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An introduction to strategic selling
Simon Barlow
17th February 2015
1
The aim of this 20 minute session is to give
you awareness and flexibility in dealings
with clients, so you can increase sales by
selling to clients values
2
By the end of this session you will be able to:
 Explain the 5 main client value categories
 Identify typical client traits for each
category
3
The 5 main categories
Achiever  20% Belonger  35%
 Leaders, self reliant and hard
working
 Like comfort living, feel
unique/high status level
 Avoid changing the status
quo to maintain lifestyle
 Conventional, traditional
family values
 Want to belong  i.e. be
similar to important others
 Avoid outside
influences/trends/fashions
4
The 5 main categories
Emulator  9% Socially conscious  11%
 Strive to reach achiever
status
 Ambitious, upwardly mobile
 Look for shortcuts to success
 Lean towards
conservationism,
environmental issues and
fairness
 Intelligent and considered
 High feeling of self worth
5
The 5 main categories
Needs driven - 11%
and Undecideds - 12%
 Either on benefits or
essentially living hand to
mouth
 Young adults still identifying
values  can go through
stages of each category before
finalising
6
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever
Belonger
Emulator
Socially
Conscious
Needs
Driven
7
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+
Belonger
Emulator
Socially
Conscious
Needs
Driven
8
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani,
Dolce &
Gabbana
Belonger
Emulator
Socially
Conscious
Needs
Driven
9
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani,
Dolce &
Gabbana
A Journey by
Tony Blair
Belonger
Emulator
Socially
Conscious
Needs
Driven
10
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani,
Dolce &
Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
Belonger
Emulator
Socially
Conscious
Needs
Driven
11
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani,
Dolce &
Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger
Emulator
Socially
Conscious
Needs
Driven
12
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger
Emulator
Socially
Conscious
Needs
Driven
13
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+
Emulator
Socially
Conscious
Needs
Driven
14
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next
Emulator
Socially
Conscious
Needs
Driven
15
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime
novels
Emulator
Socially
Conscious
Needs
Driven
16
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime
novels
Ford,
Skoda,
Volvo
Emulator
Socially
Conscious
Needs
Driven
17
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime
novels
Ford,
Skoda,
Volvo
For the
family
Emulator
Socially
Conscious
Needs
Driven
18
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Socially
Conscious
Needs
Driven
19
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
Socially
Conscious
Needs
Driven
20
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
7 habits,
success
books
Socially
Conscious
Needs
Driven
21
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
7 habits,
success
books
BMW,
Audi
Socially
Conscious
Needs
Driven
22
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
7 habits,
success
books
BMW,
Audi
To impress
Socially
Conscious
Needs
Driven
23
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
7 habits,
success books
BMW,
Audi
To impress
Socially
Conscious
30+
Needs
Driven
24
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
7 habits,
success books
BMW,
Audi
To impress
Socially
Conscious
30+ Co-op, Body
Shop
Needs
Driven
25
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
7 habits,
success books
BMW,
Audi
To impress
Socially
Conscious
30+ Co-op, Body
Shop
Michael
Palin
Needs
Driven
26
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
7 habits,
success books
BMW,
Audi
To impress
Socially
Conscious
30+ Co-op, Body
Shop
Michael
Palin
Toyota
Prius
Needs
Driven
27
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
7 habits,
success books
BMW,
Audi
To impress
Socially
Conscious
30+ Co-op, Body
Shop
Michael
Palin
Toyota
Prius
Price/quality,
fairness
Needs
Driven
28
Typical traits
Category Age Clothes shop Favourite
book
Car Buys
Achiever 40+ Armani, Dolce
& Gabbana
A Journey by
Tony Blair
Aston
Martin,
Porsche
To stand out
Belonger 35+ Marks, Next Romance,
crime novels
Ford,
Skoda,
Volvo
For the family
Emulator 20 -
35
Gap, A and F,
SuperDry
7 habits,
success books
BMW,
Audi
To impress
Socially
Conscious
30+ Co-op, Body
Shop
Michael Palin Toyota
Prius
Price/quality,
fairness
Needs
Driven
20+ Primark The Sun Anything
cheap
For necessity
29
Ask questions to verify
 What do you do in your spare time?
 Where do you like to go on holiday?
 Tell me a bit more about your job.
