? What will
they say?
Phone call after. Who is going to do that and when will it happen? What will
they say?
Other Incentives might include the following (we created a list of inexpensive
items that you could use with ongoing promos to your Dream 100). Write
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75
headlines that would work with each of these and then list the before and after
actions you will take before sending it.
A stop watch: Time to get (benefit here).
Phone call before. Who is going to do that and when will it happen? What will
they say?
Phone call after. Who is going to do that and when will it happen? What will
they say?
A (scratch off) lottery ticket: If you win, it would be the perfect time for you
to take advantage of our ability to help you (benefit to them).
Phone call before. Who is going to do that and when will it happen? What will
they say?
Phone call after. Who is going to do that and when will it happen? What will
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76
they say?
A coffee mug: Tea, coffee or whatever your pleasure, relax while you sip it
and think of how well help you (benefit to them).
Before and after activity:
A pair of sunglasses: Youre going to need these shades when we help the
sun shine brighter by helping you (benefit to them).
Before and after activity:
A wallet or change purse: We just wanted you to have this for all the
money youre going to (save-earn) when you (action they must take).
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A comb or brush: We want you looking your best when you (benefit to
them for getting involved with you).
Before and after activity:
A mirror: Look into this mirror and see the smile on your face because you
(benefit to them for using your product or service).
Before and after activity:
A dollar bill. This dollar bill is magical. It multiplies when you (what they
have to do to get the BENEFIT from working with you).
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79
SAMPLE LETTER #1
Dear ____:
The program we discussed over the phone is an orientation that illustrates 5
unique ways organizations can reduce their overall costs. As I mentioned, the
orientation has been developed as a public relations effort and as a way for us
to provide employers with useful information on ways to reduce cost and as a
way for us to introduce ourselves as well.
The program is our Free Gift. We have invested substantial resources to provide
you with over $3 million worth of research on:
In the next five years, if you do nothing, your employee benefits will
absolutely double. Since its the second biggest cost for any employer, they
usually welcome practical suggestions on how to not only stop the
increase, but send it back the other wayactually gain you a savings over
that same five year period.
Trends that every employer needs to know and how to turn them into
positive, profitable outcomes for your organization
Human resource trends and simple things you can do that will pay off ten
fold with little to no investment
Broker and insurance trends and what to be aware of and how to avoid
disaster
Factors that must be considered when developing your strategic benefit
plan
And much, much more
We are looking forward to giving you this 38 minute outstanding educational
experience. Contact me to arrange a time to go through this incredible
information.
Sincerely,
Date
Tom Smith
Your company name, Inc Address
Address
80
CEO NAME
81
SAMPLE LETTER #3
Date
Name Co name Address Address
Re: If you dont shine a light on your benefit costs, theyre going to double in the
next 4-5 years. Dear (use first name),
The cost of employee benefits will virtually double over the next four-five years
(guaranteed) if you do not take immediate steps to reverse that trend. If you
really want to decrease costs, you need innovation beyond simply trying to get
insurance companies to give you lower bids. Did you know that hundreds of
carriers have gone out of business trying to under-bid each other? Thats why
weve hit the bottom (were at the bottom of where you can go to reduce
costs simply by getting new bids).
82
83
SAMPLE LETTER #4
Date
Tom Smith Address, Address
Dear Tom,
I wanted to write to thank you for being so persistent to enter our world and help
us cut costs while improving the employee benefits outlook at our company. Im
writing this to encourage other companies t o visit with you and your team. So
let me just state it plainly. This is what you have done for us and I whole
heartedly encourage others to see how your out-of-the-box thinking can impact
them as well:
We were facing an employee benefits increase of 12% from our current provider
and you reduced that by more than 30%.
Where we once had only one static program, you showed us how we could
reduce costs by offering three different programs and allowing employees to
choose the program most appropriate for them- Resulting in a perception of an
improved plan, while saving us costs in the process.
You created and host a website strictly for our employee benefits program,
which not only created a perception of excitement for our employees, but
saved us more money in that everyone could download and print their
enrollment forms right from the site (with more than 80 locations and 1500
employees, every penny countsThank you).
You were able to take on three of our admin functions (COBRA, FLEX and
Consolidated billing), again reducing stress around here and increasing your
value significantly.
Finally, the mass teleconference training and the 800 (your company name
here) Team assistance to educate and inspire our employees, was just down
right over the top service.
