RECAP - PRIME SELLING SYSTEM™: BUILD A BUSINESS THAT SELLS INDEPENDENT OF YOU

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The Complete Prime Selling System™ Blog Series

This is for the owner-operator whose business depends on them so much that if they leave for even a weekend …

… Sales stop.

What we’re about to cover will completely change how you think about business growth …

… And your role in creating it.

What if your business could consistently generate prospects and sales independent of you?

What would change if sales continued while you were on vacation …

… Or even if you became sick or injured and couldn’t work?

One of our clients suffered a back injury that prevented her from working inside her business for a year.

But because of this system ...

… Her business continued selling independent of her and generated more than six figures in sales.

What would that kind of independence make possible for you?

Could you serve your existing clients at a higher level?

Focus on important projects?

Spend more time with your family?

Travel?

Or take time off whenever you choose?

What would sales, independent of you, give back to your life?

Scroll down and type FAMILY, TRAVEL, HEALTH, or NEXT IDEA in the comments.

If you want to see the full road ahead, start with my free Independent Business On-Demand Training.

I’ll walk you through all 12 steps owner-operators use to build businesses that grow, run, and scale independent of them.

When you register and attend, you’ll receive the Independent Business Implementation Planner.

Click HERE to access the training for free.

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For most owner-operators, that isn’t their reality right now.

Right now …

… You’re the salesperson.

Even if other people help with sales, you’re probably still the best salesperson in the business.

You’re the person who makes the cash register ring.

A salesperson may receive a great opportunity …

… But they don’t pursue it with the same hunger.

They don’t track down the sale the way you would.

It can feel as if they don’t care as much as you do.

So, the moment you take your eye off sales …

… Sales begin to slow down.

This creates what I call the Stop-and-Go Problem.

You focus on selling, and new customers come in.

Then you have to stop selling to fulfill the work.

While you’re fulfilling the work, sales slow down.

When the work is finished, you return to selling …

… And the entire cycle begins again.

That’s what creates the feast-and-famine cycle so many owner-operators know too well.

Revenue becomes unpredictable.

Sales pressure never goes away.

You lose control of your time.

And when you try to hire a salesperson, they rarely perform at the level required to replace you.

Growth doesn’t create freedom …

… It creates more work.

That leads to the central question every owner-operator should ask:

How can you build a business independent of you when sales still depend on you?

Because you didn’t start a business to give yourself a sales job.

Prime Selling System

Hi, I’m Eric Dahl, founder of IndependentBusinessBuilder.com and creator of the Independent Business Method™.

In this complete recap, we’re going to take a deep dive into Step 1 of the Independent Business Method™ …

… The Prime Selling System™.

The Prime Selling System™ is important because sales is where I began building my own business independence.

I was fortunate to help build an information technology business where I personally generated more than $1 million a year in sales.

Over time, I developed a sales system that became so dialed in …

… I reduced my sales involvement to five hours a week.

Some weeks, I didn’t need to work at all.

My close rate was an average of 80%!

And for the first time …

… I experienced more time freedom than I had ever had before.

The system worked so well that clients began calling me for advice about how to improve their own sales processes.

That planted the seed for what eventually became the Prime Selling System™.

I began sharing the principles and processes I had developed with my clients …

… And they began producing results of their own.

They made more sales.

They built sales teams.

They generated more revenue.

And some began breaking company sales records.

What started as the system I used to produce sales in my own business …

… Became a system other business owners and their teams could follow.

If you’ve followed me for any length of time, you know that my mission is to empower owner-operators to build Independent Businesses.

An Independent Business is a business that runs as an asset …

… One where the owner can leave for a year or more while it continues to grow, run, and scale independent of them.

That gives the owner something more valuable than a business that produces revenue.

It gives them time freedom.

The time to spend with their family.

The time to travel.

The time to pursue another business or passion.

The time to enjoy the good life.

That’s why I created the 12-step
Independent Business Method™.

The Prime Selling System™ is the first step in that larger method …

... And inside it …

… You’ll discover 12 steps for building a sales system that can produce prospects, customers, and revenue independent of you.

That’s me …

… And the reason I’m qualified to guide you through what we’re about to build.

The Real Problem Isn’t That You Can’t Sell

Prime Selling System - Part 1

Let me be clear …

… The problem isn’t that you can’t sell.

The problem is that you can sell …

… And the business depends on your ability to do it.

You’re excellent at what you do.

You have experience.

You have passion.

Your clients know you.

They enjoy spending time with you.

They trust you and respect your knowledge.

All those strengths help you close sales.

But those same strengths can also make the business dependent on you.

Because you haven’t yet taken what you know and what you do naturally …

… And turned it into a process that can work through other people and systems.

A process capable of producing the same result …

… Without requiring you to drive every sale personally.

You may have already tried hiring a salesperson.

You brought someone into the business …

… Gave them opportunities …

… And waited for them to reproduce what you had been doing instinctively.

But they couldn’t.

They didn’t communicate value the same way.

They didn’t pursue opportunities with the same hunger.

They didn’t close sales at the same rate.

So, you reached what seemed like the only reasonable conclusion:

“Nobody is going to sell this the way I can.”

You stepped back into the sales role …

… And became trapped inside the Stop-and-Go Problem again.

You may have been trapped inside that cycle for months …

… Or even years.

More Leads Will Not Solve
an Owner-Dependent Sales Process

You may believe more leads will solve the problem.

But more leads only create more opportunities that require more of your time.

Hiring another salesperson won’t solve it …

… Unless you give that person a proven process to follow.

Advertising won’t solve it either.

Advertising sends more prospects into the same owner-dependent sales process.

The more attention you generate …

… The more bogged down you become.

More activity can’t remove you from a process that was built around you.

Turn What You Know Into a System

So, what's the solution?

Take what you know …

… Take what you do naturally …

… And turn it into a documented, repeatable sales system.

Your experience becomes a process.

Your instincts become steps.

Other people can communicate your message.

Your business can manage your follow-up consistently.

You don’t need to become better at selling everything yourself.

You’ve reached the point where your next level of growth requires something different.

You need to build a system that lets sales happen independent of you.

The 3 Costly Problems Keeping
Sales Dependent on You

Problem #1:
Your Business Can’t Sell Independent of You

The first problem is simple:

Your business can’t close sales without you.

You may have excellent leads …

… And real opportunities waiting inside the business.

But if you hand those opportunities to a salesperson or another member of your team …

… They can’t consistently turn that interest into money in the bank.

They've no proven process to follow.

No clear path for moving a prospect from interested …

… To informed …

… To ready …

… To sold.

You may be able to close the opportunity because you instinctively understand the customer, the offer, and the value.

But when you step away …

… The sale disappears with you.

That’s the first major problem:

Your business can’t sell independent of you.

Problem #2:
Your Business Can’t GENERATE LEADS
Independent of You

Even after you create a repeatable sales process, that process still needs opportunities.

That creates the second problem:

Your business can’t generate enough qualified leads independent of you.

People are interested because they see you.

They know you.

They trust you.

They want to work with you.

But when you step out of the picture …

… The attention disappears.

Your salespeople may now have a process they can follow …

… But they don’t have enough qualified prospects entering that process.

Without you creating relationships, starting conversations, attending events, making calls, or building interest …

… Lead generation slows down.

And when the leads stop …

… Sales eventually stop.

That’s the second major problem:

Your business can’t generate leads independent of you.

Problem #3:
Your Sales System Can’t Run Independent of You

Even after you build a sales process and create predictable lead generation …

… One final problem remains.

The complete sales system still depends on you to keep it working.

You may still be the person who:

Captures customer success stories.
Turns those stories into sales content.
Asks customers for referrals.
Corrects mistakes.
Protects the standard.

And makes sure every part of the process continues moving.

If you stop managing those activities …

… The system slowly loses momentum.

