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Engaging Business with Consultative Selling
Michele Martin, The Bamboo Project, Inc.
Let’s Connect!
 Name
 WIB Area/Organization
 Role
 What is one thing you’re passionate about when it comes
to serving your business customers? What do you pride
yourself on?
Michele Martin
 5 years HR/recruitment for
2 Fortune 500 companies
 20 years in WFD
 17 years as small business
owner using consultative
selling strategies
 Passionate about helping
my customers ask the right
questions to connect with
the right opportunities.
Agenda
 Building Blocks--AM
 Meeting with Customers—PM
 Develop personal 30-Day Relationship Plan
Logistics
 Questions
 Concerns
 “To do this well I need. . .”
Website
 www.michelemmartin.com/consultative_selling
 Username: pwda
 Password: pawork
 All slides and handouts
 Follow-up resources/information for implementation
 Questions/Issues that are coming up
 Follow-up conversation
SOME BACKGROUND
To implement successfully. . .
 Clearly articulated goals, priorities and outcomes
 Skills & Tools
 Work flow/systems
 Rewarded for using consultative techniques
 Time to change habits!
This training is . . .
 Based on the assumption that you have and are using
many of the skills it takes to create and maintain great
relationships.
 Part of a longer-term dialogue about what “business
services” and “business engagement mean under
WIOA.
 An invitation to conversation about what shifts we might
need to make to become more consultative.
Let’s Get Started!
Overview of Consultative Selling
Building Blocks and Process
If you want to build a long-term,
successful enterprise, you can’t
focus on “closing the sale.”
You have to focus on opening the
relationship.
Consultative Selling is NOT . . .
 Establishing rapport and getting businesses to like us
 Informing about our services
 Job development
 Getting customers to register in Job Gateway or sign up
for an OJT.
It’s All About Them!
Relationship First
Customer Experience
Help Them Make Good Decisions
Asking the Right Questions
Become Trusted Colleague
Intentional and Strategic
 Find:
 Needs
 “Hot Buttons”
 Trends
 Provide:
 Help (from customer
perspective)
 Customized solutions
 Insights
 Opportunities
Success=Continued Engagement
Which can lead to. . .
 Job development
 Getting businesses to register on Job Gateway
 OJTs
 And a lot more!
3 Building Blocks
3 Stages
Phases of Engagement
So our KEY question is. . .
How are we using our offers and
interactions to engage with our ideal
customers and move them through the
phases of engagement--from not
knowing who we are to recommending
us to other businesses and partnering
with us to co-create?
Consultative Selling Stages
Plan
Interact
Ideal Customer Profiles
Deepening our Knowledge of Customer Types
“Trying to sell products and
services without understanding
your ideal customers is like
driving with your eyes closed.”
Profiles/Personas
 Describe a broad category of type of customers.
 Tell a story.
 Are like a “comprehensive how-to guide to reaching
your ideal customers.”
Some Key Elements
 Broad Description—Industry, Role in Company
 Key Quotes
 Unique Goals, Problems and “Hot Buttons”
 Hesitations and Objections
 Best ways to engage
 How do these ideal customers find you?
 What keeps them coming back?
Ideally. . .
 Done with WIB/CareerLink staff as an OVERALL strategy.
 Shared with everyone.
 Reviewed/revised on ongoing basis:
 Same customers?
 Where are the new markets?
Let’s Practice!
 Review your assigned profile
 Discussion Questions
 3 Key Insights
Create Your Own
 Ideal Customer Profile Worksheet
 Survey Information
 Focus Groups
 Interviews
How to Use
 Evaluate everything according to “What would that
ideal customer say/do/want?”
 To plan for interviews/meetings
 In strategic/operations planning
For Today. . .
Keep asking “WWRD” or WWMD”?
Stages of Engagement
From “Who Are You?” to “I’ll Do Anything for You!”
The Hourglass
 Way to look at entire
customer experience.
 Different messages, types
of information and levels of
contact for each stage.
 We must be strategic for
each phase.
Results
 More effective interactions
 Improved customer service
 Improved customer engagement
The Phases
As we review. . .
 Follow along on handout
 Identify some of your customers at this phase
 What problems/issues do customers encounter at this
phase
 How might we be disappointing them?
 What concerns do they have?
Phase 1: KNOW
 First impressions count!
 How do customers find out about you? Are you capturing your
leads?
