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How to Run a Sales Meeting Using a Sales Dashboard

Here is a format we use for sales meetings – for example, a weekly review of activities from the sales team.

  1. Update on activity:
    • Number of visits
    • Number of asks
  2. Update on productivity:
    • Number of commits / declines
    • $$ Committed

These metrics provide an objective dashboard that speaks volumes.

  • “What gets measured gets done.” – Tom Suddes (quoting 278 others)
  • It’s very easy to get sidetracked. Make it very clear (for yourself) and for your sales team that the first measurement will be number of times we got out of the office to go visit with people. Even without the perfect materials, we know (at For Impact) this will have a tremendous positive impact on your organization.
  • The dashboard creates accountability.
  • Following on the first point, if you’re a manager you can set goals with your team around number of visits/asks. This ties back to accountability and performance.
  • The dashboard points to what’s working and what’s not
  • Once we were working with an organization that was making 15 visits per week, but logging only a few commitments and declines. We were able to zero in on this and it turned out the staff wasn’t really asking. They were walking through the numbers and ‘hoping’ the prospect would select to give. We did another training session around ‘the last three feet’ and the numbers then improved.

    This is a pretty important point. You can deal with real issues as they arise – instead of planning and planning for months/years with no activity.

After the numbers we then review:

  • Status of Top Ten Prospects on the Master Prospect List
  • Specific Pending Strategies that need attention
  • Strategies for the Forthcoming week
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10 Action Steps to Help You Engage

Here are 10 Action Steps, to help you ENGAGE:


1. SIMPLIFY YOUR MESSAGE.

2. BUILD YOUR FUNDING RATIONALE.

3. DO THE MATH!

4. Create a simple, powerful PRESENTATION… STORY LINE… and ENGAGEMENT TOOL

5. Finalize your MASTER PROSPECT LIST!

6. SET YOUR GOALS OF ENGAGEMENT!

7. COMMIT TO BETTER PREDISPOSITION.

8. ACT/EXECUTE on YOUR ENGAGEMENT STRATEGY!

9. Commit to SHARING THE STORY and PRESENTING THE OPPORTUNITY!!!

10. JUST ASK. JUST ASK. JUST ASK.

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3 Ideas to Help You Ask

1. Get Something On The (Proverbial) ‘TABLE’.

  • Here’s another of Nick’s ‘BRILLIANT’ ways to make the JUST ASK point:
  • Just get SOMETHING on the ‘TABLE’.
    • Get the ‘level of engagement’… on the table.
    • Get a ‘dollar amount’… on the table.
    • Get a ‘priority or project’… on the table.

2. Get a ‘ROADMAP’ to the gift.

  • Again, Nick has been using this as a HUGE part of our training and strategy with sales teams.
  • Don’t leave the visit without a literal ‘ROADMAP’ to the gift!!!
  • “Are you in?” “What can we do to solidify commitment?” “How can we confirm amount?” Etc.

3. Try for a TRIPLE ASK on every visit!

  • In our world, the ‘best of the best’ learn how to make a ‘Triple Ask’ tied to Today | Tomorrow | Forever. They use this to answer “How can I help?”… and frame this around Annual Operations, Priority Projects and Legacy.
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Rules of Engagement

Here are the 9 Rules of Engagement, without any supporting text or thoughts.

1. IMPACT drives INCOME. Not the other way around.

2. MAXIMIZE RELATIONSHIPS…AT THIS GIVEN MOMENT.

3. THINK BIG. BUILD SIMPLE. ACT NOW.

4. Different RESULTS require a different DESIGN.

5. DO THE MATH.

6. HOPE is NOT a STRATEGY.

7. YOU’RE IN SALES. GET OVER IT.

8. FOCUS. FOCUS. FOCUS.

9. JUST ASK. JUST ASK. JUST ASK.

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Introduction

“Success is a result of Good Judgement.
Good Judgement is a result of Experience.
Experience is a result of Bad Judgement.”

– Will Rodgers

The last couple of years have been challenging and difficult…and have led to a lot of EXPERIENCES. (Good & Bad)

Now is the time to use those EXPERIENCES to focus on ‘ENGAGEMENT’!

As Goose said to Maverick, in Top Gun:

“ENGAGE, MAV, ENGAGE!!!”

In our world, (just so there is no confusion) ENGAGE means VISIT…SHOULDER TO SHOULDER…OUT OF YOUR OFFICE… with your BEST INVESTORS and PROSPECTS.