Please put us on your list of very satisfied new clients. We are grateful that you
were so persistent and we hope others will listen when you call. We know they
will be grateful as well.
Sincerely
Name Title
84
SAMPLE LETTER #5
Date
To: (their name) From: (your name)
Re: Executive Briefing: How to NOT double the cost of your employee benefits
program over the next five years.
The cost of employee benefits will virtually double over the next five years
(guaranteed) if you do not take immediate steps to reverse that trend. Cost of
benefits can only go so low using traditional bidding
methods. So if you really want to decrease costs, you need innovation beyond
simply trying to get insurance companies to give you lower bids. Did you know
that hundreds of carriers have gone out of business trying to under-bid each
other? Thats why weve hit the bottom (were at the bottom of where you can
go to reduce costs simply by getting new bids).
85
SAMPLE LETTER #6
Date
Name
Address
Re: Puzzled about how to NOT double your health benefit costs over the next
five years? (Thats exactly whats going to happen if you dont take proactive
action right now).
Dear (use first name),
The cost of employee benefits will virtually double over the next five years
(guaranteed) if you do not take immediate steps to reverse that trend. If you
really want to decrease costs, you need innovation beyond simply trying to get
insurance companies to give you lower bids. Did you know that hundreds of
carriers have gone out of business trying to under-bid each other? Thats why
weve hit the bottom (were at the bottom of where you can go to reduce
costs simply by getting new bids).
86
87
to be resold or used for any profit. Uses for the test: a) Used as a primer before viewing the video, this test will
prompt you to note the important points as they arise. b) The test should be given after viewing the video to
show how well you retained the information. c) The test can be used as a vehicle to measure the comprehension
of employees who view the video (for current employee new-hires, or any employee who uses the video for selfstudy or in a training situation). d) The test can be given every eleven weeks as a means for promoting
memorization (the minimum acceptable level of learning) of the material.
Name: _____________________________________________________________
Score: (6 points for each correct answer, 114 points = 100%) _________
1.
There is always a smaller number of better buyers than there are all buyers.
(Circle one)
True
False
2.
3.
4.
Another Dream 100 strategy is to go after affiliates that can market your
products and services to their existing clients.
(Circle one)
True
False
5.
Nobody cares if youre talking to an industry competitor at the same time.
(Circle one)
True
False
6.
How far in advance do you need to plan your dream 100 strategy?
7.
When setting your appointments, you want the person who can say yes
without checking with anyone else.
(Circle one)
True
False
8.
88
9.
10.
13. Following along the same lines of the dream 100 concept, what is a great
concept for people who market directly to consumers?
14. When you do your mailers, it is a waste of time to send inexpensive little gifts
as they just throw them away anyway.
(Circle one)
True
False
15. After 4 or 5 mailers with inexpensive gifts, people will still not remember who
you are.
(Circle one)
True
False
89
16. Dream 100 strategy works best if you mail them twice a year.
(Circle one)
True
False
17.
18. Dream 100 effort should be abandoned after 3 months if it doesnt work.
(Circle one)
True
False
19. When following up on the dream 100, how many yes questions should
you ask the prospect before you close?
90
Session 3
3.2
3.3
3.4
91
92
93
3 Ps
Planning
Procedures
Policies
94
Outside sales
Inside telemarketing team
Marketing activities
Customer service
CRM (Customer relationship management)
Purchasing and suppliers
Shipping and receiving
Inventory control
Accounts receivable
Personnel
Technology
Partner relations/vendors
Partner relations/affiliates
Export sales
California initiative (He had an initiative to attack a new market. What
initiatives do you, should you have?)
List your areas of impact: (note, salespeople, admin staff, production or middle
mgmt., take this time to list YOUR greatest areas of impact if you perfected them).
95
96
Constraining Factor #2
Constraining Factor #3
Constraining Factor #4
Constraining Factor #5
97
How can you get all your troops animated with the same spirit and your
message to the market?
Standardize core communication tools. (This can be the most powerful
thing you can do to unite your troops: Build Your Core Story)
Develop Three Ps, strategies and skills to be repeated again and again,
until all your people rise to master level skill.
98
99
Summary
Training will help your company run better, smarter, faster.
Take the time to sharpen skills and improve knowledge in every possible area
The company conducting the best training will own the future.
Train or be derailed!
Make it FUN.
