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Outline

Background of financial services sales and the need for a playbookspan

Overview of what a sales playbook is and its purposespan

Identifying key stakeholders

Crafting a sales strategy

Setting goals and objectives

Developing action plans

Establishing team roles and responsibilities

Creating a timeline

Training Team Members

Establishing a Communication Plan

Utilizing Technology

Tracking and Monitoring Progress

Summary of the benefits of having a sales playbook

Suggestions for continued success

Conclusion

Dive into this short course that will leave you with better ideas and actionable insights on the importance and how to create a sales playbook for Financial services sales. 

Crafting a Winning Sales Playbook for Financial Services Companies

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A course about how financial services companies can create repeatable and efficient sales playbooks. Include step-by-step instructions to the learner on how to create their own sales playbook. 

Dive into this mini-course to see why and how to create killer sales playbooks for Financial Services companies 🚀 
Created by JP Cardona, Co-founder at ABroad Solutions