Andy Grove, of Intel fame,has created a 3 word battle cry that changes everything,

“ENGAGE. THEN PLAN.”

*Remember Martin Luther King said,

“I have a dream!”

*He didn’t say, “I have a Strategic Plan.”

Newton’s Law states,

“A body in motion tends to stay in motion,
A body at rest tends to stay at rest.”

I’m no physics major, but I get this: ENGAGE means GET IN MOTION!!! You can hide under your desk because of the economy, fear, call reluctance, whatever… OR, you can buy into our IMPACT DRIVES INCOME insight and epiphany.

  • More VISITS (with BEST PROSPECTS) means…
  • More PRESENTATIONS (to Share the Story/Present the Opportunity) means…
  • More MONEY (to Fund the Vision) means…
  • More INCOME…creating much more IMPACT.

Go Forth and ENGAGE!

GUARANTEE: IF you commit to ENGAGE with your CHAMPIONS and your MOST QUALIFIED PROSPECTS… your entire organization will be TRANSFORMED!

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Nick’s Note: It Takes 15 Visits to Hit Your Selling Stride

We coach and train organizations and individuals to sell … to sell their vision, their projects, their impact.

  • Sales is a 1:1 activity. It requires that we get out of the office and meet with people.
  • Sales is also the only way to truly maximize relationships.

I will often ask an executive director, “How many visits and asks (1:1) does your organization make each month?” More than any other statistic, this is a key performance indicator for an organization. Many leaders respond with something like, “Well, right now, none. We’re waiting until we finish our strategic plan.” Or, “About once per month but we’re really going to commit to major gifts in the coming year.”

Get out. Visit. Ask.

As coaches, we know it takes about 15 asks (over a three-month time period) from one person to hit ‘selling stride’… where a sales person is likely to keep making visits … revenue will jump … systems will start to form. On paper, 15 visits doesn’t look like a lot (and it’s not) but it requires:

  • That we stop messing with the message.
  • That we get out of our comfort zone. Otherwise, human nature would have us wait forever to make the FIRST visit.
  • That we get beyond the 2-3 ‘low-hanging fruit’ prospects … being proactive in a sales process.

If you’re new to this, your first few visits are going to feel awkward. You’ll find yourself saying really stupid things. Just know this and know that you have to do them to get them out of the way. Somewhere in the range of 6-10 visits you’ll start to ‘own the message’ and find yourself in familiar territory on each dialogue. And … by visit 15 you will find a groove. Each visit is no longer produces that ‘deer in a headlight’ feeling. Much like an experienced quarterback describes, the time seems to slow down and you get much better at processing on the fly.

For what it’s worth:

  • I feel really awkward on my first ten visits on behalf of a cause. Even having done this hundreds of times it takes me a while to find my groove.
  • It’s much easier to do three visits in one day than it is three visits in one-week.
  • Remember, be authentic and you can’t screw up. It’s okay to say, “This is the second time I’ve shared the plan in this way.”
  • If it helps, go ahead and make ‘practice visits’… these count toward the 15.
  • I’m suggesting it takes 15 visits for a person to reach his or her stride which impacts the organization as a whole. If you have two sales people then they each should make 15 visits to hit a stride.
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OGs Note: Share the Story. Present the Opportunity.

Another one of those SIMPLE, but not EASY lessons.

STOP Asking for Money. (I did that 5,812 times.)

START SHARING THE STORY and PRESENTING THE OPPORTUNITY.

You’ll be amazed.

**Special Board Note: This could be the GREATEST LESSON to get your BOARD and VOLUNTEERS ENGAGED in your QUANTUM LEAP CAMPAIGN . Just ask them whether they’d rather:

‘ASK THEIR FRIENDS FOR MONEY’
OR
‘SHARE THE STORY/PRESENT THE OPPORTUNITY.’

Jeff Strine, one of our For Impact coaches, says it best:

“THE PAST WILL GET YOU AN APPOINTMENT (VISIT).
THE FUTURE (VISION) WILL GET YOU THE MONEY.”

It’s all about your vision. No more to be said.

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Sales Process (A Visual)

Wanted to share this illustration of a customized sales process we did with a client. If you’ve been to a workshop you will recognize Predisposition > Present the Opportunity > Follow-up.

Though we originally made it for one client, we think it’s pretty near universal.