Master level skills come only from repetition of the same material.
But people will get bored if you teach it the same way, so create many
different ways to teach the same material.
Train
Constantly
Train with
Enthusiasm
Train and
Entertain
NOTES:
100
Impact Action 2:
Impact Action 3:
NOTES:
101
102
Name: _________________________________________________________________________
Score (6 points for each correct answer, 126 points = 100%): _______________________
103
10. Each employee should not give a similar answer for each question or
problem.
(Circle one)
True
False
11. What are the three Ps?
1
2
3
12. When testing something new in your company, do you use your best people
or your worst?
(Circle one)
True
False
13. The best way to manage a business is to react to everything that happens.
(Circle one)
True
False
14. Training has a positive impact on the following areas:
(Circle all that apply)
a) time
b) money
c) company unity
d) performance
e) relationships
15. What is the main goal of your weekly meetings?
(Circle all that apply)
a) to have heated debates to work out issues
b) just to communicate so everyone knows whats going on
c) to cause constant incremental improvement (at least one improvement
per meeting)
d) to have the employees meet without the boss being present
16. The term workshop training means that if you have a factory, you should
roll up your sleeves and demonstrate how to do the job right.
(Circle one)
True
False
17. It is not good to do on the spot workshops?
(Circle one)
True
False
18. What is the number one trait of Fortune 500 CEOs?
_______________________________________________________________________________
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105
Session 4
4.2
4.3
4.4
This Workbook is provided to support each of the areas described above. It is important that
you take notes as you watch each video and to follow and conduct the workshops provided
for you and your team, so you can begin implementing what you learn.
106
107
108
109
To Do
6 Most Important
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
110
1.
2.
3.
4.
5.
6.
111
112
Your Time
20%
Productive
Activities
80%
Non-Productive
Activities
113
Name: _________________________________________________________________________
Score (7 points for each correct answer, 56 points = 100%): ________________________
114
115
Session 5
Videos in Session 5:
5.1 Sales Superstars Ego vs. Empathy
5.2 The Five Traits of Star Salespeople
5.3 How to Hire
5.4 Interviews Part 1
5.5 Interviews Part 2
5.6 How to Keep Top Producers
This Workbook is provided to support each of the areas described above. It is important that
you take notes as you watch each video and to follow and conduct the workshops provided
for you and your team, so you can begin implementing what you learn.
116
But too much ego and youve got a difficult person who doesnt play well with
others.
The average bad hire costs a company $60,000 yet most hiring decisions are made
from an hour-long interview.
Chet Holmes
117
Background is not important. Its who they are not what theyve done.
Chet Holmes
118
119
120
Probe
Attack
Check with your HR department, but this allows you to now go deep
Probe
Seek deep understanding about their psyche and background.
If they feel uncomfortable answering questions about their background and
themselves, they lack empathy. Top producers live to bond with others.
Find if someone in their background gave them confidence (usually their
mother). Ask How would your mother describe you?
If you were 5 years old and told your mother you want to be an actor, what
would your mother/father say to you?
a. Dont do it.
b. Do it, but train for a job
c. Do it youll be successful at whatever you do!!!!!
Determine if Background Contributed to Confidence
If the candidates background contributed to their present levels of confidence.
Ask Questions Like:
1. What types of things in your childhood shaped who you are? How were you
raised?
2. Tell me about some of your biggest challenges in your life? (Not necessarily work
related) and how you dealt with them.
3. Tell me about the toughest sale you ever made? (Ask a lot of specifics, what
they said, details of the process, what was the crunch, how they closed it, etc).
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122
4. Create desire
5. Overcome objections
6. Closing skills
7. Follow up skills
8. Presentation skills
9. Cold calling skills
10. Cold calling discipline
Determine Dedication and Desire for Improvement
The best are always trying to get better, to improve themselves. Ask
What was the last self-help book you ever read? Or tape you listened to? Or
which seminar you went to? (Look for people trained by Tony Robbins, Jay
Abraham, Jim Rohn and other marketers and sales stars.)
Of all the people in the world today (past or present) who do you admire the
most?
After youve bonded and got rapport with them: Ask about their resume
history.
Why did you leave each of the last 3 positions?
Why were you looking? What was bad about it?
If youve left, were you unhappy? Why?
What are your top 3 personal goals? What are you doing right now to achieve
them?
