Banyan Tree Strategies
  • HOME
  • SERVICES
    • Strategy
    • Tactics
    • Execution
    • Sales
    • Teams
    • Leadership
    • Executive Coaching
  • CONTENT
  • NEWSLETTER
  • ABOUT
    • My Story
  • CONTACT US

Sales

Build a customer acquisition timeline and set up measurements and milestones to better predict future financial results. No more stories!
Learn More
Strategy
Tactics
Execution
Sales
Teams
Leadership

Sales Overview

Sales is the pursuit of the possible amidst the clouds of uncertainty.  To sell is to believe.

Acquiring a highly customized and profitable new customer is vital for a company.  Building a system to repeatedly deliver a quality customer is a study in the combination of administration and tension.

Any company that has hit a plateau in revenue should consider a review of their customer acquisition processes.

The combination of people and technology can have a positive impact on your abilities to on-board the right customers. Building a highly unique customer base is the key to a sustainable company.  A sales process that clearly separates the good customers from the bad ones can change your future.
Vertical Divider
Sales Processes:

  • Who is your customer?
  • Are they aware of your offer?
  • How should you engage them?
  • What are the best steps to on-boarding a new customer?
  • What will it be like for them as a customer?
  • Who should your new customers tell about how we have changed their lives for the better?​
Learn More

Case Study - Sales

Client Question:
How do I get my farmers to hunt?

Sales Case Study PDF

The Issue:
A mature RIA firm had a very high close ratio but was not meeting with enough prospects to reach their goals.  The professionals were well trained but did not have a system in place to efficiently prospect and manage current clients. 

​The Steps:
We had three meetings over a 90-day period of two hour each, so the professionals could practice what they were learning and bring back feedback.  We outlined how to use social settings to get the best influencers and prospects to a comfortable environment.  They were then equipped with the right language and tools when speaking to a high value prospect.  

The Outcome:
Within 180 days the amount of assets in the pipeline of the firm tripled. The close ratio stayed high and the firm was able to hire a new adviser.    The team was brought together by their common language and habits, and the enterprise value of the business grew substantially.​
Vertical Divider
Company Concerns:
  • Not enough metrics
  • Hate wasting time
  • How to differentiate in a red ocean

Lessons Covered:
  • Teach a system and a process
  • Increase an output metric
  • Practice new questions
  • Setting up a calendar
  • Become a commercial teacher
​
Take-A-Ways:
  • Face to face meetings matter
  • Being out of the office and staying efficient requires planning
  • A firm with a sales process that is proven is worth 25% more than one that grows by acquisition

What Would Your Business Be Worth If You Doubled Your Meeting Count?
Back to Services Home Page
Banyan Tree Strategies  510.246.1446
© 2018 All rights reserved - Banyan Tree Strategies
Picture

Subscribe to our mailing list

  • HOME
  • SERVICES
    • Strategy
    • Tactics
    • Execution
    • Sales
    • Teams
    • Leadership
    • Executive Coaching
  • CONTENT
  • NEWSLETTER
  • ABOUT
    • My Story
  • CONTACT US