 How inviting/welcoming are your interactions, website,
materials, etc.?
Phase 2: LIKE
 Do you seem to “get” their issues, needs, etc.?
 Do your interactions seem customized/personalized to
their problems?
 Have you overcome any initial negative perceptions
they may have about working with a government
agency?
Phase 3: TRUST
 Just because they like you doesn’t mean they TRUST you!
 Are you knowledgeable and credible?
 Do you ask questions that make them think and that help
them develop insights?
 Do you provide them with resources, information,
connections, materials, etc. that add value—whether or
not they are related to your services?
Phase 4: TRY
 What could they “sample” to entice them to actually
buy?
 What can we do that minimizes their investments of time
and/or their perceived risks?
Phase 5:
 When they’re ready to use a service—post on Job
Gateway, participate in a Job Fair, work on a
recruitment event.
 Expectations are everything! What expectations are you
setting? What are their expectations?
 How are you DELIVERING on your promises and
DELIGHTING customers with the experience?
 Every aspect of the process will influence their opinion—
can either move you forward or 3 steps back.
Phase 6: REPEAT
 Use the same services?
 Use new services (cross-selling)?
 How are you engaging with customers to uncover new
needs and respond?
 How are you continuing to engage with them to connect
to relevant resources, information and people—even
when they aren’t currently “buying” from you?
Phase 7: REFER
 How do you make it easy for them to advocate and
refer?
 How are you engaging them so well they are willing to
invest time in planning/co-creating with you?
Let’s Practice!
 3 Rachels and 3 Mikes
 Remember—WWRD and WWMD
How Do We Use?
 Think in terms of relationship building, not “selling”
 Plan our interactions more strategically, including
customer “Calls to Action”—next steps.
 Plan offers for different customer types/phases of
engagement.
Customer Offers
From Services and Features to Solutions and Results
Your Offer = What You Are Selling
 Newsletters, webinars, articles
 Events
 A conversation or meeting with you
 Post a job in Job Gateway
 Hire a job seeker
An Offer . . .
The Offer Has to MATTER to Them!
Messaging & Experiences Count!
What message(s) does a customer need to
hear and what experiences do they need to
have to move from one phase of engagement
to the next?
Impact of Proper Messaging
“Would you be
willing to donate?”
“Would you be
willing to donate?
Every little bit helps.
28% donated
50% donated!
Your Offers Should . . .
 Connect to ideal customer profile—(WWRD or WWMD?)
 Build relationships based on phase of engagement—
don’t be at “Buy” when they are at “Like”!
 Identify and encourage Call to Action—”Best Next Step”
 Overcome “Action Paralysis”
 Make it EASY
 Make it OBVIOUS
 Give them tools and resources to follow up
The Traditional Offer
 These are our services.
 These are the features of
our services.
 This is how our services will
benefit you.
 Do you want to buy?
And that can feel . . .
Traditional Offers
 Start with your services
 Emphasize features and benefits , rather than solutions
and results.
 Usually more “generic”
 Don’t always connect to customer problems, aspirations,
what they value and their stage of engagement.
The Consultative Offer
 This is where you’re at in
the process.
 These are your problems
and goals.
 These are your “hot
buttons.”
 These are the results you
need/want to achieve.
 How can I help?
Consultative Offers
 Start with customer problems and/or aspirations.
 Show your interactions and services as the solution to a
problem.
 Paint a picture
 Connect to customer “hot buttons.”
 Are personalized, based on your ideal customer profiles
and where the customer is at in terms of engagement.
 Identify results
 Are appropriate for the stage of engagement.
Ultimately, you want to . . .
Use your offers to keep them
engaged and to help them make
good decisions.
In consultative selling. . .
 We have offers for each phase.
 We have offers for different customer types.
 You can create initial offers, based on phase and
customer type.
 You can use conversations with customers to revise
existing offers and develop new ones.
Let’s Practice
 Use Offer Worksheet to design some initial offers based
on current services for your ideal customer (Rachel or
Mike)
 Work in pairs with someone who has same customer
profile.
 Compare:
 Other pairs with same profile
 Other pairs with different profile
 Insights
How Do We Use?
 Thinking in terms of offers restructures our approach—
gets us thinking in terms of THEIR needs, not our own.
 Plan initial offers based on customer profile and phase of
engagement.
 As conversation tool with customers—gives something to
react to/work with in interviews.
