Sign

New Client Business

In One Month

How to

Project Goal Statement

Goal:

To create a prospect list, make cold calls, secure meetings, present the pitch, and obtain signed contracts, selling to Independent Lighting and Electrical Wholesalers in New York City, in a one-month timeframe.

Before AfterDuring

1. Listen

2. Identify

3. Call

4. Schedule

1. Meet

2. Listen

3. Present

4. Sign

1. Handshake

2. Thanks

3. Deliver

4. Repeat

The Task. The Process. The Result.

Disciplined Call-outs

Generate List from

OneSource

Automate Tasks

Memorize the Offering

Study the Rebate Model

On-boarding Briefing

Write Email & Phone Scripts

Start Emails & Calls

Clarify Details with

Executive Team

Sign

$

Confirm President Meetings

Rehearse Pitch

Set Tentative Times & Maximize Schedule

Present

Create Call- out Plan

Understand the Model

Create the Message

Establish C-Level Contact

Secure Meetings & Travel

Revise Script for Success

Develop & Qualify Prospect List

1

2

3

4

5

Aim for Real-time Contact

Present & Obtain Signed Contract 6

SELL

Identify Ideal Prospect

Client

Week 1

Week 4

Steps to Sign New Business

Completed In One Month

Communicating the Unique Value Proposition

A proven rebate model in five major industry segments in Canada for over 30 years and returns over $65 million annually led to this stage of expansion into the Independent Lighting and Electrical Wholesale market in the US.

Results:NYC Meeting Metrics

Present

Meet

Contract Present – 3 Contract – 1

Present – 2Contract – 1

Present – 2Contract – 0

Present – 1Contract – 0

Face-to-facemeetings with companypresidents resulted in signed contracts and a new pipeline.

Metric Day One

Supporting profitability for clients, vendors and the company.

Results Day ThreeDay Two

Project Summary Statement

Summary:

By engaging in generative dialogue and disciplined tasks, we created prospects, set meetings, and signed customers, resulting in new monthly revenue rebates for customers, additional revenue for vendors, and a perpetual revenue stream for the company.

Customer Success Story

Before

After

During

Signed Rebate Contracts

Create

Strategic Customer Advantage

One Story at a Time…

Helping Clients

Do you know of any projects, or individuals that could benefit from our services?

For a free consultation, or more information

call 289-338-1398 or e-mail michele.blais@rogers.com.