Prianka's Sales Process
Upgrade
New Business
1M - 10M Company, No E-commerce Platform
Partner
1M - 10M Company, Competitors Platform
1M - 10M Company, Custom Solution
Over 1 M
Under 1 M
Involved in the process
Not involved in the process
Schedule an initial discovery call
Research prior meeting
Google(other channels, facts)
E-commerce Growth, Traffic, Trends
Front-end Promotions, User Experience
Shopify Tools and Apps
- Who are you talking to
Decision-Makers
Key Influencer
Value Conversation 1. Experience so far/Growth Plans 2.Ask if this something now to switch or later
Later
What are they looking for now? If something later, should we wait? If that not certain and could be pursued to move now. 2. Plus features 3. Impact the business
Now
- Plus features conversation
- How would this impact your business
- Timeline to Switch
4.Book a follow-up meeting
Not interested now - general follow-up and set reminders to follow up in the future
Possibly Interested - Follow-up with summary of calls and key strategies
Follow-up email summary of calls and key strategies
Follow-up meeting: Decison
YES: Ts & C
Not interested now - Ask why, what value are they not seeing and reframing the solution.
General follow-up and set reminders to follow up in the future
Value Conversation 1. Experience so far/Growth Plans 2.Ask if this something now to switch or later
Later
What are they looking for now? If something later, should we wait? If that not certain and could be pursued to move now. 2. Plus features 3. Impact the business
Not interested now - general follow-up and set reminders to follow up in the future
Possibly Interested - Follow-up with summary of calls and key strategies
YES: Ts & C
Not interested now - Ask why, what value are they not seeing and reframing the solution.General follow-up and set reminders to follow up in the future
Now
Try to schedule a call with whole team
- Plus features conversation
- How would this impact your business
- Timeline to Switch
4.Book a follow-up meeting with rest of team
Follow-up email summary of calls and key strategies
Second Meeting; 1) Pitching Value & Strategy 2) Timeline 3) Follow-up call
Summary of Call Email
Final meeting: Decision
Not interested now - Ask why, what value are they not seeing and reframing the solution.
General follow-up and set reminders to follow up in the future
YES: Ts & C
Schedule an initial discovery call and determine what type of small buz
Flash Growth (1-6months)
Been on Shopify for more than 2 years, still small
E-commerce not their main channel, but looking to grow
Follow to UG process above
Focus on: MSM Help - possibly bringing in MSM, Conversions and Optimization
Might not be a good fit, dig into if they looking for particular feature ex. wholesale (offline), growth, clone stores before going through UG process