Testimonials aren’t collected.

Content isn’t created.

Referrals aren’t requested.

New salespeople begin improvising.

And before long, the business drifts back toward owner-dependent selling.

A true sales system must do more than close today’s opportunities.

It must create proof.

It must generate new conversations.

It must produce referrals.

And it must give other people a documented process they can follow and repeat.

That’s the third major problem:

Your sales system can’t run independent of you.

Together, These Problems Create
the Stop-and-Go Problem

Together, these three dependencies keep sales moving only when you do.

When your attention shifts away from sales …

… Growth loses momentum.

When you return to sales …

… Growth begins moving again.

The business may continue operating …

… But its growth remains attached to your time and attention.

That’s the Stop-and-Go Problem.

To solve it, we’ll build the Prime Selling System™ in three phases ....

Phase 1: Sales Independent of You™

Phase 2: Lead Generation Independent of You™

Phase 3: Sales System Independent of You™

Let’s begin with the first phase …

… Building a repeatable process that allows your business to sell independent of you.

PHASE 1: SALES INDEPENDENT OF YOU™

Turn Random Sales Activity Into a Process Someone Else Can Follow

Phase 1: Sales Independent of You™ solves the first major problem:

Your business can’t consistently turn qualified prospects into customers without you.

Until you solve that problem, everything else eventually leads back to the owner.

You can generate more leads …

… Hire a salesperson …

… Or spend more money on advertising.

But without a repeatable selling process, those investments only send more opportunities into a business that still depends on you to close them.

Before someone else can sell effectively, you must take what currently lives inside your head …

… Your knowledge of the buyer, the offer, the message, and the conversation …

… And turn it into a process another person can understand and follow.

That’s why Phase 1 comes first.

And I learned its importance after doing everything the traditional numbers-game philosophy told me to do …

Sixteen Appointments. Zero Sales.

Early in my sales career, I believed what almost everyone is taught:

Sales is a numbers game.

Make enough telephone calls.

Knock on enough doors.

Schedule enough appointments.

Eventually …

… Someone will say yes.

So, That’s exactly what I did.

During one stretch, I worked hard enough to schedule 16 sales appointments.

Sixteen opportunities to present my services.

Sixteen chances to close a deal.

Do you know how many sales I made?

Zero.

Not one person became a customer.

The Numbers-Game Answer Was More Numbers

According to the numbers-game philosophy, the solution should have been simple:

Make more calls.

Knock on more doors.

Schedule another 16 appointments.

Maybe I needed 32.

Maybe I needed 50.

Maybe if I created enough activity …

… I would eventually create a sale.

But increasing the number of appointments wouldn't have fixed the real problem.

It would have only given me more opportunities to repeat the same broken process.

The Real Problem Wasn’t Effort

I didn’t have an effort problem.

I had worked hard enough to schedule 16 appointments.

The real problem was that I didn’t have a selling process.

I didn’t clearly understand which prospects I should pursue.

My offer wasn’t packaged around one specific result.

I didn’t have a powerful way to educate prospects or establish authority before the sales conversation.

And I didn’t know how to guide a qualified prospect toward a confident decision.

Every appointment started from zero.

Every presentation depended on what I remembered to say.

Every conversation required me to improvise.

I was relying on activity …

… And hoping volume would compensate for the absence of a system.

It didn’t.

Are You Trying to Solve
a Process Problem With More Activity?

Does your current sales strategy depend on making more calls, finding more leads, or scheduling more appointments?

What would happen if you improved the process before increasing the volume?

Scroll down and type ACTIVITY or PROCESS in the comments.

Everything Changed When I
Stopped Playing the Numbers Game

Everything began to change when I stopped treating sales as a numbers game …

… And started treating it as a process.

I learned how to identify the right people.

I learned how to present the right offer.

I learned how to educate prospects before asking them to buy.

And I learned how to guide qualified prospects through a structured series of conversations.

Sales became less about how many people I could get in front of …

… And more about the quality of the prospect, the quality of the offer, and the quality of the process.

The Results Reversed

Instead of scheduling 16 random appointments and closing none of them …

… I could conduct fewer appointments with better-qualified prospects and close far more sales.

In some cases, five strong appointments could produce five new customers.

I didn’t need more opportunities to improvise.

I needed better opportunities moving through a better process.

That realization revolutionized the way I sold.

But it also led me to an even more important question:

Could I build the process so well that selling no longer depended on my memory, improvisation, or personal talent?

Could someone else understand it?

Could someone else follow it?

Could someone else produce the same result?

That’s the purpose of Phase 1: Sales Independent of You™.

The 4 Steps That Make Selling
Independent of You Possible

The next four steps establish the foundation for a selling process that someone other than you, the owner, can understand, follow, and eventually replicate.

Step 1: Bullseye Buyer Blueprint™

Identify the specific prospects your business is best equipped to serve ...

... And who are most likely to value, afford, and purchase what you offer.

Step 2: Prime Offer System™

Package one primary offer around a clear result your Bullseye Buyer wants ... 

... And will pay for.

Step 3: Manifesto Brand System™

Create a clear teaching framework that establishes your authority, educates prospects, answers their objections, and shows them why your approach is the right solution.

Step 4: Prime Seller System™

Guide qualified prospects through a structured process consisting of the Free Orientation, Free Strategy Session, and Prime Onboarding Session.

What Happens When All 4 Steps Work Together

When all four steps are in place …

… You know exactly whom you want to sell to.

You know exactly what you want to sell them.

Your prospects understand the problem, the solution, and what makes your approach different.

And your team has a structured process for guiding qualified prospects toward a confident decision.

The result is not simply a better way for you to sell.

It's a selling process someone else can eventually follow and replicate.

But before you can build that process …

… You must answer one foundational question:

Who, exactly, was the process built to serve?

That’s where Step 1 begins.

Let’s build your Bullseye Buyer Blueprint™.

STEP 1: BULLSEYE BUYER BLUEPRINT™

Stop Selling to Everyone and Start Selling to the Right People: Why Every Selling Process Must Begin With the Buyer

Before you can create a repeatable selling process, you must know exactly who that process was built to serve.

If every prospect is different …

… Every sales conversation will be different.

One prospect has one problem.

The next prospect has another.

They need different solutions.

They respond to different messages.

They have different reasons for buying.

That forces the salesperson to begin every opportunity from scratch.

And when every sale requires a different message, offer, presentation, and solution …

… Sales depend on the owner's experience and instincts.

A standardized selling process requires something more fundamental:

A standardized buyer.

That’s why the Bullseye Buyer Blueprint™ is the first step in the Prime Selling System™.

I Tried to Sell to Anyone Who Would Listen

When I first started selling information technology services …

… I tried to sell to practically every business owner who would speak with me.

I didn’t have a Bullseye Buyer.

I was looking for anyone who might say yes.

The problem was that many of the businesses I signed were small.

Some generated tiny commissions.

On average, I earned approximately $10 per month from each account.

Every opportunity was also different.

Because I was selling to all kinds of businesses …

They had different problems …

… Different needs and reasons for buying.

That made it difficult to standardize my message, presentation, or solution.

Each time I met with a prospect …

… I had to figure out what to sell them.

Each proposal was different.

Each presentation was different.

And each new account produced a different financial result.

I was making sales …

… But I wasn’t building a selling process someone else could follow.

Then I Started Doing the Math

Eventually, I stopped looking only at the number of accounts I was signing …

… And started studying the value of those accounts.

I realized that businesses with more computers needed more information technology services.

They were more likely to need:

Ongoing maintenance.
Network support.
Server management.
 Data security.

And help solving larger technology problems.

Those businesses also generated significantly larger commissions.

So, I established one simple qualification for the businesses I would pursue:

They needed to have at least ten computers.

That one decision changed everything.

Are You Pursuing ‘Anyone’ Who Might Say Yes?

