Sign New Client Business In One Month How to

Project Goal Statement Goal: To create a prospect list, make cold calls, secure meetings, present the pitch, and obtain signed contracts, selling to Independent Lighting and Electrical Wholesalers in New York City, in a one- month timeframe.

1.Listen 2.Identify 3.Call 4.Schedule 1.Meet 2.Listen 3.Present 4.Sign 1.Handshake 2.Thanks 3.Deliver 4.Repeat The Task. The Process. The Result.

Disciplined Call-outs Generate List from OneSource Automate Tasks Memorize the Offering Study the Rebate Model On-boarding Briefing Write & Phone Scripts Start s & Calls Clarify Details with Executive Team Sign $ Confirm President Meetings Rehearse Pitch Set Tentative Times & Maximize Schedule Present Create Call- out Plan Understand the Model Create the Message Establish C-Level Contact Secure Meetings & Travel Revise Script for Success Develop & Qualify Prospect List Aim for Real-time Contact Present & Obtain Signed Contract 6 Identify Ideal Prospect Client Week 1 Week 4 Steps to Sign New Business Completed In One Month

Communicating the Unique Value Proposition A proven rebate model in five major industry segments in Canada for over 30 years and returns over $65 million annually led to this stage of expansion into the Independent Lighting and Electrical Wholesale market in the US.

Results:NYC Meeting Metrics Present Meet Contract Present – 3 Contract – 1 Present – 2 Contract – 1 Present – 2 Contract – 0 Present – 1 Contract – 0 Face-to-face meetings with company presidents resulted in signed contracts and a new pipeline. MetricDay One Supporting profitability for clients, vendors and the company. ResultsDay ThreeDay Two

Project Summary Statement Summary: By engaging in generative dialogue and disciplined tasks, we created prospects, set meetings, and signed customers, resulting in new monthly revenue rebates for customers, additional revenue for vendors, and a perpetual revenue stream for the company.

Customer Success Story

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