Determining Confidence, Perseverance and Judgment
Tell me about a disappointment or disagreement with a boss and what
happened? Then what? And then?
Name 2 weak points of your previous boss, how did you deal with this?
How do you handle stress? What is your technique? Give me some recent
examples. (You are looking for how they think and you can ask deeper questions
to clarify.)
Probe on How They Think
Name two times when a boss criticized you and why?
What was the result? How did you deal with it?
Important: Dont react to their answer negatively or react positively. Be nonemotive, but nice. If you react negatively to anything the person says they will
clam up and wont tell you anymore. You must encourage them to tell you
more.
NOTES:
123
124
Intelligent
Sure of Themselves
Keeping Superstars
Never say no to a Superstar. Redirect their energy or give them a few hurdles to
jump.
Superstars will perform far better if you challenge their ego But dont forget to
compliment when they do something right.
Chet Holmes
NOTES:
125
Year 1
Smaller Accounts (15-100 EEs)
Large Accounts (100+ EEs)
Total
net
Fees
Commission
@ 5%
40
$100,000
$360,000
$18,000
$1,000,000
$600,000
$30,000
45
$1,100,000
$960,000
$48,000
Base
$28,800
Total
$76,800
$1,152,000
$57,600
Year 2
Existing Clients
45
30
$100,000
$360,000
$28,800
10
$1,000,000
$1,200,000
$96,000
85
$1,100,000
$2,712,000
$182,400
Base
$30,000
Total
$212,400
$2,983,200
$238,656
Total
Year 3
Existing Clients (20%)
85
20
$100,000
$180,000
$18,000
10
$1,000,000
$900,000
$90,000
115
$1,100,000
$4,063,200
$346,656
Base
$50,000
Total
$396,656
Total
126
Year 1
# of
12
$600,000
$102,000
$500,000
$85,000
17
$1,100,000
$187,000
Existing Clients
17
$1,100,000
$140,250
24
$1,200,000
$204,000
10
$1,000,000
$170,000
$4,400,000
$748,000
51
$7,700,000
$1,262,250
Existing Clients
51
$,7,700,000
$654,500
24
$1,200,000
$204,000
10
$1,000,000
$170,000
$13,200,000
$2,244,000
$23,100,000
$3,272,500
Total
Sales
Commission
Year 2
Sales reps
Total
Year 3
Sales reps
Total
83
127
Workshop #1: List at least three initiatives that you would LOVE to put someone on
in which the reward could be great if they did a great job for you.
1.
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
2.
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
3.
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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128
Name: _________________________________________________________________________
Score (6 points for each correct answer, 84 points = 100%): ________________________
1.
2.
3.
4.
129
8. When you interview the candidates in person, your initial approach must be gruff,
in order to challenge them right from the start.
True
False
9. Superstars become uncomfortable when you ask them questions about their roots.
True
False
10. If a candidate is overdeveloped in some area (sports, music, or in some
specialized knowledge) it is usually a sign that they are an intellectual, not a
superstar.
True
False
11. True superstars are bored with self-help books.
True
False
12. What are the three main techniques used to interview superstars?
1. ___________________________________________________
2. ___________________________________________________
3. ___________________________________________________
13. What are a few key questions you would ask a superstar to understand how they
think and how they have performed in the past?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
______________________________________________________
14. Motivating superstars requires constant challenge and occasional disapproval
from the supervisor.
True
False
130
Session 6
6.2
6.3
Personal Contact
6.4
Company Brochure
6.5
6.6
Press Releases
6.7
6.8
Innovative PR Strategies
6.9
Advertising: How to Grab the Most Attention and Increase their Response
6.10 Retail, TV, Radio What grabs the most eyes and leaves the most lasting
impression
131
132
133
Personal Contact
The most potent form of marketing.
None of your marketing efforts will have as much impact on your client as
contact with salespeople or client service.
Sales, the Most Powerful Weapon
This is a huge area of upside impact.
So much so that this area has its own speakers, workshops and education.
So, yes were going to get even deeper on selling, but for now, lets talk about
other forms of personal contact.
Education youre Clients Forms of Personal Contact
Sales Calls
Seminars
Telephone
Free Consultations
Webinars
Trade Shows, where applicable
Even Customer Service
Tools
134
135
People will use email more than a fax, but people still have fax machines and are
more likely to now read a fax as opposed to opening an email.
Your Salespersons Dream 100 Effort?