Think about the prospects you pursue today.

Do they share clear characteristics that make them more likely to need, value, and purchase your solution?

Or are you still approaching practically anyone who might say yes?

Scroll down and type BULLSEYE or EVERYONE in the comments.

Better Qualification Changed the Economics

Once I established that qualification, I stopped randomly approaching every business owner who would listen.

I focused on businesses more likely to need …

… And value …

… What we offered.

My average monthly commission increased from approximately $10 per account …

… To approximately $100 per account.

That was a tenfold increase in each account's average value.

I didn’t need 100 small accounts to produce $1,000 in monthly commissions.

10 Bullseye Buyers could produce the same result.

That meant I could conduct fewer sales conversations …

… Serve fewer accounts …

… And generate substantially more revenue.

But the financial improvement was only part of the benefit.

A Standardized Buyer Creates
a Standardized Sales Process

The businesses I began pursuing shared similar problems.

That allowed me to build our solution around those problems.

I could create a more relevant message.

I could present a more consistent offer.

And I could begin standardizing the sales presentation.

Instead of reinventing the conversation for every prospect …

… I could build a process around the problems our best buyers shared.

Prospects could immediately recognize that our solution was designed for a business like theirs.

That made the message more relevant.

It made the presentation more persuasive.

And it made the entire selling process easier to repeat.

That experience taught me one of the most important principles behind the Prime Selling System™:

You can’t build a standardized selling system until you identify a standardized buyer.

Your Bullseye Buyer Shapes
Everything That Follows

Your Bullseye Buyer determines:

Who you approach.
What problems you address.·                
How you position your solution.  
What proof you present.
Which objections you prepare for.   

And eventually, how you market and sell efficiently.

The clearer the buyer becomes …

… The easier it becomes to build every other part of the selling process.

Your message can speak directly to their situation.

Your offer can solve a problem they already recognize.

Your presentation can address the questions they are already asking.

And another salesperson can learn to follow the process …

… Because the process no longer changes completely from one opportunity to the next.

A Larger Market DoesN't Always
Create More Opportunity

Many owner-operators resist narrowing their market because they fear losing potential customers.

They tell themselves:

“Everyone could use what we sell.

“I don’t want to turn anyone away.

“The more people I target, the more opportunities I’ll create.”

But a larger audience does not necessarily create more qualified opportunities.

When you try to speak to everyone …

… Your message becomes less relevant to the people most likely to buy.

Your marketing attracts people with different needs, budgets, and urgency levels.

Your sales team spends time sorting through prospects who were never a strong fit.

And your sales presentation becomes too broad to feel personal.

You don’t need everyone to recognize themselves in your message.

You need the right people to recognize themselves immediately.

Proof:
A Financial Planner Found His Bullseye Buyer

I saw this happen with one of my clients, a financial planner.

He wanted to attract people preparing for retirement.

Initially, his message was broad:

“We help people build their retirement plans.”

It sounded reasonable …

… But it could apply to practically anyone.

It could attract someone retiring next year …

… Or someone who was still 20 years away.

It could attract someone with substantial savings to invest …

… Or someone who was only beginning to explore their options.

Because the message spoke to everybody thinking about retirement …

… It didn’t speak directly to anyone.

The client struggled to generate qualified leads affordably.

Even when prospects responded, many weren’t financially qualified or ready to take action.

So, we stopped and asked a more important question:

Who is the Bullseye Buyer?

Two Qualifications Changed the Message

We narrowed the answer to two defining characteristics:

The prospect was preparing to retire within the next five years.

And they had at least $250,000 in savings available to invest.

That changed everything.

Now, when the right person encountered the message …

… They could immediately recognize themselves:

“I’m planning to retire within five years.”

“I have at least $250,000 that I need to invest.”

“This is meant for me.”

The message no longer needed to appeal to everyone thinking about retirement.

It needed to speak directly to the smaller group of people the financial planner was best equipped to help.

The Result:
Better Leads and a Repeatable Presentation

The clearer targeting helped the client attract more qualified leads at an affordable cost.

Because those prospects shared similar goals, concerns, and financial questions …

… We could also create a standardized sales presentation that spoke directly to their situation.

Prospects felt understood.

The presentation addressed the issues they were already thinking about.

That helped the client close more leads …

… And generate more business.

The lesson was simple:

When you know exactly who you’re selling to …

… You can create a message and sales presentation that feels as though it was created specifically for them.

That’s the power of the Bullseye Buyer Blueprint™.

What qualifications separate your best buyers from everyone else?

Scroll down and share the most important qualification in the comments.

See Where the Bullseye Buyer Blueprint™ Fits

IBB On-Demand Training

The Bullseye Buyer Blueprint™ is Step 1 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

The Right Buyer Needs the Right Offer

Your Bullseye Buyer Blueprint™ tells you exactly whom you want to sell to.

You understand their situation.

You recognize the problems they share.

And you know what separates a qualified opportunity from everyone else.

But identifying the right buyer is only the beginning.

Now you must decide exactly what you want to sell them.

If your business continues offering too many unrelated services …

… Your message will become scattered again.

Your salespeople won’t know which solution to lead with.

And prospects may struggle to understand the primary result you provide.

That leads to Step 2 …

… The Prime Offer System™.

STEP 2: PRIME OFFER SYSTEM™

Why the Right Buyer Still Needs the Right Offer

Your Bullseye Buyer Blueprint™ tells you exactly whom you want to sell to.

But identifying the right buyer doesn’t automatically give you a repeatable selling process.

You must also decide exactly what you want to sell them.

If every customer receives a different combination of products and services …

… Every sale remains different.

Your salesperson still has to determine which solution to recommend.

Your presentation still changes from one prospect to the next.

And you still have no reliable way to predict what each new sale will be worth.

A standardized buyer gives your selling process a clear audience.

A standardized offer gives it a clear destination.

That’s why the Prime Offer System™ comes next.

Every Sale Was Different

When I first started selling information technology services …

… I was primarily focused on making the next sale.

If a prospect had a problem …

… And I thought we could solve it …

… I would create a custom plan for them.

That flexibility helped me close business.

But it created another problem:

Every sale was different.

One customer might need a small service that generated a modest commission.

Another might need something more substantial.

Because there was no standard offer …

… I never knew what my next sale would be worth.

My income was extremely volatile.

I could work hard …

… Make sales …

… And still have no reliable way to forecast how much revenue those sales would produce.

Identifying businesses with at least ten computers as my Bullseye Buyer gave me greater focus.

But I still needed to determine what I would consistently sell them.

I Looked for the Problem Our Best Buyers Shared

So, I sat down and asked myself:

“What problems do all these businesses have in common …

… And which of those problems are they willing to pay us to solve?”

The answers became clear.

They had servers and interconnected networks.

They cared about the speed and reliability of their computers.

They needed data security and disaster recovery.

Most importantly …

… They couldn’t afford prolonged downtime because downtime cost them money.

The businesses were different.

But the problems that made them valuable customers were remarkably similar.

That gave me something to build a standardized offer around.

The Right Offer Was Already
Inside Our Custom Plans

I realized that the foundation of the right offer was already inside the custom plans we had been creating.

We didn’t need to invent something completely new.

We needed to identify which solution best addressed the problems our Bullseye Buyers shared.

Instead of continuing to reinvent the solution for every prospect …

… I took the plan that best addressed those shared problems …

… And made it the offer we would consistently sell.

That became our sweet spot.

It was valuable to the customer.

It was financially worthwhile for us.

And it was something we knew we could successfully fulfill …

… Without promising the moon.

That solution became our Prime Offer™.

Does Every Sale Begin From Scratch?

Think about the products and services your business sells today.

Does your team know which offer to lead with?

Or does every prospect receive a different recommendation based on whatever they happen to ask for?

