Professional Documents
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Business Growth Masters
Business Growth Masters
Business Growth Masters
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ProfitNOWtm Workshop
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Detailing & Perfecting the Sales Process
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1:40:48
Start here!
Welcome to Business Growth Masters 3.0, the most comprehensive
business growth training program on the market today, period! It’s
your sales training program, your CEO training program (really
teaches you how to be an outstanding CEO), your mgmt training
program (shows how to run any company for maximum efficiency
and performance), it’s your turnkey new-hire training program
(every person you hire should go through this program), and it’s the
program that will teach you how to be a better marketer than
anyone, period.
IMPORTANT NOTICE: At the end of this letter, we tell you which type of new-hire
should
review which programs.
How to use this program: This is not an EVENT training program, where you go
through the
program once and forget 98% of it by the time you reach the end of it. This is
designed to be
used continuously as a SKILLS-BUILDING program. How do you acquire skill? Can you
acquire skill from a single tennis lesson? No. You take the lesson and then you
practice it and
work with what you learn and then you take the lesson again.
That is the design of this fantastic program. For example, let’s say you want to
sharpen your
selling process and you (and your staff if you have one) go through Module 13, a
skill-building
module on selling and creating a detailed and perfected process FOR selling. You go
through it,
you do all the exercises, everyone takes good notes and everyone has a good
experience and
learns a lot. Does that mean that you are all now a master of the sales process?
No, that means
that more often now, many aspects of what was covered will be thought about and
even
occasionally acted upon.
© 2008 Chet Holmes International
Area 4: Skills improvement (13, 14, 16, 17, 18 & 19): Detailing
the Sales Process, Telephone Skills, Presenting, etc…
Now it’s time to hone and polish your skills. These modules are for detailing out
every single
step of your sales process. So many companies leave so much up to the individual,
it’s amazing
they are able to keep or close any client. These skill building modules, if
revisited again and
again, as we recommend, will enable you to systematically master every single step
in the sales
process, from building rapport to the close to the follow up after the close. ALL
of that should be
built into a systematic machine. Consider it like teaching hand-to-hand combat
BEFORE sending
your troops out to war. Without this, your troops are a joke by comparison. With
extensive and
consistent training on these modules you will have the finest trained sales staff
of anyone, period.
LASTLY, Scott Hallman, the $100 million man, teaches a program (module 22) where
you rank
and prioritize what you should be working on first according to the best
opportunities and so on.
This is a fabulous session, enjoyed by all.
Who to put through what training modules
As recommended above, put as many staff members as possible through the entire
program,
doing the exercises as you go. Everyone will contribute to everyone else’s area and
you’ll end up
with the most unified team among all your competitors. The below refers to larger
organizations
or as a NEW-HIRE training program as you hire on new staff. Remember, the new hire
training
program you offer sets the tone for the entire employment of your staff. By having
an
outstanding new-hire training program, you give everyone a solid base of shared
knowledge and
you make the right first impression.
So when you hire a new person, use the guideline below, put them through these
training
modules interspersed through their first few days. There are tests for the 12
competencies at the
back of this manual. They are labeled accordingly to the module number with the
same
information. Give a module and then test them afterward. This will make a VERY good
impression on new-hires.
NOTE:
On the next two pages are one page sheets called:
5) Client treatment is similar, no matter who the client deals with. (list
areas where this is not true—Areas to be worked ON).
2)
3)
Workshop: “What is standing in the way of making this company grow faster
and run better?”
Workshop: Select one the smaller challenges you wrote down in the previous
pages. Something easier to fix and write it below:
Now go back and create possible solutions for the above challenge
Next pick the best solution to implement then
• Prioritize the steps to implement
• Look at the pain of NOT fixing it, write those down
• Create the tasks required to fix.
• Define requirements for the tasks if needed
• Assign ownership of all the tasks
• Set deadlines for test/trial.
• Test your solution.
• Monitor everything.
• Create formal procedure.
• Continue to monitor
Now do this exercise for every challenge you have.
© 2008 Chet Holmes International
6 Most Important
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
Now, list those six most important things you have to do on your next
day in the office:
Time I will dedicate to
each item (in hrs / min)
1.
2.
3.
4.
5.
6.
Now estimate how much time you will dedicate to EACH item (right
hand column).
Now list WHEN you will do each task
8:00
8:30
9:00
9:30
10:00
10:30
11:00
11:30
12:00
12:30
1:00
1:30
2:00
2:30
3:00
3:30
4:00
4:30
5:00
5:30
Strategic
2) What would preempt competitors? (gold service, bait & switch scare tactic)
3) What little extras will you do to create client loyalty, to build positive word
of mouth?
4) In some cases, the company needs the strategic position; in other cases, the
product or service needs strategic positioning… sometimes both the
company and product/service need strategic positioning.
5) What could YOU do that would make you “most sought out for
information?” This as a “hook” for driving leads/loyalty.
Workshop: Features tell, benefits sell. Describe your company in a way that
has a benefit for the client
Now take a few minutes and write down as many additional benefits of
dealing with you as you can. NOT features…benefits
Workshop: Shift the criteria. What’s the current criteria and what SHOULD
it be?
Current
New
might've 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've 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 Chet’s session on Strategy). You'd 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 presented is
to serve
the viewer, not you. But if you've done a great job, believe me, you'll 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." That's
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 Chet’s session.
Good luck. And remember, Empire can do this for you now and probably much better
than most
can do it themselves. Why? Because they’ve built hundreds of these and they are
highly trained
and efficient at it.
Good luck. If you build it, they will buy!
Research
In order, 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 50’s.
You get some great “wows” (explained on videos) when you look at data over several
decades.
Research items you’d like to know, just to make yourself an expert.
1. Size of market:
© 2008 Chet Holmes International
a. Annual billings for the entire industry. For example, if you’re 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…
b. You also want to find out how many brokers there are. How many people employed,
etc.?
c. You also want to find out how these numbers have changed over the last few
decades. It is in
THIS part of the research that you find the “wow’s,” as described both in “Strategy
Versus
Tactics” and in “Effective Presenting.”
2. Major trends? Most trade journals that cover an industry do an “annual wrap up”
on the
industry. What they don’t do is compare that data over the years. So if you can get
ten years
of that particular industry, you can find correlations that literally make your
clients say
“wow” out loud. We had one client where we did some research 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 you’re looking to make correlations, it
changes
perspective and gives you superior weapons to your competitors.
3. The bad news. Ultimately, bad news motivates much more than good news (explained
in the
sessions with Chet). What’s going on in your industry that’s painful? Are companies
going
out of business? Is competition out of control, etc.
4. You have a sense of your own industry; so can think through other areas that
would be
telling. What other areas are there that you’d 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 you’re in a retail setting, know the details, you’ll find the
trends. For
example, if you’re in the jewelry store business, find out how much is spent on
each area,
how has 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.
5. For a more detailed example of an actual research document, see: “Research Doc
For
Teaching.” This lists a ton of bullets that dramatically set up the “core story”
this company
ended up telling. A core story that had a 35% increase on their business in the
first year, after
several years of no increases at all.
But for now, RIGHT now, list some areas that you would like to have researched:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
1.
2.
3.
4.
5.
B.) 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?
1.
2.
3.
4.
5.
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.
C.) Name at least five pain points that would motivate your buyers to buy more
(this is different than faster).
1.
2.
3.
4.
5.
Name five pleasures the prospect/client should want to attain, achieve, experience
or get from your product, service or company at work for them.
1.
2.
3.
4.
5.
Future pace - what it will be like when they have your product device
transactionally performing in your client’s life or business. List at least five
expectations.
1.
2.
3.
4.
5.
D.) Name at least 10 more things you want to (or already have) researched in order
to support the previous four sections.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
F.) Now outline the sections in your core story (no more than five).
1.
2.
3.
4.
5.
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.
G.) Now tell the five things everyone should look for in a product or service like
yours (without directly referencing your product or service⎯you’re setting the
market’s buying criteria here, so these should be things you do that your
competition doesn’t, or that they haven’t delineated. For example, if you’re 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 similes that analyze or illustrate what else having your
product or service in their lives is like.
1.
2.
3.
4.
5.
2) 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? (See “Strategy
Versus Tactics” video for rules, full understanding of the concept and the “Pyramid
of Buyers” concept.) Again, now 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 you’ve done all these other exercises:
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).
I’ve built presentations that increase closing ratios from one out of ten to eight
out
of ten. I’ve even built presentations that dramatically increase your ability to
get in
front of prospects in the first place. How? Let’s bring that stadium pitch down to
its most practical application; Offer prospects something of value outside your
product or service. Something important to THEM.
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, that’s 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 information that is of value to THEM, like “Five Dangers Facing
You In Your Business,” creates what I call a “superior access vehicle.” More….
Another client of mine sells telephone systems. Prior to the learning curve in this
article, they’d 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
PRESENTATION, one that offered (something like): “How You’re 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.
So rule number one, again, for building a killer presentation, is to have
information
that is OF VALUE to your prospects even if they have never heard about your
products or services. Information that is above and beyond the product or service
you are offering will be considered extremely valuable to them.
I had another client that was trying to sell law books to lawyers. Over the years,
they had been reduced to talking to just the librarians in these law firms. And
since
the lawyers are the ones using the law books, their ability to get new product into
the market became severely hamstrung.
© 2008 Chet Holmes International
We helped them build a presentation that laid out: “The Five Most Dangerous
Trends Facing All Major Law Firms Today,” which resulted in meetings with
entire committees of lawyers. The data was excellent, legitimate and packed with
bad news. Oh, did I mention the part about bad news?
A great presentation is loaded with bad news to your prospects. Why? Because
bad news motivates. We’d get in front of a group of lawyers and show them that
lawyers keep growing, but the annual billings are flat (less money per lawyer):
That their firms would be sued (something like 44% of large law firms will be sued
by unhappy or dissatisfied clients): That the case law from which they must find
their information is out of control now, with more than THREE MILLION cases to
chose from 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 didn’t matter. Bad news motivates, even if its 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 don’t 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 you. 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’s your client’s 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 don’t 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.
© 2008 Chet Holmes International
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 client’s type of product as an add-on. Since it’s 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 didn’t
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. There’s no situation where one of these presentations, properly
prepared, can’t 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.
The Core Story.
I call these “Your Core Story,” or your stadium pitch and they serve another
extremely valuable purpose. I had one client who used to take four months to train
a new person on all the subtleties of why a prospect should buy their product. The
Core Story used data as the motivator and suddenly, this core story could train an
outsider how to REALLY sell this product and in a single pass through the
information.
So a great core story makes for a fantastic new-hire training tool.
How to build a core story.
Let me tell you, it isn’t easy. But greatness never is. If you want to be the
ultimate
player in your market, you have to take the time to carefully craft one of these,
using data as a powerful access vehicle as well as an urgent motivator for your
otherwise slow moving clients to make faster and more urgent decisions. Before
you read the steps, and become discouraged, let me tell you that there is a group
that simply does this for you.
The researchers got me the numbers and I saw that there were 16,000 day spa’s 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 you’re 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 that’s
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, you can now get for a mere four figure
investment, affordable by almost any company or sole individual looking to
slaughter the competition.
Now, that said, if you cannot afford a four figure investment to simply have
someone do this for you, here’s what you need to do on your own.
Step One: Research your industry over a thirty year period. That’s where you’ll
find trends that no one else has spotted.
Step Two: Look for the bad news. That’s 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 through to all 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 it’s you. In the
telephone
company example, they presented: “What to look for in your telephone system
© 2008 Chet Holmes International
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. Here’s a great title for everyone: “The Five Most
Dangerous
Trends Facing all (your prospect’s type of company or issue here) XYZ Type
Companies/consumers.”
The second panel is always “Areas Covered,” and is used as a teaser and pre-sell
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 effectively
in
your module entitled “Effective Presenting” (That module is in both the Business
Growth Masters Series and Mega Marketing).
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 Empire Build it for you. You can reach them again at
research@peirsontopeirson.com or 1-888-253-6121.
To your success!
