Maximum length allowed for Part I is 3 typed pages. Single spaced is okay. Be clear and concise.
Include the bolded phrases (sub-headers) below and follow the outline.
Don’t use complete sentences (e.g., Use “In business for 20 years” instead of “We have been in business for past 20 years”).
Components
My product and firm
Product/service (list your product’s name here)
Outline information about the product/service you are selling (what it is, how it works, how the buyers would use it). This should be written in easy-to-understand language (e.g., don’t copy this out of a brochure or technical product description). Don’t list the pros and cons of your product here.
My company (list your company’s name here).
Outline information about the company you are representing (e.g. number of plants/offices, image, size, anything else that will be helpful for the buyer to know).
My Buyer
The buying firm and the buyer (list the buying firm’s name here)
Outline information about the company you are selling to. Give enough information so that the buyer can understand what the buying firm does and what product/service it is currently using (that you will replace with your product/service). Remember to include the title (and brief job description) of your buyer.
Buyer’s needs
Buyers’ Needs – Outline information about your buyer’s needs with regard to your type of product as far as you understand them now. You MUST provide enough information for the buyer to answer your needs identification questions generally understand the situation. Note: only list about two basic needs.
Buyer’s Customer’s Needs – If you’re selling something that will be resold (e.g., you are selling Hunts Ketchup to Sam’s for them to sell to the public), include here the needs of your customers (e.g., person who walks into Sam’s to buy ketchup).
What you’ve done so far with this buyer’s firm
Outline information about what you have done with this buyer to this point (e.g. results of previous meetings or phone conversations; material you have sent them to look at; conversations you have had with someone else in this buyer’s organization).
The buyers’ options
Provide enough information so that the buyer can easily understand his/her options.
Your own product/service – (Put actual name here. Include prices.) Strengths and weaknesses. Use a table format.
Direct competitor number one – (Put actual name here. Include prices.) Strengths and weaknesses. Use a table format.
Direct competitor number two – (Put actual name here. Include prices.) Strengths and weaknesses. Use a table format.
Objectives
Outline your goals for this meeting. Make sure they are specific, realistic, and measurable.
Part II
Formatting
Maximum length allowed for Part II is 4 typed pages-single spaced is okay. Be clear and concise.
Include the bolded phrases below and follow the outline.
Don’t use complete sentences (e.g., Use “In business for 20 years” instead of “We have been in business for past 20 years”).
Components
Objections
Include an exhaustive list of all possible objections (minimum of 20)
Number them (1, 2, 3…)
Use single space
Use 1st person form of pronouns and verbs (e.g., “I don’t like…”).
Objections should fit on one page (use size 10 font and reduce page margins if necessary).
These MUST be VERY specific to the scenario you have set up (e.g., not just something like “The value does not exceed the cost”).
You MUST include here the good things about your competitor’s products and the bad things about your product.
Responses
Starting on the next page of your paper tell how you would hope to respond to each of the objections you just listed.
Use 1st person style.
Number them to correspond to the numbers on the “List of Objections” page.
Conclusion
How the Sales Partnership Practice was exemplified in the planning and presentation.
How technology would have been instrumental in the process, to include finding the customer.
How the Sales Process was implemented.
How ethical and legal issues affected the planning and presentation.
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