Scroll down and type PRIME OFFER or CUSTOM in the comments.

A Prime Offer Gives the
Sales Conversation a Destination

Once we established our Prime Offer™ …

… Our sales conversations had a destination.

We no longer had to begin each opportunity by asking:

“What could we sell this customer?”

We already knew the solution we believed would create the greatest value for our Bullseye Buyer.

The goal wasn’t to force every prospect into the same package.

The goal was to start with the solution we believed would best serve the right prospect.

That changed the conversation.

We could focus the message.

We could standardize the presentation.

We could prepare for the same questions and objections.

And another salesperson could learn how to guide a qualified prospect toward the same primary solution.

Predictable Offers Create Predictable Revenue

Before the Prime Offer™ …

… I never knew what the next sale would be worth.

One sale might generate a small commission.

Another might generate more.

Revenue remained a surprise.

After we established the Prime Offer™ …

… Each new client could generate approximately $1,000 or more per month in commissions.

For the first time, I could calculate what three new clients would mean financially.

I could calculate what ten new clients would mean.

Or twenty.

I could forecast revenue.

I could make informed decisions.

And I finally felt as though I had control over my income …

… Instead of simply hoping the next sale would be a good one.

That experience taught me an important lesson:

When every sale is different …

… Revenue remains a surprise.

But when one clear, valuable, and scalable offer sits at the center of your business …

… Growth becomes something you can plan.

That’s the power of a Prime Offer™.

Your Prime Offer Sits at the Center of the Business

A strong Prime Offer™ brings several important factors together.

It addresses a problem your Bullseye Buyer already recognizes.

It creates meaningful value for the customer.

It generates enough revenue to be financially worthwhile for the business.

You can deliver it consistently without making promises you can’t keep.

And it gives your salespeople a clear solution they can confidently recommend.

When those factors come together …

… The offer benefits everyone.

The customer receives a more complete solution.

The salesperson knows what to sell.

The business can standardize fulfillment.

And the owner can begin predicting what growth will produce.

More Choices Don’t Always Help the Customer

Many owner-operators believe offering more options will help them sell more.

They tell themselves:

“We should have something for everyone.

“Customers like choices.

“If the primary offer feels too expensive, we should lead with something smaller.”

But too many choices can make the selling process harder for everyone.

Your salesperson has to explain every option.

Your customer has to compare solutions they may not fully understand.

The sales conversation loses direction.

And the customer may select the least expensive option …

… Rather than the solution most likely to produce the result they need.

Customers don’t always need more choices.

Sometimes, they need a confident recommendation.

Proof:
One Clear Offer Replaced Ten Different Services

One of my clients came to me because his income felt like a roller coaster.

Some months were good.

Other months were slow.

He felt as though he was constantly at the mercy of the market …

… And whatever his customers happened to want at the time.

His business offered approximately ten different services.

Because customers could choose from so many options …

… Every sale was different.

There was no consistency …

… And very little control.

So, I asked him a simple question:

“If you could sell only one of these services …

… Which one would you choose?”

He stopped and thought about it.

Then he pointed to one comprehensive package.

“This one,” he said.

“It creates the most value for our customers …

… And it generates the most revenue for the business.”

My next question was obvious:

“Then why aren’t you focusing on selling it?”

The Fear of Being Too Expensive

His answer was something I hear from many business owners:

“A lot of customers think it’s too expensive.

“They usually want to begin with one of the smaller services and work their way up to it.”

But that approach had a problem.

The smaller services addressed pieces of the customer’s problem.

The comprehensive package could solve the problem most efficiently.

By leading with the smaller services …

… He wasn’t necessarily helping customers make the best decision.

He was allowing the fear of hearing “That’s too expensive” to determine what he recommended.

Lead With the Solution You Believe Is Best

So, I gave him a new direction:

“From now on, lead with this package.

“Make it the primary offer you recommend.

“If the customer says no, you can discuss one of the smaller options …

“… But begin with the solution you genuinely believe will serve them best.”

He implemented the change.

Instead of presenting ten different services as though they were equally important …

… He began leading every sales conversation toward one clear offer.

And something interesting happened:

His customers began following his lead.

When he confidently recommended the comprehensive package as the best solution …

… More customers chose it.

The Result:
Simpler Sales and More Predictable Revenue

The business became simpler because he no longer felt responsible for selling ten different things at once.

His sales conversations had a clear destination.

His customers were happier because they received the more complete solution.

And the company generated more revenue.

That experience reinforced an important lesson:

A Prime Offer™ doesn’t have to be the only thing you sell.

It’s the primary solution you believe will create the greatest value for your Bullseye Buyer …

… And the offer you confidently lead them toward.

If the customer decides it isn’t the right fit …

… You can discuss another option.

But you begin with the solution you genuinely believe they need.

When you stop asking customers to navigate everything you could sell …

… And begin recommending what they actually need …

… Your sales process becomes simpler.

Your customers receive a better result.

And your revenue becomes more predictable.

Which product or service would you choose if you could lead with only one?

Scroll down and share your PRIME OFFER in the comments.

See Where the Prime Offer System™ Fits

IBB On-Demand Training

The Prime Offer System™ is Step 2 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

The Right Offer Still Needs the Right Message

Your Bullseye Buyer Blueprint™ identifies exactly whom you want to sell to.

Your Prime Offer System™ gives you the primary solution you want to sell them.

Now you know:

Who the sales process was built to serve.

What problems they share.

And which offer you believe will create the greatest value for them.

But your prospects still need to understand why that offer matters.

They need to recognize the real problem.

They need to understand the solution.

They need to see what makes your approach different.

And they need answers to the questions and objections that could prevent them from moving forward.

If all that education still depends on you explaining everything during the sales conversation …

… The process still depends on you.

That leads to Step 3 …

… The Manifesto Brand System™.

STEP 3: Manifesto brand system™

Turn What You Know Into Content
That Sells INDEPENDENT OF You

Your Bullseye Buyer Blueprint™ identifies exactly whom you want to sell to.

Your Prime Offer System™ gives you the primary solution you want to sell them.

But even the right offer won’t sell itself.

Your prospects still need to understand:

The problem.

Why it matters.

What could happen if they ignore it.

How the solution works.

What makes your approach different.

And why they should trust you to help them.

If that education begins only after the prospect meets with you …

… Every sales conversation still begins from zero.

You must explain everything.

You must establish the value.

You must answer every objection.

And you must personally persuade the prospect to move forward.

That means the sale still depends on you.

But what if your knowledge could begin educating prospects before the appointment?

What if your message could establish your authority …

… Answer important questions …

… And create desire for your Prime Offer™ …

… Without requiring you to be present?

That’s the purpose of the Manifesto Brand System™.

More Activity Wasn’t Solving the Problem

When I first started in sales …

… I played the volume game.

My goal was to schedule as many appointments as possible.

Sometimes, I scheduled 15 or 16 appointments in a single week.

The problem was that almost nobody bought.

My closing ratio was extremely low and inconsistent.

Every once in a while, someone would say yes …

… But I couldn’t depend on it.

Looking back, I was trying to compensate for my lack of sales experience by doing more.

More prospecting.

More appointments.

More presentations.

But more activity wasn’t solving the real problem.

Prospects Saw Another Salesperson
Who Wanted Their Time

Most prospects saw me as another salesperson who wanted their time.

Before I could explain what we did …

… Or why it mattered …

… Their defenses were already up.

They didn’t want another appointment.

They didn’t want another sales presentation.

And they certainly didn’t want someone to pressure them to buy.

I knew that if I could get in front of them and explain everything …

… Some might understand the value.

But convincing them to give me that opportunity was difficult.

The education they needed was trapped inside my head.

And they had to agree to an appointment before they could receive it.

What if Prospects Could Learn
Before the Appointment?