Building Block Insights
 How is what you’ve learned so far:
 Same as what you currently do?
 Different from what you currently do?
 How can you apply what we’ve learned so far to your
current work?
 What questions do you have?
 What concerns do you have?
Stages of Consultative Selling
Planning, Interacting and Follow-Up
“Failing to plan is planning to fail”
Do you plan before. . .
 Attending a networking event?
 Meeting with a new business customer?
 Meeting with an existing business customer?
 Responding to a call re: a job posting/filling a job?
Planning helps you become. . .
LESS
 Reactive
 Transaction-oriented
 Generic
 Focused on telling
MORE
 Responsive
 Relationship-oriented
 Customized
 Focused on asking
“Winging It” Won’t Work
You need clarity about. . .
 Customer Profile
 Phase of Engagement
 Goals for your Interaction—what do you want to
accomplish?
 Call to Action—What next step(s)?
 Power Questions you will ask
 Preliminary Offers
The Power of Questions
Questions that Lack Power
Let’s Practice!
 Customer Contact Planning
 Draw a Phase of Engagement
 With a partner who has the same profile, plan a meeting
with that customer to get them to the next phase.
 Make up any details you need to.
 Get with a pair that has the same profile and compare
notes.
 Get with a pair that has the other profile and compare
notes.
 What is the same? What is different? Why?
Meeting with Your Customer
Goals for Every Interaction
 Grow relationship and invite ongoing interaction.
 Get deeper into their world (not make them understand
our world).
 Learn something new about the customer, his/her
situation, needs, goals and/or trends impacting him/her.
80/20 Rule
80% 20%
Listen for . . .
 Problems—Even (or especially) if they aren’t related to
workforce development
 Hot buttons—what they seem to most value
 Aspirations and goals—personal, professional,
departmental, company-wide
 Expectations—what will they be looking for in their
interactions with you?
 What they DON’T say--Sometimes they don’t know what
they don’t know.
Structure
 Establish/re-establish rapport (Profile+Research+Stage of
Engagement)
 Get to point of meeting (based on goals/CTA)
 Work through questions
 Clarify agreements and expectations
 Establish timeline/parameters for follow up
 Close with next steps on both sides
Documenting
 Pages 3-5 of Customer Contact Planning Form
 Take notes while they are talking, but keep eye contact
 After you leave, IMMEDIATELY review/respond to
questions so you don’t forget.
Closing the Meeting
DO
 Clarify all expectations and
timelines
 Promise (and provide!) an
email summarizing
discussion/agreements
 Keep the relationship open
—find a way to maintain
engagement
DON’T
 Promise anything you’re
not POSITIVE you can
deliver—UNDER-PROMISE
and OVER-DELIVER!
 Think you have to have all
the answers now—NOT
having all the answers
allows for customization!
Let’s Practice
 Get with another team that has your same profile.
 One person will be the interviewer, the other will play the
role of the customer.
 Go through the “meeting” based on your planning. The
two who are not assigned roles will be observers—look for
what works/what doesn’t work. Also monitor the
listening/talking ratio of both parties.
 Do the same with someone who has a different profile.
Debrief
 What happened?
 How did it feel?
 How did the customer feel?
 What did you learn?
 What came up as potential issues/problems?
Following Up
After the Meeting
Two Areas for Follow-up
Customer Follow-Up
12-24 Hours: Know/Like/Trust
 Personalized LinkedIn Connection request (where
appropriate)
 Email with useful article, resource, connection, etc.
 Offer to deepen connection (where appropriate):
 “Learned a lot and would love to pick your brain over a cup
of coffee.”
 “Think you’d really enjoy meeting Jane Doe who’s dealing
with similar issues---maybe we could arrange a call with
three of us to discuss XYZ.”
Know/Like/Trust Ongoing
 Master the “ping”—regular contact schedule to
continue/deepen the relationship.
 Use LinkedIn to set reminders.
 Focus on adding value according to customer
perspective and values.
 How are you continuing to connect and add value for
this customer, even if he/she isn’t “buying?”
Try/Buy/Repeat: 12-24 Hours
 Are you the right solution? If not—focus on the
relationship!
 Follow-up internally (where appropriate)
 Email summarizing meeting and any new info
 Key agreements/expectations/timeline/other people
 Next steps, including planned next communication
 Provide customer with user-friendly documents/materials
that can make execution go more smoothly.
 Execute—make sure that what needs to happen is
happening.
