9 Month 1 on 1 Coaching
Consulting Plan
1. An initial strategy session to deep dive into your current sales system and strategies, and we will come up with a plan for fine tuning what you are doing, and optimizing your sales and conversion process, so you can get better results
2. Weekly Coaching and Accountability Calls (30 minutes)
with you and/or your sales rep for 9 months – total 36 calls
We’ll start with strategy stuff, then move into foundational stuff like establishing sales KPIs, then we can use a couple of calls for your intake call conversion training
3. For 6 months, your sales reps can attend any of the group coaching sessions I do in option #1 - and I would suggest they complete the weekly check in reports as I review these and make suggestions
Every Monday I do “Mindset training” with my partner
Tuesdays I do open Q & A where you or your team can attend to ask questions about “anything” …sales..recruiting…management…etc
Every other Thursdays I do “Advanced Sales & Marketing Trainings” or “Recruiting systems training”
4. Access to our Rapid Referral Sales System Training while you are on the program. This is a video training that you will be able to take any and all of your sales people through. It includes the training videos for the sales system we teach, quizzes, and companion guides. These guides should be printed and become your sales binder that your sales people use when they are out selling so they can reference processes, scripts, etc
5. Access to our Membership site for 9 months. This includes access to videos we have on our recruiting systems, our Management Operating System (similar to EOS Traction) and more.
6. Additional: Access to me on Voxer(which is an app on your phone, where you/your sales rep can ask questions in between sessions
6. My guarantee: A minimum of 15+ net new clients from your sales persons sales efforts. My expectation is your sales person will perform better than this. If for some reason this does not happen in 9 months, we will work with your rep for free until they do
The reps would have to complete the weekly check in report – it takes them 5 minutes (I review these each week and it tells me the progress)
You would need to meet with the reps collectively or individually each week following the meeting structure we recommend – (if you miss some meetings for extraneous circumstance, its ok—but no more than 4 missed)
You agree to do a ride along (about half day) with each rep at least once every other month for the first 6 months) ---I’ll provide you with a tool for what to track on these ride alongs and what to look for (if you can do more, even better as this is your investment)
Your reps are following the model and system and making at least 35+ face to face calls each week (assuming full time)
Your reps have watched ALL of the videos inside of the Rapid Referral Sales system training (except maybe 2 of the videos are NOT required) and they have completed all of the quizzes.
You have printed up all of the downloadable documents inside of the training and created a sales binder for each rep
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