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+ 
Sales Call Mastery GPS™ 
From Social Selling to Selling Sociably™: 
How to Combine LinkedIn + Traditional Sales to 
Rock Out Your 5 Figure Results 
Casey Carpenter, The Sales Breakthrough Coach
+ 
Bridging Social and Traditional 
Sales
+ 
Through this Presentation, You’ll 
Discover How To: 
 Gather information and offer insights 
 Convert your connections to phone calls 
 Position yourself as an expert 
 Develop your own Sales Call Preparation Roadmap™ 
 Position your business for 5 figures through a 5-Figure Sales 
Success Roadmap™
+ “Social selling opens the door; your 
sales skills close the deal.” 
- Liz Wendling, sales expert
+ 
Laser Focus on Qualifying Stage in 
Sales Call
1 Roll Out 
2 Engage 
3 Survey 
4 UnleashCapability 
5 Listen 
6 TenderSolutions 
7 Secure the Decision 
R 
E 
S 
U 
L 
T 
S 
™ 
The 7 Essential Steps of a Sales 
Call™ 
12
+ 
Today’s Selling Landscape 
 It’s time to take social selling seriously 
 “The sales professionals who use social selling are 51% more 
likely to exceed their quota.” -Mike Derezin, LinkedIn VP 
 “Salespeople are five times more likely to get a call returned if 
they have a personal connection.” – Jill Konrath, author
+ 
When To Engage? 
 Even with a personal connection, should we: 
 Jump on the phone? 
 Fire off an email?
+ 
It’s a Good Idea to Date Before You 
Get Married
Caution: Social Selling is Not a 
Substitute for Good Sales Skills 
+ 
• Certain selling skills never go 
out of style 
 Which skills do you think you 
still need to use?
+ 
Essential Sales Skills – Things You 
“Gotta Do” 
 Identify the right people 
 Engage them on their terms 
 Deliver the right message 
 State your value 
 Build trust 
 Communicate effectively 
 Demonstrate social graces (listening more than talking, not 
interrupting, etc.)
+ Your Customers’ Perspective 
 Today’s customers are 
demanding 
 Look for a reason to disengage, 
rather than engage 
 Research in advance (50-75%) 
 90% of professionals look 
you up on LinkedIn after your 
first conversation 
 Don’t have time for you to 
interview them 
 Want to work with experts
+ 
How to Become an Expert 
 Social Selling + Traditional approaches 
 Be competent and proficient 
 Know your business/product 
 Describe and bring value 
 Connect the dots so customer sees your value 
 Present value from their perspective, not yours
+ Ready to Connect Yet?... Or 
Are You Still Dating? 
• Read their blogs 
• Researched their site 
• Researched your contact
+ 
5 Keys to Effective 
Connecting 
How to Approach, Open Dialogue and Engage without Sounding 
Salesy or Pushy
+ 
Connection Key #1 
Get Your House in Order 
 Shore up your foundation! 
 Profile, website, other pages 
 50-75% of buyers research 
you/your company before 
meeting you 
 Are they being positively or 
negatively influenced?
+ 
Connection Key #2 
Be Sociable! 
 The first word in “Social Selling 
is ______ …!” 
 Start the conversation 
 How would you greet a friend if 
you saw him/her at Starbucks? 
 Effective communication habits 
 Value platform
+ 
Connection Key #3 
Build Value 
 What are your principles? 
 How do you demonstrate them? 
 How are they visible/tangible to your customer? 
 Who is the person/company/business? 
 What is important to him/her/business? 
 Build social credibility 
 People still do business with those they know, like, and trust
+ 
Connection Key #3 
Build Value 
 Opening statement: 
 Detail why you connected 
 Reflect what’s important to them 
 Script your message 
 No winging it!!
+ 
Connection Key #4 
Ask Meaningful Questions 
 Customize questions to 
establish credibility 
 Questions pull; talking 
pushes 
 Most sales professionals do not 
ask enough questions 
 Surveys show 86% of 
salespeople talk too much 
 Be an elephant – two ears 
and one mouth! 