Chet Holmes
Chet Holmes is President and CEO of Jordan Productions, an international marketing
and sales
consulting firm in San Rafael, California, that specializes in helping companies in
all areas of
marketing, mgmt and sales. He has conducted training sessions at more than 50
Fortune 500 and
other prestigious companies and is author of The Mega Marketing & Sales Training
Program. For more
information, you can go to www.chetholmes.com or call 888-663-3100
www.ABCNews.com
o 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.
www.FindArticles.com
o Where to look for what you need: 1,000’s of articles available that pull
from different news stations and programs.
www.Washingtonpost.com
www.give.org
o For information on various charities and their reputations. Part of the
Better Business Bureau. BBB Wise Giving Alliance.
www.CNN.com
o Go to the various subheadings listed below as you scroll down.
www.forbes.com
o Home Page For The World's Business Leaders
www.MSNBC.com
www.absolutefacts.com
o Information about autos, auto industry, computers, software
www.debtsmart.com
o Great site for Bankruptcies, statistics, etc.
www.business.com
o The search engine for managing and growing your business. Business
facts and information.
Chet Holmes
© 2008 Chet Holmes International
This workbook works in conjunction with Module 6. Use these worksheets as directed
by the
speaker who is presenting this module
.
b. Size of prospect? (How large a company, how many employees, how many
clients do they have, etc… How do you define the “Size of company that makes
them a DREAM sale?)
You mail to them every two weeks, something that gets their attention.
Today, that’s the most difficult thing you can do.
I recommend that my clients send clever promotional pieces, each with a theme
and ALL offering something for free.
Use stories from other clients.
Telecom client: Sent out 20,000 pieces and didn’t get a single response.
We sent out 500 Rubik’s Cubes and got a phone call ($344,000 telephone deal) and
then with follow up phone calls, secured another 15 appointments with only one
week of cold calling behind that letter.
Safety client: After only four such mailers, a HUGE client said to one of the
salespeople: “Oh, yes, glad you called. I just have to have you come here and meet
with me.”
“Why’s that?” says the sales rep:
Client: “Cause I’ve been getting all those letters of yours and I think you’re
marketing is just super.”
The point is that you can really stand out in the crowd very quickly with great
marketing.
with our compliments. It’s a way to help the entire market be more successful, so
it’s 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? Let’s see when you might have an
hour over the next few weeks so we can schedule in a tour.”
That’s 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 I’m involved, I’ll 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 you’re trying to
bribe them.
• Should be something useful, that they will want to keep or play with—or take
home to their child, etc…
• The goal is merely to stand out. To breed more brand awareness and brand
loyalty.
This approach works really well and I’ve 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.
Let’s 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,
you’re talking about spending a few thousand dollars in marketing per month and
you’ll 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.
3) 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.
a. Phone call before. Who is going to do that and when will it happen? What will
they say?
b. Phone call after. Who is going to do that and when will it happen? What will
they say?
4) Second offer or 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
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: “Don’t 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.
a. Phone call before. Who is going to do that and when will it happen? What will
they say?
b. Phone call after. Who is going to do that and when will it happen? What will
they say?
5) 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
headlines that would work with each of these and then list the before and after
actions you will take before sending it.
a. 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?
Phone call after. Who is going to do that and when will it happen?
Phone call after. Who is going to do that and when will it happen?
Phone call after. Who is going to do that and when will it happen?
e. Paddleball, 12 for $5
Headline:
Phone call after. Who is going to do that and when will it happen?
Phone call after. Who is going to do that and when will it happen?
Phone call after. Who is going to do that and when will it happen?
Phone call after. Who is going to do that and when will it happen?
Phone call after. Who is going to do that and when will it happen?
Phone call after. Who is going to do that and when will it happen?
k. Two inch medal, $3 each, with three lines of copy, 20 characters per line.
Headline:
Phone call after. Who is going to do that and when will it happen?
l. 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 they
say?
m. A coffee mug: “Tea, coffee or whatever your pleasure, relax while you sip it
and think of how we’ll help you (Benefit to them).
n. A pair of sunglasses: “You’re going to need these shades when we help the
sun shine brighter by helping you (Benefit to them).
o. A wallet or change purse: “We just wanted you to have this for all the
money you’re going to (save-earn) when you (action they must take).
p. A comb or brush: “We want you looking your best when you (Benefit to
them for getting involved with you).
q. A mirror: “Look into this mirror and see the smile on your face because
you (benefit to them for using your product or service).
r. A dollar bill. “This dollar bill is magical. It multiplies when you (what the
have to do to get the BENEFIT from working with you).
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 it’s 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 way—
actually
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
Date
Tom Smith
Your company name, Inc
Address
Address
CEO NAME
SAMPLE LETTER #3
Date
Name
Co name
Address
Address
Re: If you don’t shine a light on your benefit costs, they’re 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?
That’s why we’ve
hit the bottom (we’re at the bottom of where you can go to reduce costs simply by
getting new bids).
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. I’m writing this to
encourage
other companies to 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 chose 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 counts—Thank 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
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? That’s why we’ve
hit the
bottom (we’re at the bottom of where you can go to reduce costs simply by getting
new bids).
SAMPLE LETTER #6
Date
Name
Co name
Address
Address
Re: Puzzled about how to NOT double your health benefit costs over the next five
years? (That’s
exactly what’s going to happen if you don’t 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? That’s
why we’ve hit the bottom (we’re at the bottom of where you can go to reduce costs
simply by
getting new bids).
SAMPLE LETTER #7
Stop watch promo
Dear (personalized):
Every second that you delay in asking for our free Executive Briefing (Five Ways
for All Employers to Cut Costs), you’re losing money.
This is a free community service sponsored by our company as way of putting our
best foot forward. At (Your company name here), we’ve helped more than 700
companies save money on not just employee benefits, but in many other areas of
the company. This Executive Briefing has gone even further, giving you $3 million
in research, boiled down to a bullet style, fast paced outstanding education on how
to reduce costs in this scary period of rising expenses.
Call for you free Executive Briefing today. The clock is ticking and you’re losing
money.
Sincerely,
• Write down three additional products or services that you will offer your
current clients (can you plan quarterly?).
Workshop: Piggyback & Fusion Marketing. Who can you deal with right
now? Brainstorm for fusion and piggyback marketing possibilities.
Workshop: Finding partners. Brainstorm for web search terms you can use to
find new partners.
Workshop: Headlines. Create one killer headline for each of the 7 pictures
•
•
•
•
Headline #1
Headline #2
Headline #3
Headline #4
Headline #5
Headline #6
Headline #7
My Goal To Improve
Frequency of Turnover
Think outside the box. For example, can I offer my services as for you to provide
your clients with a free mass teleconference training session? (minimum numbers
apply, but I’m just trying to get you stimulated.)
Can you offer them something that you don’t even have to stock, store, ship or
service? Something that someone ELSE supplies even?
What else do they need before, during or after your sale? What else would help
them and maybe help you in the process?
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.
Chet’s 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.
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?
WORKSHOP: Work that through right now:
Improved
Capital⎯Intellectual, Human, Financial (list what you have, list how you’ll
improve, expand or better utilize each area.).
Current
Improved
Improved
Improved
Improved
Database Power
How much and what type of info do you want from clients? List here, create
multiple choice as a way of getting more cooperation.
For example: What is your income bracket?
____Under $20K per year
____ $21K to $50K
____ $51K to $100K
____ $100K plus
What do YOU want to know about your clients.
b. A party or really cool invite? What would be something really cool that they
would want to attend or in which they would participate? (Some suggestions:
i. A movie premier.
iv. A mass teleconference with a celebrity or for some other valuable purpose.
What are some ideas for your particular situation?
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?
2) 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?
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.
A.) Now tell the five things everyone should look for in a product or service like
yours (without directly referencing your product or service⎯you’re setting the
market’s buying criteria here, so these should be things you do that your
competition doesn’t, or that they haven’t delineated. For example, if you’re 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 similes 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: (Chet’s
example of Outside Magazine and Sports Illustrated, versus Backpacker magazine
or Tennis Magazine).
1.
2.
3.
4.
5.
1) My Master Strategy Is:
Now that you’ve “thought” through (for perhaps the first time ever) all of the ways
you can “strategically” outsell your competition, can you tie it all together? What
is your ultimate Strategic/Preemptive Position (how I differentiate from all the
rest). Now spell it out for YOUR company (and note that this will grow even
stronger when you have market data):
Just keep asking “what is the ultimate benefit,” and when you’ve answered that,
ask the benefit of the benefit you just named.
2) 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? (See
“Strategy Versus Tactics” video for rules, full understanding of the concept and
the “Pyramid of Buyers” concept.) Again, now 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 you’ve done all these other exercises:
Deming 101
What are the key processes currently driving my revenue and how do they perform
both transactionally in a timeline-denominated basis and measurably in a
quantifiable basis. Meaning, taking sales as an example. You may have one person
who is very good at getting new clients, but terrible at keeping them. Then you
have another person who keeps them forever, but has a terrible time getting in the
door. Each of those situations offers a “process” that can be defined, examined and
then improved and duplicated. But first you have to study them.
You may also have marketing efforts that work better at some stages than others.
You may also have delivery issues (for your product or service) that can be broken
down, examined and improved. This is your opportunity to work ON your
business. To look at each of these areas and look for incremental gains. For each
area, we suggest a “workshop” with your crew in which you use everyone’s brain
power to improve. So list each aspect of the functions of your company below and
then the current levels of performance/results, and then; either what you can do to
improve them, or at the very least, define the title of the workshop you will have,
i.e.; “Do workshop with crew on improving our shipping department.” Or, “Do
workshop with sales team to improve our closing ratio and test closing.” Or “Do
workshop with crew to improve our rapport skills. Or, “Do workshop with
technology team to streamline our information flow.” Workshops are covered
thoroughly throughout the entire series.
List Areas of Impact
Performance Levels
What other companies, individuals or industries can I turn to for borrowing higher
and better performing success procedures? List:
Companies
Industries
Individuals
How Many Different & Complimentary Ways I Can Use My Marketing Weapons.
Several pages of choices follow, but let’s begin with “the Seven Musts.” There are
dozens of ways to use each of these marketing weapons. This has been explained
in detail on the videos. In this section, you’re planning “what” you can do. In the
next section, you will plan “how” you will do it, and in the following section, you
will actually plan WHEN you will do what. So under each area, let’s begin with
which of these weapons is appropriate for you and what are some of your
ideas/goals for utilizing this area. Remember, goals focus the mind. So let’s write
some down.
Salespeople Plans/Goals
P.R. Plans/Goals
Advertising Plans/Goals
• Referral systems. What will they be, who will deploy them? What is the plan?
(Put into calendar and into area that asks for “strategic objectives”).
• Acquiring clients at breakeven up front and make a profit on the back end
• Host-beneficiary relationships
• Using telemarketing
Separate focus, which may involve the same weapons, but now with a different
objective. This is designed to help you THINK more.
Increasing your conversion from inquiry to sale by:
• Increasing sales skills levels of your staff (more on this later)
Let’s review the “Seven Steps to Ever Sale” as it relates to YOUR Business
1. Rapport - Improved methods. Steps you will take that will help you build better
rapport at every turn. List ideas for each level of customer contact, including
electronic methods.
2. Qualify/find need
(Name at lease six questions you will ask every prospect—To help you find the
acute areas of need for your product or service—pain AND pleasure)
3. Build Value What makes what you sell have “value” to them?
(Education you will provide that helps THEM, but also “Sets up the buying
criteria in your favor.”)
4. Create Desire: How do you make them want it? Specific techniques, pain
points, etc…
How 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…)
7. Follow up: What are your standardized follow up efforts? Jay and Chet noted
that it took 26 follow ups to sell PEQ / Business Growth Masters Series to
people. How many do you have? List your minimum follow up procedures
here:
NEXT:
• Acquiring clients at breakeven up front and make a profit on the back end
• Host-beneficiary relationships
• Advertising
• Improving your teams’ selling techniques to up-sell and cross-sell. How can
you do that?
