1. Planning Sales & Marketing for
2014
Copyright 2014: Trudy Phillips Consulting
ht 2012 - Trudy M. Phillips

2. Sales vs Marketing
• They work together- they do not work
independently of each other.
• Definition of Selling
• Definition of Marketing
Copyright 2012 - Trudy M. Phillips

3. Organize
• Use a Contact Relationship Management
(CRM) software
• Review Revenue/Sales from 2011-2012 to set
2013 goals.
• Understand the Sales Cyle.
• Know your competition.
• Understand your products/services.
Copyright 2012 - Trudy M. Phillips

4. Refine the Plan
• Strategy to accomplish goals
• Identify
Copyright 2012 - Trudy M. Phillips

5. Let’s Look at You
• What is holding you back?
• “To open yourself to the unknown means
cutting the ground from under your familiar
actions and habits" writes Deepak Chopra .
• Fear, Introversion/Extroversion
Copyright 2012 - Trudy M. Phillips

6. Plain Talk
• Practice listening closely, engage them in
conversation
• Listen for the pain
• Don’t talk or stay too long
• Don’t ignore possibilities, don’t prejudge
Copyright 2012 - Trudy M. Phillips

7. Follow-Up
• How many times to Follow Up?
• Don’t forget to say Thank You
Copyright 2012 - Trudy M. Phillips

8. Finally
• This is the best time of year to be thinking
about your business for the coming year.
Copyright 2012 - Trudy M. Phillips

9. Top 3 New Year Resolutions
• Organize
• Budget
• Lose Weight
– What? How can my business lose weight?
Copyright 2012 - Trudy M. Phillips