What is your salespersons Dream 100 approach?
What things can we add to your marketing calendar to support them?
o Mailing
o Newsletters
o Survey
o Public Relations
o Trade Show Programs, etc
136
137
138
139
140
141
142
Advisory Board
Are there former power players in your industry, who know all your potential
Dream 100 prospects?
These former executive sometimes love a chance to help an up-and-coming
player make it to the big time.
Industry Seminars
Bring in speakers (mostly from your Dream 100 list.
Have 2 heavy duty keynote speakers.
Have breakout sessions with attendees to discuss needs, challenges and
opportunities.
Mass Tele-Conference for Your Clients and Prospects
You can host a mass tele-conference for your industry.
Leverage celebrity status to gain access and give yourself credibility.
Have industry speakers that will draw your industry to attend.
Earn income from the event.
You will gain greater status as host / interviewer.
Fantastic promotional opportunity.
Is this right for YOU?
NOTES:
143
144
Give me a benefit.
Headline 1.
________________________________________________________________
Headline 2.
________________________________________________________________
Headline 3.
________________________________________________________________
Headline 4.
________________________________________________________________
Headline 5.
________________________________________________________________
Headline 6.
________________________________________________________________
Headline 7.
________________________________________________________________
145
146
Bonus Workshops
#1: Whats the Lifetime Value of a Client?
List each area and then a plan to improve/expand.
My Goal to Improve
Frequency of Turnover
147
148
__________________________________________________________________________________
Cultivating Lifetime Value: What can you do that will really help breed customer
loyalty? What extra step can you provide? What kind of bonding effort can be
made? List some ideas here:
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
What else could you sell them at the point of purchase? 30% will buy if you offer.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Can you down-sell to something? Ideas here:
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
149
Chets first business model: Sell my services direct to clients. Results: High fees, TONS of
travel.
Then I built a mass of products that could be sold by others. Results: No more travel,
huge staff, highly volatile monthly numbers.
Then I built a subscription-based business. Clients signing up for monthly help. Results:
Highly stable business that was very stable. In fact, I sold it.
How stable is your business? Is there a model that would make it more stable? Is there
some kind of ongoing service you could give that would guarantee you income each
month?
Or is there some club-like offer you could make that would breed remarkable loyalty?
Improved
150
Improved
Improved
151
Improved
Improved
152
153
154
A movie premier.
II.
A charity event.
III.
IV.
V.
VI.
VII.
What else?
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
c) A committee that you want them to join?
What will THEY get out of belonging? What benefit is there to them? Can you
start a trade association that they would want to join?
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
d) An awards ceremony.
What would be the title of the awards? What would be the theme?
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Now go back through your list and set some goals.
Write the goals in the left hand margin next to the activity.
WHEN are you going to do it?
155
Write five ways your product/service adds specific, measurable benefit or value to
your client.
1. _____________________________________________________________________________
2. _____________________________________________________________________________
3. _____________________________________________________________________________
4. _____________________________________________________________________________
5. _____________________________________________________________________________
156
Write ten advantages you have over your competition, tangible or intangible.
1. _____________________________________________________________________________
2. _____________________________________________________________________________
3. _____________________________________________________________________________
4. _____________________________________________________________________________
5. _____________________________________________________________________________
6. _____________________________________________________________________________
7. _____________________________________________________________________________
8. _____________________________________________________________________________
9. _____________________________________________________________________________
10. _____________________________________________________________________________
Make a list of all the specific, direct and indirect competition you have for the
problem your product / service / company solves.
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
157
Now tell the five things everyone should look for in a product or service like yours
(without directly referencing your product or service - youre setting the markets
buying criteria here, so these should be things you do that your competition doesnt,
or that they havent delineated. For example, if youre a real estate broker you may
find that all your competitors help guide the homeowner through the process AFTER
the sale, but few real estate brokers make this part of their presentation in order to get
the listing in the first place).
1. _____________________________________________________________________________
2. _____________________________________________________________________________
3. _____________________________________________________________________________
4. _____________________________________________________________________________
5. _____________________________________________________________________________
Provide five metaphors or analogies that analyze or illustrate what else having your
product or service in their lives is like. OR: Some analogies that show the pure logic of
your positioning, such as: (Chets example of Outside Magazine and Sports Illustrated,
versus Backpacker magazine or Tennis Magazine).