30
1. List areas for discussion and questions to
ask a client which will help identify their
category (5 minutes)
2. In pairs, one person use the role play
brief and the other ask questions to
identify the first persons category (5
minutes per person)
31
By the end of this session you will be able to:
 Explain the 5 main client value categories
 Identify typical client traits for each
category
32

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smarterselling-feb 2015

  • 1. An introduction to strategic selling Simon Barlow 17th February 2015 1
  • 2. The aim of this 20 minute session is to give you awareness and flexibility in dealings with clients, so you can increase sales by selling to clients values 2
  • 3. By the end of this session you will be able to: Explain the 5 main client value categories Identify typical client traits for each category 3
  • 4. The 5 main categories Achiever 20% Belonger 35% Leaders, self reliant and hard working Like comfort living, feel unique/high status level Avoid changing the status quo to maintain lifestyle Conventional, traditional family values Want to belong i.e. be similar to important others Avoid outside influences/trends/fashions 4
  • 5. The 5 main categories Emulator 9% Socially conscious 11% Strive to reach achiever status Ambitious, upwardly mobile Look for shortcuts to success Lean towards conservationism, environmental issues and fairness Intelligent and considered High feeling of self worth 5
  • 6. The 5 main categories Needs driven - 11% and Undecideds - 12% Either on benefits or essentially living hand to mouth Young adults still identifying values can go through stages of each category before finalising 6
  • 7. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever Belonger Emulator Socially Conscious Needs Driven 7
  • 8. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Belonger Emulator Socially Conscious Needs Driven 8
  • 9. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana Belonger Emulator Socially Conscious Needs Driven 9
  • 10. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Belonger Emulator Socially Conscious Needs Driven 10
  • 11. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche Belonger Emulator Socially Conscious Needs Driven 11
  • 12. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger Emulator Socially Conscious Needs Driven 12
  • 13. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger Emulator Socially Conscious Needs Driven 13
  • 14. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Emulator Socially Conscious Needs Driven 14
  • 15. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Emulator Socially Conscious Needs Driven 15
  • 16. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Emulator Socially Conscious Needs Driven 16
  • 17. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo Emulator Socially Conscious Needs Driven 17
  • 18. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator Socially Conscious Needs Driven 18
  • 19. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Socially Conscious Needs Driven 19
  • 20. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry Socially Conscious Needs Driven 20
  • 21. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry 7 habits, success books Socially Conscious Needs Driven 21
  • 22. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry 7 habits, success books BMW, Audi Socially Conscious Needs Driven 22
  • 23. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry 7 habits, success books BMW, Audi To impress Socially Conscious Needs Driven 23
  • 24. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry 7 habits, success books BMW, Audi To impress Socially Conscious 30+ Needs Driven 24
  • 25. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry 7 habits, success books BMW, Audi To impress Socially Conscious 30+ Co-op, Body Shop Needs Driven 25
  • 26. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry 7 habits, success books BMW, Audi To impress Socially Conscious 30+ Co-op, Body Shop Michael Palin Needs Driven 26
  • 27. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry 7 habits, success books BMW, Audi To impress Socially Conscious 30+ Co-op, Body Shop Michael Palin Toyota Prius Needs Driven 27
  • 28. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry 7 habits, success books BMW, Audi To impress Socially Conscious 30+ Co-op, Body Shop Michael Palin Toyota Prius Price/quality, fairness Needs Driven 28
  • 29. Typical traits Category Age Clothes shop Favourite book Car Buys Achiever 40+ Armani, Dolce & Gabbana A Journey by Tony Blair Aston Martin, Porsche To stand out Belonger 35+ Marks, Next Romance, crime novels Ford, Skoda, Volvo For the family Emulator 20 - 35 Gap, A and F, SuperDry 7 habits, success books BMW, Audi To impress Socially Conscious 30+ Co-op, Body Shop Michael Palin Toyota Prius Price/quality, fairness Needs Driven 20+ Primark The Sun Anything cheap For necessity 29
  • 30. Ask questions to verify What do you do in your spare time? Where do you like to go on holiday? Tell me a bit more about your job. 30
  • 31. 1. List areas for discussion and questions to ask a client which will help identify their category (5 minutes) 2. In pairs, one person use the role play brief and the other ask questions to identify the first persons category (5 minutes per person) 31
  • 32. By the end of this session you will be able to: Explain the 5 main client value categories Identify typical client traits for each category 32