 Spend the majority of your 
Pre-Call Planning 
Roadmap™ time on 
questions
+ 
Connection Key #4 
Ask Meaningful Questions 
ACTION™. These questions motivate prospects to take 
ACTION! Remember: Questions Pull. Talking Pushes. 
Types of questions: 
 Atmosphere (what’s going on?) 
 Consequence (if X happens, what happens to Y?) 
 Timing (what events could impact timing?) 
 Inspiration (where they would like to be) 
 Opinion (how they feel about important issues) 
 Next Steps (what comes next?) 
 Also include questions that explore their current Problems, 
Dissatisfactions and Issues.
+ 
Connection Key #5 
Plant Seeds 
 Understand that this is a 
process 
 Be patient 
 Don’t put your virtual foot in 
your LinkedIn mouth 
 Destroys trust 
 Gets your connection 
deleted!
+ 
True or False? 
 1. “Visit” instead of leading a business meeting? 
 2. Ask involved questions about finances or feelings at the 
beginning? 
 3. Fire hose your prospect with features and benefits? 
 4. Talk @them? 
 5. Use formulas such as “feel, felt, found?”
+ 
True or False 
 6. Use outdated scripts or methods? 
 7. Tell them how great you are? 
 8. Apologize for taking their time? 
 9. Show how smart you are? 
 10. Use closing techniques? 
*For correct answers, call me at 973-233-0624
+ 
What Would You Do? 
 1. You have found a LinkedIn prospect you want to contact. Do 
you: 
 a. Hit the “message” button and send your bio and photo? 
 b. Send a text message from your phone? 
 c. Try to discern how they prefer to communicate and reach out 
according to their communication style?
+ 
What Would You Do? 
 2. Your prospect’s phone number is on his profile, so you call 
him. To your surprise, he answers his phone! What do you do? 
 a. Get his mailing address so you can send a proposal offering 
your premium services? 
 b. Start pitching your “101 Surefire Closing Techniques” like 
nobody’s business? 
 c. Further build rapport using your knowledge, expertise and 
customized questions? 
*For best answers, call me at 973-233-0624
+ 
Deploy Your Value Statement 
 Objective: engage them by mentioning a potential problem you 
can solve in your Value Statement: 
 “I read in _____ magazine that your company is growing by 
40%. I thought you might be interested with the work we did 
with XYZ when they underwent a similar growth spurt. We 
helped them stay productive and bring in $20,000 over budget. 
Would you like to set up a meeting to discuss this further?” 
 Pique their curiosity enough to set a meeting 
 Do not sell over the phone
+ 
Value Statement Tip 
 If you are unable to research the specific company/organization 
for your opening value statement, a general, but accurate 
industry statement will do. 
 They will tweak your sentence if the information is not 100 
percent true for them.
+ 
Sales Call Preparation Roadmap™ 
 Show you understand what’s important to them 
 Homework, Pre-Call Planning Roadmap™. No winging it! 
 Provide value 
 Show how your product solves their issues 
 Research industry trends 
 Point out current and upcoming problems 
 Identify business risks your product/service mitigates 
 Economic indicators 
 Growth 
 Occupation
+ 
Sales Call Preparation Roadmap™ 
 Use Action Words™ to get attention fast 
 Create sound bites using Action Words™ to demonstrate your 
value 
Increase/Improve Decrease 
Revenue Costs 
Efficiency Retention Issues (cust.) 
Competitive Differentiation Turnover 
Market Share Delays in Time to Market
+ 
Sales Call Preparation Roadmap™ 
 Look for Signposts™ – significant change brought on by trigger 
events 
 What can you add? 
Trigger Events 
Acquisitions Legislation 
Big account gained/lost Mergers 
Competition New management team 
Downsizings New management 
philosophy 
Earnings relative to goals Political landscape 
Economy Regulations
+ 
Sales Call Preparation Roadmap™ 
 1. Plan your strategy 
 How consistently will you use it? 
