The Permission Sales Framework

Do you ever struggle at sales?

Success boils down to how you organize and execute the SALES FUNNEL.

None of us is even close to being perfect so there’s a lot we can improve at.

Where in this process is your personal struggle??? 🤔

New business sales comes from the first 5 parts of my Permission Sales Framework:

1. Pre-Prospecting
2. Prospecting
3. 1st Appointment
4. Pre-Proposal
5. Proposal

(Numbers 6 and 7 are what you do with the insured after they are your client.)

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I’d be hard-pressed to rank where most of us struggle in this sales framework, because we’re all different. But, having been a producer for a decade and also coaching and training producers for the last 13 years, I’d say this is the order where I feel agents “drop the ball” and — therefore — miss out on the sale.

• Pre-Prospecting
• Prospecting
• 1st Appointment
• Pre-Proposal
• Proposal

😆

Did you see what I did there? Yeah, it’s obvious.

We tend to struggle in the process and throughout the process, from start to finish.

For example…

We don’t know what industries to call on, what to say in a script, how to lead the prospect during the 1st appointment (don’t even get me started on this!), we drop the ball during the downtime of the quoting process, and we’re too timid during the presentation (proposal).

Again, we each have a lot we can improve on!

Reach out to me if you need help in any of these areas of sales!