Streamline Your Typical Sales Process with airSlate SignNow

How to create outlook signature

there's a lot of confusion about the sales process of digital marketing services a lot of people have confusion because they haven't gone through the process before so I end up getting a lot of questions when I host partner meetings here at rocket driver from partners who are brand new who are asking hey Jake what does the sales process look like can you walk us through it so I'm gonna do just that in this vid it's pretty straightforward looking from the outside in the sales process typically is composed of three to four different meetings okay it's usually three but it can be for the first contact you have is step one that's where marketing contacts and sets of appointment right that's where the leads generated and I'm the sales person and I make that first phone call to try to breach the decision maker and you know breach the gatekeeper get through the decision maker host a meeting you know have a meeting with this person I count that as my first you know stage in the sales process where a meeting is basically pinned down and that is usually step one right first stage call set up a meeting have a brief phone call explain maybe what I do what you know services we offer and stuff are usually pretty pretty much defined but it can be a little vague - at that point you know you don't always have to go really in depth into what exactly you're offering but you do want to make sure you get an appointment so you go as deep as you have to kind of play it by ear and you know go through that process now the next meeting right is the one where I am I come I consider these to be like a consulting meeting right where I'm going to meet with my prospect I'm going to assess their needs I'm going to assess the current situation depends on what I'm selling them but I'm gonna assess what they've got right now I'm gonna you know propose some solutions but what I'm really doing at that meeting is ensuring that I have the next meeting okay I'm going through the demonstration process to a degree I'm getting the information necessary so that I can go back and have a quote generated okay generate a quote myself but that's the point of that meeting gathering information figuring out the needs and this consulting meeting is really there for me to just learn and suck up as much information as I can figure out what I'm going to end up pitching to try to close them on now the next meeting right I come back and I come back armed with a quote actually I'm armed not just with a quote I'm armed with a quote in a contract that I can close them on okay now some people and in some circumstances depending on what you're selling and how you present it and how you go through that process you don't need to generate a quote right you can go into that meeting and close right on right at your you know actual demo right right at that meeting number two you know where that contact point number two second step of the sales process that consulting meeting however with websites with SEO campaigns with social media with lots of things you simply can't close right then and there because you know you have to do research right if I sit down and I'm you know if I'm setting a time to talk to somebody and I'm gonna have them on that you know step one is I'm gonna have this time to talk step two is my meeting with them on that meeting if I was selling SEO for example I'm not going into that meeting knowing what keywords they want to target I'm not going into that meeting with any you know detailed information maybe I pulled a report on them and stuff like that but I'm still not going into that meeting really ready to close them right then and there always gonna be that second meeting so it's always a three-step process for me you may do it differently but that's how I've always done it meeting one set the lead meeting to consult learn about it do an exploration of what the options are meeting three and also qualification which is crucial isn't at that meeting although hopefully we pre-qualifier leads these days meeting number three that's the one where I go in for the close right and usually meeting three you know I end up doing a full demonstration again because I want to make sure that they didn't forget things you know from the previous meeting that I had where I got the information to generate the quote so I move on from there and then I close them out that's my third meeting but there's a lot of a lot of times where they don't close on meeting number three because you know they look at the quote and they you know for various reasons you end up having to have a fourth meeting with them okay it's kind of counterintuitive because in many industries and many types of sales there's no greenbacks and be backs we used to say you know there's no money and going back to that you know to a client or somebody you've pitched but in this business there quite often times is and that's because there's a lot of technical considerations there could be other agencies involved they could have to several relationships before they contract up there could be a lot of things that come up that really make it so you need to go back and meet with them you know on this fourth time before contracts get signed in money exchanges hands and I always say the sales process okay it may be four steps but the prospect to client onboarding process takes a fifth step and that fifth step is where you know we were going live right a go live meeting where we launch service launch product implement website whatever it is and go through the process of getting them set up and getting them acclimated and orientated with what they can expect from us in terms of support what we can expect from them in terms of their responsibilities and then just giving them all the systems and setup stuff that they need to to function so there you have it it's really pretty straightforward you know meeting number one first contact meeting number two consulting exploration meeting number three closing and then if necessary meeting number four where you know maybe more decision-makers come in whatever closing there as well and something to say on this fine on a final note on this is that there are absolutely no reasons why in the sales process of digital all these digital services that you know you can you ever should feel like you can get away with under closing somebody okay you cannot over close a person you can under close them you can't oversell you can only under sell so if you have to you know go and pitch even on that fourth meeting and you know reap itch andrey walk them through why they're doing this do it you know don't get tied down to you know a structured way of doing things too tightly when it comes to sales for everything else absolutely structure up when it comes to sales though keep yourself lucid keep yourself free any I hope you glean something from this presentation this little video I did here and if you like this vid wing that bail subscribe to the channel and check us out over on WWE our driver calm and hit me up in the comments I'd love to get him talk to you soon