Five Sales Navigator Tools
These tools put you into the pilot’s seat in your game.
Targeted Suspect List
Generate a Lot More New Business
Client Project Dashboard
Bring More Deals to Completion Sooner
Tactical Game Designer
Create An Income Flight Plan
Client Asset HomeBase
HomeBase Database
Sticking with the pilot analogy the TGD is the equivalent of a flight plan. It not only shows where they are in any moment. Some agents have no clear destination in terms of income and other have a big wish but no certainty on how they will achieve that result. The TGD makes it possible at four levels of measurement from Possible, to probable, predictable and actual. It tells us what we need to do to get to our destination with a high level of certainty.
HomeBase Advantages
The biggest advantage of the TGD is giving the agent the power to know where they stand and therefore the opportunity to do something about their current situation so they can arrive at the future income the intend to achieve. Agents also can see how their activity level at the earlier stages of their sales cycle can have a pivotal effect on later stages including the final stage of income. This is the single most important advantage to the agent because it makes it possible to achieve their intended results with power, velocity and certainty.
HomeBase Features
The TGD does not include any reference to specific client/asset transactions. It only captures the actual totals of possible, probable, predictable and actual so they can be compared to the projected totals. It is then the agents job to fill the gap, if any, between the projected and the actual. First the TGD gets a unique name, a product type setting, a mission and list of conditions that will need to be fulfilled in order to move forward. Then the annual objectives are set in terms of Floor (no way less than), target (what we are aiming for), and game (take off the lid) (FTG). Then a percentage of the FTG are set on a quarter by quarter basis and an FTG is set for the four levels of metrics and milestones along with conversion rates from one to the other.
Then the creative process of projecting activity and productivity can take place. In the current quarter the projected FTG activity by the end of the quarter can be entered and that automatically computes out into the following quarters. The possible FTG is entered and that computes upward on a diagonal in accord with the pre-set conversion ratios. The red glider is moved back and forth across the form for easier viewing of this diagonal projection. The automatic projection of activity will show a level of projected income that may or may not match the annual objectives and the game for the quarter. Values can then be toggled up, down, forward and back to make the adjustments needed to reach these objectives. The actual is captured from the CPD and other linked TGD to show any gap between the adjusted projected and the actual cumulative values and income.
HomeBase Benefits
With this tool agents are able to stay as much as 12 to 18 months ahead of the game. There is plenty of time to make course corrections like increasing the possible, probable and predictable activity counts, improving conversion ratios, increasing average check size, adding in a double end factor and other income all of which may contribute to successfully achieving the annual FTG objectives. By knowing what can be done by tracking the projected agents are well grounded in what is possible to be achieved and how that can be accomplished. By always knowing the actual they can never become deluded into thinking that their wishes for an outcome is grounded by the actual.
Module 4: Managing Accountability
Module 5: Creating Breakthroughs
Module 6: Completing Projects
Built to Suit
We work with you to design a learning process architecture that precisely fits your unique skill development challenges & opportunities exist. Before you begin our programs we will work with you to design a learning process that will suit your unique learning needs. This learning process design will take into consideration factors including pacing, volume of information, scheduling, budget and your industry and professional focus. These factors will tell us whether you learn best from an appropriate configuration of work in a group setting, private work and/or need virtual work.
Wish List
When you see a program that appeals to you, put it on a wish list. You will be contacted to join a wait list and when that fills-up we will launch a program. Before you begin our programs we will work with you to design a learning process that will suit your unique learning needs. This learning process design will take into consideration factors including pacing, volume of information, scheduling, budget and your industry and professional focus. These factors will tell us whether you learn best from an appropriate configuration of work in a group setting, private work and/or need virtual work.
Programs on Demand
When a sufficient number join our wish list, a day and time of the week will be set. When our wait-list is full we will launch the group program. Before you begin our programs we will work with you to design a learning process that will suit your unique learning needs. This learning process design will take into consideration factors including pacing, volume of information, scheduling, budget and your industry and professional focus. These factors will tell us whether you learn best from an appropriate configuration of work in a group setting, private work and/or need virtual work.
Get Ready For A Big Change In How You Sell?
This eBook will give you a complete overview of how our Advisory Selling Methods, Tools & Support can maximize your performance.
OUR VISION
Our vision is to alter the way professional selling is approached so that agents are more able to build enduring partnerships with their clients by serving their best interest at all cost. Our commitment is to the shifting the quality of how people relate at all levels of selling regardless of what they are seeling or who their clients may be. Our mission is to provide viable methods and tools selling agents can use to uncover the real needs of their clients so they can that their clients are in a position to understand the full range of options available to them so they make the best possible choices. The impact agents, managers, and executives experience is greater certainty, power, and ease that comes with bringing out and developing their natural advisory selling skills. Agents who work with us compress the time frame it takes to achieve significant long-term-growth in their results and a deep sense of fulfillment that comes with truly serving people.
CONTACT US
PO Box 1357, Woodstock NY 12498
607.319.0351
support@advisoryselling.com
OUR VALUES
We place the highest value on collaboration which means people working together rather than against each other. Our advisory selling methods are delivered using one of the most advanced learning platforms available and our tools application offers a robust set of advisory selling tools that put our methods to work in the intensity of the day-to-day selling process. there are no shortcuts in our approach on both the learning side and the application of that learning. If you are willing to do the work and align with the changes within you that will be demanded, then what we are offering is right for you. People who work with us know that the price tag of success using what we offer will be becoming a better person and influencing others to do the same. Because selling is basic to every human being, it becomes possible by changing how people sell makes them better people who are able to build a better world.
EXPLORE MORE
- Advisory Selling
- Advisory Selling Methods
- Advisory Selling Tools
- Collaborative Leadership
- Collaborative Leadership Tools
- Collaborative Leadership Methods
OUR VIABILITY
What most makes us viable is our build to suit approach. We have found over the three decades of working with people, that every person within a team within every organization has their own unique learning needs. We work with each person to design an approach to learning that is right for them and one that can easily evolve. The primary benefit of our work is people discover they have everything they need already within them and that we simply have to give them a roadmap for bringing those natural skills to the forefront and the means to put those skills to work effectively. We work with you to find your best and then be that best.
OUR OFFER
Enter your email below and we will send you a personal survey that will give us a clear idea of who you are, the kind of selling you do (professional selling, managing, servicing or advising) and what you hope to accomplish. We will then schedule a conversation with you to determine, in very real terms, where you stand currently and here you would like to take your skills in the future. Then we will explore with you what methods and tools will best help you make that happen.