Try/Buy/Repeat Execution
 Don’t disappear!
 Monitor what’s happening internally and pro-actively
identify and communicate about problems.
 Tell about problem AND solution at same time.
 Use “We can do better” language, not “Blame” language.
 Call first-time users of a service
 What worked? What didn’t work? How can we do better?
 Do relationship repair when customers are disappointed
Try/Buy/Repeat Ongoing
 How can you maintain contact with customer even when
they aren’t “buying” from you right now?
 How can you deepen the relationship—what step are
they now ready for?
Let’s Practice
 In pairs, discuss what follow up you would do after your
customer interview.
 Talk with another pair about their follow-up—what’s the
same? What’s different?
Following Up on Learning
Customer Learning Builds Relationships!
 Demonstrates empathy and understanding of their
business.
 Can become new source of credibility and “insider
knowledge”
 Creates new service and engagement opportunities.
Consultative Selling=Customer Learning
 What did we learn about that individual customer that
should be used in future interactions?
 What did we learn about that individual customer that
indicates they need something other than our services?
 What are we learning about trends and issues ACROSS
customers?
 New needs/challenges
 New goals/aspirations
 Trends in hiring/training
 Trends in business, industry
Regular Conversations About. . .
 What are we learning?
 What does this tell us about:
 Changes to customer profile(s) or focus on new markets?
 Issues with stages of engagement?
 Issues with execution?
 Need for new connections?
 New opportunities?
Share Information with. . .
 WIB/CareerLink staff
 Partners
 Customers!
 “Here’s what we’re learning from our customers”
 “This is what we’re hearing from healthcare providers”
 “We asked and you responded!”
Your 30-Day Relationship Plan
After the Meeting
In consultative selling. . .
 Establish relationships (Know/Like/Trust)
 Maintain relationships (Trust/Try/Buy)
 Deepen relationships (Repeat/Refer)
Your Plan
 Refer to individuals you identified during the Stages of
Customer Engagement exercise.
 Identify 2-3 individuals to:
 Establish
 Maintain
 Deepen
 Identify goals/strategies
What Are Your Take Aways?
What is ONE thing you will do?

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Engaging Businesses with Consultative Selling--PWDA Training

  • 1. Engaging Business with Consultative Selling Michele Martin, The Bamboo Project, Inc.
  • 2. Let’s Connect!  Name  WIB Area/Organization  Role  What is one thing you’re passionate about when it comes to serving your business customers? What do you pride yourself on?
  • 3. Michele Martin  5 years HR/recruitment for 2 Fortune 500 companies  20 years in WFD  17 years as small business owner using consultative selling strategies  Passionate about helping my customers ask the right questions to connect with the right opportunities.
  • 4. Agenda  Building Blocks--AM  Meeting with Customers—PM  Develop personal 30-Day Relationship Plan
  • 5. Logistics  Questions  Concerns  “To do this well I need. . .”
  • 6. Website  www.michelemmartin.com/consultative_selling  Username: pwda  Password: pawork  All slides and handouts  Follow-up resources/information for implementation  Questions/Issues that are coming up  Follow-up conversation
  • 8. To implement successfully. . .  Clearly articulated goals, priorities and outcomes  Skills & Tools  Work flow/systems  Rewarded for using consultative techniques  Time to change habits!
  • 9. This training is . . .  Based on the assumption that you have and are using many of the skills it takes to create and maintain great relationships.  Part of a longer-term dialogue about what “business services” and “business engagement mean under WIOA.  An invitation to conversation about what shifts we might need to make to become more consultative.
  • 11. Overview of Consultative Selling Building Blocks and Process
  • 12.
  • 13. If you want to build a long-term, successful enterprise, you can’t focus on “closing the sale.” You have to focus on opening the relationship.
  • 14. Consultative Selling is NOT . . .  Establishing rapport and getting businesses to like us  Informing about our services  Job development  Getting customers to register in Job Gateway or sign up for an OJT.
  • 18. Help Them Make Good Decisions
  • 19. Asking the Right Questions
  • 22.  Find:  Needs  “Hot Buttons”  Trends  Provide:  Help (from customer perspective)  Customized solutions  Insights  Opportunities
  • 24. Which can lead to. . .  Job development  Getting businesses to register on Job Gateway  OJTs  And a lot more!
  • 26.
  • 28.