I remember thinking:

“If these business owners could understand what we do before I ask for the appointment …

… They might actually want to speak with me.”

That question changed how I thought about sales.

What if the appointment didn’t have to begin the sales conversation?

What if something else could begin educating the prospect first?

What if they could understand the problem …

… Recognize the value …

… And become interested in the solution …

… Before I ever asked them to meet with me?

When does your sales education begin?

Before the appointment …

… Or only after the prospect agrees to speak with you?

Scroll down and type BEFORE or DURING in the comments.

Conventional Sales Advice Told Me to Hold Back

At the time, that idea went against much of the sales advice I was hearing.

The conventional wisdom was:

Don’t give prospects too much information.

Go directly for the appointment.

Push for the close.

Don’t let educational material slow down the sale.

The assumption was that information gave the prospect another reason to delay.

If they wanted answers …

… They needed to meet with the salesperson.

But that approach ignored how prospects felt.

They didn’t know enough to want the appointment.

They didn’t yet understand the problem.

They couldn’t see why the solution mattered.

And they had no reason to believe I was different from every other salesperson asking for their time.

Withholding information didn’t create urgency.

It preserved uncertainty.

I Decided to Try the Opposite

Instead of withholding information …

… I decided to educate prospects before asking them to buy.

I created an information technology Consumer’s Guide for my Bullseye Buyer.

The guide explained the 12 things a business owner should consider when choosing an information technology company.

I didn’t call it a Brand Manifesto then.

But it was an early version of what would eventually become one.

It educated prospects about the problems they should be thinking about.

It showed them what to look for in a provider.

It helped them understand the value of solving those problems correctly.

And it introduced the standards behind our approach.

The Consumer’s Guide allowed me to share what I knew …

… Without requiring me to explain it every time personally.

I even promoted it on my business card.

The Guide Went Where I Couldn’t

One day, I attended a Chamber of Commerce networking event.

While I was there …

… I met the owner of a nine-figure recreational-vehicle business in Oregon.

I handed him my business card.

He noticed the Consumer’s Guide and said:

“Eric, this sounds interesting.

“We’re considering hiring a third-party information technology company …

“… And I’d like to know what we should be looking for.”

I told him I would send it over.

I emailed him the guide …

… And didn’t think much more about it.

One week later, I saw him again at the same networking event.

This time, he walked up to me and said something I’ll never forget:

“Eric, I want to sleep better at night.

“Let’s get together.”

I immediately knew he had read the guide.

He Repeated My Language Back to Me

“Sleep better at night knowing your information technology is taken care of,” was one of the sections inside the guide.

He wasn’t merely repeating a clever phrase.

He had absorbed the problem.

He understood why it mattered.

And he had adopted the language I used to describe the desired result.

The guide had gone where I couldn’t.

It educated him without requiring me to be present.

It established my authority before the appointment.

And it turned a cold sales conversation …

… Into a meeting he wanted to have.

For once, I didn’t have to chase the appointment.

The prospect asked for it.

He eventually became one of our largest clients …

… And one of the best sales experiences of my career.

Content Can Go Where You Can’t

That experience taught me something I’ve never forgotten:

Content can go where you can’t.

It can enter a prospect’s office when you’re somewhere else.

It can explain your approach when you’re serving another client.

It can answer questions when you’re spending time with your family.

And it can keep educating you after the workday ends.

A Brand Manifesto and Consumer’s Guide can:

Educate prospects.

Establish your authority.

Address common objections.

Introduce your process.

And build desire for your Prime Offer™ …

… Before you ever speak with them.

When a prospect begins repeating your language back to you …

… The sales conversation has already begun.

A Manifesto Gives Your Knowledge a Structure

Most owner-operators possess valuable knowledge.

You understand the problems your customers face.

You know the mistakes they make.

You know what they should consider before choosing a solution.

And you know the process required to produce the right result.

But if that knowledge remains inside your head …

… It can only influence prospects when you’re personally present.

Your Brand Manifesto turns that knowledge into a clear teaching framework.

It organizes what you believe.

It explains how you solve the problem.

And it gives prospects a logical path they can understand and follow.

Your Consumer’s Guide then places that teaching into a form your Bullseye Buyer can use before the sales conversation.

Together, they turn your expertise into a sales asset.

Your Consumer’s Guide Isn’t a Brochure

A brochure tells prospects about your company.

It describes your products.

It lists your services.

And it explains why your business is great.

A Consumer’s Guide does something different.

It helps prospects make a better decision.

It teaches them:

What problems to recognize.

What mistakes to avoid.

What questions to ask.

What standards to expect.

And what steps lead to the result they want.

The prospect receives useful information whether they buy from you or not.

But as they learn …

… They also begin understanding why your approach makes sense.

You’re not simply promoting your business.

You’re teaching the prospect how to think about the decision.

Education Doesn’t Slow Down the Sale

Some business owners still worry that giving prospects information will delay the decision.

They tell themselves:

“If I give them too much to read, they won’t schedule the appointment.

“I should save the best information for the sales presentation.

“If they understand everything, they might try to solve the problem themselves.”

But qualified prospects don’t lose interest because they understand the problem more clearly.

They gain confidence.

They recognize the value.

They begin trusting the process.

And they arrive at the sales conversation better prepared to decide.

Education doesn’t slow down the right sale …

… It removes the uncertainty that was slowing it down.

Proof:
The Consumer’s Guide Answered
the Unspoken Questions

One day, I received an excited voicemail from one of my clients …

… A tile contractor.

He had been speaking with a prospect who was interested in his services …

… But wasn’t sure whether to move forward.

The prospect was on the fence.

My client had already explained the service.

But something was still preventing the prospect from deciding.

Instead of pushing for another sales conversation …

… He sent the prospect his Consumer’s Guide.

The prospect read it.

Then something happened that surprised him.

The prospect contacted him and explained that the guide had addressed several important concerns they had never discussed during their previous conversations.

Those concerns had been standing between the prospect and the decision …

… But they had never been spoken aloud.

The Consumer’s Guide answered them anyway.

Prospects Don’t Tell You
Everything They’re Thinking

Prospects don’t always reveal every reason they hesitate.

They may have questions they never ask.

Concerns they never mention.

Or objections they don’t feel comfortable raising during the sales conversation.

A salesperson can only answer the questions the prospect expresses.

But a well-designed Consumer’s Guide can anticipate those questions …

… And provide the answers before the prospect asks.

That’s exactly what happened here.

The guide continued the sales conversation after my client left the room.

It explained what the prospect needed to understand.

It addressed concerns the prospect hadn’t expressed.

And it gave the prospect the confidence to move forward.

The Result:
The Guide Helped Close the Sale

The information inside the Consumer’s Guide closed the gap …

… And helped close the sale.

That was why my client sounded so excited in the voicemail.

He had just experienced the power of content that could sell …

… Without requiring him to be there.

The lesson was simple:

Your guide keeps educating after the meeting ends.

It keeps building trust when you’re not in the room.

It addresses questions your prospects may never ask you directly.

And sometimes …

… It finishes the sales conversation for you.

What questions or concerns could your Consumer’s Guide answer before your next sales conversation?

Scroll down and type QUESTIONS, CONCERNS, or OBJECTIONS in the comments.

See Where the Manifesto Brand System™ Fits

IBB On-Demand Training

The Manifesto Brand System™ is Step 3 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

Education Needs a Clear Next Step

Your Bullseye Buyer Blueprint™ identifies whom you want to sell to.

Your Prime Offer System™ gives you the primary solution you want to sell them.

And your Manifesto Brand System™ educates prospects, establishes your authority, and builds desire for that solution …

… Before you ever speak with them.

But that creates another question:

What happens after they read the Consumer’s Guide?

My guide was getting prospects interested.

But if the next step was a traditional consultation or sales presentation …

… Much of that momentum disappeared.

