A strategic workflow to enhance sales pitch efficiency, focusing on customer research, pitch development, manager approvals and quality assurance.
1
Identify potential customers
2
Research about potential customers
3
Analyse their needs and preferences
4
Build a customer profile
5
Approval: Sales Manager on customer profile
6
Develop product or service value proposition
7
Identify unique selling proposition
8
Design sales pitch outline
9
Approval: Marketing Manager on Sales Pitch Outline
10
Draft full sales pitch
11
Fine-tune sales pitch
12
Approval: Sales Director on Final Sales Pitch
13
Prepare visuals for sales pitch
14
Rehearse sales pitch
15
Schedule sales pitch meeting with potential clients
16
Present the sales pitch to potential clients
17
Collect feedback post-presentation
18
Approval: Quality Assurance Manager on feedback
19
Revise sales pitch based on feedback
20
Finalize and document changes to sales pitch template
Identify potential customers
Identifying potential customers is crucial for the success of any sales pitch. This task involves brainstorming and researching to create a list of potential customers who might benefit from your product or service. Consider various industries, demographics, and geographic locations to cast a wide net. The desired results are a comprehensive list of potential customers and a solid understanding of their needs and preferences.
1
North America
2
Europe
3
Asia
4
Australia
5
South America
Research about potential customers
Researching potential customers is a vital step to gain insights into their needs, preferences, and pain points. This task involves conducting in-depth online research, analyzing industry reports, and studying competitors. The desired results are a clear understanding of the potential customers' interests, challenges, and motivations.
1
Online research
2
Industry reports
3
Competitor analysis
4
Customer surveys
5
Social media analysis
Analyse their needs and preferences
Understanding the needs and preferences of potential customers is crucial for tailoring a successful sales pitch. This task involves analyzing the research findings to identify common themes, pain points, and desires among potential customers. The desired results are a comprehensive understanding of the potential customers' needs, preferences, and motivations.
1
Cost savings
2
Increased productivity
3
Improved customer satisfaction
4
Streamlined processes
5
Innovative solutions
Build a customer profile
Creating a customer profile helps to visualize the ideal potential customer for the sales pitch. This task involves synthesizing the research findings and analyzing customer data to create a detailed customer profile. The desired results are a clear description of the ideal potential customer's characteristics, behaviors, and preferences.
1
Early adopter of new technology
2
Value-driven buyer
3
Collaborative decision-maker
4
Risk-averse buyer
5
Data-driven decision-maker
Approval: Sales Manager on customer profile
Will be submitted for approval:
Build a customer profile
Will be submitted
Develop product or service value proposition
Crafting a compelling value proposition is crucial to engage potential customers. This task involves analyzing the product or service features, benefits, and unique selling points to create a clear value proposition. The desired results are a concise and powerful value proposition that communicates the benefits and advantages of the product or service.
Identify unique selling proposition
Differentiating your product or service from competitors is crucial for a successful sales pitch. This task involves analyzing the competition and identifying the unique selling points that set your product or service apart. The desired results are a clear understanding of the unique selling proposition and how it provides value to potential customers.
1
Superior quality
2
Lower price
3
Customization options
4
Faster delivery
5
Industry expertise
Design sales pitch outline
Creating a well-structured sales pitch outline lays the foundation for an effective presentation. This task involves organizing the key points, flow, and structure of the sales pitch. The desired results are a comprehensive outline that includes an attention-grabbing introduction, main talking points, and a persuasive conclusion.
Approval: Marketing Manager on Sales Pitch Outline
Will be submitted for approval:
Design sales pitch outline
Will be submitted
Draft full sales pitch
Writing a persuasive and engaging sales pitch is crucial to capture the attention of potential customers. This task involves drafting the complete sales pitch based on the outline and incorporating compelling language and storytelling techniques. The desired results are a well-written and coherent sales pitch that effectively conveys the value and benefits of the product or service.
Fine-tune sales pitch
Approval: Sales Director on Final Sales Pitch
Will be submitted for approval:
Draft full sales pitch
Will be submitted
Prepare visuals for sales pitch
Rehearse sales pitch
Schedule sales pitch meeting with potential clients
Present the sales pitch to potential clients
Collect feedback post-presentation
Approval: Quality Assurance Manager on feedback
Will be submitted for approval:
Collect feedback post-presentation
Will be submitted
Revise sales pitch based on feedback
Finalize and document changes to sales pitch template