CASE STUDY: Sales Training

TOPIC: Sales Training


ASSESSMENT/SITUATION: During an introduction meeting, I was asked if I did sales training. I said that I did and proceeded to learn more about this need. Once I had all of the details of what they were looking for, I booked a follow-up appointment to meet with their VP & Director of Sales.  This program was for a group of newly-hired mortgage advisors who had never worked in a role that required them to be their own bosses. Some had sales experience, but the majority of them did not.  The VP and Director of Sales wanted them to learn sales skills, plus gain an understanding of what it is like to work as an entrepreneur.

ATHENA PARTNER MATCHING: On occasion, when the need is a fit for my offerings, I will submit my personal proposal.  This was the case for this client.

SOLUTION:  I designed an interactive program that included sales skills, networking skills (including a mock networking event), objection handling (including practice in handling their most common objections), designing their unique selling propositio, understanding their mindset and how it affects their results, the importance of tenacious self-leadership and continuous follow-up.  I included exercises that had them identify their centres of influence, as well as new and creative ways to prospect.  Both the VP and Director thought I hit the nail on the head with the program content.  We decided to run a pilot first before rolling out across Canada.

RESULTS: The feedback from the pilot program was fantastic; as a result, for the next 1.5 years, I delivered the program at locations across Canada.  I often get comments on LinkedIn from some of the attendees, thanking me for what they’ve learned and how implementing those techniques have made a difference for them in their sales results.

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 About the Author:  Cindy Stradling CSP, CPC

I have an unquenchable passion for life-long learning and continuous improvement. I am a Training Agent, Certified Coach and Sales trainer. I work with organizations to simplify the process and reduce the risk of outsourcing training, coaching and HR Consulting.  I provide a one-source solution to finding the “Perfect Fit” training solution for sustainable results.   I believe contributing to the strengthening of my client’s most powerful asset, their employees, is today’s most valuable investment.