Professional Documents
Culture Documents
Workbook_ How to Structure Your Sales Operations (2)
Workbook_ How to Structure Your Sales Operations (2)
“Brand beats sales every day. Sales is just bad branding.” -Gary Vaynerchuck
Every financial activity in your business, whether it's a service, a product, or a combination of
both, contributes to your brand image. This image, especially in the digital realm, directly
influences how the public perceives you. Every tactic, technology, or strategy you employ
communicates something to your audience, which can either encourage or discourage their
purchasing decisions.
So let’s take this under consideration, and address this problem head on. Your business’s brand
is simply the story of your client’s problem, your solution, and the relief they experience from
your solution. Your ability to communicate this is directly proportional to your business’s financial
success. Salesmen understand this on a micro level, and large corporations understand this on
a macro level. The salesman at the cell phone store knows if he can get you to believe that your
technical problem is dire enough, you’ll accept his company’s solution to fix your problem, and
he’ll get a commission.
Do you appear to your audience like you know the solution to their problem or like you care
about their problem? Is any part of your communication intentionally communicating this to
them? Is there proof of this on your business’s digital footprint?
If the answer isn’t yes to any of those three questions, then this workbook is for you. If you’ve
ever wondered what the actual work looked like without all the fancy automation and tech, but
still want to use it... Then this workbook is for you. It’s going to radically transform how you
approach new buyers. If you can answer yes to some or all of these questions, then this may be
a very helpful reference guide for you. In this workbook, you’ll see the exact examples I used to
get results in my personal life. In either case, I hope you enjoy the experience :)
Module 1: The Brand
First and foremost, we emphasize the importance of knowing your audience – the
cornerstone of a compelling service offer. By defining your ideal customer's
demographics, understanding their needs and challenges, and identifying their preferred
communication channels, you lay the groundwork for a service offer that resonates
deeply with your target audience.
With a clear understanding of your audience in place, we move on to explore the key
elements of crafting a compelling service offer. From clearly defining your service and
translating its features into benefits to articulating a value proposition that encapsulates
the core value you provide, each element plays a crucial role in shaping a service offer
that stands out in a crowded marketplace.
Furthermore, we delve into the intricacies of developing a strategic pricing strategy that
reflects the true value of your service. By conducting a cost analysis, focusing on
value-based pricing, exploring different pricing models, and being open to testing and
optimization, you can ensure that your pricing strategy aligns with the transformational
outcomes your service delivers.
But crafting a stellar service offer goes beyond just defining your service and setting a
price. We explore the importance of offering compelling service packages tailored to
different client needs and budgets. By creating tiered packages, including value-added
services, and ensuring clear differentiation between packages, you empower clients to
choose the option that best suits their requirements.
Now when it’s said that you need to find your ideal client, what exactly does that mean?
Remember this formula: Main Problems + Solution + Promise = YOUR BRAND.
Example:
Main Problems: “When I was trying to [do this] at the start, I…”
1. Can’t think straight enough to wrap my hands around the topic and execute with any real
efficiency
2. Was stuck in analysis paralysis
3. Felt desperate for results ending in sabotage
4. Kept finding newer and newer tactics and systems to learn to make things run better, but
they were rarely compatible
5. Would waste time
6. Was not really sure what all running a business entailed, and it was a horrifying
prospect, and wasn’t really sure I was built for it.
7. Failed many times
8. Questioned if I had ADHD often
9. Would have a packed calendar, but in reality I could blow them all off and nothing would
change in my business.
10. Kept having to refocus on other things in life
Now that you’re clear on what your brand is, we need to be clear on who this brand is
for..
Example:
Now that we know those things, it’s time for the most important one. Why are YOU doing
this? Now, I, personally, don’t know what exact combination of things that are motivating
you, but I am aware of one of them: to make money.
Having a motivation to make money, and being transparent about this, for some reason, is a
taboo subject amongst many entrepreneurs. Yet, it’s also widely accepted that all must have a
profession and earn their own living. While the obvious middle ground is to simply provide
valuable services to earn the equivalent financial compensation, it’s important to note here
because as stated earlier trust and transparency are a vital part of your brand. While it’s not
necessary to actively market your financial desires to your buyer, it is necessary to put critical
thought into this when crafting your brand: How much money does this brand need to
generate?