  • 29. So our KEY question is. . . How are we using our offers and interactions to engage with our ideal customers and move them through the phases of engagement--from not knowing who we are to recommending us to other businesses and partnering with us to co-create?
  • 31. Plan
  • 33.
  • 34. Ideal Customer Profiles Deepening our Knowledge of Customer Types
  • 35. “Trying to sell products and services without understanding your ideal customers is like driving with your eyes closed.”
  • 36. Profiles/Personas  Describe a broad category of type of customers.  Tell a story.  Are like a “comprehensive how-to guide to reaching your ideal customers.”
  • 37.
  • 38.
  • 39.
  • 40.
  • 41. Some Key Elements  Broad Description—Industry, Role in Company  Key Quotes  Unique Goals, Problems and “Hot Buttons”  Hesitations and Objections  Best ways to engage  How do these ideal customers find you?  What keeps them coming back?
  • 42. Ideally. . .  Done with WIB/CareerLink staff as an OVERALL strategy.  Shared with everyone.  Reviewed/revised on ongoing basis:  Same customers?  Where are the new markets?
  • 43. Let’s Practice!  Review your assigned profile  Discussion Questions  3 Key Insights
  • 44. Create Your Own  Ideal Customer Profile Worksheet  Survey Information  Focus Groups  Interviews
  • 45. How to Use  Evaluate everything according to “What would that ideal customer say/do/want?”  To plan for interviews/meetings  In strategic/operations planning
  • 46. For Today. . . Keep asking “WWRD” or WWMD”?
  • 47. Stages of Engagement From “Who Are You?” to “I’ll Do Anything for You!”
  • 48. The Hourglass  Way to look at entire customer experience.  Different messages, types of information and levels of contact for each stage.  We must be strategic for each phase.
  • 49. Results  More effective interactions  Improved customer service  Improved customer engagement
  • 51. As we review. . .  Follow along on handout  Identify some of your customers at this phase  What problems/issues do customers encounter at this phase  How might we be disappointing them?  What concerns do they have?
  • 52. Phase 1: KNOW  First impressions count!  How do customers find out about you? Are you capturing your leads?  How inviting/welcoming are your interactions, website, materials, etc.?
  • 53. Phase 2: LIKE  Do you seem to “get” their issues, needs, etc.?  Do your interactions seem customized/personalized to their problems?  Have you overcome any initial negative perceptions they may have about working with a government agency?
  • 54. Phase 3: TRUST  Just because they like you doesn’t mean they TRUST you!  Are you knowledgeable and credible?  Do you ask questions that make them think and that help them develop insights?  Do you provide them with resources, information, connections, materials, etc. that add value—whether or not they are related to your services?
  • 55. Phase 4: TRY  What could they “sample” to entice them to actually buy?  What can we do that minimizes their investments of time and/or their perceived risks?
  • 56. Phase 5:  When they’re ready to use a service—post on Job Gateway, participate in a Job Fair, work on a recruitment event.  Expectations are everything! What expectations are you setting? What are their expectations?  How are you DELIVERING on your promises and DELIGHTING customers with the experience?  Every aspect of the process will influence their opinion— can either move you forward or 3 steps back.
  • 57. Phase 6: REPEAT  Use the same services?  Use new services (cross-selling)?  How are you engaging with customers to uncover new needs and respond?  How are you continuing to engage with them to connect to relevant resources, information and people—even when they aren’t currently “buying” from you?
  • 58. Phase 7: REFER  How do you make it easy for them to advocate and refer?  How are you engaging them so well they are willing to invest time in planning/co-creating with you?
  • 59. Let’s Practice!  3 Rachels and 3 Mikes  Remember—WWRD and WWMD
  • 60. How Do We Use?  Think in terms of relationship building, not “selling”  Plan our interactions more strategically, including customer “Calls to Action”—next steps.  Plan offers for different customer types/phases of engagement.
  • 61. Customer Offers From Services and Features to Solutions and Results
  • 62. Your Offer = What You Are Selling  Newsletters, webinars, articles  Events  A conversation or meeting with you  Post a job in Job Gateway  Hire a job seeker
  • 63. An Offer . . .
  • 64. The Offer Has to MATTER to Them!
  • 65. Messaging & Experiences Count! What message(s) does a customer need to hear and what experiences do they need to have to move from one phase of engagement to the next?
  • 66. Impact of Proper Messaging “Would you be willing to donate?” “Would you be willing to donate? Every little bit helps. 28% donated 50% donated!
