Lesson 4

Who Do I Go After and How Do I Approach Them? 

Learn to target the right accounts and then how to best approach them. You’ll also discover how to follow up on unanswered invitations so that your potential customer becomes aware of the many platform benefits.

 

Targeting the Right Accounts

 

Here are the questions you'll have answered...

  • How do I identify which customers to target?
  • What is the correct approach to start the conversation?

Here's what you'll learn how to do...

  • Identify the low-hanging fruit.
  • Revert to what you learned when you unpacked the customer's process to define your approach.
  • Build the confidence to approach any customer at any time.
  • Engage the customer with the right conversation.
  • Double down on your KPIs.

In-App Training Video: Targeting Accounts  

 

Timeline:

0:00 Target Customer profile worksheet review
3:23 Review sent invites
4:36 Deep dive into your customers in sales rep dashboard
9:46 Closing remarks

 

Lesson #4 Resources

 

Next - Lesson 5: HANDLING OBJECTIONS AND SKEPTICISM

Get familiar with the common objections expressed by customers and how to present an effective rebuttal. It’s not always easy to deal with skepticism, but after reading our Problem Solved worksheet, you’ll know exactly what to say.

GO TO LESSON #5

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