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Sales Masterclass Scoresheet Commentary Guide

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Sales Masterclass Score Sheet

Commentary


Commentary

Sales Masterclass score sheet comments section should

include:

HOW was the point delivered?

WHY was that good/requires improvement?

Just stating what the agent said doesn’t teach anything, unless it is coupled with HOW & WHY!


DURING

the call

What should I do during the call?

Work your way down the score sheet as the agent delivers the call and for each point…

HEAR what is being said

& Score 1 or 0 for each point

&

LISTEN to HOW it was delivered

& Note-take your description of HOW


POST

call

What should I do post call?

On your score sheet you should now have…

✓ All points scored (1 or 0)

✓ Notes of HOW each point was delivered.

This should now be enough to help you to write out a minimum of 3 points in full,

adding in WHY for each.

But first…

Can we please

break down the

‘HOW’ & ‘WHY’…


HOW

was the point delivered?

Think about…Tone of voice / Dynamics / Call Control

Listen to the way in which it was said and note-take using the describing words below….

Agent-led Tailored

Enthusiastic Conversational

Empathetic

Interested

Clear

Confident Influential

Inquisitive

Calm

Focussed

Respectful

Engaging Reassuring

Compelling

Patient

Passionate

Irrelevant

Customer-led

Inappropriate

Disengaged

Rushed

Disingenuous

Bored

Impatient

Hesitant

Dismissive Pressuring

Distracted

Downbeat Scripted

Nervous


WHY

was that good / requires improvement?

Add in the purpose/rationale behind the ‘WHY’ which you are providing...

This helped to build trust/rapport/shortterm

relationship.

This showed that you really believed in the

policy/brand you were selling.

This helped to put your customer at ease.

This highlighted that you knew what you

were talking about, as the expert.

This helped to slow down the pace of

conversation.

‘People buy from people’ – If your customer likes you, they are

more likely to want to buy from you.

Your belief can help positively influence your customers’ thoughts

and therefore their desire to buy.

If a customer is relaxed, they are often less reluctant to commit and

part with their money.

Customers often feel more comfortable/safer buying from an

expert.

If the conversation is slower, the agent has greater ability to keep

control of the call and lead the customer towards purchasing, as

opposed to allowing them to take control and leave the call.

See next slide for more examples…


This showed your customer that you

were actively listening.

This showed empathy.

This allowed you to set a positive tone

for the call.

This may have made the customer

think you were disengaged.

This appeared to leave the customer

underwhelmed and disengaged.

Feeling listened to often to leads to having greater confidence that the

product recommended will be suitable/appropriate and therefore

something that the customer feels as though they should buy.

If the customer feels as though you care, they often have greater belief

that you have their best interests at heart when providing them with

policy options, making purchasing feel more like the ‘right’ decision for

them.

If the customer is in a positive mindset, they are more likely to enjoy the

experience and want to purchase.

If your customer doesn’t feel wanted by you as the seller, they have less

of a reason to want to buy something from you and therefore may go

elsewhere and buy from an agent who shows a greater interest in them.

A ‘bored customer’ will often do what they can to leave and finish the call

without purchasing and search elsewhere for a more compelling product

/ experience.


EXAMPLE Commentary …

Strong closing question, delivered in an upbeat tone!

This showed that you really believe in the policy/brand you are selling. Your belief

can help positively influence your customers’ thoughts and therefore their desire to

buy.

Here, we were looking for you to calmly thank and acknowledge the objection.

This would’ve helped to slow down the pace of conversation and show your

customer you are on their side. If the conversation is slower, you have greater

ability to keep control of the call and lead the customer towards purchasing, as

opposed to allowing them to take control and leave the call.

It wasn’t clearly found out if there was anything else holding our customer back.

If we don’t clarify this, our customer can easily throw another objection our way

when we trying to overcome the known objection. If the customer provides

another objection, this breaks the flow of our attempt to overcome, driving our

customer further away from the buying path. Our chances of getting the sale then

reduce further.

This Answer Stunt Speech was delivered with confidence!

This highlighted that you knew and believed what you were talking about, as the

expert. - Customers often feel more comfortable/safer buying from an expert.

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