Selling with Insight Worksheet



The best B2B sales conversations provide insight that solve a problem for a prospective customer. How does your sales team engage customers today? How do salespeople view themselves in their role? Do you need to prepare your sales team to engage more insightfully?

Use this worksheet to think through five components of selling with insight. Define the identity change you need to create. Determine the right buyer. Pinpoint the right time for a sales conversation. Build the right sales message, and finally, create the interactive dialogue for the right sales conversation.


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