Prospects still needed a clear, comfortable way to explore how the process applied to their business.

The guide had opened the door.

Now they needed someone to lead them through it.

That leads to Step 4 …

… The Prime Seller System™.

STEP 4: PRIME SELLER SYSTEM™

Turn Educated Prospects
Into Confident Customers

Your Manifesto Brand System™ begins educating prospects before you ever speak with them.

Your Brand Manifesto introduces the process.

Your Consumer’s Guide answers important questions.

And your content helps prospects understand why your Prime Offer™ matters.

But education alone doesn’t complete the sale.

Prospects still need a clear next step.

They need an opportunity to explore how the process applies to their situation.

They need answers to their specific questions.

And they need a comfortable way to determine whether working with you is the right decision.

If the next step is a generic consultation …

… The sales conversation may feel like it’s starting from zero again.

The prospect becomes guarded.

The salesperson begins explaining.

And the natural momentum created by the Consumer’s Guide starts disappearing.

The Prime Seller System™ protects that momentum.

Instead of abruptly switching from education to selling …

… It continues guiding the prospect through a structured decision process.

That’s why the Prime Seller System™ completes Phase 1: Sales Independent of You™.

My Consumer’s Guide Was Creating Interest

My Consumer’s Guide was getting people interested.

But I still had a problem.

What happened after they read it?

My instinct was to do what I had been taught:

Offer a free consultation or strategy session.

Sometimes, prospects resisted.

Sometimes, they agreed to meet …

… But when we got together, I still spent much of the appointment explaining our approach.

One meeting became two.

Sometimes three.

I was tired of chasing prospects.

I was tired of following up.

And I was tired of repeating the same explanations.

The guide had created momentum.

Why did the next step sometimes feel like starting over?

What If I Continued the Education?

Then I had a thought:

What if I continued the education …

… Instead of switching into a sales conversation?

The prospect had already shown interest in the process.

They had read the Consumer’s Guide.

They had learned something valuable.

And they wanted to understand more.

Why replace that experience with a traditional consultation?

Why not give them exactly what they wanted next?

I took the content from my guide …

… And turned it into a presentation.

It became a one-on-one Free Orientation that helped prospects understand how the process could apply to their business.

The guide introduced the ideas.

The orientation brought those ideas to life.

A Prospect Wanted to Understand the Process

Soon, I had an opportunity to try it.

A prospect had read the guide …

… And was excited about what they had learned.

Now they wanted to understand what I could do for them.

Instead of immediately presenting my services …

… I offered to walk them through the 12 steps personally.

We would explore how those steps fit their situation.

We would answer their questions.

And we would determine whether the process made sense for their business.

They were excited.

They already liked the process.

Understanding how it could work for them was exactly what they wanted next.

For once …

… They wanted the meeting as much as I did.

The Conversation Felt Natural

We met in person.

At the beginning, I explained what we would do.

We would walk through the process together.

We would explore how it applied to their business.

And if they felt it was a good fit …

… We could discuss ways to work together afterward.

There was no obligation to move forward.

Then we went through the presentation.

The conversation felt natural.

I wasn’t trying to force interest.

The interest was already there.

My job was to help the prospect see how the process connected to their business.

They asked questions.

We discussed their situation.

And together, we explored what implementing the process could look like.

By the end of the orientation …

… They wanted to know what working together would involve.

Does Your Next Step Continue the Education?

Think about what happens after a prospect reads your content or expresses interest.

Do you continue guiding them through the decision?

Or do you immediately switch into a traditional sales pitch?

Scroll down and type GUIDANCE or SALES PITCH in the comments.

One Conversation Prepared Them for the Next

During the orientation, we discussed the general cost and timeline.

The prospect understood the investment.

They understood what implementation would require.

And they could decide whether moving forward made sense.

They scheduled a Free Strategy Session.

When we met again …

… The difference was remarkable.

They already understood the approach.

They knew the investment.

They had considered the timing.

The Free Strategy Session didn’t need to begin with another presentation.

I could focus on understanding their business.

I asked questions.

I confirmed that we were aligned.

We finalized the arrangements.

And before the meeting ended …

… We scheduled their Prime Onboarding Session.

There were no objections to overcome.

No pushback.

No pressure.

Just excitement …

… And one question:

“When can we get started?”

The Most Effortless
Sales Experience I Ever Had

I remember thinking that this was one of the most effortless sales experiences I had ever had.

The prospect didn’t feel pressured.

I didn’t feel as though I was chasing the sale.

And neither of us had to force the conversation forward.

The process had done its job.

The Consumer’s Guide created interest.

The Free Orientation built understanding.

The Free Strategy Session confirmed the fit.

And the Prime Onboarding Session created a clear starting point.

Ever since …

… My goal has been to recreate that experience with other prospects.

The difference wasn’t a stronger closing technique.

It wasn’t more pressure.

And it wasn’t a clever objection-handling script.

It was giving an interested person a clear, comfortable way to understand the solution …

… Before asking them to buy.

The guide had opened the door.

The Prime Seller System™ helped them see themselves moving through it.

The Prime Seller System™ Gives Every Conversation a Job

Traditional sales processes often ask one conversation to do everything.

Build trust.

Understand the prospect.

Explain the problem.

Present the solution.

Answer objections.

Discuss the investment.

And close the sale.

That places enormous pressure on the salesperson.

It also asks the prospect to process too much information at once.

The Prime Seller System™ separates the decision into three clear stages.

Each conversation has one primary job.

The Free Orientation Builds Understanding

The Free Orientation continues the education that began with the Consumer’s Guide.

It walks prospects through your process.

It helps them understand the problem.

It shows them how the solution applies to their situation.

It also lets them decide whether they want to explore working together.

The purpose isn’t to pressure the prospect into buying.

The purpose is to help them understand.

The Free Strategy Session Confirms the Fit

Once the prospect understands the process …

… The Free Strategy Session focuses on their specific situation.

You ask questions.

You identify their needs.

You confirm that your Prime Offer™ is the right solution.

You clarify the investment and timeline.

And together, you determine whether moving forward makes sense.

The prospect arrives prepared …

… Because the orientation has already completed much of the education.

The Prime Onboarding Session Creates Momentum

Once the prospect decides to move forward …

… The Prime Onboarding Session gives the decision a clear starting point.

You schedule it immediately.

The customer knows what happens next.

The business has a deadline for beginning the work.

And the excitement created during the sales process carries directly into implementation.

The sale doesn’t end with a signed agreement.

It moves naturally into the first step of delivering the result.

A Consultation Often Begins in the Wrong Place

Many owner-operators begin by offering a free consultation.

That sounds helpful.

But “consultation” can mean almost anything.

The prospect may expect free advice.

The salesperson may expect a sales opportunity.

Neither person knows exactly where the conversation is going.

So, the salesperson begins asking questions …

… Then starts explaining the service …

… Then tries to establish value …

… Then attempts to close.

The entire sale depends on what the salesperson remembers to say in the moment.

And every conversation feels different.

A structured orientation changes the starting point.

The prospect knows what they will learn.

The salesperson knows what they will teach.

And both people understand what can happen next.

That makes the sales experience easier to follow …

… And easier for another salesperson to repeat.

Selling Should Feel Like Leading

When prospects don’t understand the problem or solution …

… Salespeople feel pressure to convince them.

They push.

They persuade.

They defend the price.

They try to overcome resistance.

But when prospects arrive educated …

… The salesperson can take on a different role.

They can lead.

The prospect wants a result.

The salesperson helps them understand the path to it.

The conversation becomes less about pressure …

… And more about making an informed decision.

That creates a better experience for the prospect.

But it also creates a better experience for the salesperson.

Proof:
A Seven-Figure Business Changed
the Sales Conversation

One of my clients ran a successful seven-figure business.

But lately …

… Their team had been struggling to close deals.

Their sales process was consultative.