 Who are you targeting? 
 How will you connect with them? 
 2. Execute 
 Be consistent 
 3. Measure & track 
 What systems do you use? 
 CRM systems, Excel spreadsheets, calendars, etc.
+ 
Taking it Further 
 From interesting information to lasting transformation 
 Training 
 Tools 
 Support 
 How YOU can create your own 5 Figure Sales Success 
Roadmap™
+ Invitation 
Some of you are going to want to work with me to develop your own 5 Figure Sales 
Roadmaps™ 
For you if you: 
 Love what you do but hate the sales part 
 Mix up your words, sweat and lose confidence when you sell (yet you’re brilliant!) 
 Feel as if you’re intruding on people when you sell to them 
 Are more comfortable being of service than putting money in your pocket 
Not for you if you: 
 Are not ready to co-create change 
 Are completely satisfied with your sales results
+ 
Sales & Business Accelerator 
 1:1 coaching 
 Three intensive 60-minute conference calls 
 Customized and tailored around your specific business needs 
 Includes development of your own 5-Figure Sales Success 
Roadmap™
+ 
What Others Have Said: 
Debbie S. Bittke, President, Dental 
Practice Solutions 
“…It felt like Casey had the right 
answers whenever a challenge 
came up. Her demeanor is so 
sensitive, and yet she gets you to 
see what you need to see. I feel 
so much more confident… 
…In three months I will have two 
clients worth $60,000 and when 
my new contract signs on, it will 
be worth $47,000. I can’t say 
enough about Casey. “
+ 
Barbara Hemphill, CEO & Founder, 
The Productive Environment 
Institute 
“I have owned my own business 
for 35 years and have never 
studied the art of selling. In just 
three months I have gained 
confidence to turn away prospects 
that don’t fit the business I want. 
In addition, Casey taught me the 
art of asking powerful questions. 
These improved skills just helped 
me close a $40,000 sale.”
+ 
CONCLUSION 
 This presentation was designed to overview my sales process 
using social and traditional selling techniques. 
 I work with corporations and individuals and provide a menu of 
customized coaching and training services. 
 If you’d like to contact me: 
 Call 973-233-0624 
 E-mail casey@salescallcoach.com 
 Connect on LinkedIn: www.LinkedIn/in/caseycarpenter1 
 Visit www.salescall911.com and download my free report, “3 Critical 
Sales Call Mistakes You Don’t Know You’re Making and How to Fix 
Them.” 
 Thank you!

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Sales Call Mastery GPS™

  • 1. + Sales Call Mastery GPS™ From Social Selling to Selling Sociably™: How to Combine LinkedIn + Traditional Sales to Rock Out Your 5 Figure Results Casey Carpenter, The Sales Breakthrough Coach
  • 2. + Bridging Social and Traditional Sales
  • 3. + Through this Presentation, You’ll Discover How To:  Gather information and offer insights  Convert your connections to phone calls  Position yourself as an expert  Develop your own Sales Call Preparation Roadmap™  Position your business for 5 figures through a 5-Figure Sales Success Roadmap™
  • 4. + “Social selling opens the door; your sales skills close the deal.” - Liz Wendling, sales expert
  • 5. + Laser Focus on Qualifying Stage in Sales Call
  • 6. 1 Roll Out 2 Engage 3 Survey 4 UnleashCapability 5 Listen 6 TenderSolutions 7 Secure the Decision R E S U L T S ™ The 7 Essential Steps of a Sales Call™ 12
  • 7. + Today’s Selling Landscape  It’s time to take social selling seriously  “The sales professionals who use social selling are 51% more likely to exceed their quota.” -Mike Derezin, LinkedIn VP  “Salespeople are five times more likely to get a call returned if they have a personal connection.” – Jill Konrath, author
  • 8. + When To Engage?  Even with a personal connection, should we:  Jump on the phone?  Fire off an email?
