Approaching Sales with Positivity – Building a 10 Step Sales System

If you have been following my online posts over the years, you know that my least favorite thing to do in business is sales. My favorite tasks are marketing, research, writing, and customer service. But, there’s one thing we all know for sure. Without sales, there is no business.

Another thing I know for sure is that if we keep telling ourselves how much we dislike something, we will never learn how to do it and we will never see the good in it. So, this year I have a new mantra. This year, I am determined to be a better sales person. My focus is shifting because I am reminding myself that:

  • Sales is a way to connect with great folks and build great, long lasting relationships!
  •  These folks have needs that our products and services can meet!
  • Sales-Time is Fun-Time! Rah Rah!

The key for me is to make it a fun, social activity rather than drudgery.  This takes me back to when I was a kid and helped with a political campaign for a Chicago alderman.  I worked the phones.  I mailed things out.  What I enjoyed most was the whirl of activity and positive energy. So, I create a whirl of activity much like a political campaign room. Here’s how I do it:

  • First, I start with my contacts list.
  • Second, I visit the person’s website to see where we have synergy. I ask myself what products and services my firm offers that might help this person out.
  • Third, if I am connected with the person online in Facebook, Linkedin or Twitter, I reach out to them for an appointment.
  • Fourth, if I am not connected with the person online, I send them a friend request on Facebook, an invitation on Linkedin, and/or follow them on Twitter …and then, ask for an appointment.

Where’s the fun in this? The challenge is to “get in there”. Social media provides valuable access and a peep into my new friend’s world.

  • Fifth, I schedule two mailings. On this day, I mail out a post card. I also print a customized cover letter, relevant flyers, a brochure, and business card to mail out 2 days following the post card. I prepare it and lay it in my desk calendar on the day that it needs to get mailed. I use a desk calendar that has loose daily sheets in a 3 ring binder.

So far, I have completed about 3 touches with this person.

  • Sixth, I schedule a phone call for one (1) week out. The key for me is the scheduling. I use a form and list the folks that I need to call.
  • Seventh, if I have not talked to the person yet, I make the scheduled call. Yes, it’s a sales call. But, no – it’s not a “cold call”. Now, it’s a “warm call”. Now, I feel ok about it because we know a bit about each other. I’m getting further in there!
  • Eighth, I visit the person if they are local. I either meet them at their office or join them at a restaurant. I bring another packet of information and a promotional gift.
  • Ninth, I send a thank you note card.

Now, I have completed 6 touches with this person.

I keep the system physically very organized. I have a long sales table in my office. It contains a contacts binder with my contact list. My table contains address labels, envelopes, presentation folders, stamps, post cards, brochures, flyers, thank you note cards, business cards, and promotional items (small candy filled jars, tea lite candles, mini-calendars). I’m ready to crank it out!

  • Tenth, I send a retainer agreement. This is the 7th touch. I let them know that there is no obligation or pressure, but I would love to help them out. I list the products and services that are relevant to what we discussed.

My contacts database has about 7500 people and it grows whenever I attend trade meetings and other events. It also grows when I work on a sales campaign idea and build or buy a list of contacts that are ideal to pitch to. The key for me is to not feel overwhelmed by the numbers. I spend a few hours each morning on sales. I am usually up at 3am. I will buzz about, have fun, and plow through my list until coffee time at 6am. I do not really have a numbers goal. I just do as much as I can in 3 hours – which is pretty substantial.

The old saying is customers first, then sales first, then marketing. I am most energetic first thing in the morning. So, I do sales first. I reserve the 9 to 5 for work. Most of my marketing is online using social media and I do that at night from my bed. I write all of the government contracting bid proposals that are due the upcoming week on the weekend. I pick 3 to 5 to submit each week. Know your biorhythm and implement routines that work best for you and your lifestyle. But, be consistent and work on it every day. Having a sales system in place is also critical if you want to scale and grow. Now, you can easily train others to pitch in, follow your system, and help you with your firm’s sales.

What is your sales routine?

By Clovia Hamilton, President, Lemongrass Consulting, Inc.

Clovia founded Lemongrass Consulting in 2005 with nearly 30 years of government work experience and has served as a procurement counselor in the Georgia Tech Procurement Assistance Center (GTPAC). Lemongrass Consulting provides strategic planning solutions including organizational assessments, government contracting strategic marketing plans, intellectual property, social media marketing strategic plans, and other services.

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2 Responses to “Approaching Sales with Positivity – Building a 10 Step Sales System”

  1. Betty Shepard Says:

    Hi Clovia…after 30 years of managing financial sales employees I now know for sure…my most successful employees were not necessarily “sales people”. The best were people who has a daily activity plan and stuck to it. Very much like your sales plan. Tricky is activity drives results. Loved the post because I can see so many people benefiting from your advice.

    • cloviahamilton Says:

      Thanks Betty! I read Nell Merlino’s book Steppin Out of Line and she wrote about how to create a whirl of activity around you. It reminded me of grassroots political campaigning. I think she used that analogy too. You have to be willing to hustle!

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