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  • Learning Point 2 Q4 Foundational Training Sales Ideas

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    Nasirah Banu
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    The document outlines a training provided by Dr. Sanjay Tolani on identifying problems affecting fourth quarter sales and maximizing results. It lists several numbers that impact Q4 sales, such as prospecting ratios and case size. It encourages identifying a single "big number" to focus on, like increasing case size. The training will then provide ideas and shortcuts to execute on, highlight differences from previous years, and include case studies and examples for clarity. Attendees are advised to choose what ideas are most important for them to focus on, as they only have 80 days left to improve their results.

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    The document outlines a training provided by Dr. Sanjay Tolani on identifying problems affecting fourth quarter sales and maximizing results. It lists several numbers that impact Q4 sales, such as prospecting ratios and case size. It encourages identifying a single "big number" to focus on, like increasing case size. The training will then provide ideas and shortcuts to execute on, highlight differences from previous years, and include case studies and examples for clarity. Attendees are advised to choose what ideas are most important for them to focus on, as they only have 80 days left to improve their results.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    5 views3 pages

    Learning Point 2 Q4 Foundational Training Sales Ideas

    Uploaded by

    Nasirah Banu
    The document outlines a training provided by Dr. Sanjay Tolani on identifying problems affecting fourth quarter sales and maximizing results. It lists several numbers that impact Q4 sales, such as prospecting ratios and case size. It encourages identifying a single "big number" to focus on, like increasing case size. The training will then provide ideas and shortcuts to execute on, highlight differences from previous years, and include case studies and examples for clarity. Attendees are advised to choose what ideas are most important for them to focus on, as they only have 80 days left to improve their results.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    Identifying your problems

    I don’t know if you realized I actually wrote a book and organised a session for each of it!

    Concept Objection Maximizing


    Prospect Approach Closing Products
    Presentation Handling Q4 Sales

    Numbers Prospect Prospect to


    Case Size Maximize
    Affecting appointment Closing Ratio
    (Product Offer) Case Size
    ratio
    Your Q4 Sales

    I don’t know I don’t know I don’t know I don’t know I don’t know My client agree My clients sign
    List Down where to find what to say what how to handle how to tell my to sign, but the but it's a very
    The Problems people to talk to when I get a presentation to tough objection, clients to sign policy somehow small case, how
    recommendation show my mind went today, they keep is not issued as do I get them to
    You Have I don’t know blank saying later and underwriting cover
    how to get I don’t know let them think takes time themselves
    (Examples) recommendation how to do policy better?
    review?

    DR. SANJAY TOLANI - Q4 FOUNDATIONAL TRAINING & SALES IDEAS


    learn.sanjaytolani.com
    What to do after you identify your problems?

    CHOOSE OR PROBLEMS
    AND WORK ON IT!

    You only have 80 days, you cannot solve all of them.

    Be realistic, because at the end of the day, numbers don’t lie.

    This is also why some advisors saw exponential results after last
    year's final sprint, because they work on only “1 Big Number”
    e.g case size that affects their results.

    DR. SANJAY TOLANI - Q4 FOUNDATIONAL TRAINING & SALES IDEAS


    learn.sanjaytolani.com
    Let's dive in a little deeper

    We’re going to run through every number I am not going to:


    affecting Your Q4 sales and I will be:
    1. Giving you ideas that you can execute (These 1. Run through the in-details basic because I will
    are the final sprint shortcuts I’ve mentioned) need many hours - You can read my books or
    2. Highlight how it is different from previous attend my online video lessons.
    years. 2. Walk you through extensive examples
    3. Case studies + Examples so you gain clarity

    My Intention:
    List Down All The Ideas + Strategies → You choose what is important for you.
    P.s. I’m not a trainer. So I will not be holding back information and expect you to pay more for it.

    DR. SANJAY TOLANI - Q4 FOUNDATIONAL TRAINING & SALES IDEAS


    learn.sanjaytolani.com

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