It’s easy to copy a salary from a profession similar to your brand, or to believe wholeheartedly in
your entrepreneur spirit and double or even triple that number and work from there, right? Yet
the obvious conflict here is greed, or the dissonance between wants and needs, ideally vs
practically. So what do we do?
We become clear on our situation. How much does it cost to deliver this service/product? How
much time does it take per delivery? What are my monthly personal expenses? Again, I can’t
guess what your financial needs are, but I know you need them covered. So we find a
sustainable base, and we increase it from there.
There are still a few more things to consider before settling on a good price to charge (if you’re
not set already), so let’s revisit this later in the workbook.
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
2. Solution:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
3. Promise:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
4. Value Statement: I help [this kind of person] with [this problem] by [solution].
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
7. What are the costs associated with delivering your product/service?
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Module 2: Service Offer Details
Now that we know what the brand is, and who the brand is for, let’s focus on the brand’s
value..
This module is really all about “algorithm development”. If you have any background in
programming or tech, you’re probably very familiar with this concept already. Say you’re making
a peanut butter and jelly sandwich.. Most people follow a similar process with slight deviations in
technique or application. Step 1, get the bread; Step 2, get the peanut butter; Step 3, get the
jelly; Step 4, get the knife; Step 5, take the bread out of the bag; Step 6, place the bread on the
counter; Step 7…
All the way until you have your completed sandwich. Now, one thing you might notice or think is
that making a sandwich like this doesn’t take this many steps. And you’d be both correct and
incorrect. The purpose of algorithm development isn’t to say “This is the sole and absolute way
to accomplish this task”, it’s to say “This is how I do it.”, and that’s more documentation-oriented.
This is why it’s important to know what your brand is, so you can clearly define it, so you can
clearly communicate it.
For example:
Say we’re creating a service based off of the “Total Sales Overhaul” brand.. (which this was
originally supposed to be). If I’m face to face with my customer, and they ask me:
I need to be able to give a clear and consistent answer. What am I willing to promise? In this
case, it might be something like…
If this were an e-course, I might state those things that I’m willing to promise as “Learning
Objectives”. For whatever format your product/service will be in, it’s crucial to communicate
exactly what you intend to deliver, so it’s clear what value the buyer will receive.
To make things simpler, you’re communicating the details of your SOLUTION to their
PROBLEM. We’ve done most of the work here in Module 1 by defining our solution, their pain
points, and even thinking further on the production process by listing their costs. Notice here,
how your offer is typically another restatement of your brand (problem + solution + promise =
brand).
MODULE TWO ACTIVITY:
1. Describe your product/service offer in as much detail as possible. (Your Promise)
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Module 3: Prospecting List and Outreach:
Now that you know what your brand is, who your brand is for, and what it’s value is. We
need to focus on our “Get, Keep, and Grow” strategy.
Get, Keep, Grow is what it sounds like. It’s your plan to get new buyers, keep them in good
rapport with your brand, and to grow that rapport to new levels of engagement. This is typically
conceptualized as the actual sales cycle. Many businessmen and salesmen are already familiar
with this process.
Sales cycles for service based businesses typically use all five of these steps, but for product
based businesses, many can get by with only using a few of these steps.
For this module we’re just going to focus on prospecting. Your business is going to have
different channels you use to communicate your brand to your audience, and you’ll want to
identify them so you can identify exactly what number’s you’ll need to hit. There’s lots of ways to
find your buyers, but I’m going to list ones that are free to do as well as a few paid solutions.
This is where almost ALL of the real work is. Nothing you do will matter if you don’t proactively
go get prospects to contact, qualify, and close!
So we’re going to work with 3 main prospecting and outreach channels: emails, DMs, and posts.
We’re responsible for making them aware of us, and enticing them to buy us. Remember this is
a numbers game, so as long as we are consistent with our messaging and our outreach, things
will work out fine! A good outreach day for this plan is 100-200 prospects contacted a day for a
sales goal of four sales a week.
An expected positive response rate to your outreach is around 5%, so don’t be discouraged if
the conversations don’t go as hoped. The goal in conversation is to move them to the next step
in the sales cycle, which in this case is to click on the link after I’ve confirmed they’re a good fit..
Email - get prospects started. Cover lots of ground fast. Can buy credits to unlock emails.
DM - the slowest prospecting method but almost the same effectiveness as face to face
interactions as long as genuine conversation is mimicked.
