Skill + Do
Strategic account planning encompasses a lot of details about your work and your customers. But the focus should always be on your buyers, ideas, and resources that support your selling.
Strategic account plans are tools designed to help you when you’re trending up in a quarter…or trending down.
If you’re lagging in sales this quarter – but working hard to get meetings – don’t go it alone. Get your manager involved. Your manager can help, but will be more receptive and eager to help only after hearing about your exhaustive efforts to get meetings.
Give your manager a quick synopsis of everything you’ve done to break through to your KDMs, and equip them with key knowledge about your buyers that they can use. At the end of the quarter, you’ll want to co-own your prospecting efforts with your manager, especially if you miss your number.
Besides the obvious point above about how your planners can guide you toward efficient prospecting efforts, consider these other elements of how to think strategically about the rest of the quarter:
1. Ideas. No doubt there are details about ideas and solutions for key accounts buried in your planners that might not have received attention. That means it’s time to get together with your solutions team (or whatever you call the peeps who help you design big mouse traps) and get working on something specific for your top prospects.
2. Resources. It’s summer, people are scattered, and they’re distracted too. A review of your account planners most certainly will prompt actions you need to take to mobilize the resources that support the closing months of this year. Don’t let the other sellers on your team monopolize the time of the magicians inside your org whom you need.
Q3 is not done. There’s always something you can do to drive results in the near term, so let those planners lead the way.
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Tomorrow - May 10 - 11
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Laugh and your world changes
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Today - May 9
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Wow a customer, get a referral
Asking clients for intros inside their organizations doesn’t just help you get meetings; it is also a fast track to learning how they think about your offering. They won’t intro you if they don’t like you.
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May 8
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TOP 10% meeting prep
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May 7
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Today is Give Yourself a Break day.
Indeed, you deserve a break today…and tomorrow. Be as good at practicing self-deprecating humor, grace, and forgiveness as you are at practicing your presentations.
"Strategic planning is not strategic thinking. Indeed, strategic planning often spoils strategic thinking, causing managers to confuse real vision with the manipulation of numbers." Henry Mintzberg
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