How to Create Your Sales and Marketing Plan

Is your boss looking for a written sales plan?

Is your empty calendar making your heart race?

Do you want to be the top producer in your agency this year?

Do you need to earn more money for your child to attend private school?

Don’t panic!  Help is just two hours away!

Producers and Sales Managers will learn how to:

1. Assess their current situation and determine realistic goals
2. Establish retention, growth, and referral strategies
3. Identify and cultivate prospects that meet your “best” client profile
4. Create a personal development plan to strengthen sales and people skills

Handout materials are available through download and include:

1. Sales and marketing game plan worksheet
2. Recommended resource books and web sites
3. Excel™ tracking forms for prospects and clients
4. Sales activity summary form to monitor prospecting and proposal activity
5. Emily’s 6 Principles for Sales Success

This two-hour, two-CD recording benefits:

• New Producers
• Producers who want help developing a written sales plan
• Sales managers seeking an activity-based plan to monitor producer progress

What people said about this seminar:

“Once again, Emily Huling Kicks “But.”  This seminar was well worth it.  Our producers have a track to run on for sales success in 2005 and I have monitoring tools.”

                                                                                                Sales Manager, FL

“All of our producers sat in on the seminar.  We’re using your model for our 2005 written sales plans. Thanks!”

                                                            Agency Business Development Coordinator, MI

“This step-by-step approach has made me review where I’ve been and where I’m going.  I feel confident I can execute the strategy I created.”

                                                                        Personal Lines Producer, SC

“My old sales plan focused only on revenue goals.  Your sales plan gives me what I really need – strategies and activities to accomplish my goals.”

                                                                        Commercial Lines Producer, MD