  • 9. + It’s a Good Idea to Date Before You Get Married
  • 10. Caution: Social Selling is Not a Substitute for Good Sales Skills + • Certain selling skills never go out of style  Which skills do you think you still need to use?
  • 11. + Essential Sales Skills – Things You “Gotta Do”  Identify the right people  Engage them on their terms  Deliver the right message  State your value  Build trust  Communicate effectively  Demonstrate social graces (listening more than talking, not interrupting, etc.)
  • 12. + Your Customers’ Perspective  Today’s customers are demanding  Look for a reason to disengage, rather than engage  Research in advance (50-75%)  90% of professionals look you up on LinkedIn after your first conversation  Don’t have time for you to interview them  Want to work with experts
  • 13. + How to Become an Expert  Social Selling + Traditional approaches  Be competent and proficient  Know your business/product  Describe and bring value  Connect the dots so customer sees your value  Present value from their perspective, not yours
  • 14. + Ready to Connect Yet?... Or Are You Still Dating? • Read their blogs • Researched their site • Researched your contact
  • 15. + 5 Keys to Effective Connecting How to Approach, Open Dialogue and Engage without Sounding Salesy or Pushy
  • 16. + Connection Key #1 Get Your House in Order  Shore up your foundation!  Profile, website, other pages  50-75% of buyers research you/your company before meeting you  Are they being positively or negatively influenced?
  • 17. + Connection Key #2 Be Sociable!  The first word in “Social Selling is ______ …!”  Start the conversation  How would you greet a friend if you saw him/her at Starbucks?  Effective communication habits  Value platform
  • 18. + Connection Key #3 Build Value  What are your principles?  How do you demonstrate them?  How are they visible/tangible to your customer?  Who is the person/company/business?  What is important to him/her/business?  Build social credibility  People still do business with those they know, like, and trust
  • 19. + Connection Key #3 Build Value  Opening statement:  Detail why you connected  Reflect what’s important to them  Script your message  No winging it!!
  • 20. + Connection Key #4 Ask Meaningful Questions  Customize questions to establish credibility  Questions pull; talking pushes  Most sales professionals do not ask enough questions  Surveys show 86% of salespeople talk too much  Be an elephant – two ears and one mouth!  Spend the majority of your Pre-Call Planning Roadmap™ time on questions
  • 21. + Connection Key #4 Ask Meaningful Questions ACTION™. These questions motivate prospects to take ACTION! Remember: Questions Pull. Talking Pushes. Types of questions:  Atmosphere (what’s going on?)  Consequence (if X happens, what happens to Y?)  Timing (what events could impact timing?)  Inspiration (where they would like to be)  Opinion (how they feel about important issues)  Next Steps (what comes next?)  Also include questions that explore their current Problems, Dissatisfactions and Issues.
  • 22. + Connection Key #5 Plant Seeds  Understand that this is a process  Be patient  Don’t put your virtual foot in your LinkedIn mouth  Destroys trust  Gets your connection deleted!
  • 23. + True or False?  1. “Visit” instead of leading a business meeting?  2. Ask involved questions about finances or feelings at the beginning?  3. Fire hose your prospect with features and benefits?  4. Talk @them?  5. Use formulas such as “feel, felt, found?”
  • 24. + True or False  6. Use outdated scripts or methods?  7. Tell them how great you are?  8. Apologize for taking their time?  9. Show how smart you are?  10. Use closing techniques? *For correct answers, call me at 973-233-0624
  • 25. + What Would You Do?  1. You have found a LinkedIn prospect you want to contact. Do you:  a. Hit the “message” button and send your bio and photo?  b. Send a text message from your phone?  c. Try to discern how they prefer to communicate and reach out according to their communication style?
