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Selling Skills for Professionals: Part 1 Prospecting

This is part 1 of a two-part course on selling skills for professionals. In Part 1 I cover prospecting, that is identifying potential future clients and making the initial approach.

Created byRoss Maynard
BeginnerUpdated Sep 30, 2021

What You'll Learn

  • check_circleOn completion of the course, delegates will be able to:
  • check_circleDescribe the scope and purpose of sales prospecting for professional services
  • check_circleUnderstand the five rules of selling professional services
  • check_circleDevelop a branding statement for themselves and their organisation
  • check_circleDefine the criteria for the clients they wish to target
  • check_circleAppreciate the importance of client pain points and how to identify them
  • check_circlePrepare materials for prospecting
  • check_circleCreate a cold calling script for prospecting
  • check_circleWrite a cold email or LinkedIn message to prospects including a strong subject line
  • check_circleUnderstand the sorts of questions they can use to stimulate client engagement in a discussion
  • check_circleMove prospects onto the next stage of the selling process

About This Course

Welcome to Selling Skills for Professionals: Part 1 Prospecting.

If you are an accountant, a lawyer, a consulting engineer, a surveyor, an actuary, a management consultant, an events organiser, an HR professional, or any other form of professional businessperson, and you need to identify and develop new clients, then this course is for you This is part 1 of a two-part course on selling skills for professionals. In Part 1 I cover prospecting, that is identifying potential future clients and making the initial approach. In Part 2 of Selling Skills for Professionals, I cover the sales process once you have made contact with a potential client.

Selling Skills for Professionals covers high involvement purchases where the commitment is a significant one for the purchaser. This covers relatively expensive business investments, but also purchase agreements that the purchaser feels will have a significant impact on their business – for example engaging an accountant or a lawyer, or a management consultant, and so on.

With a high involvement purchase, the client typically will consider a range of alternatives; will review a variety of information sources; and will evaluate product and service attributes in detail. This means that there is a relatively high barrier to surmount to get the potential client’s attention. A solid approach to prospecting and a well-structured sales process can increase that conversion rate and enhance your success in securing clients who will remain with you for the long term. That is the purpose of this course.

I hope you enjoy the course.

Course Content

4 activities • 14 videos • duration: 1h 31m

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Module 1: First Principles in Selling Professional Services-Part14 videos • 29 min
  • videocamSelling Skills for Professionals Prospecting Intro
    Duration 2:46
  • videocamL1 Introduction Agenda and The Five Rules of Selling Professional Services
    Duration 7:36
  • videocamL2 The Five Rules of Selling Professional Services
    Duration 9:36
  • videocamL3 Branding
    Duration 9:04
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Module 2: Getting Ready to Prospect-Part13 videos • 18 min
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Module 3: Making the Approach-Part17 videos • 43 min
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Course material-Part11 quiz

Your Instructor

Ross Maynard

Business author and consultant, specialising in performance measurement and improvement

menu_book63 courses
star3,909 reviews

I am a Fellow of the Chartered Institute of Management Accountants in the UK and work as an author of business courses and a process improvement consultant. I have over 30 years' experience and live near Stirling in Scotland, with my wife, daughter and Cocker Spaniel. I aim to make my courses accessible and understandable. My courses focus on business topics including KPIs, performance measurement, approaches to business improvement, Agile and Lean. I hope you enjoy my courses.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.4 out of 5
Student's Choice
14 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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