• Communicating personally with your clients (by telephone, letter, email, etc.) to
maintain a positive relationship
• Running special events such as “closed door sales,” limited pre-release and so
on
• Programming clients
From all these past several pages what will also serve as what Chet calls: “A
superior access vehicle?” (Something that by design gives you superior access to
your prospects.)
Why and how have I been limiting or keeping people from buying from us? What
is slowing down, hindering or stopping sales from being made?
When
Who To Do It/How
What weaker companies could I acquire the products, services, distribution, sales
force, or clients and prospects from?
Key Assets To Target
Company
Workshop: 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.
The rest of this workbook module is meant to be used while viewing the video.
Probe
Seek deep understanding about their psyche and background.
1. If they feel uncomfortable answering questions about their background and
themselves, they lack empathy. Top producers live to bond with others.
2. Find if someone in their background gave them confidence (Usually their
mother). Ask …”How would your mother describe you?”.
3. 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. Don’t do it.
B. Do it, but train for a job
C. Do it – you’ll be successful at whatever you do!!!!!
What is relevant is the parents belief in the child’s ability to accomplish his or
her
goals. Top producers were found to often have parents that were wildly
encouraging to them.
Determine Confidence
Ask them to rate themselves in these 10 areas – see workbook!!
1. Ambition
2. Confidence
3. Ability to face rejection
4. Empathy – establishing rapport
5. Time Management
6. Presentation Skills
7. Strategic Thinking
8. Market Knowledge
9. Self-improvement
10. Getting around gatekeepers
More Questions: Find out how the candidate measures themselves against the
best.
1. Who’s the best salesperson you’ve ever met? Why?
2. If they named themselves – offer them the job.
3. If not, ask what’s the difference between them and you.
Attack
This separates the men and women from the boys and the girls. You may find someone
who you
think is …
1.
2.
3.
4.
Top communicator/producer
Likeable
Has a good sense of self
Has good rapport skills
But the attack stage will tell you if they really believe in themselves. This is a
pre-requisite for a
top producer!!! If they can’t take rejection and come back even stronger, they will
never be able
to close the sale.
A Superstar Ad
Superstars Only:
ProfitNOW
Workshop
Scott Hallman
tm
Simple Strategy #1
Upsell/Cross Sell/Down Sell
Pick the TOP application and calculate how much
PROFIT you can earn IF you IMPLEMENT
A) Number of Transactions Per Year: ________
B) Expected _____ % = ______# Add’l Items/Custs
C) Increased Revenue (price $______ x # items) = $ _______
D) Increased Profit (revenue $ from C X Gross Profit) = $ _________
E) 5 Year Impact $_________________ D X 5
F) Increased Business Value $ __________ D X 6
Simple Strategy # 2
Conditioning Customers to
Purchase More Often
Pick the TOP application and calculate how much
PROFIT you can earn IF you IMPLEMENT
A) Number of Transactions Per Year: ____
B) Expected _____ % = ______# add’l items/custs
C) Marginal Profit of Add’l Revenue = _______%
D) Increased Annual Profit $______________ B X C
E) 5 Year Impact $_________________ D X 5
F) Increased Market Value $ __________ D X 6
Simple Strategy # 3
Expand Purchase Patterns
Pick the TOP application and calculate how much
PROFIT you can earn IF you IMPLEMENT
A) Number of Transactions Per Year: _____
B) Expected _____ % = ______# add’l sales
C) Marginal Profit of Add’l Revenue = _______%
D) Increased Annual Profit $______________ B X C
E) 5 Year Impact $_________________ D X 5
F) Increased Market Value $ __________ D X 6
Simple Strategy # 4
The Ultimate Leverage REFERRALS
Pick the TOP application and calculate how much
PROFIT you can earn IF you IMPLEMENT
A) Number of Referrals Per Year: _____
B) Expected _____ % = ______# New referrals
C) Lifetime Value of New Client = $_______
D) Increased Annual Profit $______________ B X C
E) 5 Year Impact $_________________ D X 5
F) Increased Market Value $ __________ D X 6
Simple Strategy # 5
Customer Retention
Pick the TOP application and calculate how much
PROFIT you can earn IF you IMPLEMENT
A) Number of Clients: _____
B) Retention Increase _____% = #______ additional
clients
C) Lifetime Value of a Client = $ ________
D) Increased Annual Profit $______________ B X C
E) 5 Year Impact $_________________ D X 5
F) Increased Market Value $ __________ D X 6
Simple Strategy #6
Leveraging Your Success™
Pick the TOP application and calculate how much
PROFIT you can earn IF you IMPLEMENT
A) Current Revenue/Year from Successful System: $______
B) Expected ____% Improvement = $ ______
C) Marginal Profit of Add’l Revenue = _______%
D) Increased Annual Profit $______________ B X C
E) 5 Year Impact $_________________ D X 5
F) Increased Market Value $ __________ D X 6
= $_________
Tell me your story, how did you get started in this business and why this business?
What would people be shocked to know if they knew this about your business?
What do you do for your customers that consistently, pleasantly surprises them?
What frustrations do prospects usually have when they are shopping for your product
or service?
How do you add value to your products or services that your competition doesn’t or
can’t.
•
•
Tell us about your background, why are you an expert in your business?
If you are not an expert in your business, what would you have to do to become an
expert?
If you could only tell a prospect three things about your business and they’d make
a
buying decision based on those three things, what would they be and how would they
be different than what your competitors will say about themselves?
Why specifically would they be making a good decision based on those three
criteria?
What do people have to hear every time before they’ll buy from you?
What are the three most common questions you get when people are trying to decide
to buy?
What is it that you know about your product or service that you wish people could
just understand and why is that important?
By doing very detailed discovery with yourself and your employees you get one level
of
information. Now you’ll do the same thing with a select group of clients, those
people who are
buying from you consistently, your good clients. In addition to the appropriate
questions we just
discussed we’ll also ask them these questions:
•
You are a great customer of ours and we want to attract more people like you, what
makes us your first choice for X (insert your product or service here)?
Could you imagine doing business anywhere else? If yes, tell me about that. If no,
tell me
why.
Can you tell me the process that you went through in order to choose us?
What is unique about you that makes us a good fit for you?
What could we do to make your experience here the best and most memorable
experience
you’ve ever had in this situation?
Now you’ve added another layer of information from which you’ll create your best ad
ever, but
we’ll go one step deeper just to be sure we’ve gotten all the information we need.
We’ll go to a
good customer who has quit using you or buying from you. And to those people we’ll
ask these
questions:
•
What is unique about you that we were not serving that made you switch away?
Is there anything that could ever make you come back and be a client again?
Can you tell me the process by which you chose your current supplier of . . .?
Was there anything we did that you wish your new supplier would do?
How long did it take to make the decision to change from us to a new supplier?
Is there anything that isn’t happening with your new provider that they could do
that
would make you happier?
What would make you switch away from this supplier to someone other than us?
With that layer of complexity and answers to those questions, you’ll end up with a
tremendous
pool of information from which you can pull some very surprising and powerful
ideas,
information and stories that will be the basis for your uniqueness and for your
ads, the kind of
ads that people will want to pay attention to. As a bonus, you’ll also find a lot
of information that
you can use to improve your service.
•
•
•
All great ads have a headline no matter what the medium. The purpose of a headline
is to interrupt, grab attention and sell you on the very next sentence or idea, it
must be
something that hooks you and pulls you in.
It interrupts the general malaise that overtakes us when we experience ads on
television, radio or in newspapers and magazines. The headline grabs us by the ears
and speaks directly to us about what is important to us or it grabs us by the
eyeballs
and forces us to read the headline which compels us to read the next sentence.
Great ads focus on me, not on you. What is in this for me?
Great ads speak to the listener, viewer or reader, they create a one on one
conversation that tells a story, answers questions and compels us to learn more or
take
action.
Many great ads ask a question relevant to me and then answer it.
•
•
•
•
•
•
Great ads include documented evidence of success, reliability, experience etc., and
don’t rely on unsubstantiated fluff statements like “ours is better than the
competition.” If you want them to believe you, prove it.
Exceptional ads give clients a real reason to believe what you are saying is true
Great ads use third party endorsements or testimonials. No one wants to be the
first
one to dip their toe in your water, they want to know someone pulled back a golden
slipper and not a stump when they tried it.
Great ads use words that allow us to create dynamic, beautiful actions and pictures
in
our mind that include us in the picture.
Great ads tell us what to do next.
Perfect ads set up the criteria by which every competitor will be judged but create
a
standard that only YOU can meet.
Great ads make use of words, images and phrases that put me in the picture, that
demonstrate something I can understand that has happened or that I’m afraid will
happen to me if I don’t use this product or service. Verbs move mountains in the
mind.
Great ads have a hook, something that ties all this together and ties it to your
mind so
that you know what you are hearing or seeing and who it is. This is where branding
begins to occur over a long period of time.
Great ads have a single focus that is driven home over and over again through any
medium where the prospect may experience it and is not changed until a new
campaign is started.
Great ads always remember that their purpose is to sell something to one person at
a
time and that their key element is to sell.
Great ads are clear, succinct and free of jargon or trendy words that many people
may
not understand.
Great ads set you apart from your competition. When you can put their name or logo
in place of yours and say there is no way they can say this about themselves, then
you’ve got an ad that has a real chance of being successful.
Great ads focus on one thing, if you have ten things to say you say it in ten
separate
ads.
It is imperative that you spend time focused on writing, rewriting, and researching
your ads to
get them perfect. But writing and rewriting is not enough, you must be able to
determine their
effectiveness in creating new customers and new revenue. If they are not doing
either, then you
must discard them and try again. If the bar isn’t moving higher your ads are not
working. Testing
and measuring are the keys to effectiveness.
I want to leave you with a few last tips for creating good ads:
•
Great ads have a rhythm, like a song or a poem, they have a beat, a feel that
compels you
and takes you on the ride with them that encourages you to continue and keep the
pace. I
find that when I’m writing ads many times it helps to listen to music as it reminds
me of
pace and rhythm. In visual medium the words create the rhythm for the visuals and
the
visuals are harmonized with the message to create a powerful outcome. I encourage
you
to look at a lot of ads to begin to find that rhythm and feel and see how you can
•
•
•
incorporate it when you create your own ads. If you’ve never written before I’d
like to
suggest a couple of books that will really help you get started:
o Oglivy On Advertising – David Oglivy
o The Art Of Writing Advertising – Dennis Higgins
o Lessons from a lifetime of writing – David Morrell
Great ads can be created inexpensively and expensive ads are not always better but
unless
you are a professional graphic artist or production person, get some professional
help to
have your ads look and sound their very best.
The only awards you need to worry about your ads winning is the six inch Ben
Franklin
award, the one that fits nicely in your wallet or bank account.
If you are not coming up with the answers that you need or ads that work make the
investment to hire someone who can create the kind of ads that will work, you’ll
easily
recoup any amount of money you invest in ad development through ads that pull
better
and bring in more paying customers than ever before.
Intuitive Marketing
Marketing truly is intuitive. You already know and have a good feeling for what
compel you to
buy and what compels others to buy from you. By simply breaking down a process that
is
someone unconscious for you we can put it into steps that you can recreate over and
over again.
In the simplest form, making marketing intuitive is really nothing more than
brining your
automatic or unconscious processes to the surface, acknowledging them, defining
them and then
recreating them in the minds and hearts of other buyers.
Then do it again and again and you will make your marketing work like never before.
Until you know how you define success you’ll always be shooting at a moving
target. Define success and evaluate your progress toward it every day.
The Cost Of The Three Marketing Mistakes
The Smallest incremental changes in your business can reap the largest profits
over the long term. While some of this may sound very obvious to some of
you, no matter what your sophistication, you are not doing 100% of these
things all the time. The result is that you can pick up “free” sales and find
revenue simply by focusing.
One new client means a lot to virtually any business. Satisfied clients can be
molded into unpaid evangelists who spread your good word everywhere they
go. Word of mouth marketing doesn’t “just happen” it is a conscientious effort
on the part of the marketer to make it happen. If you are not getting word out
moth marketing that is exceedingly positive you are spending too much for too
little return. Simply changing the way you view the value of one new client
will change the financial future of your business.