  • 26. + What Would You Do?  2. Your prospect’s phone number is on his profile, so you call him. To your surprise, he answers his phone! What do you do?  a. Get his mailing address so you can send a proposal offering your premium services?  b. Start pitching your “101 Surefire Closing Techniques” like nobody’s business?  c. Further build rapport using your knowledge, expertise and customized questions? *For best answers, call me at 973-233-0624
  • 27. + Deploy Your Value Statement  Objective: engage them by mentioning a potential problem you can solve in your Value Statement:  “I read in _____ magazine that your company is growing by 40%. I thought you might be interested with the work we did with XYZ when they underwent a similar growth spurt. We helped them stay productive and bring in $20,000 over budget. Would you like to set up a meeting to discuss this further?”  Pique their curiosity enough to set a meeting  Do not sell over the phone
  • 28. + Value Statement Tip  If you are unable to research the specific company/organization for your opening value statement, a general, but accurate industry statement will do.  They will tweak your sentence if the information is not 100 percent true for them.
  • 29. + Sales Call Preparation Roadmap™  Show you understand what’s important to them  Homework, Pre-Call Planning Roadmap™. No winging it!  Provide value  Show how your product solves their issues  Research industry trends  Point out current and upcoming problems  Identify business risks your product/service mitigates  Economic indicators  Growth  Occupation
  • 30. + Sales Call Preparation Roadmap™  Use Action Words™ to get attention fast  Create sound bites using Action Words™ to demonstrate your value Increase/Improve Decrease Revenue Costs Efficiency Retention Issues (cust.) Competitive Differentiation Turnover Market Share Delays in Time to Market
  • 31. + Sales Call Preparation Roadmap™  Look for Signposts™ – significant change brought on by trigger events  What can you add? Trigger Events Acquisitions Legislation Big account gained/lost Mergers Competition New management team Downsizings New management philosophy Earnings relative to goals Political landscape Economy Regulations
  • 32. + Sales Call Preparation Roadmap™  1. Plan your strategy  How consistently will you use it?  Who are you targeting?  How will you connect with them?  2. Execute  Be consistent  3. Measure & track  What systems do you use?  CRM systems, Excel spreadsheets, calendars, etc.
  • 33. + Taking it Further  From interesting information to lasting transformation  Training  Tools  Support  How YOU can create your own 5 Figure Sales Success Roadmap™
  • 34. + Invitation Some of you are going to want to work with me to develop your own 5 Figure Sales Roadmaps™ For you if you:  Love what you do but hate the sales part  Mix up your words, sweat and lose confidence when you sell (yet you’re brilliant!)  Feel as if you’re intruding on people when you sell to them  Are more comfortable being of service than putting money in your pocket Not for you if you:  Are not ready to co-create change  Are completely satisfied with your sales results
  • 35. + Sales & Business Accelerator  1:1 coaching  Three intensive 60-minute conference calls  Customized and tailored around your specific business needs  Includes development of your own 5-Figure Sales Success Roadmap™
  • 36. + What Others Have Said: Debbie S. Bittke, President, Dental Practice Solutions “…It felt like Casey had the right answers whenever a challenge came up. Her demeanor is so sensitive, and yet she gets you to see what you need to see. I feel so much more confident… …In three months I will have two clients worth $60,000 and when my new contract signs on, it will be worth $47,000. I can’t say enough about Casey. “
  • 37. + Barbara Hemphill, CEO & Founder, The Productive Environment Institute “I have owned my own business for 35 years and have never studied the art of selling. In just three months I have gained confidence to turn away prospects that don’t fit the business I want. In addition, Casey taught me the art of asking powerful questions. These improved skills just helped me close a $40,000 sale.”
  • 38. + CONCLUSION  This presentation was designed to overview my sales process using social and traditional selling techniques.  I work with corporations and individuals and provide a menu of customized coaching and training services.  If you’d like to contact me:  Call 973-233-0624  E-mail casey@salescallcoach.com  Connect on LinkedIn: www.LinkedIn/in/caseycarpenter1  Visit www.salescall911.com and download my free report, “3 Critical Sales Call Mistakes You Don’t Know You’re Making and How to Fix Them.”  Thank you!