  • 67. Your Offers Should . . .  Connect to ideal customer profile—(WWRD or WWMD?)  Build relationships based on phase of engagement— don’t be at “Buy” when they are at “Like”!  Identify and encourage Call to Action—”Best Next Step”  Overcome “Action Paralysis”  Make it EASY  Make it OBVIOUS  Give them tools and resources to follow up
  • 68. The Traditional Offer  These are our services.  These are the features of our services.  This is how our services will benefit you.  Do you want to buy?
  • 69. And that can feel . . .
  • 70.
  • 71. Traditional Offers  Start with your services  Emphasize features and benefits , rather than solutions and results.  Usually more “generic”  Don’t always connect to customer problems, aspirations, what they value and their stage of engagement.
  • 72. The Consultative Offer  This is where you’re at in the process.  These are your problems and goals.  These are your “hot buttons.”  These are the results you need/want to achieve.  How can I help?
  • 73.
  • 74.
  • 75.
  • 76.
  • 77. Consultative Offers  Start with customer problems and/or aspirations.  Show your interactions and services as the solution to a problem.  Paint a picture  Connect to customer “hot buttons.”  Are personalized, based on your ideal customer profiles and where the customer is at in terms of engagement.  Identify results  Are appropriate for the stage of engagement.
  • 78. Ultimately, you want to . . . Use your offers to keep them engaged and to help them make good decisions.
  • 79. In consultative selling. . .  We have offers for each phase.  We have offers for different customer types.  You can create initial offers, based on phase and customer type.  You can use conversations with customers to revise existing offers and develop new ones.
  • 80. Let’s Practice  Use Offer Worksheet to design some initial offers based on current services for your ideal customer (Rachel or Mike)  Work in pairs with someone who has same customer profile.  Compare:  Other pairs with same profile  Other pairs with different profile  Insights
  • 81. How Do We Use?  Thinking in terms of offers restructures our approach— gets us thinking in terms of THEIR needs, not our own.  Plan initial offers based on customer profile and phase of engagement.  As conversation tool with customers—gives something to react to/work with in interviews.
  • 82. Building Block Insights  How is what you’ve learned so far:  Same as what you currently do?  Different from what you currently do?  How can you apply what we’ve learned so far to your current work?  What questions do you have?  What concerns do you have?
  • 83. Stages of Consultative Selling Planning, Interacting and Follow-Up
  • 84. “Failing to plan is planning to fail”
  • 85. Do you plan before. . .  Attending a networking event?  Meeting with a new business customer?  Meeting with an existing business customer?  Responding to a call re: a job posting/filling a job?
  • 86. Planning helps you become. . . LESS  Reactive  Transaction-oriented  Generic  Focused on telling MORE  Responsive  Relationship-oriented  Customized  Focused on asking
  • 88. You need clarity about. . .  Customer Profile  Phase of Engagement  Goals for your Interaction—what do you want to accomplish?  Call to Action—What next step(s)?  Power Questions you will ask  Preliminary Offers
  • 89. The Power of Questions
  • 91. Let’s Practice!  Customer Contact Planning  Draw a Phase of Engagement  With a partner who has the same profile, plan a meeting with that customer to get them to the next phase.  Make up any details you need to.  Get with a pair that has the same profile and compare notes.  Get with a pair that has the other profile and compare notes.  What is the same? What is different? Why?
  • 92. Meeting with Your Customer
  • 93. Goals for Every Interaction  Grow relationship and invite ongoing interaction.  Get deeper into their world (not make them understand our world).  Learn something new about the customer, his/her situation, needs, goals and/or trends impacting him/her.
  • 95. Listen for . . .  Problems—Even (or especially) if they aren’t related to workforce development  Hot buttons—what they seem to most value  Aspirations and goals—personal, professional, departmental, company-wide  Expectations—what will they be looking for in their interactions with you?  What they DON’T say--Sometimes they don’t know what they don’t know.
  • 96. Structure  Establish/re-establish rapport (Profile+Research+Stage of Engagement)  Get to point of meeting (based on goals/CTA)  Work through questions  Clarify agreements and expectations  Establish timeline/parameters for follow up  Close with next steps on both sides
  • 97. Documenting  Pages 3-5 of Customer Contact Planning Form  Take notes while they are talking, but keep eye contact  After you leave, IMMEDIATELY review/respond to questions so you don’t forget.