This research from Yankelovich Partners shows exactly why it is IMPERATIVE that you
focus
your advertising and your message.
• 60% of consumers have a much more negative opinion of marketing and advertising
now than
a few years ago
• 61% feel the amount of marketing and advertising is out of control
• 65% feel constantly bombarded with too much marketing and advertising
• 53% of consumers polled said that spam had turned them off to all forms of
marketing
and advertising
• 36% of consumers polled said that the shopping experience is less enjoyable
because of
pressure to buy
• 53% said that for the most part, marketing and advertising does not help them
shop
better.
We’ve talked about relevancy here a number of times and this clearly points to the
fact that you
must be more relevant, more genuinely compelling and more intensely concerned about
the
customer experience than ever before.
Here are some additional interesting facts:
• 59% feel that most marketing and advertising has very little relevance to them
• 64% are concerned about practices and motives of marketers and advertisers
Emotion
Nothing good or bad in this world happens without emotion attached to it. The most
impassioned
plea wins.
Love Is A Rose
Love is a rose. Remember the first time you gave your mother a rose . .
.That look on her face and the feeling in your heart? That memory is
still alive but her rose is long gone. Loveisarose.com roses last as long as
your memories because they are forever preserved in pure 24 karat
gold. Loveisarose.com roses are extremely limited this Mother’s day, so
you may not hear this ad again. Go to www.Loveisarose.com rose now
and remind mom that love is a rose. www.loveisarose.com
Relevance
We’ve talked about that a lot, think about how you can be relevant to your
audience. In this
example, our audience is little boys in men’s bodies. And men who have small
children and want
to be a part of helping them create that memory.
ASK yourself: HOW CAN I BE RELEVANT TO MY CLIENTS NOW?
Better Information
Information is only one Google away from anyone today . . . but for most people
doing the
research is a pain in the butt and they’d rather not, it is just more information
to sift through.
Give clear, concise information. Use the psychological principle of social
proof . . . that is, show
how others are using it and who they are. Use scientific or other proofs to prove
your claims,
show studies, use whitepapers, and give examples that the client or prospect will
have already
experienced.
Give your clients an “insider” (I mean legally here) knowledge of products and
services and of
the industry so they can be better informed. Better informed clients get to
practice a form of
“oneupsmanship” when they know something someone else doesn’t, in their world they
become
the foremost expert on the topic at hand.
Personal Experience
Your advertising HAS to live up to its promise and your client must have an AMAZING
experience with you the very first time and every other time they walk through your
door, visit
your website or call your phone.
Advertising sets an expectation and the experience has to be as rich and rewarding
as the
expectation the client has.
When expectations are not met you almost never get another chance to create a
powerful
experience. Be sure the experience you create is one the client will talk about to
everyone.
• Early figures for 2004 show Valentine’s Day up 40% from 2003.
• The growth to the $50.4bn does mark a slight reduction in the pace of the
expansion…
• But the figure does not include online travel, financial brokers or ticket sales
agencies.
• Including those sectors, some estimates put total online retail sales in 2003
as high as $100bn.
• It’s not just whether you are using the Internet to crease new areas of
growth.
• It’s also whether your competitors are taking business away from you by
default simply because you do not have a strong Internet presence.
Information = Marketing
The Infomediary
• Use the Internet for what it is and not for what you want it to be.
- Direct Response
- Not branding
- For information
- The great disintermediary
Affiliate Marketing
• How to generate traffic by getting others to send you their customers for
free.
• The traffic is already on the Internet – you do not have to get it there, you
just have to put yourself in front of it!
• How would you like to put 50-100 commission only sales people to work for
you over the next 3 months?
© 2008 Chet Holmes International
Affiliate Marketing –
An Online Strategic Partnership
• Others have already gained the attention, trust and patronage of these people.
• This may be THEIR greatest asset. And you can help them to realize that.
- They may be looking for other things to sell
- They may be in a mature market
- They may be looking for additional revenue streams
• The only risk they ever need to undertake in their business is a simple, small
test.
Power of Affiliates
• Go to a search engine and type in your category. In seconds you will have a
list of hundreds, maybe thousands, of potential affiliates.
• Each one of these has the potential to be a partner.
- To put a link on their site.
- To endorse you to their customers.
• You could hire a single person who does nothing else but recruit affiliates
for you every day.
• You currently sell a product. Let’s say it’s an instructional golf video.
• And you want to find affiliates to refer their visitors to you.
• You type “golf equipment” into the search engines and find the top twenty
websites – which, by virtue of their placement, probably have the most
traffic in the golf category.
• You appeal to the first one with an affiliate deal they can’t refuse – 50% of
your gross revenue.
• That person gives you a link on their website, and endorses you in their golf
newsletter that goes out to 50,000 golfers every month.
• Then you make the same deal with search engine results 2-20.
• You land the visitors on a “Landing Page”. Never land people on the home
page from a link!
• You write a killer sales letter that converts an extremely high percentage of
visitors.
Cause Marketing
• “66% of people surveyed will use a product or service that is associated with
a cause they care about – given a choice.”
• If you do these things, make them known on your website.
1999 Cone/Roper Cause Related Trends Report
Email Marketing
• Gives you an opportunity to build better relationships with all clients and
potential clients.
• Double your traffic and sales for two days every month.
• To start, you will have to do one thing – ask people for their email address.
• Create an “Opt-in” form and put it on your home page.
Respond automatically
• Email is how you can tap into the dormant, hidden wealth that is sitting in
your business right now.
• Gives you a chance to add value to the relationships you have with your
current clients, as well as encourage referrals. Why?
• People who use financial planners probably have friends who will use
financial planners.
• People who have plastic surgery have friends who will have plastic surgery.
•
•
•
•
• Do you want to become a search engine expert or do you want to run your
business?
• Content is King!
• If content is King, link popularity is Queen.
• Search engines will also evaluate the number of people you are linked to, as
well as how many are linked to you.
Banner Ads?
•
•
•
•
The website
• Now that you’ve spent all of that money to get someone to your website,
how do you make the most of their visit?
• The first problem – most companies let a designer or programmer lay out
their website.
• But your website is not a design or a programming tool. It is a marketing
tool!
• “This door…”
• Remember that the Internet is an information medium, not an entertainment
medium.
• Out attention span is extremely abbreviated on the Internet.
• If people came to your website, they came to you looking for the expert.
They are looking for you to tell them what to do.
• Just like in a good sale, you have to lead the transaction. But you cannot do
that if you do not know what you want people to do first.
• You should know what you want and intend for people to do first, second,
third, and so on…
• If you don’t know, how will they? You need a plan! Prioritize actions.
• Layout your website according to your plan for your visitors. Know your
navigation HOTSPOTS!
• The hottest spot of your entire website is the upper left hand corner.
Whatever action you want people to take first, put it there. Why?
• The next hottest spot is the lower right hand side of the screen. Why?
• You want people to respond directly to you directly from your website.
• You would never run any type of direct response marketing campaign
without your contact information prominently displayed.
• If your goal is to have people contact you from all of your other direct
response advertising, you should also have your telephone number and
contact information prominently displayed on EVERY PAGE OF YOUR
WEBSITE!
• One of the most common problems with all websites is that they are all
about “we,” “us,” “our business,” “I,” “me,” “what we do, and how we do
it.”
• Yes, your website is about you and your business, but your business exists
for the benefit of your clients.
• Your clients want to feel that your website is all about them.
• It should be about what they can accomplish there, their desires, their hopes,
their happiness, their solutions. It should not be all about you.
• Here’s the easy way to make your website about your visitors.
• There should be 4 “you,” “your,” “your needs,” “your goals,” “your
desires,” “your result,” to every 1 “I,”, “our business,” “we,” “me,” “the
doctor,” or “us,” etc…
Summary
O. Alex Mandossian
© 2008 Chet Holmes International
This workbook works in conjunction with Module 13. Use these worksheets as
directed by the speaker who is presenting this module
Rule: You can’t improve something that you haven’t identified.
So let’s break down your sales process: whether it is on the web or in person.
Step one: Establish credibility, build rapport
Workshop: Building rapport and credibility
Think (and write down) your two best relationships (client relationship if you have
been in sales, personal relationships if you haven’t).
Write down the top three to five reasons why those are great relationships
(Example: We share a lot in common.)
Turn those reasons into rules. (For groups of 4 or more, break up into small work
groups.) Example: Look for areas of common interest.
Give us some kind of an education on some area of your industry that would show
that you are an expert: Teach us something?
From Chet’s training, what are some good questions to ask in almost every single
situation?
1.
2.
3.
4.
5.
6.
7.
Now add some of your own questions that are specific to your situation:
1.
2.
3.
4.
5.
6.
7.
What are some sample titles of buttons on your website that would engage a
prospect and make them want to take your “tour” (See Chet’s training module for
more detail).
2.
3.
4.
5.
2.
3.
4,
5.
Have you just written features or benefits? Examine based upon Chet’s training.
What are other questions you can ask that will help the prospect realize either how
important, how valuable or how costly it is to NOT move forward?
Peter Sage
© 2008 Chet Holmes International
PHASE 2 – Using it
OK, now that you understand how powerful Identity is let’s see
how we can use that knowledge to our advantage when it comes
to increasing our sales.
Step 1:
Describe your target customers.
List their characteristics:
Step 2:
Build up their identity with your product.
Now you have identified how they see themselves, Write as
many things as possible as to how and why YOUR product or
service builds up, supports or increases value to their identity:
Step 3:
Show the downside.
Powerful Organising Principle: If they feel their identity is compromised
through not taking your product it becomes very compelling for them to buy it!
In what ways could it affect their identity if they did NOT buy
your product / service?
Step 4:
Incorporating Integrity based selling into your marketing.
I AM….
I AM…
TITLE
WHO
AND
I AM…
TITLE
WHO
AND
Incredible
Entrepreneur
Never gives up
Resourceful
Influencer
Seamlessly
Relentless
Marketer
integrates what I
•
Example
Dynamic
World class
things happen!
This workbook works in conjunction with Module 18. Use these worksheets as directed
by the
speaker who is presenting this module
Ooo-aah factor
_________________________________
_________________________________
_________________________________
2)
Expertise
_________________________________
_________________________________
_________________________________
3)
2)
3)
4)
5)
6)
7)
8)
9)
10)
11)
12)
13)
14)
15)
5)
6)
7)
8)
9)
10)
11)
12)
13)
14)
15)
News
Brevity - Be Clear!
Knowing Targets
• Know the show you are pitching
Relationships
• People who build relationships and work on relationships
versus “pitching” the producers
Preparation
• Remember the media you are pitching to:
o with radio--watch your voice
o with TV have strong visuals
Broad Appeal
• When the story feeds into something larger--such as a
trend
Ties
Experience
Visualization
Celebrity Tie-Ins
Prompt Response
Courtesy - People who watch the timeline and appreciate
the volume that editors get
• An editor at Fast Company gets 50-100 e-mails per day
and 10 books plus dozens of phone messages
Visual Aids
No Road Blocks
A Pleasant Attitude
Entrepreneur Magazine
• Professional presentation-easy to read
• Artwork and sample, if appropriate
• Relevant and memorable
• Earnest
• Production is March for June’s issue
• For a June issue – writer’s deadline is January 15
TOP TEN TIPS FOR WRITING A PRESS RELEASE THAT WILL GET NOTICED
1. Type, never handwrite. Double space, use BIG margins, and leave lots of white
space. Editors use the white space to edit.
2. Avoid BIG letterheads. They take up space on the page and can shout, "my
message is weak, but look at my credentials."
3.
4. Name the contact. Skip a few lines below the letterhead and list the person to
call for more information. Listing a home phone (or cell phone / beeper) in
addition
to the business number indicates your willingness to be helpful. It is best to have
the
contact someone else other than the President or
owner of the business.