1. _____________________________________________________________________________
2. _____________________________________________________________________________
3. _____________________________________________________________________________
4. _____________________________________________________________________________
5. _____________________________________________________________________________
158
159
160
Performance Levels
161
What other companies, industries, or individuals can I turn to for borrowing higher and
better performing success procedures? List:
Companies
Individuals
Industries
162
163
__________________________________________________________________________________
__________________________________________________________________________________
Advertising Plans / Goals
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Internet (web, email, affiliates) Plans / Goals
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Promo Pieces & Brochures Plans / Goals
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
164
Acquiring clients at breakeven up front and make a profit on the back end
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Guaranteeing purchases through risk reversal
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Host-beneficiary relationships
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Using telemarketing
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Running special events or information nights
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
165
166
167
4. Create Desire:
How do you make them want it? Specific techniques, pain points, etcHow can
you dramatically enhance this process? Intensify it?
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
5. Overcome Objections:
What are the most common objections and the methods for overcoming them?
This single exercise can dramatically improve your closing ratio.
Most Common Objections
How to Overcome
6. Closing Techniques:
What different closing techniques can you use: i.e., small point close, either/or
close, straight forward question close, graduated closes offering more and more
with each offer. When do you close? Perfect time, secondary time, etc
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
168
__________________________________________________________________________________
__________________________________________________________________________________
7. Follow Up:
What are your standardized follow up efforts? How many do you have? List your
minimum follow up procedures here:
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
169
170
171
Programming clients
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
Price inducements for frequency
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
172
When
Who To Do It / How
173
174
175
Name: _________________________________________________________________________
Score (8 points for each correct answer, 104 points = 100%): _______________________
176
TRUE or
FALSE
TRUE or
FALSE
177
Session 7
Building Rapport
7.2
Establish Need
7.3
Build Value
7.4
Create Desire
7.5
7.6
178
179
180
There are always a few good questions for most sales situations.
o
What are the three biggest problems youre having in (your area of
business)? (If they say None, ask the next question.)
What are the areas where you would like to see improvement in (your
business)?
What is the criteria for making a decision about buying a product or service
like ours?
181
182
183
Now you take them through a fast paced briefing highly educational
market data that will build value and enhance rapport.
NOTES:
184
185
Solutions
Problems
Solutions
186
2.
3.
4.
5.
2.
3.
4.
5.
187
Rapport
Need
Value
Desire
You used all you learned in step two, as you presented, to really
create desire for prospect to do business with you.
It is when that buyer makes their own decision to buy because the
logic of it is inescapable.
188
189
190
Bonus Workshops
Rule: You cant improve something that you havent identified.
So lets break down your sales process: whether it is on the web or in person.
Step One: Establish credibility, build rapport
Write down the top three to five reasons why those are great relationships.
(Example: We share a lot in common.)
1.
2.
3.
4.
5.
191
Turn those reasons into rules. Example: Look for areas of common interest.
1.
2.
3.
4.
5.
Give us some kind of an education on some area of your industry that would
show that you are an expert. Teach us something.
192
Name: __________________________________________________________________________
Score (7 points for each correct answer, 98 points = 100%): _________________________
1.
2.
193
3.
4.
5.
What is the best way to find out the needs of your clients?
6.
What are six basic questions you should ask every prospect?
1)
2)
3)
4)
5)
6)
7.
People will buy much faster because of what you have to sell than who
they want to be.
(Circle one)
True
False
194
8.
9.
10.
195
11.
12.
13.
196
14.
It is not wise to make a prospect feel pressure when you are trying to close
a sale.
(Circle one)
True
False
197
Session 8
Videos in Session 8:
8.1 Perfecting Your Follow-Up
8.2 Success Formula
8.3 Follow-Up Letter
8.4 Ten Steps to Success
8.5 Unsuccessful Meeting
This Workbook is provided to support each of the areas described above. It is important that
you take notes as you watch each video and to follow and conduct the workshops provided
for you and your team, so you can begin implementing what you learn.
198
1
2
3
4
5
6
7
199
200
201
202
NOTES:
203
NOTES:
204
NOTES:
NOTES:
205
NOTES:
206
NOTES:
NOTES:
207
208
Name: _________________________________________________________________________
Score (8 points for each correct answer, 80 points = 100%): ________________________
5. How can you reduce the chance of your prospect forgetting the core
reasons why they were persuaded?
