Sales Game Navigator Power Tools!

Agents double, even triple their results because they think in new ways.

 

Whomever your clients may be, whatever you are selling and in whatever market your activity and productivity can be accurately projected, managed and tracked. You may know where you have been and you may also know where you want to be in the future, but all of this relies on your grasp of the present. These power tools help you stay in sync with what is actually happening, what is needed and what choices you must make in the moment.

 

The Sales Navigator Toolset includes:

  • HomeBase Database: Imports data from any major CRM application so you focus on prime target clients.
  • Targeted Suspect List: Allows you to mount focused call campaigns that take the cold out of cold calling.
  • Client Project Dashboard: Moves deals through the deal process to to a smoother deal completion.
  • Tactical Game Designer: Projects results a year or more ahead and so you easily reach income objectives.
 

These tools make producing significant results a lot more fun and a lot easier!

Sales Game Navigator Tools

Get out of the passenger’s seat and into the pilot’s seat in your game.

Targeted Suspect List

Generate a Lot More New Business

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Client Project Dashboard

Bring More Deals to Completion Sooner

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Tactical Game Designer

Create a Viable Income Flight Plan

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Client Asset HomeBase

Manage Your Database
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Targeted Suspect List (TSL) 

 

Generate a Lot More New Business

 

 

 

The Targeted Suspect List (TSL) brings up a list of clients/assets that share a common product type,  market area and specific criteria. Once the list has been generated, it is given a name that will make the TSL instance available whenever needed. The purpose of this tool is to compile phone campaign lists of people who have a common product type, market area and criteria related to their asset, people, financials, legals and market. Building and calling such a list takes some of the cold out of cold calling because of the common issues shared by the  clients on the list. By adding work with the Marketing Campaign Overlay (MCO) and the Strategic Advisory Program (SAP) components you eliminate the cold out of cold calling altogether. The TSL and all of its components make calling a lot more fun and many times more effective. It is easy to build a wide array of TSL instances that cover different areas and client criteria. You may rotate from one TSL to another at any time.

 

 

 

Client Project Dashboard (CPD)

 

Bring Deals To Completion With Certainty 

 

 

 

The Client Project Dashboard (CPD) receives accepted offers to meet within the Deal Generation Tab. Records are moved and managed onto the Deal Completion Tab which follows each transaction all the way to completion and repeat business and referrals. ​this tool refreshes on a Quarterly basis and as a result feeds actual status of proposals, listings and deals in contract into the Tactical Game Designer (TGD) so the actual results are displayed against the projected results. You can project the month when the deal will move from its current status to a next level toward completion. The essential client information is displayed on the CPD and complete information can be accessed easily as well as a map. There are ways to determine the certainty level CLU and the nature of the client RWT plus an Income calculator and a way to designate the lead agent and the deal sourcing agent. Notes and Next Actions are carried forth from the TSL and added to here. There are additional Components to include the MCO and the SAP. These include the Transactional Event Manager (TEM) and the Document Manager (DOC). There is a Deal Status Tracker (DST) and a Deal Conversion Board (DCB). There is a complete record of everything previously sent to the client and the ACM which tracks team promises to clients and client promises to the team. With this tool you have all the information you need to make the right choices about what to focus on. You have access to complete information at all times as you also manage strategic clients, buyers and referrals.

 

 

 

 

 

Tactical Game Designer (TGD)

 

Create a Viable Income Flight Plan 

 

 

 

The Tactical Game Designer (TGD) provides a method of projecting your income out five, six or seven quarters into the future. This way you know exactly what must be done today to stay on track to that projected future.  Once you establish a Floor, Target & Game for the year ahead, you may also so the same for proposals, listings and deals in contract. Based on your average check size, double end ratio, conversion rations from proposals to listings, listings to contracts and contracts to closings and the specific FTG deal count for all three, you are able to project what income will be generated. At this point you can take a variety of actions to increase your chances of reaching your income goals by the designated quarter. You can set the game by defining the percentage of your annual Floor, Target or Game will be achieved by activity on  quarter by quarter basis. Once the initial calculation has been set you will be able to move some deals through the cycle faster or push them off depending on what will achieve your quarterly and annual income objectives. When a quarter ends the TGD can be relaunched to achieve the results.

 

 

 

  

 

Client Asset HomeBase Database

 

Isolate and Easily Access High Value Data

 

 

 

This transitional database imports client/asset data from virtually any major CRM application via an Excel file. HomeBase offers a place to store client/asset records and all of the generated materials created within the Sales Game Navigator Toolset. There is an robust sort capacity when it comes to locating clients from alphabetical to complex combinations of deal status and criteria. Everywhere the client may go within the Toolset they remain HomeBase with all pertinent data intact. Within HomeBase portfolios can be assembled and broken up as needed. Complete client and client team information is maintained and accessible by the TSL and the CPD. All in all, HomeBase provides a clear foundation for effective data management and this supports the primary objective of the Sames Game Navigator Toolset which is to guide agent activity management and performance. 

 

Module 4: Managing Accountability

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Module 5: Creating Breakthroughs

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Module 6: Completing Projects

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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?

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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 the client’s best interest at all cost. Our commitment is to  shifting the quality of how people relate at all levels of selling regardless of what they are selling or who their clients may be. Our mission is to provide viable methods and tools that 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 that they make the best possible choices.  The impact agents, managers and executives experience is a greater certainty, power and ease that comes with bringing out and developing their natural advisory selling skills. Agents who work with us shorten the time frame it takes to achieve significant long-term growth in their results and experience the 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 neither on the learning side nor in 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 is possible that by changing how people sell they become better people who are able to build a better world.

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  • 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 our 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 that people discover they have everything they need already within them. We simply have to give them a road map for bringing those natural skills to the forefront along with the means to put those skills to work effectively. We work with you to find their best 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 where you would like to take your skills in the future. Together we will explore what methods and tools will best help you make that happen.