5. Provide release instructions. Either FOR IMMEDIATE RELEASE or FOR
RELEASE MONDAY JUNE 8TH. Do not leave too long a time, though, or your
release will likely be buried or forgotten. If possible, leave off the date so you
don't
become dated.
6. The headline should catch their attention, snappy without giving away the whole
picture.
7. The first two words are the place where the story originates (city, state)…put
it in
parentheses and put three dots after.
8. Write concisely. The first paragraph should answer the 4W's: who, what, where,
and why.
9. The mechanics: Keep the release to one single page, if possible. If you need
more than one page to complete the release put - "more" - at the bottom center of
the
page and be sure the pages are numbered. The succeeding pages should be "slugged"
that is, tagged with an identifying headline or subject reference, for example:
"ANOTHER GREAT SEMINAR - 2".
10. When you reach the end of your press release, use either four # signs centered
in
the page or - END - centered in the page.
This workbook works in conjunction with Module 16. Use these worksheets as
directed by the speaker who is presenting this module
(Follow along and fill in with the video)
What can you create that will provide “superior access” to your buyers?
What are some ideas offered by Chet that may be applicable for you, just as a
method of helping you gain faster, easier, smarter or more potent access to your
buyers?
•
•
Elements of telephone pitch. (Covered in the video training)
1.
2.
3.
4.
5.
Workshop: Gatekeepers
How many times can you send the gate-keeper back and what will you say each
time?
1.
2.
3.
4.
5.
Workshop: Who should you be selling to, ideally? Who has the authority to say
yes without checking with someone else in order to buy what you sell?
What’s easier to sell for you initially, that gives you easier access?
Workshop: Write down ideas for orientations that you could give to your Dream
100. Remember, this should grab their attention and be about problems facing
them.
Example: The nine ways you’re wasting money on your voice and data spending.
What’s 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 no’s to get a yes) What do you say?
Then next?
Then next?
Then next?
Then next?
Then next?
Then next?
Then next?
Chet Holmes
© 2008 Chet Holmes International
Time to go deeper:
In the “Dream 100” module, there is very good and detailed information about
sending gifts, including an excellent workshop with many gift ideas and headlines.
Now we’re into nuts and bolts of the sales process to help you get those big
appointments.
If you got the appointment, after applying “The high art of getting an appointment
with anyone, part I,” --what’s the first thing you want to do after you got the
appointment?
Answer (see Chet’s training):
Workshop: What is the content of your follow up fax after you’ve secured an
appointment? Put down some ideas right here:
Outline your first follow up if the client rejects you. (See, Chet’s training).
What would your first follow up say?
This workbook works in conjunction with Module 18. Use these worksheets as
directed by the speaker who is presenting this module
Building an awesome training or presentation tool -- workbook material
Workshop: Starting your core story
What are important sales points you need to make?
(List some here)
1)
2)
3)
4)
5)
Now, how would you SHOW these sales points in a visually compelling way?
(Draw some examples below. Ideas might include: A bar chart, pie chart, a photo
or line drawing, something amusing or entertaining, etc…)
(Watch the rest of Module 18, then complete the rest of this workbook module)
As an exercise to get your juices flowing and enable you to get input and
reactions,
let’s design a quick five-panel presentation (or training tool). This means,
creating
the header, then the bullets and then the graphic you think you need to achieve the
proper impact.
Header:
Bullets:
Graphic
¾
¾
¾
¾
Header:
Bullets:
Graphic
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Header:
Bullets:
Graphic
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Bullets:
Graphic
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Header:
Bullets:
Graphic
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Header:
Bullets:
Graphic
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Header:
Bullets:
Graphic
¾
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¾
¾
Header:
Bullets:
Graphic
¾
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Header:
Bullets:
Graphic
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¾
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Header:
Bullets:
Graphic
¾
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¾
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Header:
Bullets:
Graphic
¾
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Header:
Bullets:
Graphic
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Header:
Bullets:
Graphic
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Header:
Bullets:
Graphic
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Header:
Bullets:
Graphic
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Bullets:
Graphic
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Bullets:
Graphic
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Bullets:
Graphic
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Bullets:
Graphic
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Bullets:
Graphic
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Header:
Bullets:
Graphic
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Research
In order, 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 50’s.
You get some great “wows” (explained on videos) when you look at data over
several decades.
Research items you’d like to know, just to make yourself an expert.
1. Size of market:
a. Annual billings for the entire industry. For example, if you’re 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 are sold, or how much spent,
etc…
b. You also want to find out how many brokers there are. How many people
employed, etc.?
c. You also want to find out how these numbers have changed over the last few
decades. It is in THIS part of the research that you find the “wow’s,” as
described both in “Strategy Versus Tactics” and in “Effective Presenting.”
2. Major trends? Most trade journals that cover an industry do an “annual wrap
up” on the industry. What they don’t do is compare that data over the years. So
if you can get ten years of that particular industry, you can find correlations
that
literally make your clients say “wow” out loud. We had one client where we
did some research 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 you’re looking to make correlations, it changes perspective
and gives you superior weapons to your competitors.
3. The bad news. Ultimately, bad news motivates much more than good news
(explained in the sessions with Chet). What’s going on in your industry that’s
© 2008 Chet Holmes International
B.) 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?
1.
2.
3.
4.
5.
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.
C.) Name at least five pain points that would motivate your buyers to buy more
(this is different than faster).
1.
2.
3.
4.
5.
Name five pleasures the prospect/client should want to attain, achieve, experience,
or get from your product, service or company at work for them.
1.
2.
3.
4.
5.
This workbook works in conjunction with Module 19. Use these worksheets as
directed by the speaker who is presenting this module
What is the most perfect first follow up after a client interaction or sale is
made.
Right now, design what you’re going to do as follow up step number one:
If it’s a letter or an email, what is the ideal structure (as per training from
Chet).
How can you alter this for you?
Workshop: Designing your follow-up structure (feel free to add elements that
may apply to your business):
1.
2.
3.
4.
5.
6.
7.
Workshop: Creating your standard FIRST followup (compose a rough draft
right now):
Workshop: Second follow up. What are some ideas you have?
Workshop: Third follow up. What are some ideas you have?
Workshop: Fourth follow up. What are some ideas you have?
Workshop: Fifth follow up. What are some ideas you have?
Workshop: Sixth follow up. What are some ideas you have?
Workshop: Seventh follow up. What are some ideas you have?
Workshop: Eighth follow up. What are some ideas you have?
Workshop: Ninth follow up. What are some ideas you have?
Workshop: Tenth follow up. What are some ideas you have?
Chet Holmes
© 2008 Chet Holmes International
Affirmation Workshop
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Write down the desired annual income each year for the next 5 years.
Income Year 1: $_______________
Income Year 2: $_______________
Income Year 3: $_______________
Income Year 4: $_______________
Income Year 5: $_______________
Keep Focused
This next statement deserves your full attention. “If you can constantly focus on
the things you want and close your mind tight against the things you don’t want,
before long you’ll start to see things happen in your life you once only dreamed
of.”
Using your sub-conscious to make your business contacts more receptive: From
the one-minute Sales Manager . . .
“Do one minute of visualization and affirmation because
it increases self-confidence, transmits a sense of confidence
which attracts others and helps make prospects more receptive.”
Read motivational books, listen to tapes and use affirmatives before you sleep and
before you get out of bed. Review your goals daily.
Can you draw between the lines using only a mirror to guide you?
Michael Alexander
© 2008 Chet Holmes International
This workbook works in conjunction with Module 21. Use these worksheets as
directed by the speaker who is presenting this module.
Referral Workshop
Formal Referral Systems can create more profits, more clients and more new
business than you ever thought possible. As with all great systems, however, the
key is proper implementation. Use this workshop time to answer the following
questions and create your referral system implementation plan. Then,
IMPLEMENT!
What is the lifetime value of your client (i.e., $100 initial profit +
[($50 repurchase profit X 4 times per year) X 3 years] = $700 average
lifetime value)?
• How did your client find your company? How was your client feeling about
your company before they did business with you? Why did they decide to do
business with you?
• What can you offer your clients to compel them to refer you business?
• What is the action step you are asking your referral to take and within what
timeline must they take the action step?
• What benefits will your IRP receive from referring you clients?
• What action are you asking your IRP’s to do for you first (i.e. set up a
meeting, lunch, presentation etc.)?
• What action step are you asking your referral to take first?
• What can you offer your referral to compel them to do business with
you?
Strategic Alliances
• Who has a complementary product or service to yours?
• What products or services are sold in the same time frame as your
products or services (i.e., a new home purchaser may quickly install a
pool, hire a landscaper and build a deck)?
• What can you offer your Strategic Alliance partner’s customer base to
compel them to do business with you?
• Ask for help – “you can really help me by ________ (calling their
referrals right now, writing an endorsement letter)?
• Follow Up - When and how often are you following up with the
prospect?
• Reward - What will you offer your clients for referring you
prospects?
Networking Groups:
• Who are the local networking groups (e.g. Alumni Associations,
Trade Associations, Rotary Club, Chamber of Commerce, Le-Tip,
church, synagogue, temple, etc.) in your area?
• What kind of networking group can you create around that specific
area of interest?
• How can you help your existing clients achieve their goals and
dreams?
Implementation
• What referral systems did you learn today that you will implement in
your business?
• What variables will you test in each referral system (e.g., headline of
your endorsement letter, $ amount offered for each referral)?
• How many referral programs will you test in the next 90 days? 6
months? 1 year?
• What other steps must you take to ensure that you will implement
your formal referral programs immediately?
This workbook works in conjunction with Module 22. Use these worksheets as
directed by the speaker who is presenting this module.
Step 1
Identifying Your Top Profit Opportunities
It is a simple as creating a list of the opportunities that you are
excited about, which you believe can produce measurable results.
This list might include 10-25 items or more…
Opportunities
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______________________________________
______________________________________
© 2008 Chet Holmes International
Ranking
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tm
tm
The best type of training is “The Tribal Method,” where information is passed from
person to person.
(Circle one)
True
False
2.
3.
The two key traits that make great salespeople are: ____________________
and _____________________
4.
According to Sun Tzu’s Art of War, what is the number one essential of victory?
__________________________________________________________
5.
The main difference between the top performing offices and the worst performing
offices in the same corporation is:
(Circle one)
a)
b)
c)
d)
6.
The employees in the top performing offices were paid more than the
other offices.
The level of communication between managers and staff was higher in the
top performing offices.
The top performing offices were in better geographical regions.
The employees in the top performing offices had higher I.Q.s.
Time
Money
Company Unity
Performance
Relationships
7.
The best time to learn a new skill is at the time of crisis (Heimlich maneuver).
(Circle one)
True
False
8.
The first impression made on employees impacts their performance throughout the
entire length of their employment with your company.
(Circle one)
True
False
9.
10.
Most people love, and enjoy, the opportunity to learn new things.
(Circle one)
True
False
11.
12.
13.
14.
15.
Role-playing is an inept method of training.
(Circle one)
True
False
16.
Tests are for high school students; they are inappropriate for
company training settings.
(Circle one)
True
False
17.
When faced with improving tasks or resources, training only improves tasks.
(Circle one)
True
False
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or resold for 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 self-study 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.
Hard projects
Get the details out of the way so you can do the tough projects
Projects that yield high results
Busy work
The average consumer will receive ___________ commercial messages per day.
a) 800
b) 200
c) 1,000
d) 3,000
2)
On average, how many attempts does it take to get an appointment today? ______
3)
When considering strategy and tactics, there are three types of executives; which
type of
executive is the most effective?
_______________________________________________________________
4)
5)
Define tactics:
_______________________________________________________________
_______________________________________________________________
6)
7)
8)
What is the most strategic view of your company? (This question is not to be
graded.)
__________________________________________________________________
__________________________________________________________________
9)
What is the most strategic view of a railroad company?
__________________________________________________________________
__________________________________________________________________
10)
What are the three ultimate benefits your customers will receive from doing
business
with you? (This question is not to be graded.)