  • 98. Closing the Meeting DO  Clarify all expectations and timelines  Promise (and provide!) an email summarizing discussion/agreements  Keep the relationship open —find a way to maintain engagement DON’T  Promise anything you’re not POSITIVE you can deliver—UNDER-PROMISE and OVER-DELIVER!  Think you have to have all the answers now—NOT having all the answers allows for customization!
  • 99. Let’s Practice  Get with another team that has your same profile.  One person will be the interviewer, the other will play the role of the customer.  Go through the “meeting” based on your planning. The two who are not assigned roles will be observers—look for what works/what doesn’t work. Also monitor the listening/talking ratio of both parties.  Do the same with someone who has a different profile.
  • 100. Debrief  What happened?  How did it feel?  How did the customer feel?  What did you learn?  What came up as potential issues/problems?
  • 102. Two Areas for Follow-up
  • 104. 12-24 Hours: Know/Like/Trust  Personalized LinkedIn Connection request (where appropriate)  Email with useful article, resource, connection, etc.  Offer to deepen connection (where appropriate):  “Learned a lot and would love to pick your brain over a cup of coffee.”  “Think you’d really enjoy meeting Jane Doe who’s dealing with similar issues---maybe we could arrange a call with three of us to discuss XYZ.”
  • 105. Know/Like/Trust Ongoing  Master the “ping”—regular contact schedule to continue/deepen the relationship.  Use LinkedIn to set reminders.  Focus on adding value according to customer perspective and values.  How are you continuing to connect and add value for this customer, even if he/she isn’t “buying?”
  • 106. Try/Buy/Repeat: 12-24 Hours  Are you the right solution? If not—focus on the relationship!  Follow-up internally (where appropriate)  Email summarizing meeting and any new info  Key agreements/expectations/timeline/other people  Next steps, including planned next communication  Provide customer with user-friendly documents/materials that can make execution go more smoothly.  Execute—make sure that what needs to happen is happening.
  • 107. Try/Buy/Repeat Execution  Don’t disappear!  Monitor what’s happening internally and pro-actively identify and communicate about problems.  Tell about problem AND solution at same time.  Use “We can do better” language, not “Blame” language.  Call first-time users of a service  What worked? What didn’t work? How can we do better?  Do relationship repair when customers are disappointed
  • 108. Try/Buy/Repeat Ongoing  How can you maintain contact with customer even when they aren’t “buying” from you right now?  How can you deepen the relationship—what step are they now ready for?
  • 109. Let’s Practice  In pairs, discuss what follow up you would do after your customer interview.  Talk with another pair about their follow-up—what’s the same? What’s different?
  • 110. Following Up on Learning
  • 111. Customer Learning Builds Relationships!  Demonstrates empathy and understanding of their business.  Can become new source of credibility and “insider knowledge”  Creates new service and engagement opportunities.
  • 112. Consultative Selling=Customer Learning  What did we learn about that individual customer that should be used in future interactions?  What did we learn about that individual customer that indicates they need something other than our services?  What are we learning about trends and issues ACROSS customers?  New needs/challenges  New goals/aspirations  Trends in hiring/training  Trends in business, industry
  • 113. Regular Conversations About. . .  What are we learning?  What does this tell us about:  Changes to customer profile(s) or focus on new markets?  Issues with stages of engagement?  Issues with execution?  Need for new connections?  New opportunities?
  • 114. Share Information with. . .  WIB/CareerLink staff  Partners  Customers!  “Here’s what we’re learning from our customers”  “This is what we’re hearing from healthcare providers”  “We asked and you responded!”
  • 115. Your 30-Day Relationship Plan After the Meeting
  • 116. In consultative selling. . .  Establish relationships (Know/Like/Trust)  Maintain relationships (Trust/Try/Buy)  Deepen relationships (Repeat/Refer)
  • 117. Your Plan  Refer to individuals you identified during the Stages of Customer Engagement exercise.  Identify 2-3 individuals to:  Establish  Maintain  Deepen  Identify goals/strategies
  • 118. What Are Your Take Aways?
  • 119. What is ONE thing you will do?

Editor's Notes

  1. Want to be a trusted colleague, not an order taker, a service provider or a salesperson
  2. This means putting relationships first—Have to understand your ideal customer groups and the stages of relationship. Must become more strategic in building relationships so that everything you do is in support of relationship building
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