Strategic / Targeted Prospecting – Advanced Training

Overview

This session is designed to help attendees utilise Client Sense to strategically prospect (companies or individuals known or unknown to the firm) by Industry, Location or Company size.

Being selective and utilising your existing relationships is now more important than ever. Clients are in need of industry expertise and advice from people they can trust.

We will cover how Client Sense can be used alone, or in conjunction with LinkedIn Sales Navigator to take strategic / targeted prospecting to the next level. This session will show you how your firm can identify and start to target your ideal clients. How you can identify existing relationships and track progress into those client organisations.

This session requires attendees to either have undertaken prior Client Sense basic training or to have existing hands-on experience with the Client Sense solution.

Agenda

– Identifying ideal clients
– Developing prospect lists
– Assessing existing relationships
– Tracking the progress with those identified prospects

Registration

After registering, you will be sent an Outlook meeting invite within 24 hours. This will include the Zoom meeting connection details. This training is provided at no cost as a part of your Client Sense subscription.

For local training sessions outside of Australia, New Zealand and Asia, please contact us here.