And their solution required explanation.

When I introduced the Free Orientation and Prime Seller System™ …

… The owner was skeptical.

Would an educational walkthrough really work for a business like theirs?

They were already successful.

Changing how their team sold felt risky.

I explained that we weren’t removing the opportunity to understand the customer.

We were helping the customer understand the solution earlier …

… So, every sales conversation wouldn’t have to begin from scratch.

We Turned Their Knowledge Into a Process

We documented their approach.

We created their Consumer’s Guide.

And we turned that content into a Free Orientation presentation.

Then the team began inviting people who received the guide to a one-on-one walkthrough.

Instead of asking prospects to book a generic consultation …

… They offered to help them understand how the process could apply to their business.

The invitation felt different.

The conversation felt different.

And the results began changing.

More leads began turning into appointments.

The increase exceeded the owner’s expectations.

And the team began closing deals again.

The Salespeople Felt the Difference

But the most revealing change came from the salespeople themselves.

They started telling the owner how different the conversations felt.

They weren’t experiencing the resistance they had grown accustomed to.

They didn’t feel as though they were pressuring prospects …

… Or forcing a decision.

They felt like they were leading.

The prospect wanted a result.

The salesperson was helping them understand the path to it.

And the team began enjoying the process.

They enjoyed learning about the prospects and their businesses.

They enjoyed answering questions.

They enjoyed explaining how the approach could help.

Instead of feeling like another salesperson trying to earn a few minutes of someone’s time …

… They felt respected for their knowledge.

They were teaching …

… And they could feel the difference in how prospects responded.

Selling no longer felt like the same uphill battle.

The Result:
A Better Experience for the Buyer and Seller

The owner wanted more appointments.

They wanted more closed business.

And the Prime Seller System™ helped produce both.

But something else emerged:

A sales team that felt better about the work itself.

That’s an often-overlooked benefit of the Prime Seller System™.

A better sales experience isn’t only better for the buyer.

When salespeople can educate, guide, and help prospects make informed decisions …

… They can take greater pride in the process.

They stop feeling like they have to push people to buy.

They start enjoying helping people move toward a result.

That makes the process easier to follow.

It makes the conversation easier to repeat.

And it gives the business a selling system that no longer depends entirely on the owner.

How would your salespeople feel if selling became more like teaching and leading?

Scroll down and type TEACH or LEAD in the comments.

See Where the Prime Seller System™ Fits

IBB On-Demand Training

The Prime Seller System™ is Step 4 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

Phase 1:
Sales Independent of You™ Creates
a Repeatable Selling Process

You’ve now completed the first four steps inside the Prime Selling System™.

Step 1: Bullseye Buyer Blueprint™

You identified the specific prospects your business is best equipped to serve.

Step 2: Prime Offer System™

You established the primary solution you want your salespeople to recommend.

Step 3: Manifesto Brand System™

You turned your expertise into content that educates prospects, establishes your authority, and builds desire for your Prime Offer™.

Step 4: Prime Seller System™

You created a structured process that guides educated prospects from the Free Orientation …

… To the Free Strategy Session …

… To the Prime Onboarding Session.

Together, these four steps give your business a repeatable selling process.

You know whom you want to sell to.

You know what you want to sell them.

Your prospects receive the education they need.

And your team has a clear process for guiding qualified prospects toward a confident decision.

Your business can now sell independent of you.

But even the best-selling process needs qualified opportunities.

If finding those opportunities still depends on your personal prospecting, relationships, and daily effort …

… Growth still depends on you.

That leads to Phase 2 …

… Lead Generation Independent of You™.

PHASE 2:
LEAD GENERATION INDEPENDENT OF YOU™

Turn Endless Prospecting Into a System That Creates Opportunities

Phase 2 of the Prime Selling System: Lead Generation Independent of You.

Phase 1: Sales Independent of You™ gave your business a repeatable selling process.

You identified your Bullseye Buyer.

You established your Prime Offer™.

You turned your expertise into content that educates prospects before the sales conversation.

And you created a Prime Seller System™ that someone else can understand, follow, and eventually replicate.

Your business now has a process for converting qualified prospects into customers.

But that process still needs opportunities.

If you’re the only person who can create those opportunities …

… Lead generation still depends on you.

When you stop calling …

… The conversations stop.

When you stop networking …

… The introductions stop.

When you stop sending messages …

… The responses stop.

Your sales team may have a process they can follow.

But without qualified prospects entering that process …

… Sales eventually slow down.

That’s why Phase 2 comes next.

Phase 2: Lead Generation Independent of You™ builds the engine that consistently creates and advances qualified opportunities …

… Without requiring you to push every prospect forward personally.

“If Only I Had More People to Talk To”

Every owner-operator and salesperson eventually says some version of the same thing:

“If only I had more people to talk to.”

I said it too.

It always seemed as though more leads would solve the sales problem.

Make more telephone calls.

Knock on more doors.

Send more messages.

Attend more networking events.

Get in front of enough people …

… And eventually, someone will be interested.

But that approach created another numbers game.

More Names Didn’t Always
Create More Opportunities

You could generate a large list of names …

… And still have very few real opportunities.

You could spend hours contacting people who didn’t have the right problem.

They weren’t ready to act.

They couldn’t buy.

Or they would never purchase what you were selling.

More leads didn’t necessarily mean more sales.

Sometimes …

… It only meant more people to chase.

The list became longer.

The activity increased.

But the number of meaningful sales opportunities remained unpredictable.

I didn’t need more names.

I needed more of the right people showing genuine interest.

Are You Generating Leads
or Creating Opportunities?

Think about the people entering your sales process today.

Are they qualified Bullseye Buyers who have a real reason to speak with you?

Or are they names on a list?

Scroll down and type LEADS or OPPORTUNITIES in the comments.

Traditional Prospecting
Was Becoming More Difficult

Traditional prospecting was also becoming harder.

People were less willing to answer unfamiliar telephone calls.

Door-to-door prospecting required significant time and energy.

Online messages were easy to ignore.

Networking events could introduce me to new people …

… But there was no guarantee I would meet the right person.

Every channel still had value.

But each channel required time.

And if I wanted more activity …

… I had to create more of it personally.

Make another call.

Knock on another door.

Send another message.

Attend another event.

The more opportunities I wanted …

… the more time I spent prospecting.

That wasn’t lead generation independent of me.

It was another job I had created for myself.

I Began Asking a Better Question

Eventually, I realized that the real question wasn’t:

“How can I contact more people?”

It was:

“How can I create more opportunities for the right people to raise their hands …

… And tell me they’re interested?”

That shift changed the way I thought about lead generation.

The goal wasn’t to chase an endless number of random prospects.

The goal was to build a system that consistently created interest among the people most likely to become great customers.

Instead of measuring success only by activity …

… I began thinking about the quality and movement of each opportunity.

Was this someone I genuinely wanted to serve?

Did they fit my Bullseye Buyer Blueprint™?

Had they shown real interest?

Did they understand the value?

And did they have a clear next step?

Those questions moved lead generation beyond a numbers game.

They began turning it into a system.

The Right People Need Several Ways to Find You

I didn’t need an endless list of random prospects.

I needed a focused group of Bullseye Buyers.

I needed several reliable ways to reach them.

I needed a compelling reason for them to respond.

And I needed a follow-up process that continued advancing the relationship after the initial contact.

No single activity could carry the entire job.

Some prospects might respond to a telephone call.

Others might begin through a direct message.

Some might meet me at a networking event.

Others might attend a seminar or respond after receiving valuable information.

The channels could be different.

But they all need to lead into the same selling process.

That’s how disconnected prospecting activities start working as one lead-generation engine.

Every Opportunity Needs a Clear Next Step

Creating the initial response wasn’t enough.

A prospect could express interest today …

… Then become busy tomorrow.

