Proposal for Thompson Flanagan

Casey,

It was great chatting and it sounds like 2022 has been quite the ride for you and the team.

Based on our conversation, I’ve put together proposals for the group coaching and training program and for the development of a sales playbook.  Let’s reconnect in mid-March after our traveling!

Advanced Sales Skill Development Cohort (Group Coaching)

• Continue with the bi-weekly group coaching sessions for the team to continue to build and reinforce skills and activities:
  • Provide individuals with accountability checkpoints
  • Use their annual and quarterly goals to determine weekly and monthly activity focus
  • Work on outreach cadences and strategies
  • Develop value-building and closing skills
  • Integrate new team members into organizational processes
  • Continue to encourage team members to contact me as a sales coach outside of sessions.
    • (E.g., conference planning and tactics, cadence questions, LinkedIn feedback)
• The goal is to reinforce best practices and move each contributor to higher performance through increased opportunities and increased conversion of those opportunities.
• Six sessions (approximately one quarter depending on scheduling)
  • Investment: $6,325

Sales Program Development

• Create a sales playbook that contains outreach materials, sales collateral, and other appropriate processes and systems:
  • Used by existing teammembers and new hires
  • Creates a shared repository of best practices which allows for easier training and on-going management
  • Built to allow for personalization and for evolution.
• This becomes a living document that all sales teammembers can pull from.
  • The “table of contents” for the sales playbook includes:
    • Sales Process Mapping
    • Pipeline Designations and Definitions
    • Initial Outreach Materials
      • Phone
      • Email Campaigns
      • Social/Digital
      • Networking/Events/Tradeshows
    • Lead Qualification Frameworks
    • Initial Sales Call Outlines/Language
    • Follow Up Cadences
    • Closing Process
    • Sales Skills Repository
      • Video Skills
      • Rapport Building
      • Discovery Questioning
      • Value-Building
      • Closing Process
• The final deliverable comes in both PDF and Word Doc (for easy customization and cut/paste)
• Investment: $5,950

Looking forward to continuing the conversation!