Posts -most unreliable methods for the short term. Can also cover lots of ground fast with viral
content. Almost no work for very high engagement when in alignment with the ideal client
profile. This method is most effective when outputting content at high levels and at a consistent
rate. Can typically be turned into targeted ads to reach large audiences.
Step 1: Schedule 5 posts for the week to go into the groups and pages of your choice. They
should all have calls to action for engagement.
Step 2: Periodically check on these posts, and respond to and DM commenters
Next thing to consider is “Sequencing”. Bonus tip, simply sending out the communication is not
enough to move enough traffic through your sales funnel to close your offer. To be more
consistent in your sales process, you need to create “Sequences” for each time you contact
somebody to keep track of your relationships and sales volume. Not everybody is going to
respond to you immediately, and if you forget about them you just missed out on a potential
buyer! The most common tools for these are CRMs, you can do this manually or use any free or
paid CRM!
This way you can ensure that you are reaching the recommended 7-12 touches till close for
each contact you’ve prospected. You put as little or as many tasks in your sequence as you’d
like. Sequencing for DMs (and cold calls) is very similar.
When most people think about sales, they think of a salesman on the phone talking to
somebody trying to convince them to buy their product/service. This is probably the image you
have when you imagine you might have to do something similar. While your business model
might not start out with a phone sales channel, it will definitely need a direct outreach strategy.
Whatever method you choose to directly reach out and contact your prospect, you need to keep
these concepts/formulas/metrics in mind:
B. Communication of Value
(# of link clicks) .
(# of lead magnets sent) → Engagement Rate (50%)
(# of sales) .
(# of link clicks) → Close Rate (25%)
So, let’s say that we want to hit $6k/mo in revenue. And say the target metrics you want
or Key Performance Indicators (KPIs) you are looking for are a 5% positive response rate,
a 50% engagement rate, and a 25% close rate..
‘How many people would you need to reach out to in order to meet your sales goal within your
time frame? Let's look at the variables:
So, if our goal is to generate $6k/mo in revenue, let’s work backwards. 6000/375 is 16 sales a
month. Now, we know both our sales goal and our target closing rate. At this point, it’s simple
algebra. That means we need around 64 clicks from engaged prospects to hit our goals. Which
means we need to send at least twice as many lead magnets out as we need clicks (128).
And this brings us to the metric that we can control, our outreach. To have the opportunity to
send 128 lead magnets effectively, we need to be sending out around 2,500 DMs. And we
simply tweak this formula till it's optimized for your brand.
These formulas work with all of the outreach channels, yet it’s the most straightforward with
DMs and Phone calls. It’s important to note here, that while your goal IS 2500 DMs/mo, with a
5 day work week on this, that’s around 128 DMs a day. Put a better way, that’s 2500 leads that
you bring into your business that you are RESPONSIBLE for keeping track of, and following up
with in your sequences.
It’s also important to make sure you’re keeping track of your KPIs to make sure you’re on target
for your goal. If you send 100 DMs, and at least 5 of them don’t give a positive response, you’ll
need to go back and check your messaging or your ideal client profile. Because this is so
important, many entrepreneurs are tempted to continuously workshop their messaging, and
while this IS a good habit to have, you shouldn’t change your messaging simply because it
hasn’t been performing for a week or two, it’s often better to wait the month out to get a full
report on the effectiveness of your entire operation before changing up your approach.
And with these same formulas, playing around with them with different numbers, you can find a
good price to set for your value/service for your situation and motivation.
b. Hashtag 2: ________________________
c. Hashtag 3: ________________________________
4. Add 500-600 contacts to a spreadsheet.
5. Write the first message you’ll send to a prospect (For DMs):
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Module 4: Messaging
Now that we know what our brand is, who it’s for, what it’s value is, and our “Keep, Get,
Grow” strategy…. What exactly do we say to these people? It’s one thing to know it for
yourself, and another to know what to do… but how do you do it?
I’ll be real with you, at this point, either you’re adept at copywriting or you are not. If you want to
emulate that skill, you have four options:
1. Leverage technology
2. Outsource/Hire the skill
3. Learn the skill yourself
4. Do the best you can
And while the best strategy is typically some combination of all the options.. You’re here
because you’re tired of trying to figure this all out.
So let’s use ChatGPT, then edit it how you’d like. The free 3.5 version is plenty for this. The
reason I had you answer those questions about your brand is because you’re going to copy and
paste these prompts along with your answers to have ChatGPT act as a free copywriter for your
business!
