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Prospecting Strategies
Turn up the heat! 
Account Relationship Building/Upsell 
Referrals 
Social Networking and Events 
Targeted Prospecting Campaign 
Cold Calling 
Sending Mass-mailing/e-blasts 
Relying on Advertising and Marketing
Numbers Game Funnel - Cold to Close 
Emails/Dials/Drop Ins 
Meaningful Conversations 
Presentations 
Proposals 
Closed Deals 
100 
8 
4 
2 
1
What can you do to help the sales team? 
Referrals 
Examples 
Introductions 
References 
Testimonials
5 Reasons to Conduct Pre-approach 
research 
1. Identify qualified buyers 
2. Take existing accounts to a higher-level 
3. Increase the likelihood of getting 
appointments from prospecting 
4. Save BSM & Client time 
5. Present an image of an informed 
consultant rather than a salesperson
Amateurs Wing It - Professionals Research & 
Organize 
Jeffrey Gitomer: Sales Blog 
Gary Vaynerchuk: Jab, Jab, Jab, Right Hook
What is the attention span of a Goldfish?
Listen up!!! Create a Credibility Statement! 
1. Cite general benefits BSM provide that relate 
to the buyers needs. 
2. Give results of how specific clients have 
benefitted. 
3. Suggest that similar benefits are possible. 
4. Transition to the next step.
Thanks! 
Now sale to infinity and beyond!

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Sales Prospecting Strategies

  • 2. Turn up the heat! Account Relationship Building/Upsell Referrals Social Networking and Events Targeted Prospecting Campaign Cold Calling Sending Mass-mailing/e-blasts Relying on Advertising and Marketing
  • 3. Numbers Game Funnel - Cold to Close Emails/Dials/Drop Ins Meaningful Conversations Presentations Proposals Closed Deals 100 8 4 2 1
  • 4. What can you do to help the sales team? Referrals Examples Introductions References Testimonials
  • 5. 5 Reasons to Conduct Pre-approach research 1. Identify qualified buyers 2. Take existing accounts to a higher-level 3. Increase the likelihood of getting appointments from prospecting 4. Save BSM & Client time 5. Present an image of an informed consultant rather than a salesperson
  • 6. Amateurs Wing It - Professionals Research & Organize Jeffrey Gitomer: Sales Blog Gary Vaynerchuk: Jab, Jab, Jab, Right Hook
  • 7. What is the attention span of a Goldfish?
  • 8. Listen up!!! Create a Credibility Statement! 1. Cite general benefits BSM provide that relate to the buyers needs. 2. Give results of how specific clients have benefitted. 3. Suggest that similar benefits are possible. 4. Transition to the next step.
  • 9. Thanks! Now sale to infinity and beyond!