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Social Sales Training

LinkedIn Profiles And
Prospect Research

Saturday, November 2, 13
Engagement Outline
•

Social Sales Kickoff
–
–

Demonstration of how pre-sales funnel intelligence impacts individual goals and metrics

–

Basics on internet research including Google, Facebook, and LinkedIn

–
•

Presentation on power of Social Sales, including in-depth LinkedIn Training

Surveys distributed to identify salespeople most likely to get training

Live Monthly Sales Training
–
–

GotoMeeting session recorded for manager review

–
•

Weekly sessions working with selected salespeople on calls, meetings, and presentations
Pre- and Post session work delivered including lists, research, and design.

Video Library Compilation
–

Sessions distilled into 2 minute how-to videos for the rest of sales force

–

Library keeps knowledge in-house to train new salespeople, reinforce habits

2
Saturday, November 2, 13
Engagement Overview
Stage

Activity

Timeline

Output

Requirements Gathering
Session

Session: Survey/Discussion
to identify challenges,
opportunities, roadblocks,
processes, executive
expectations

2 days

Preliminary findings
document
List of Business Needs
Roadblock identification

Social Recruiting
Workshop:
Present LinkedIn Profile
Training
Identify salespeople to be
trained

90 minutes

Presentation and Program
Description

Social Sales Training:
Weekly sessions working on
prospect lists, call lists, and
meetings preparation.

1 hour per salesperson

Goal Setting
Internal Kick-off session
onsite

Monthly Training
Online (GoToMeeting)

Candidate Selection

Updated prospect files
Proposal design and script
preparation
Metrics on improvement over
baseline

Video Library

Saturday, November 2, 13

Training videos:
Weekly additions
Brandstorming creates short
2-3 minute videos on
techniques taught during
sessions

Baseline learning library
Technical deliverables
Habit formation
Deliverables
•

Survey and Kickoff
–
–

Social profile recommendations

–
•

Analysis of current salesforce capabilities
LinkedIn Profile Training

Monthly Training
–
–

Packet on prospect research

–

Robust call list additions (phone, email, profile research)

–
•

Social Profile Adjustments

Sales and Social marketing training as needed.

Video Library
–

3-4 micro videos teaching internet techniques on prospect research

–

PDF’s of training documents as needed on Facebook, LinkedIn, and Google Research

4
Saturday, November 2, 13

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Social Sales Training

  • 1. Social Sales Training LinkedIn Profiles And Prospect Research Saturday, November 2, 13
  • 2. Engagement Outline • Social Sales Kickoff – – Demonstration of how pre-sales funnel intelligence impacts individual goals and metrics – Basics on internet research including Google, Facebook, and LinkedIn – • Presentation on power of Social Sales, including in-depth LinkedIn Training Surveys distributed to identify salespeople most likely to get training Live Monthly Sales Training – – GotoMeeting session recorded for manager review – • Weekly sessions working with selected salespeople on calls, meetings, and presentations Pre- and Post session work delivered including lists, research, and design. Video Library Compilation – Sessions distilled into 2 minute how-to videos for the rest of sales force – Library keeps knowledge in-house to train new salespeople, reinforce habits 2 Saturday, November 2, 13
  • 3. Engagement Overview Stage Activity Timeline Output Requirements Gathering Session Session: Survey/Discussion to identify challenges, opportunities, roadblocks, processes, executive expectations 2 days Preliminary findings document List of Business Needs Roadblock identification Social Recruiting Workshop: Present LinkedIn Profile Training Identify salespeople to be trained 90 minutes Presentation and Program Description Social Sales Training: Weekly sessions working on prospect lists, call lists, and meetings preparation. 1 hour per salesperson Goal Setting Internal Kick-off session onsite Monthly Training Online (GoToMeeting) Candidate Selection Updated prospect files Proposal design and script preparation Metrics on improvement over baseline Video Library Saturday, November 2, 13 Training videos: Weekly additions Brandstorming creates short 2-3 minute videos on techniques taught during sessions Baseline learning library Technical deliverables Habit formation
  • 4. Deliverables • Survey and Kickoff – – Social profile recommendations – • Analysis of current salesforce capabilities LinkedIn Profile Training Monthly Training – – Packet on prospect research – Robust call list additions (phone, email, profile research) – • Social Profile Adjustments Sales and Social marketing training as needed. Video Library – 3-4 micro videos teaching internet techniques on prospect research – PDF’s of training documents as needed on Facebook, LinkedIn, and Google Research 4 Saturday, November 2, 13