Prompts:
1. Using the format: “Problem, Solution, Promise, CTA”, and these values [item from
Module 1 problem list, item from Module 1 solution list, Module 1 promise list, Module 1
cta list] to generate a story/script for a post on [platform]. It’ll be a [text/video/post] post
Use these to come up with both content ideas, and paste your messaging below so store for
when it’s time to create content and start your outreach. Add at least one to each section so you
have something, but this is your methodology for generating quality content at scale that’s
consistent and tuned into your brand. And if you’re not already, get comfortable using
ChatGPT and ai tools and coming up with your own prompts. THEY ARE YOUR FRIEND!
Don’t fully rely on them, just be sure to make full use where you can.
You’ll get a result like this (just be sure to verify and make edits before using them):
Now, make your content out for your first week or month OR schedule a time to do it.
Now, we’ve covered our messaging for our social media channels, but what about our
other outreach channels? We do the exact same thing! Here’s an example of some content
that I’ve generated and even used by coming up with prompts (very similar to the one I shared
with you) tailored to my needs. There’s a few examples listed below.
1. Email Messaging
Subject: Elevate Your Sales Strategy for Free: Exclusive Offer for New Vendor on Fiverr
Hey {{FirstName}},
Sorry to get right to it, but I need your help. As a new vendor on Fiverr, I'm thrilled to introduce
you to our Total Sales Overhaul Package—a comprehensive solution designed to transform
your sales approach from the ground up.
We're extending a limited-time offer exclusively to you: a free access to our Total Sales
Overhaul Package in exchange for your honest feedback and review.
This offer is ideal for both seasoned service providers seeking consistency and startups lacking
direction or working with tight budgets. As a solo entrepreneur or business owner aiming for
automation and scalability, this opportunity is tailored to help you achieve your goals.
Please note that our package isn't suitable for businesses relying solely on one prospecting
channel, idea generation, or merchandise sales. We believe in diversifying strategies for optimal
results.
Ready to embark on your sales transformation journey at no cost to you? Simply fill out the form
to claim your complimentary access.
Warm regards,
Jyasi' Davis
www.linktr.ee/genusglobal
Hashtags:
1. #SmallBusinessSupport
2. #Sales
3. #ServiceProviders
4. #BusinessMindset101
5. #BusinessPlan
Struggling with game sales? Exciting news – we're launching a new service to make sales and
marketing more accessible for game devs! Introducing our Total Sales Overhaul Package! From
finding your perfect players to delivering results, we've got the roadmap to success!
Are you tired of navigating the maze of sales and marketing strategies for your games? We hear
you! That's why we're thrilled to announce a brand new service designed to make sales and
marketing more accessible for game developers like you!
🚀
Introducing our Total Sales Overhaul Package – your ultimate solution to skyrocketing game
sales and reaching your target audience effortlessly!
But here's the kicker – we want YOUR input! Drop a comment below with your biggest
💬
challenge when it comes to game sales and marketing. Whether it's reaching your audience,
tight budgets, or simply feeling overwhelmed, let us know!
🎮✨
We'll be reaching out via DM to chat further and see how we can help you overcome these
challenges and take your game to the next level!
Rejection is one of the main obstacles any salesman or businessman encounters. Many simply
remind themselves of the saying “For every 1 yes, there are 99 nos.”, making the task before
them a numbers game. Which is true, but if we’ve truly done our work up to this point diligently,
the people that told us no are actually OUR REAL AUDIENCE.
As entrepreneurs delivering value to their buyer community, we should tune into our audience to
find out WHY, and adjust accordingly.
Imagine you’re playing the old game “Snake”. If you move in a straight line, and never adjust
your path, you’re bound to get some pellets here and there. But we know the way the game is
played skillfully is when you adjust course to find each pellet you can. And that’s what knowing
your rebuttals will help your businesses do.
One other very important thing that knowing your rebuttals will do is it will help you create better
content! Each rebuttal is another aspect of your solution, more details about their problem,
another opportunity to affirm your solution can solve their pains.
MODULE FIVE ACTIVITY:
1. As you continue your outreach, keep note of any objections that come up, and list them
all here:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
2. Provide a response to each objection. Put each answer down below here:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
3. Make new content using your format from your responses to these objections, put your
ideas down here:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Example: [ https://forms.gle/ZwTq5HNJGYwsMp699 ]
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
Example:
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________