  • Leads feed into a PREDISPOSITION STRATEGY.
  • VISIT! Do Discovery and then Present the Opportunity … could be two visits or one but not more.
  • The GOAL is a big deal to me … if we can get them to say, “Wow, this is great, what can I do to help?” … then it’s not about cultivation, time or a chess-like gambit. It’s about communicating the ‘how to help’… now/today.
    If they don’t say, “Wow!” … then we effectively JUST ASK around the goal … and get permission to talk about the funding plan on the next (second) visit.
  • Follow-up – is a STRATEGY, not an ACTION ITEM.

spflowsheet

Click on image to download a copy for your files.

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Sales Requires People…Process…Performance

There it is. The ‘3 P alliteration’ that summarizes all ‘SALES’!

SALES SUCCESS is a direct result of combining your SALES PEOPLE with a

SALES PROCESS and then relying on them to PERFORM! (You need all three.

Two of three won’t cut it. One of three, close up shop.)

Note: Most ‘NFP’ orgs don’t know where to begin re: a SALES PROCESS. We’ve spent 30 years building and refining a SALES PROCESS.

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9 Guiding Principles for Sales Success

Here are 9 GUIDING PRINCIPLES to help you ‘sell’ your VISION, your MESSAGE, your PRIORITIES …

Pretty self-explanatory, but there are some ‘notes’ with each one.

GP #1 CHANGE YOUR VOCABULARY! WORDS ARE IMPORTANT! Stop using all the typical ‘nonprofit’ industry jargon. Start using ‘sales’ terms, ‘business’ terms, ‘common sense’ terms.

Appointments Visits
Power Points Presentation Tools
Asking for Money Presenting the Opportunity
GP #2 THINK BIG. BUILD SIMPLE. ACT NOW! Our absolute favorite Entrepreneur’s Mantra. Also works great for SALES. THINK. BUILD. ACT. BIG. SIMPLE. NOW.
GP #3 THE RULE OF 3! ‘FORCE’ everything you do into groups of 3! Your Message Points. Your Priorities. Your Buckets. Your Sales Presentation. Trust us. It works.
GP #4 NO TIMEOUTS. NO SUBSTITUTIONS. NO EXCUSES. OG’s Notre Dame Boxers’ Mantra. Works for sales. Take responsibility for your life. Your actions. Your results.
GP #5 PREPARE. PRACTICE. PERFORM. You ‘get’ PREPARE and PERFORM. What we never, ever, ever do (in our world) is PRACTICE! PRACTICE YOUR PRESENTATION. Your response to objections and challenges. Your opening. Your close.
GP #6 FIRST WITH THE HEART. THEN WITH THE HEAD. This is the corollary to a great line in the book, THE POWER OF ONE.  Zig Ziglar, über sales trainer, says it perfectly: “People buy on emotion, then justify with logic.”
GP #7 DO THE MATH. You can’t ‘SELL’ unless you understand all the ‘NUMBERS!’ This is about goals, self-fulfilling prophecy, and the Stockdale Paradox (Face the Brutal Facts).
GP #8 ASK QUESTIONS. (ACTUALLY) LISTEN TO ANSWERS. This is, without question, the greatest ‘SALES TIP’ … ever!
GP #9 SHARE THE STORY. PRESENT THE OPPORTUNITY. No explanation necessary. Just do it.
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The World’s First Elevator Pitch

We urge you to read Dan Pink’s book, TO SELL IS HUMAN!

Go immediately to Page 155 and read about Elisha Otis and the world’s first elevator pitch!

Teaser: It involved him climbing on top of one of the world’s first elevators and taking an axe and slashing the rope that is suspending it in mid-air!

We love Dan’s thinking as he goes into the 6 Successors to the Elevator Pitch:

  • The One-Word Pitch (IMPACT!)
  • The Question Pitch (JUST ASK!)
  • The Rhyming Pitch (LIVE TO GIVE. GIVE TO LIVE.)
  • The Subject Line Pitch (YOU JUST WON $1M FROM NIGERIAN LOTTERY.)
  • The Twitter Pitch (ESPECIALLY TWEETS THAT PROVIDE INFORMATION AND LINKS OF VALUE TO RECIPIENTS.)
  • The Pixar Pitch!!! (Page 170. THIS ALONE IS WORTH THE PRICE OF THE BOOK.)

Pink reinforces everything we’ve read about Pixar, John Lasseter and his team, Steve Jobs, Walt Disney Company, and more.

IT’S ALL ABOUT THE STORY!

Once upon a time there was _________. Every day _________.
One day ________ and _________. Because of that _________ .
Because of that __________. Until finally _________.

 

To every For Impact organization out there … fill in the blanks and you have your STORY! document

You know our FI | TSG line: You’re in Sales. Get over IT!

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