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EdrawMindStrategic Approach from Lead Discovery to Closing Deals
MindMap Gallery Strategic Approach from Lead Discovery to Closing Deals
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Strategic Approach from Lead Discovery to Closing Deals
Explore a strategic roadmap for optimizing the sales funnel with our comprehensive guide. From the initial lead discovery during in-person or online interactions to the final handshake of a closed deal, each step is meticulously charted to ensure efficiency and effectiveness. Delve into best practices for making a stellar first impression, qualifying prospects, and setting the right expectations for potential customers. Learn how to prepare quotes that resonate with client needs and discover negotiation tactics that convert discussions into successful sales. Our resource is an invaluable tool for sales professionals aiming to refine their process, engage meaningfully with customers, and ultimately seal more deals.
Edited at 2022-02-23 16:38:24- Welcome Video Roadmap
With the popularization of the Internet and people's demand for high-quality content, Video has gradually become a popular form of media. This is a mind map about welcome videos. The main image has two main branches: Home Owner and Design Build Pro. There are detailed descriptions of sub branches under both main branches. The purpose of video was described from two different user group perspectives. Next Video For All is an independent node that has two points of thought: Need A Quote and Need Material. It looks forward to the future development of video from two dimensions: price and material. Suitable for people interested in video and development.
- Sales Lead Conversion Blueprint
Discover the art of converting leads into loyal customers with our detailed Sales Lead Conversion Blueprint. From the first point of contact through to negotiation and deal closure, this guide covers every step to ensure a smooth client experience. Learn how to collect data for quotes, set clear expectations, and address key client questions to build trust and rapport. Whether you're dealing with online leads or in-person prospects, our blueprint provides the strategies you need for successful negotiations and closing deals with confidence.
- Strategic Approach from Lead Discovery to Closing Deals
Explore a strategic roadmap for optimizing the sales funnel with our comprehensive guide. From the initial lead discovery during in-person or online interactions to the final handshake of a closed deal, each step is meticulously charted to ensure efficiency and effectiveness. Delve into best practices for making a stellar first impression, qualifying prospects, and setting the right expectations for potential customers. Learn how to prepare quotes that resonate with client needs and discover negotiation tactics that convert discussions into successful sales. Our resource is an invaluable tool for sales professionals aiming to refine their process, engage meaningfully with customers, and ultimately seal more deals.
Strategic Approach from Lead Discovery to Closing Deals
- Welcome Video Roadmap
With the popularization of the Internet and people's demand for high-quality content, Video has gradually become a popular form of media. This is a mind map about welcome videos. The main image has two main branches: Home Owner and Design Build Pro. There are detailed descriptions of sub branches under both main branches. The purpose of video was described from two different user group perspectives. Next Video For All is an independent node that has two points of thought: Need A Quote and Need Material. It looks forward to the future development of video from two dimensions: price and material. Suitable for people interested in video and development.
- Sales Lead Conversion Blueprint
Discover the art of converting leads into loyal customers with our detailed Sales Lead Conversion Blueprint. From the first point of contact through to negotiation and deal closure, this guide covers every step to ensure a smooth client experience. Learn how to collect data for quotes, set clear expectations, and address key client questions to build trust and rapport. Whether you're dealing with online leads or in-person prospects, our blueprint provides the strategies you need for successful negotiations and closing deals with confidence.
- Strategic Approach from Lead Discovery to Closing Deals
Explore a strategic roadmap for optimizing the sales funnel with our comprehensive guide. From the initial lead discovery during in-person or online interactions to the final handshake of a closed deal, each step is meticulously charted to ensure efficiency and effectiveness. Delve into best practices for making a stellar first impression, qualifying prospects, and setting the right expectations for potential customers. Learn how to prepare quotes that resonate with client needs and discover negotiation tactics that convert discussions into successful sales. Our resource is an invaluable tool for sales professionals aiming to refine their process, engage meaningfully with customers, and ultimately seal more deals.
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- Outline
Discovery Lead(Online or In Person)
Introduction
Collecting and Verifying name, email, contact info, phone number (cell/office/home)Regardless if they came via online appt. confirm contact information
Walk-In Script of Introduction of the company's value proposition, brand, etc.
Amanda
Welcome E-mail Sequence Sent - (Sent regardless of whether it is an in person or online lead)
Justin
Welcome Video from Owner/Founder sent via E-mail/SMS
Company Owner
Warm welcome on who you are and what you do.
Capabilities of facilities.
Location of Showroom/Main Office/etc.
"What we do best"
Call to Action - Come and check us out!
Examples of Previous Work with Images/Video
Unique Brand Value Proposition.
Qualify the Prospect
Discuss Key Question Discoveries & Reiterate Company's value proposition as it aligns to their needs.
Criteria to qualify Has invested in detailed drawings/plans Working with an interior designer, builder, contractor?
Book in Showroom Calendar
Criteria to disqualify Inadequate drawings/plans (a possible indicator)
Potentially follow up when they are more qualified if possible
Key Questions
What type of project are they working on?
Working with an interior designer, builder, contractor?
What are they looking to accomplish?
What would their ideal outcome look like?
What are your expectations?
What is important to them?
Pricing
Accuracy
Vision
Turn Around Time
Any other important points.
Do you have specific materials in mind?
Do you have any inspiration photos, drawings, plans?
They may have inadequate drawings/plans
If they do not have inspiration photos, drawings, plans Show them a range of finished projects to determine where they fit
Ensure Value Matches Expectations
Emphasize we can meet their needs based on their responses to key questions.
Set Expectations
E-mail Sequence
Send PDF with Infographic on Process
Outline how long we hold materials for.
Major Milestones & Timelines:
Material Selection
Stone Fabrication
Installation
Completion of Project Summary
SMS/Email to open the floor for questions.
Showroom Appointment
Determine what catches their eye
Narrow selection
Take detailed notes for preparation for quote
Preparation for Quote
Collect Data for Quote
Materials
Plans/Drawings, etc.
Project Details
Sizes
Produce the Quote
Ensure it is done as fast as possible
Easy to quote job = ask the customer to wait and produce the quote immediately
All quotes (with the exception of extremely complex quotes) assuming we have all required information = 24 hours
Quotes over $10,000 are currently required to be reviewed by Owner/Founder/etc.
It’s communicated that the customers project details will be submitted to the estimating department, indicate the estimated turnaround time
Checklist:
Project details sizes, and materials
Complex quotes = 2-3 days
FUP consistently and relentlessly
If they do not choose to work with the company, we find out why to leverage this data for future
Negotiation
Follow up until decision made.
Check in on project timeline if still pending
Ensure the materials they selected are still relevant
Check in for warm touch points to see how their project is going, create a relationship.
Find out if a third party is holding the project back and connect with them as well.
Closed Won
E-Sign Contract - Same Day
Form Pay by Credit Card
Pay by Check - Send a copy
Deposit to secure the material Immediately to secure slabs