Closing Sales Toolkit

$495.00
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Get better insights to increase velocity and close rate on your pipeline

 

How good is your sales team at Closing Sales?

Do you or your sales team even know the average rate at which your leads close?

How many sales of your featured product did you close last month?

What is the sales cycle between your initial contact and close?

Has your sales team been closing lots of deals lately?




...Find the answers to these, and more, questions with this Closing Sales Toolkit:

  • Establish close relationships with your customers.
  • Buy non-essential products if stores are closed.
  • Improve the close rate and pipeline yield.
  • Increase inquiry to close rates in enterprise accounts.
  • Know if a certain opportunity is going to close.
  • Organize to move value closer to your customers.
  • Exit and professionally close out the opportunity.
  • Reopen a case that was falsely closed.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Closing Sales Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Closing Sales related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Closing Sales specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Closing Sales Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Closing Sales improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. How would it help your business if you could locate the closest worker to a job in an instant, send and receive info in real time, reduce data entry and improve accuracy of information?

  2. Do you minimize your clients risk by clearly and boldly stating a risk reversal or guarantee which is powerful, unconditional, and designed to break down barriers to closing the sale?

  3. How can the marketing department create content that is going to help the sales team initiate considerations with prospects, progress sales conversations and close deals?

  4. Do you have efficient, accurate performance measures in place to monitor, track and manage sales opportunities from the beginning of the sales cycle through to closure?

  5. Which approach should a developer take to automatically add a Maintenance Plan to each Opportunity that includes an Annual Subscription when an opportunity is closed?

  6. What information and communications technologies should be implemented that will network channel members closer together and provide for real time information?

  7. Have you been able to take the knowledge of your customers gained from interactive content and turn it into tools your sales team can use to close more deals?

  8. Are leads and sales tracked on a historical basis so your organization understands where leads came from in the marketing, and what the closure rates were?

  9. Do you sell to other businesses and spend a great deal of effort identifying and cultivating new sales leads, negotiating pricing and closing sales?

  10. Who are the parties to the contract after a sales contract has been completed, and the money placed into escrow pending closing of the transaction?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Closing Sales book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Closing Sales self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Closing Sales Self-Assessment and Scorecard you will develop a clear picture of which Closing Sales areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Closing Sales Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Closing Sales projects with the 62 implementation resources:

  • 62 step-by-step Closing Sales Project Management Form Templates covering over 1500 Closing Sales project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: What other teams / processes would be impacted by changes to the current process, and how?

  2. Initiating Process Group: Are you properly tracking the progress of the Closing Sales project and communicating the status to stakeholders?

  3. Stakeholder Management Plan: What would you gain if you spent time working to improve this process?

  4. Quality Management Plan: How effectively was the Quality Management Plan applied during Closing Sales project Execution?

  5. Risk Register: What are you going to do to limit the Closing Sales projects risk exposure due to the identified risks?

  6. Activity Duration Estimates: Do you think Closing Sales project managers of large information technology Closing Sales projects need strong technical skills?

  7. Project Portfolio management: Why would the Governance Board want to know the status of the resource portfolio?

  8. Responsibility Assignment Matrix: Ideas for developing soft skills at your organization?

  9. Procurement Audit: Did your organization decide for an appropriate and admissible procurement procedure?

  10. Closing Process Group: Specific - is the objective clear in terms of what, how, when, and where the situation will be changed?

 
Step-by-step and complete Closing Sales Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Closing Sales project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Closing Sales project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Closing Sales project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Closing Sales project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Closing Sales project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Closing Sales project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Closing Sales project with this in-depth Closing Sales Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Closing Sales projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Closing Sales and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Closing Sales investments work better.

This Closing Sales All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Closing Sales Checklist Report on CLOSE.pdf

Checklists:Closing Sales Checklist Report on SALE.pdf

Checklists:Closing Sales Checklist Report on SALES.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Closing Sales Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Closing_Sales_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Closing_Sales.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:Closing Sales Self-Assessment.xlsx

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

  • Coaching or Consulting
  • Online Courses
  • Masterminds
  • Professional Services
  • Agency Services
  • Events and seminars
  • Software / SaaS
  • Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The Reason:

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You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

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Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

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Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

  • I do not know how to do it
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  • I want to get there faster

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