Episode #77: Best Practice Using Sales Materials

If we are presenting a brochure, flyer, price list, hard copy slide deck or any other typical collateral item, then we should adopt best practice for greatest success. Have two copies always, one for you to read and one for the client, unless you are a genius of reading upside down (which by the way seems to include all Japanese!).

At the start, put your copy to the side for later if you need it and turn the client’s copy around to face them. Then proceed to physically control the page changes of the document.

Don’t just hand it over, if you can avoid it. You want to walk them through the pages, under your strict supervision. There is usually a lot of information involved and we only want to draw attention to the key points. We don’t receive unlimited buyer time, so we have to plan well. You don’t want them flicking through the pages at the back and you are still explaining something up the front

By the way, don’t place any collateral pieces in view of the client at the start of the meeting. Keep them unseen on the chair next to you or in your bag. Why? We want to spend the first part of the meeting asking solid questions to uncover their needs. Don’t distract the buyer from answering your questions – this is vital to understanding their business and their needs.

As we hear their answers we set off a chain reaction. We mentally scan the solution library in our brain and start lining up products for them. The details will be in a brochure or a flyer etc., but by showing them at the start we will distract the client. It also implies I am here to sell you something. What is our mantra? Everyone loves to buy but nobody wants to be sold. Keep the sales materials out of sight, until you absolutely know what you will need.

If we hand over the sales materials at the start, they will be reading something on page five and you will still be focused on page one. If you allow this to happen, control of the sales conversation has been lost. The salesperson’s key job is to keep control of the sale’s talk direction, from beginning to end. If you can’t do that, then selling is going to be a tough employ for you.

After placing the document in front of them, facing them, pick up your nice pen and use it to show them where to look. There are many distractions on any single page, so we need to keep the show on the road and them focused on the key items. Our pen is our navigator.

Know where the items of most interest in your materials are located, based on what you heard earlier and skip pages that are not as relevant. Do not go through the whole thing, from beginning to end. You want them focused only on the most relevant and interesting elements of your presentation. Also you have to narrows things down, because you just don’t have that much time available to you.

Action Steps

1. Control the reading flow of the presentation document
2. Use you pen as the navigator through written materials
3. Only show the materials after you have had your questions answered and know what they want