(Coming Soon) Sales 101 and What you Need to Know about Client Servicing
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General
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Overview
Overview
Sales 101 and Client Servicing: Building Value-Driven Relationships That ConvertÂ
Audience: Early-career sales professionals, entrepreneurs, client-facing staff
Delivery Mode: Interactive online session (Zoom/Teams) or recorded
Duration: 90 minutes
Learning ObjectivesÂ
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 OutlineÂ
[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?Â
• 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?Â
• 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-UpsÂ
• 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)Â
• 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&AÂ
• 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!
Audience: Early-career sales professionals, entrepreneurs, client-facing staff
Delivery Mode: Interactive online session (Zoom/Teams) or recorded
Duration: 90 minutes
Learning ObjectivesÂ
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 OutlineÂ
[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?Â
• 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?Â
• 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-UpsÂ
• 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)Â
• 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&AÂ
• 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!