6. You should start your follow-up letter with a thank you.
(Circle one)
True
False
7. What are the 4 elements of a good follow-up letter?
1) __________________________________________________________
2) __________________________________________________________
3) __________________________________________________________
4) __________________________________________________________
209
8. If things go bad in the sales call, you are best to not be too aggressive in
your follow up.
(Circle one)
True
False
9. It is best not to plan your follow up so that you can be spontaneous.
(Circle one)
True
False
10. When following up, make sure you keep strictly to business because this will
cause the prospect to respect you even more.
(Circle one)
True
False
NOTES:
210
Session 9
Videos in Session 9:
9.1
9.2
Attitude is Crucial
9.3
9.4
9.5
9.6
9.7
This Workbook is provided to support each of the areas described above. It is important that
you take notes as you watch each video and to follow and conduct the workshops provided
for you and your team, so you can begin implementing what you learn. The areas noted
below are primarily covered in the video. This Workbook is provided for you to take
notes as you watch the video and to follow and conduct the workshops provided for
you and your staff so you can begin implementing what you learn.
211
Learn how speaking with confidence will make your prospecting 200% more
effective.
Discover powerful techniques to always the lead the conversation vs. them
leading you.
Tonality has 5 times more impact than the words you use.
The prospects subconscious picks up every subtle nuance in your tonality.
NOTES:
212
9.2: Attitude
Is crucial
Attitude
Can they trust you?
Are you making an impact on them?
They will hear your confidence, or lack of it.
Youre going to get, what you want to get when on the phone.
One-Minute Visualization
Close your eyes and count backwards from five, relaxing more with
each exhale.
Visualize the prospect being happy to take your call, receptive to
whatever you want to say.
Visualize the prospect being happy after you call, feeling like he or she
has benefited and got something they wanted.
Then you visualize yourself feeling great.
NOTES:
213
214
215
216
Whats easier to sell for you initially, that gives you easier access?
217
218
Whats the story you have to tell, something that continues to be curiosity driven.
Who else can you name-drop that will raise credibility? Build value?
What are pain points that might motivate them to want to meet with you?
What if they say no? (On average it takes 8.4 nos to get a yes) What do you say?
219
Then next?
Then next?
Then next?
Then next?
Then next?
Then next?
Then next?
220
Name: _________________________________________________________________________
Score (8 points for each correct answer, 96 points = 100%): ________________________
1. Circle the items below that you think are important when speaking on the
telephone
Speak clearly
Speak loud to emphasize your points
Use a deeper tone of voice
Sound relaxed
Establish rapport by using charm
Use a tone that shows authority and intelligence
Give your sales pitch to the gatekeeper
2. What should your main attitude be when you pick up the telephone?
3. Concerning the impact of your conversation, what percentage comes from the
words you choose?
a) 10%
b) 90%
c) 7%
d) 40%
221
4. When trying to get past a gatekeeper, always let them lead the conversation
True
False
5.
6.
If a prospect tries to rush you, it means they are very busy. You should respect their
time and shorten your pitch.
True
False
222
Session 10
10.2
10.3
10.4
10.5
Art of Voicemail
This Workbook is provided to support each of the areas described above. It is important that
you take notes as you watch each video and to follow and conduct the workshops provided
for you and your team, so you can begin implementing what you learn. The areas noted
below are primarily covered in the video. This Workbook is provided for you to take
notes as you watch the video and to follow and conduct the workshops provided for
you and your staff so you can begin implementing what you learn.
223
224
225
NOTES:
226
2. Mysterious benefit:
3. Justification of why you would offer this awesome learning experience (if thats
what youre offering):
4. More benefits:
7. When:
8. Where:
9. Cost:
227
228
NOTES:
229
230
231
NOTES:
232
Name: _________________________________________________________________________
Score (8 points for each correct answer, 56 points = 100%): ________________________
Please ask your CHI Coach for the answers after completing.
1.
What do you think is the main reason why most salespeople are mediocre?
2. What percentage of salespeople stop pursuing clients after the first time the client
has said no?
3.
6.
233
7.
If you get the appointment, what should your next step be?
