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The Balancing Act: B2B Sellers and the Quest for Effective Planning

In the fast-paced world of modern B2B sales, there's an undeniable truth: time is scarce, and planning for ever decreasing prospect interactions has become a formidable challenge. Amid this hustle and bustle, there's a perplexing trend emerging – bosses demand planning but often provide minimal assistance. However, the key to success lies in identifying and utilizing reliable technology solutions and crafting efficient plans that won't consume endless hours, and tempt you to second guess yourselves, because let's face it – your boss may not even read them!

The Technology Advantage

In today's digital age, technology can be our best ally – or our worst enemy - in how we plan our time and get prepared for our prospects. We have access to a myriad of technological tools designed to help with our planning and our thinking. And therein lies part of the problem – the Paradox of Choice!

You're racing against the clock, managing multiple leads, attending meetings, and staying updated with industry trends. In this whirlwind, finding time to plan & strategize for prospect interactions becomes a luxury. Yet, it’s no longer acceptable to wait to talk to the prospect to gather info on their challenges – they expect you to know at least some of these “before” you meet!

Now, here's where it gets trickier. Your boss expects well-thought-out plans for each prospect call or meeting. They want detailed strategies, objectives, and tactics. They demand that you walk into every interaction with a clear roadmap.

The Importance of Having a Plan

While it's crucial to have a plan for prospect meetings, it's equally important to recognize that the content of the plan isn't always the primary focus. In many cases, what matters most is that you have a plan to show to your boss. Why? Because your boss, like many others, may not have the time to dive into it, in detail. They want assurance that you're prepared and have thought through your approach. So do you, by the way. A well-structured, concise plan can instill confidence and demonstrate professionalism.

Efficiency is Key

Efficiency is paramount. You can't afford to spend hours crafting elaborate plans for each prospect interaction. Re-inventing the wheel, so to speak. Instead, the emphasis should be on creating plans that are effective yet time-efficient. The trick is finding & combining the right tools to help us.

The resulting plan can be simple and original. You’re happy, as you know what the agenda is – what you need to get out of the meeting and what you believe the prospect needs from you, particularly so you can start to create preference in their mind. The prospect will have a better experience as you won’t be winging it! By the way, prospects don't like to get the sense that a meeting has not been planned. They'll rightly feel less important.

Finally, you’ll be able to enjoy the luxury of balancing consistency and originality. Having plans for different phases of the buying cycle that remain steady while reflecting the unique circumstances of each prospect.

Shining the light

Success in modern B2B sales lies partly in your ability to "find an edge." The use of technology and the ability to craft efficient plans that work within our fast-paced environment represents such an edge. While your boss may not have the bandwidth to scrutinize every detail, having a well-structured plan at your fingertips is invaluable. It's about leveraging technology to work smarter, not harder, and presenting plans that showcase your readiness for prospect interactions. So, equip yourself with the right tools, streamline your planning process, and remember that in the world of B2B sales, time is money.

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