1.________________________________________________________________
2.________________________________________________________________
3.________________________________________________________________
11)
12)
The ideal strategic position resets the buying criteria in the mind of the buyer.
(Circle
one)
True
False
13)
14)
In what way can you create a new criteria that resets the buying criteria in your
favor?
(This question is not to be graded.)
__________________________________________________________________
15)
16)
A perfect slogan contains the following elements: (Circle all that apply.)
a) It rhymes.
b) It has a catchy tune.
c) It contains features about your product or service.
d) It contains a benefit.
e) A slogan positions your company above competition.
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or resold for 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 self-study 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.
2.
Geography
Height and weight
Repetition of purchasing
Ability to buy
3.
4.
5.
6.
Your company should not have standard procedures to make customers feel special,
this
should be left up to each individual employee.
(Circle one)
True
False
7.
How much more does it cost to acquire a new customer than to retain a current
customer?
(Circle one)
20% more
100% more
300% more
600% more
8.
What percentage of your customers will buy more products or services if you make an
offer at the point of sale?
(Circle one)
20%
3%
6%
30%
9.
Customers are less likely to purchase from a previous vendor than they are from a
new
vendor. (Circle one)
True
False
10.
11.
Building a database that can tell you a multitude of information about your buyers,
is part
of what marketing strategy?
_______________________________________________________________
12.
13.
14.
Customer Education
Repetition
Public Relations
Piggyback Marketing
15.
What is the most potent form of marketing?
_______________________________________________________________
16.
17.
If you want a brochure to be read by your prospects, you should focus heavily on
your
company.
(Circle one)
True
False
18.
All at once
On a regular basis
To a wide cross section of the population
To friends and family only
19.
20.
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or resold for 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 self-study 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.
2.
3.
Most superstars do not waste time on difficult prospects, they quickly move to the
next
prospect.
(Circle one)
True
False
4.
5.
6.
Be warned if the candidate has jumped around a lot or had unusual jobs, this
candidate is
probably not a superstar.
(Circle one)
True
False
7.
8.
It is better to sift through resumes than to tie yourself up on the phone screening
through
countless applicants.
(Circle one)
True
False
9.
If you do talk to candidates on the phone, be endlessly patient; let them show you
their
best side.
(Circle one) True
False
10.
If the candidate comes off a little arrogant, you definitely do not have a top
producer.
(Circle one) True
False
11.
What is one of the things you will ask the candidate to do before an interview?
______________________________________________________________
______________________________________________________________
12.
When you interview the candidates in person, your initial approach must be gruff,
in
order to challenge them right from the start.
(Circle one)
True
False
13.
Superstars become uncomfortable when you ask them questions about their roots.
(Circle
one)
True
False
14.
15.
16.
17.
18.
It is unwise to get too intimate with a candidate before you go through the resume.
(Circle one)
True
False
19.
Most candidates leave jobs to look for greener pastures.
(Circle one)
True
False
20.
21.
At the end of the interview, it is pointless to tell the candidate that you don’t
think they
can do the job.
(Circle one)
True
False
22.
23.
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or re-sold for 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 self-study 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 the $even $teps to Every $ale. (The first step is to “establish rapport.”)
1)__________________________
2)__________________________
3)__________________________
4)__________________________
5)__________________________
6)__________________________
7)__________________________
2.
3.
4.
If you could boil it down, what one activity creates the most rapport?
(Circle one)
a) Talking constantly
b) Asking good questions and listening with great interest
c) Sharing personal stories about yourself
5.
What is the best way to find out the needs of your clients?
______________________________________________________________
______________________________________________________________
What are the six questions you should ask every prospect? (These must be graded
by your organization.)
1. ____________________________________________________________
2. ____________________________________________________________
3. ____________________________________________________________
4. ____________________________________________________________
5. ____________________________________________________________
6. ____________________________________________________________
7.
What is the one comment you would make about your company if you wanted to impress
a client (This answer to be graded by your organization.)?
_______________________________________________________________
8.
What two opposing concepts, working together, help a salesperson create desire
in a prospect?
_______________________________________________________________
9.
10.
11.
What is a good question to ask every prospect to find any hidden objections?
_______________________________________________________________
12.
13.
14.
It is not wise to make a prospect feel pressure when you are trying to close a
sale. (Circle
one)
True
False
15.
When compared to the cost of keeping a current client happy, how much more
expensive
is it to get a new client? (Circle one)
a) 50% more
b) 25% more
c) 100% more
d) 600% more
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or resold for 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 self-study 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.
Circle the items below that you think are important when speaking on the
telephone.
a)
b)
c)
d)
e)
f)
g)
2.
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.
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 (versus the movements you make, or the tonality you use)? (Circle one)
a) 10%
b) 90%
c) 7%
d) 40%
4.
When trying to get past a gatekeeper, always let them lead the conversation.
(Circle one)
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.
(Circle one)
True
False
7.
8.
How can you avoid pitching the gatekeeper? (Circle all that apply.)
a)
b)
c)
d)
e)
9.
Should you tell your life’s story to the gatekeeper who wants it?
(Circle one)
Yes
No
10.
11.
What can you design or create that will help make you irresistible to your
prospects?
a)
b)
c)
d)
12.
You should lie, if need be, to get past the gatekeeper to your potential client.
(Circle one)
True
False
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or resold for 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 self-study 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.
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.
4.
5.
No
_____________________________________________________________
6.
7.
A phone call
A fax
A letter
Go through a friend of the prospect
If you get the appointment, what should your next step be?
(Circle one)
a)
b)
c)
d)
e)
Celebrate.
Write it in your appointment book.
Fax a confirmation of the appointment.
Notify your boss and ask him for the best way to proceed.
Show up on time.
8.
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.
9.
What sort of follow-up would you suggest after each letter sent to a resistant
prospect?
_____________________________________________________________
_____________________________________________________________
10.
Finish this statement: Once you call on a prospect, you stop only after …
_____________________________________________________________
11.
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or resold for 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 self-study 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.
“A prospect will retain only 20% of information that is communicated verbally, and
only 20% of information that is seen.” What is the percentage of retention when
information is communicated both visually and orally with professional presentation
materials?
____________________________________________________________
2.
Why is it important that your client has a high retention of the information that
you have
presented? (There are two main reasons)
____________________________________________________________
____________________________________________________________
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.
d) 80%
5.
6.
The average person speaks at how many words per minute? ________wpm
7.
The brain is capable of taking in information at how many words per minute?
_____wpm
8.
Do visual aids cut down the amount of time you need to present ideas and
concepts? (Circle one)
Yes
No
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.
12.
13.
It is not your job to educate clients about anything except the facts about your
products or
services.
(Circle one)
True
False
14.
15.
If you do tell a story which illustrates your point, a person’s 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 someone’s 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
18.
“I’m sorry for taking your time. I know how busy you are,” is the best way to begin
a
meeting with a busy client.
(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 doesn’t matter if your hands are in your pockets when you are presenting.
(Circle one)
True
False
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or resold for 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 self-study 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.
2.
How long does it take for the “cool-off” factor to begin. (Circle all that apply)
a)
b)
c)
d)
3.
What two things must you keep “hot” in your prospect’s mind?
_________________________________________________________________
4.
What becomes even more important in a sales call if you didn’t “bond” with your
prospect?
_________________________________________________________________
5.
6.
How can you reduce the chance of your prospect forgetting the core reasons why they
were persuaded?
_________________________________________________________________
7.
What is the most powerful benefit of being in good rapport with your client?
(Circle one)
a) You gain influence
b) You have greater access
c) You become part of their inner circle
d) All of the above
8.
Does this statement describe the majority of your client relationships? “My clients
look
forward to my calls (visits).” (Circle one) Yes
No
10.
11.
How long should you wait, after an initial meeting, before your client hears from
you? (Circle one)
a) Within 10 days
b) Within a week
c) Within a few days
d) The same day
12.
Clients will think you are pushy if you follow-up within two days.
(Circle one)
True
False
13.
Does this statement describe you? “My clients will have lunch (breakfast, dinner)
with
me anytime I call.” (Circle one)
Yes
No
14.
It is far too pushy to send a follow-up letter after every single meeting with a
client.
(Circle one)
True
False
15.
Does this statement describe you? “At least once a month, I sit down and
handwrite a note to every client. I always enclose a humorous cartoon or item of
interest.” (Circle one)
Yes
No
16.
Crossing the lines of business and getting to know about my client’s family is not
proper for a salesperson.
(Circle one)
True
False
17.
Your job is to supply information about your product, not personal items of
interest to your client, and not materials about their business.
(Circle one)
True
False
18.
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or resold for 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 self-study 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.
1.
2.
c) 73%
d) 90%
d) 85%
3.
What percentage of the brain is utilized by the conscious mind versus the
subconscious
mind?_______________%
4.
4.
Circle two totally necessary functions performed by the RAS (Reticular Activating
System):
a)
b)
c)
d)
6.
7.
8.
The subconscious mind continues working to solve problems, even though the
conscious
mind has been stumped.
(Circle one)
True
False
9.
Of the two suggestions below, which is the better method for learning to do
something?
(Circle one)
a) Practice 4 hours every day
b) Practice 3 hours and visualize for one hour every day
10.
Why?_______________________________________________________
11.
Please Note: This test should be copied for repeated usage, but only by the
original purchaser of this program, not to be used
or resold for 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 self-study 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.
List all the strategic objectives for each weapon & how you will achieve them
List all the strategic objectives for each weapon & how you will achieve them
List all the strategic objectives for each weapon & how you will achieve them
Weapon Here
Budget
Steps to Prepare
Resources Needed
to Deploy
Who is
Responsible
to Deploy
Budget
Steps to Prepare
Who is
Resources
Responsible
Needed to Deploy to Deploy
My Marketing Calendar
(Now list which marketing weapons you will use when)
June
July
August
My Marketing Calendar
(Now list which marketing weapons you will use when)
Sept.
Oct.
Nov.
My Marketing Calendar
(Now list which marketing weapons you will use when)
Dec.
Jan.
Feb.
My Marketing Calendar
(Now list which marketing weapons you will use when)
March
April
May
My Training Plan
Areas of my business that require ongoing, consistent and interval training. You
SHOULD be
using the modules from this program regularly. That is how you will achieve master
level
skills. Get your list of the modules from the two programs as you review this info
and fill in
what videos you will use with what people/departments to accomplish what goals.
Time
management should be repeated regularly, goal setting as well. Sales training for
salespeople,
etc.
List & Describe areas of your biz.
Then list the training that each area needs.
Then list how you will measure the results.
Then how you will reward improvement (time off, bonuses, raises, trips, prizes).
Area of Biz/Person
Training Needed
(Can even put names)
Desired Result
Way to Measure
Reward for
Improvement
Area of Biz
(Can even put names)
Training Needed
Desired Result
Way to Measure
Reward for
Improvement
Week 2
Week 3
Week 4
Who needs
Who
Responsible to
give/how
supplied/which
video?
Time Allotted
Week 2
Week 3
Week 4
Who needs
Who
Responsible to
give/how
supplied/which
video?
Time Allotted
Week 2
Week 3
Week 4
Who needs
Who
Responsible to
give/how
supplied/which
video?
Time Allotted
Week 2
Week 3
Week 4
Who needs
Who
Responsible to
give/how
supplied/which
video?
Time Allotted
Week 2
Week 3
Week 4
Who needs
Who
Responsible to
give/how
supplied/which
video?
Time Allotted
Week 1
Week 2
Week 3
Week 4
Areas I need to
improve
What I will do
to do so/which
video/exercises
Time I will
allocate
How I will
measure my
success
© 2008 Chet Holmes International
Week 1
Week 2
Week 3
Week 4
Areas I need to
improve
What I will do
to do so/which
video/exercises
Time I will
allocate
How I will
measure my
success
Week 1
Week 2
Week 3
Week 4
Areas I need to
improve
What I will do to
do so/which
video/exercises
Time I will
allocate
How I will
measure my
success
© 2008 Chet Holmes International
Week 1
Week 2
Week 3
Week 4
Areas I need to
improve
What I will do
to do so/which
video/exercises
Time I will
allocate
How I will
measure my
success
© 2008 Chet Holmes International
What are the specific performance goals and metrics I’ll set for each component of
this plan?