(Circle one)
a) Celebrate
b) Write it in your appointment book
c) Fax a confirmation of the appointment
d) Notify your boss and ask him for the best way to proceed
e) Show up on time
234
Session 11
Professional Presenting
Rules and Skills Training
Videos in Session 11:
11.1
Presenting A to Z
11.2
11.3
11.4
This Workbook is provided to support each of the areas described above. It is important that
you take notes as you watch each video and to follow and conduct the workshops provided
for you and your team, so you can begin implementing what you learn. The areas noted
below are primarily covered in the video. This Workbook is provided for you to take
notes as you watch the video and to follow and conduct the workshops provided for
you and your staff so you can begin implementing what you learn.
235
11.1: Presenting A to Z
Sub-Title
Areas covered in Session 11:
What makes an effective presentation (Increase closing from out of 10, to 8 out
of 10).
Your pitch and your body are one (Learn why how you move is more important
than what you say).
Most common mistakes (A humorous section with the Worlds Worst Presenter).
Presenting to your Dream 100.
The power of the Dream 100.
Perfecting your Core Story presentation (it will always be a work in progress).
More insights on how we learn.
Skills as well as content.
Why Use Professionally Prepared Visual Aids?
We retain 20% of what we see.
We retain 20% of what we hear.
We retain 50% of what we see and hear.
The Cool-Off Factor
Day 1 - Hot
Day 2 - Cool
Day 3 Forget who you are
The Eyes Have It!
85% of all information is taken in through the eyes.
80% of all motivation is optically stimulated.
Information that is visually illustrated and communicated has a dramatic and
direct impact on the brain.
A Lot
The eye can take in 1.5 million images in a single glance.
You would be crazy not to use such a powerful tool to help your communication.
Visual Aids Immediately Raise Expectations
If your material is well prepared, your prospects interest level and expectations
goes up immediately.
NOTES:
236
237
238
HEADER:
GRAPHIC:
BULLETS
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239
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240
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241
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247
248
You MUST practice out loud as if you were actually trying to persuade.
Pre-Sell Everything
Pre-sell the entire presentation, before you even begin.
Each section.
Each panel before you turn to it.
Summary
The speaker must own the room. Do something to assert authority.
Be sure you are leading. Do not answer questions until appropriate.
Stand up or shut up.
The presenter is the presentation. Visual aids are just tools.
Practice, Practice, Practice
NOTES:
249
Name: _________________________________________________________________________
Score (5 points for each correct answer, 120 points = 100%): _______________________
1.
2.
What are the two main reasons for why it is important that your client has a
high retention of the information you have presented?
1)
2)
3.
How much of the information stored in the brain is taken in through the
eyes?
(Circle one) a) 10%
b) 20%
c) 25%
d) 85%
4.
5.
d) 80%
250
6.
How many words per minute does the average person speak?
_______ wpm
7.
8.
Visual aids cut down the amount of time you need to present ideas and
concepts.
(Circle one)
True
False
9.
Given the same period of time, how much more information can you
present if you are using visual aids?
(Circle one) a) 2%
b) 12%
c) 22%
d) 40%
10. Repeating the same core information several times during a presentation is
not a wise idea.
(Circle one)
True
False
11. When doing presentations, it is wise to put a great deal of information on
one page, the more the better.
(Circle one)
True
False
12. Spend a lot of time on each page of your presentation.
(Circle one)
True
False
13. It is not your job to educate clients about anything except the facts about
your products or services.
(Circle one)
True
False
14. Telling stories during your presentation will bore a client.
(Circle one)
True
False
15. If you do tell a story which illustrates your point, a persons recall will increase
by what percent?
(Circle one) a) 2%
b) 3%
c) 26%
d) 50%
16. When you are presenting, what you say (the words that you choose) are far
more powerful than how you say them (how you move your face and
body).
(Circle one)
True
False
17. You should never take over someones office when you are presenting. It is
rude to ask them to come around the desk and sit next to you.
(Circle one)
True
False
251
18. The best way to begin a meeting with is a busy client is by saying, Im
sorry for taking your time, I know how busy you are.
(Circle one)
True
False
19. It is good to stand up when you are presenting to a group, but it is not
advisable to stand up when you presenting one-on-one.
(Circle one)
True
False
20. It doesnt matter if your hands are in your pockets when you are presenting.
(Circle one)
True
False
21. If a prospect tells you that they are simply not interested, what should you
do?
(Circle one)
a) go on to the next potential client
b) make a file for trying again when you run out of potential clients
c) begin a campaign to get an appointment, no matter how many
rejections you receive
d) decide that sales is not the career for you
252