(Coming Soon) Sales 101 and What you Need to Know about Client Servicing

Sales 101 & Client Servicing: Building Value-Driven 
Relationships That Convert 
Audience: Early-career sales professionals, entrepreneurs, client-facing staff 
Delivery Mode: Interactive online session (Zoom/Teams) or recorded 
Duration: 90 minutes 


Learning Objectives 
By the end of this session, participants will: 
• Deepen self-awareness about their money mindset and how it impacts sales. 
• Understand how to identify client needs and offer value through a “freemium” approach. 
• Learn how to leverage free talks and consultations to generate leads. 
• Practice the ABC (Always Be Closing) mindset authentically. 
• Gain skills in asking high-impact, client-centered questions to build long-term trust. 


Course Outline 
[0–10 min] Welcome & Context Setting 
• Quick icebreaker: “If you were a product, what would your tagline be?” 
• Overview of objectives & flow 
• Framing the training: Selling ≠ Pushing → Selling = Serving 

[10–25 min] Module 1: What’s Your Relationship with Money? 
• Brief guided reflection: “What did you learn about money growing up?” 
• Group sharing: How do our beliefs about money affect the way we sell? 
• Mini-lecture: Scarcity vs. Abundance Mindset in Sales 
• Key takeaway: You are not selling for your worth — you’re offering value. 

[25–45 min] Module 2: Client-Centered Sales – What Do They Really Want? 
• Mindset shift: Stop selling features, start listening for needs. 
• Framework: Value Mapping Mini-Consultation (Freemium) 
o Ask smart questions 
o Reflect value 
o Offer insights without pressure 
• Role-play breakout: “Free Consultation” simulation in pairs 
• Debrief: What landed? What felt forced? 

[45–65 min] Module 3: Give Value First — Free Talks & Getting 5 Sign-Ups 
• Strategy: Host a free session → provide real insight → convert with intention 
• Exercise: Design a 10-minute free talk (topic, takeaway, next steps) 
• Tactic: End every talk with two asks: 
1. “What’s the greatest value you got from this conversation?” 
2. “Would you like support in solving [specific challenge]?” 

[65–80 min] Module 4: The ABC Mindset — Always Be Closing (with Integrity) 
• Debunking the myth: Closing ≠ Pressuring 
• ABC = Always Be Connecting, Clarifying, and Converting 
• Tools: Soft closes and call-to-action phrases 
• Practice in pairs: “Ask for the meeting” confidently 

[80–90 min] Wrap-Up & Final Q&A 
• Prompt: “What support do you need to succeed in your sales journey?” 
• Group reflection: “What was your biggest insight today?” 
• Next Steps: 
o Free Talk Challenge: Schedule and deliver one free session this month 
o Personal ask: Who are your next 5 people to offer value to? 
o Sign-up for the Level 1 course!