Social Selling Toolkit

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Be accountable for serving as the prospecting engine driving net new business meetings from cold email, Cold calling, Social Selling and networking.

More Uses of the Social Selling Toolkit:

  • Ensure you specify; outbound prospect to companies via Cold calling, email, Marketing Campaigns, Social Selling.

  • Develop new business via smart lead finding, Social Selling and clever always innovating outbound techniques.

  • Become skilled in sales planning to meet revenue and consumption targets, Relationship Building and Social Selling.

  • Guide: web research and Social Selling.

  • Orchestrate: Digital Marketing expertise, particularly in Social Selling.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Social Selling Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Social Selling 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 Social Selling specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Social Selling 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 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Social Selling improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Social Selling?

  2. If you could go back in time five years, what decision would you make differently? What is your best guess as to what decision you're making today you might regret five years from now?

  3. What are the performance and scale of the Social Selling tools?

  4. How can you become the company that would put you out of business?

  5. How likely is it that a customer would recommend your company to a friend or colleague?

  6. Looking at each person individually - does every one have the qualities which are needed to work in this group?

  7. Are Social Selling vulnerabilities categorized and prioritized?

  8. What is the total fixed cost?

  9. How do you make it meaningful in connecting Social Selling with what users do day-to-day?

  10. What will drive Social Selling change?


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 Social Selling book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Social Selling 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 Social Selling Self-Assessment and Scorecard you will develop a clear picture of which Social Selling 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 Social Selling 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 Social Selling projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Social Selling project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Social Selling Project Team have enough people to execute the Social Selling Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Social Selling Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:


2.0 Planning Process Group:


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 Social Selling 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 Social Selling 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 Social Selling project with this in-depth Social Selling Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Social Selling 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 Social Selling 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 Social Selling investments work better.

This Social Selling 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.