Plan
Date:
Location:
Signed:
Your Name and Title
For:
Company Name
© 2008 Chet Holmes International
2. What people, what books, what life factors have influenced and impacted the
person who is answering this
questionnaire.
3. Describe your training, your interests, and your hobbies. What do you do when
you’re not at the office, and
why?
6. What one thing, more than anything else, do you want to accomplish in this
business before you get out?
a. Owner:
b. General Manager:
c. Team Manager:
d. Quarterback:
e. Players:
9. Corporate structure: The following section is to force you to think through the
structure of your
organization. Fill in the boxes as appropriate. You may split the boxes to
represent a different reporting
structure, or create your own box, but this is an excellent exercise for an
entrepreneur serious about building
a bulletproof organization.
Finance
CFO
Technology
(Now very
much a part of
every
company’s
strategy)
CEO
Finance, corporate vision,
ultimate strategic position in
the market, marketing, sales,
management and training
Marketing
or Sales
Operations
and Admin.
Manufacture
(product or
service
production/
development)
Other, could
be strategic
initiatives
If you have not filled in all the boxes, take this time to fill in
BGM 3.0 Bonus #2 - 4
© 2008 Chet Holmes International
Initiatives you are, or should be pursuing to improve your organization.
CHI Fortune 500 Audit Questionnaire
10. What are the goals of the owner:
12. What is the power structure? (For example, I owned a business but I was never
there and I deferred to my
manager.) We want to know whether it's hands on, hands off, who runs things, what
kind of turf or political
environment we're dealing with, who are the decision makers.
13. Who are the key people involved in the initiatives that will develop out of
this GMK Series process?
14. Explain, realistically, how much more business you can add without having to
add any more people,
equipment, service or space.
15. What is the operating philosophy that the business has been built on?
17. Explain where all your time is being spent versus where it should be spent.
18. How do you explain your company to someone outside your industry (i.e. at a
party), keeping it as simple as
possible.
19. How do you explain your company to someone in the industry (i.e. to a potential
buyer or client). This is
the “company pitch” NOT the product pitch (that’s later)
22. List all overhead factors, showing breakdowns of what the overhead includes.
24. Where does most of your business come from (describe for each category below)?
a. Product or service (which products or services drive the most revenue?)
b. Category of customer (which category /type of customer drives the most revenue?)
a. Benefits?
b. Advantages?
26. What does a client get when they buy your product/service?
29. Who stands to gain more than you if you grow, i.e., people who have products or
services that are purchased
after your products or services arc purchased, or concurrent to the purchase?
30. Who are your suppliers or other providers of products or services that benefit
massively when you are
successful?
31. What products or services do people normally buy prior to, in conjunction with
and right after your product
is purchased.
33. Describe your competition. (Use above criteria; Rate each on a scale from 1-10)
on:
Competitor’s Name
Product
Sales Ability
Marketing Ability
Customer Service
Product
Sales Ability
Marketing Ability
Customer Service
1)
2)
3)
4)
5)
Now rate your company:
Competitor’s Name
34. Describe all you know about your competitors: Who are the top three?
38. Describe as much as possible about their selling approaches, their selling
strategies, their infrastructures,
etc.
40. Where will your company be in five years? Chart year-by-year growth including
the initiatives necessary to
accomplish your goals. List financial goal and then the initiatives.
Financial Goal
Initiatives to achieve it
Year One:
Year Two
Year Three:
Year Four:
Year Five:
© 2008 Chet Holmes International
e. How many different people do you usually meet with to close a sale?
42. Describe the full effort to prospect (list every way you have of generating a
prospect).
43. How many customers /clients do you have now in your database?
44. How many “dream” clients are there (the absolute most perfect clients, that 20%
that would drive 80% of
your sales)?
a. Of those, how many do you have now?
b. How many total potential clients altogether?
46. If you target 10 prospects, how many will you close? (Closing ratio)
49. How else does your customer get the product you supply?
2)
3)
4)
5)
51. What are the top three reasons that you lose business to a competitor?
1)
2)
3)
52. What are the top three reasons that a prospect would do nothing at the end of
the sales cycle?
1)
2)
3)
55. Describe the typical buying structure. (What is your clients’ process to a
decision? What are the factors that
they will contend with? When and how does money come into the picture? What’s their
buying criteria; the
factors effecting a decision? And anything else involved in the decision process.)
56. With how many clients are you dealing with the top decision maker? (Not the
person who has to go to
someone else to get approval, but the person who ultimately makes the decision.
Give percent %)
57. With how many of your clients do you have a strong relationship with the top
decision maker?
2)
3)
c. Product training?
65. How often do you send clients interesting information that is not about your
product but could be relevant
to them or their business?
66. How much outbound phone calling effort (to generate prospects) is made per day?
Average rep?
Best rep?
67. How many appointments set per day, week, month?
Average rep?
Best rep?
68. How many active accounts serviced at any given time?
Average rep?
Best rep?
82. Describe every successful advertising, selling or marketing program you have
engaged in for the last three
years that has worked.
a.
How many of these that have worked have you continued, and how many were more of a
“one shot”
promotion?
84. What strategic alliances, if any, do you have or have you ever had?
a. How did they fare and how did they affect your business?
c.
87. Do you have a referral program? If so, how much of your business comes from
referrals?
a. How is it used?
c. Newsletters?
d. Sponsor events?
Clients
91. How do clients perceive your industry?
b. Your competitors?
93. Describe a situation where you were able to turn an unhappy client into a happy
one.
95. What could you do/offer to make your clients say, "Wow"?
b. Format?
97. Go through all 30 of the standard options in the “Three Ways to Grow a Business
Model” and tell us what
you do. In other words, do you have a referral program? If the answer is no,
explain why. If the answer is
yes, describe how it works, what you do. Include all the details. (See Attachment 1
- “3O Standard
Options.”)
Attachment 1
30 Standard Options
4. Host-Beneficiary Relationships
5. Advertising
4. Running Special Events Such As "Closed Door Sales", Limited Pre-Releases, Etc.
5. Programming Customers
ATTACHMENT 2
STRATEGIC PLANNING QUESTIONNAIRE
2. When you first started, how did you attract your first customers (what process,
method or action did you
use)?
5. What ongoing sales efforts do you personally perform today? What sales functions
did you perform when
you started your business?
6. What are you most proud of about your business, product or service?
8. How have your methods for doing business, or the product(s) or service line(s)
you market, changed since
the inception of your business?
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
9. What is your vision for your business for the next:
6 months
1 year
3 – 5 years
10 years
13. What are your sales per employee? Is that above, below, or equal to your
industry average and what are the
steps you are taking (or going to take) to improve it?
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
14. What's the "lifetime value" of your typical customer (i.e. how much revenue
will he/she generate for you
over the entire period he/she does business with your company)?
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
15. What is the biggest customer complaint about your industry and how does your
company address this
problem?
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
16. Do you buy from your competitors to keep track of what they're doing right and
wrong?________
Explain how these insights have helped you refine and better focus your overall
business strategy.
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
17. Do you actively seek information from experts in your field and other fields
related to yours?_____ Explain:
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
18. When was the last time you introduced a new product or service to your market
(both existing customers
and prospects), how well did it work, and what was the reason?
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
© 2008 Chet Holmes International
19. What is your Unique Selling Proposition or USP (why do your customers buy from
you - what is it about
your product and/or service that distinguishes you from your competition)? You may
have more than one
for different product/service lines or segments of your business.
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
20. Is your USP a consistent theme in all of your marketing and sales efforts? If
yes, how, and if no, why not?
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
21. How much of your time each month do you devote to marketing and how much will
you devote in the
future?
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
22. Do you have a marketing director? If so, describe his/her primary
responsibilities and duties?
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
23. Do you provide incentive bonuses to your employees for creating new and better
marketing methods for
your company? ___________ Explain:
24. What is your market potential (universe) and your current share of that market
(%)?
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
___________________________________________________________________________________
_______
© 2008 Chet Holmes International
BGM 3.0 Bonus #2 - 35
CHI Fortune 500 Audit Questionnaire
Attachment 2 – Strategic Planning Questionnaire
25. What are the ways you have attained your existing customers (from best to
worst)?
1._________________________________________________________________________________
_______
2._________________________________________________________________________________
_______
3._________________________________________________________________________________
_______
4._________________________________________________________________________________
_______
26. Other
27. What does it cost you to get a new customer? (e.g. if you ran an advertisement
that costs $1,000 and you
attained two new customers it would be $500.)
28. What is the average sales and profits generated from a new customer in the
first year and how is that
information useful in your overall marketing strategy?
29. What is your biggest and best source of new business and are you doing
everything possible to secure this
business? If no, why not?
30. What has been your biggest marketing success to date (defined as a specific
promotion, advertising
campaign, telemarketing script etc.) and are you still using it or a version of it?
31. Do you have a systematic back-end (selling your own or others' products to
existing customers)? Describe
how it works.
32. If you had as much money as you wanted, what would you do to improve your
marketing (i.e. what is your
biggest marketing problem or challenge today)?
33. If you had as much money as you wanted, what would you do to improve your
product or service and what
impact would that have on your customers?
34. Do you have a written marketing plan that you adhere to? If so, explain it.
35. Is the plan based on a fixed budget number (e.g. $1000 per month in the yellow
pages), or is it a variable
percentage of sales?
36. Why do customers buy from you? Do they buy from you exclusively or do they also
patronize your
competitors? What steps can you take to get the main portion of their business?
37. Do you have an adequate supply of customer testimonials and is there a system
in place for their capture?
a. Are they written or taped, and how are they (or will they be) used in your
marketing?
38. Do you actively solicit referral business? __________ If so, how does it work
and if not, why not?
39. Have you ever tried to reactivate your former customers and non-converted
prospects? ________ Explain.
40. Have you ever tried selling your non-converted prospects to your competitors?
__________ Explain.
41. Do you ever barter your products, services, or assets with other companies in
exchange for their products,
services or assets? ________ If not, do you see barter possibilities in the future?
________ Explain.
42. Do you use bonuses in all your sales/marketing propositions, and how did it
affect the response?
44. What kind of guarantee or warranty do you give your customers and how does it
compare with your
competitors or with the industry at large?
45. How do you capture the names, addresses, and phone numbers of all your
customers and prospects? Do you
then use them in your marketing programs?
46. What is your selling season, if any, and are you actively looking to sell other
complimentary products or
services during the slower periods? If so, how do they interrelate?
47. How loyal are your customers? Is that normal, high, or low relative to your
industry and what is the reason?
How can it be improved?
Congratulations!
Just by completing this questionnaire, you have placed yourself ahead of 95% of the
business owners in
America today, who never take the time to think deeply about their business. Those
individuals (many of
whom are your competitors) spend so much time working in their businesses that they
never take the
time to work on their businesses.
Chet Holmes
© 2008 Chet Holmes International
Workshop Training:
Copyright @ 2008. The following data is protected by copyright law, which is a
federal division of the
government and comes with strict enforcement and penalties. This information is not
to be shared with
third parties without the expressed written permission of its author.
The following document contains twenty five years of learning curve. I hope
you appreciate the huge labor that went into this learning curve and
preparation of this document. Though it is only 15 pages, it contains a golden
key to your success.
Used properly, this may be one of the most profound things you can do in
your company. In every company I’ve run and in every client I’ve handled,
this is the method of creating the greatest success. If you ever speak to anyone
who’s ever worked for me, they will tell you that this is the most religious
exercise they could consistently expect to occur.
This is an excellent method of focusing your mind on solutions and improvements
within your organization. "Workshop" means that instead of me teaching you and
you listening, you get to WORK through an idea, adding your own insights. It's a
good idea to include everyone for most of you, being that the majority of Jay’s
clients tend to be medium to small companies. Therefore, have every single
employee participate. You never know where the big ideas are going to come from
and even the receptionist can add ideas that will surprise you, as they are often
the
first point of contact with any customer.
Even if you are a one-man army, this is still a process that forces you to work ON
your business, not just IN your business.
Workshop training does many things:
A) Often the best ideas in the company are never shared. This forces the best ideas
to be shared.
B) It helps the company begin to sing in better harmony. Often, if you ask six
different people the same questions, you will get six different answers.
That is NOT a good thing.
C) It is an opportunity to create synergy in your organization.
Chet's ideas.
Now let me add to your list:
1) Some strategic selling in every customer interaction. Sell the COMPANY, not
just the product or service. (Next workshop will focus on how to do this.)
2) Get referrals. Every single customer interaction should be explored for referral
possibilities (Workshop to follow)
3) Some personal bonding. Ask at least one question that has nothing directly to do
with business: Such as: "Where are you from?" Or, "How's the weather?" etc...
Make a concerted effort to BUILD RAPPORT.
4) Get every piece of info you need, from email address to direct dials and
extensions.
NEXT:
Step 5: Now you’re going to organize a vote. People’s opinions will change as the
collective intelligence of the group is shared. So you want to get a general
consensus as all the ideas are shared.
Have each person look at the white board and rank their number one choice, their
number two choice and their number three choice. Meaning, what do they think is
the most important thing to do, the second, the third, etc... Have each person
write
down their answers, thinking through their choices. You’ve got 30 seconds, so go.
DO NOT READ AHEAD. STOP HERE AND DO THE EXERCISE.
Step 6: The leader of the group will then ask each person to give their choices and
next to each of the choices that you have by the board, you’re going to write three
slashes for first choice, two slashes for second choice and one slash for third
choice.
Now tally up the totals. The highest number will be the groups collective first
choice and so on. Cut it off at five top benefits, maybe six if you must have one
more.
Step 7: Implementation: Write a memo that outlines the findings of the exercise.
These memos will be kept in a single binder for use later. Think of how a year
from now when you have 52 such memos (one per week) in a binder, a new
employee comes in and in just a few hours, they can read all the best ideas that
you're entire company has developed over an entire year of workshops. If you are
in continuing conference calls with Jay and me, you will continue to get these
workshops.
In the memo it details the (minimum of three) steps you will now add to everything
you do as a result of what you discovered.
DO it, people. Work ON the business. I suggest you have a weekly meeting at the
same time each week to do these workshops with staff.
Regards,
Chet
NEXT:
Step 5: Now you’re going to organize a vote. People’s opinions will change as the
collective intelligence of the group is shared. So you want to get a general
consensus as all the ideas are shared.
Have each person look at the white board and rank their number one choice, their
number two choice and their number three choice. Meaning, what do they think is
the most important thing to do, the second, the third, etc... Have each person
write
down their answers, thinking through their choices. You’ve got 30 seconds, so go.
DO NOT READ AHEAD. STOP HERE AND DO THE EXERCISE.
Step 6: The leader of the group will then ask each person to give their choices and
next to each of the choices that you have by the board, you’re going to write three
slashes for first choice, two slashes for second choice and one slash for third
choice.
Now tally up the totals. The highest number will be the groups collective first
choice and so on. Cut it off at five top benefits, maybe six if you must have one
more.
Step 7: Implementation: Write a memo that outlines the findings of the exercise.
These memos will be kept in a single binder for use later. The memo is circulated
to everyone the very next day. It is also covered at the next company meeting to
see who has actually used the material, the results and how the material can be
improved.
In the memo it details the (minimum of three) steps you will now add to everything
you do as a result of what you discovered.
DO it, people. Work ON the business.
Now tally up the totals. The highest number will be the groups collective first
choice and so on. Cut it off at five top benefits, maybe six if you must have one
more.
Step 7: Implementation: Write a memo that outlines the findings of the exercise.
These memos will be kept in a single binder for use later. The memo is circulated
to everyone the very next day. It is also covered at the next company meeting to
see who has actually used the material, the results and how the material can be
improved.
In the memo it details the (minimum of three) steps you will now add to everything
you do as a result of what you discovered.
DO it, people. Work ON the business.
Step 6: The leader of the group will then ask each person to give their choices and
next to each of the choices that you have by the board, you’re going to write three
slashes for first choice, two slashes for second choice and one slash for third
choice.
Now tally up the totals. The highest number will be the groups collective first
choice and so on. It’s okay to end up with more than six questions. You may end
up with ten. You may end up with three that covers everything. Each company is
different.
Step 7: Implementation: Write a memo that outlines the findings of the exercise.
The memo is circulated to everyone the very next day. It is also covered at the
next
company meeting to see who has actually used the material, the results and how
the material can be improved.
In the memo it details the (minimum of three) steps you will now add to everything
you do as a result of what you discovered.
DO it, people. Work ON the business.
WORKSHOPS GALORE
At this point you should have the hang of doing a workshop. You write the
core idea on the board, you ask everyone to write down ideas, you then ask
everyone to think about those ideas, rate those ideas or give input on those
ideas and the NEXT day you take action on the work that was done,
instituting a memo or procedure that improves the area that was worked on.
With that in mind, below are many areas, ways and ideas for improving every
aspect of your company. Do this religiously.
Remember, in Japan it is mandatory for every employee to make two
suggestions per month to improve the company. In this country we can get in
trouble for it – which is ridiculous. Have the courage to ask your people how
to improve your company and you will be delighted. Not all ideas will be
valuable, but many will, and all improvements are good, aren’t they.
Here are more workshops:
6. Most reactive traits in the company, versus most proactive traits. Do a workshop
to determine what activities are the most reactive and which activities are the
most
proactive. Then do a workshop on how to eliminate or improve the reactive traits
and how to enhance the proactive traits.
7. Form letters: What internal activities in your company can be reduced to a form
letter with boxes to check off items that are repeated regularly? Can this same
process be extended to regular clients? Is there some “form letter” you can create
that makes everything easier, faster and smoother for all parties?
8. Activities that waste time: Things that might be consolidated or eliminated.
What activities in the company are wasteful? Have everything think this one
through. What do they do or see that is a time waster?
9. “Improved filing systems for work in progress.” What kinds of systems could
you develop or improve for work in progress? Get everyone’s input.
10. Reducing interruptions. “What are the most common interruptions” is the first
part of the workshop. Then ask everyone to write down ideas on and ways of
reducing the interruptions.
11. Make the company more profitable. Have everyone write down ways they
think that the company is either wasting money or could save money. The goal:
making the company more profitable.
12. What three things would make the staff more effective? What would help the
company run better, smarter, faster?
13. Procedures for handling a client. Have everyone write down what they think
should be the front-to-back, -- from initial contact until forever — step-by-step
process for dealing with a client. THEN: Work through the ideas to find
improvements in your current methods. Write your memo and institute the new
ideas.
14. Ask everyone to give three ways that they think might attract more clients.
15. Ask everyone to write down three ways that would enhance and increase the
referral process.
16. What would keep clients longer?
17. What would make clients buy faster?
18. What would improve customer relations?
19. What three things would make you (each employee) more productive?
20. What training would help you (each employee) be more effective at your job?
Give three ideas each.
21. What information about our market or industry would help you be more
knowledgeable and useful to our customers?
22. What three things should all new employees go through as a way to give them:
A.
B.
C.
D.
E.
23. What kind of role-playing exercises would help everyone be more effective at
the job? List some and then try one this time and put the others on the board for
the
next several meetings (if ideas are fruitful).
24. Think of a customer situation that went extremely well. Write down why it
went well and what is the lesson learned from that interaction. THEN, have them
think through: “What standard procedure might come out of this lesson?”
25. Can you tell a story that would really illustrate the power of what we do and
the benefits to our customers. It can be a made-up story, like a fable, or an
example, or it could be an actual story.
26. Give three ideas that might help us get to customers faster, better, smarter.
27. Who are our ideal buyers? Describe them. THEN, what special program or
concept could we develop that would help us get to them easier and with greater
impact? Something special for THEM (our best buyers).
28. What standard communication piece would you like to have that would explain
an area, IDEA, point, sales point, customer relations area or any other idea you
can
think of that would be helpful if it were well articulated in a one page
promotional
piece, document, letter or other communication piece?
29. What ideas do you have that would make the press want to do a write-up on
us? THEN, turn that into a press release: It can also be used as promotional piece
for clients.
30. What would make an interesting article that was 90% educational and only a
10% plug for us, but that our clients would want to read? Give title and a sentence
about your idea.
A. Which one of these ideas might make an excellent seminar that everyone
would want to attend?
31. Headlines: A headline is the ad that sells reading the ad, or the direct mail
letter. Let’s have everyone write at least two headlines that they think would
capture interest and attention. Let them do this freeform. THEN, add the following
rules and see what happens:
A.
B.
C.
D.
32. What is something that might really attract the attention of our customer?
Something that really breaks through the clutter (3000 commercial messages per
day, per person: How do we stand out, get noticed?)
33. What are the three things you would want every customer to say about us?
THEN: What can we do as a company to see that this happens?
34. What would make our clients more loyal to us than any of our competitors?
THEN: Hertz has the “Gold Club” for more frequent customers who want to be in
and out faster. United has an “Awards Program” where people earn points. Is there
any kind of service or club or concept that you feel might make our customers
closer to us, more involved, more loyal?
35. What could we “add-on” to our sale that would be valuable or convenient for
our clients and increase our revenue per transaction? This doesn’t have to be
something we produce? Think outside the box.
36. Getting endorsements: What can you do this week to get at least one, but
hopefully three endorsement letters? THEN: What will be the steps you take, when
will you take them: Get a commitment on what everyone is going to do and when.
Put out a memo on it.
37. What other companies would be ideal for endorsing our product to their
customers? THEN: Who do YOU know, or know about that might be a valuable
lead for selling our products or services?
38. What personal questions are great icebreakers to get deeper with a customer
without being too personal—Ice breakers, things that begin the bonding process?
39. What would make our customers trust us more?
© 2008 Chet Holmes International
40. What would really make our customers DESIRE our products/services?
41. What information could we provide that would help our customers be more
successful- Something designed to build more trust and respect between us and the
customer; It doesn’t necessarily have to have anything to do with us as long as it
helps create a perception of us being more valuable to our customers.
42. What problems do our customers have that our product/service solves and how
can we make them really see/feel those problems as a way to motivate them to take
faster action?
43. Is there any kind of study or survey that we could create that would give us a
reason to bond further with our customers, while also creating the way to gain
more valuable information. The information may be valuable to them, not to us, so
don’t limit your thinking just to surveys about us. What would be three questions
you would want to ask every customer, and let’s have at least one of them be
focused on what would make THEM more successful. THEN: How should this
survey be conducted as a way to maximize the bonding process?
44. What could we create that every customer we have would want to attend? (At a
trade show, or annual event, or by telephone: Something of value to them that we
could create. Maybe so valuable they’d even pay for it?)
45. If we were to have an awards ceremony or give awards to our customers, what
kind of awards would we give that THEY would consider valuable and esteemed?
46. What would make excellent sections in a newsletter?
47. What one thing could we do or offer that would make our clients want to buy
from us right now?
48. How could we use the telephone to get more business? (Leave it open-ended,
you might get some surprising answers.) Think of three things/ways we could use
the telephone to attract/get, get to, interest, more clients.
49. What three automatic/standard follow-up procedures would dramatically
improve/increase our bonding with the customer?
50. Knowing that our tonality has five times more impact than the actual words
that we use, and that the prospect hears our real feelings subconsciously, what is
the main attitude you’re going to have, in your particular position, when you pick
up the telephone?
51. How can we SHOW what we do more visually? What would help us illustrate
our message visually?
52. How can we get clients more involved in the process of learning about what we
do?
END WORKSHOPS
You should now have a binder with 52 memos in it that contains the best thinking
your company has to offer. Think of this as a training tool; AN awesome document
that can give a new-hire 52 one or two page memos that contain the best thinking
in the company. Now begin again with the first workshop and see:
A. How well you’ve implemented the suggestions from last time.
B. What you can do to implement them better. DO workshops on THAT.
Good luck.