They could request the Consumer’s Guide …

… But never schedule the Free Orientation.

They could attend the orientation …

… But need more time before deciding what to do next.

Without a follow-up process …

… Good opportunities could still disappear.

That meant every qualified prospect needed:

A clear stage.

A clear next action.

A reason to continue the conversation.

And a system that made sure nobody slipped through the cracks.

Lead generation wasn’t only about finding prospects.

It was about advancing relationships.

The Routine Work Didn’t Need to Depend on Me

I also needed to stop making every small action depend on my personal time.

The Consumer’s Guide could be delivered automatically.

The Free Orientation could be scheduled automatically.

Reminders could be sent automatically.

And the Prime Follow-Up Operating System™ could make sure every qualified prospect had a clear next step.

The system could handle the routine work.

That allowed my sales team and me to focus on the human work.

Having conversations.

Understanding the prospect.

Answering questions.

Building trust.

And helping the right people make informed decisions.

Automation Should Support the Relationship

The purpose wasn’t to automate the human relationship.

It wasn’t to make prospects feel as though they were moving through a machine.

And it wasn’t to remove genuine conversation from the selling process.

The purpose was to build an engine that consistently created and advanced sales opportunities …

… Even when I wasn’t personally pushing every prospect forward.

Automation could deliver the information.

It could schedule the meeting.

It could send the reminder.

It could identify the next action.

But people would still build the relationship.

The system handled the routine steps …

… So, the salesperson could focus on serving the prospect.

That’s the purpose of Phase 2: Lead Generation Independent of You™.

The 4 Steps That Make Lead Generation Independent of You Possible

The next four steps show you how to identify the prospects you most want to serve ...

... Reach them through multiple channels ...

... Manage every follow-up action ...

... And help qualified prospects raise their hands and schedule the next conversation.

Step 5: 100 Dream Prospect System, showing a focused group of ideal prospects.

Step 5: 100 Dream Prospect System™

Create a focused list of the 100 Bullseye Buyers you would most like to know, serve, and eventually turn into customers.

Step 6: Next Generation Prospecting System, showing five connected prospecting channels.

Step 6: Next Generation Prospecting System™

Reach your Dream Prospects through a consistent, multi-channel prospecting process that creates more opportunities for them to see you, hear from you, and respond.

Step 7: Prime Follow-Up Operating System, showing prospects organized across pipeline stages.

Step 7: Prime Follow-Up Operating System™

Give every qualified prospect a clear stage, next action, and follow-up path so valuable opportunities don’t disappear.

Step 8: Prime Selling System Funnel, showing an automated path from information to an opportunity.

Step 8: Prime Selling System Funnel™

Use a funnel to deliver your Consumer’s Guide, schedule the Free Orientation, send reminders, and help interested prospects advance through the selling process.

What Happens When All 4 Steps Work Together

When all four steps are in place …

… Your lead generation has a clear focus.

You know exactly which prospects deserve your attention.

You have several reliable ways to reach them.

Every interested prospect has a clear next action.

And routine steps continue moving forward without requiring your personal involvement.

You’re no longer trying to contact as many random people as possible.

You’re building relationships with a focused group of qualified prospects.

You’re giving them useful reasons to respond.

And you’re creating a system that helps those relationships advance over time.

The result isn’t merely more leads.

It’s a predictable engine for creating and advancing qualified sales opportunities …

… Independent of you.

Begin With the People You Most Want to Serve

Before you decide which channels to use …

… Or how often to follow up …

… You must decide who deserves your limited time and attention.

You don’t need to prospect everyone forever.

You need a focused group of people who fit your Bullseye Buyer Blueprint™ …

… Can purchase your Prime Offer™ …

… Value your expertise …

… And are people you would genuinely enjoy serving.

That leads to Step 5 …

… The 100 Dream Prospect System™.

STEP 5: 100 DREAM PROSPECT SYSTEM™

Turn Endless Prospecting
Into a Focused Sales Pipeline

Step 5: 100 Dream Prospect System, showing a focused group of ideal prospects.

Phase 2: Lead Generation Independent of You™ begins with focus.

Before you decide which prospecting channels to use …

… You need to decide which prospects deserve your time and attention.

Your Bullseye Buyer Blueprint™ defines the type of person or business That’s most likely to need, value, and purchase your Prime Offer™.

But a Bullseye Buyer is still a profile.

The 100 Dream Prospect System™ turns that profile into a working list of actual people and businesses you would like to serve.

Without that list …

… Prospecting can quickly become another numbers game.

You search for more names.

Start more conversations.

And spend more time chasing people you know very little about.

The goal isn’t to prospect everyone forever.

The goal is to identify the right people …

… Build meaningful relationships with them …

… And create a pipeline filled with prospects you would genuinely like to turn into customers.

That’s why the 100 Dream Prospect System™ is the first step in Phase 2.

The Neighborhood That Taught Me to Stop Prospecting Everyone

Eric's door-to-door prospecting story: Endless doors. Endless prospecting.

I first discovered the idea behind the 100 Dream Prospect System™ when I started working in sales.

At the time …

… I was selling insurance door to door.

My sales manager would drive us to a neighborhood, drop me off, and say:

“I’ll be back in a few hours.”

He would work another neighborhood …

… While I walked from house to house, knocking on doors.

Our strategy was based almost entirely on activity.

Knock on as many doors as possible.

Talk to as many people as possible.

Keep moving until someone buys.

All that activity certainly had value.

It taught me how to approach strangers.

Start conversations.

Handle rejection.

And keep going.

But it also created a problem.

More People Meant Less Time With Each Person

When you’re always trying to meet more people …

… You rarely have enough time to get to know anyone.

You might have a promising conversation with someone today …

… But tomorrow, you’re dropped into another neighborhood, knocking on another hundred doors.

You stay busy.

You generate activity.

But you don’t develop many meaningful relationships.

And without those relationships …

… It becomes difficult to follow up consistently and create predictable sales.

Every day starts from zero.

New neighborhood.

New doors.

New people.

New conversations.

The activity continues …

… But very little compounds.

Certain Prospects Were Different

After working the neighborhoods for a while …

… I started noticing something.

Certain people were much more approachable than others.

They might not buy the first time I met them …

… But they were happy to see me when I returned.

They invited me into conversation.

They would ask questions.

They were interested in what I had to say.

Some had the financial ability to buy.

Some clearly valued what I offered.

Most importantly …

… I enjoyed talking with them …

… And they appeared to enjoy talking with me.

Those relationships felt different.

I wasn’t simply knocking on another door.

I was continuing a conversation with someone receptive to building a relationship.

A Dream Prospect Is More Than a Profile

That taught me something most ideal-customer exercises overlook.

A great prospect isn’t merely someone who meets your financial and demographic qualifications.

Those factors matter.

They’re part of identifying your Bullseye Buyer.

But your Dream Prospects should also be people you genuinely want to know and serve.

They should be people who:

Value your expertise.

Respect your time.

Welcome your conversations.

Show genuine interest.

And are enjoyable to be around.

After all …

… If they become customers, you could be working with them for months or even years.

Why build a business filled with people you don’t enjoy?

Who Would You Most Like to Serve?

Think about the people currently inside your pipeline.

If they all became customers tomorrow …

… Would you be excited to work with them?

Or are you pursuing some of them simply because they might buy?

Scroll down and type DREAM or ANYONE in the comments.

I Couldn’t Build Relationships With Everyone

I also realized that I couldn’t build deep relationships with everyone in the neighborhood.

There were too many people …

… And only so many hours in the day.

I needed to identify the best prospects …

… And concentrate my time and attention on them.

So, instead of treating every door equally …

… I began focusing on the people who had the strongest potential.

They fit the ideal customer profile.

They could buy.

They valued what I offered.

They were receptive to my visits.

And we enjoyed interacting with each other.

Those became my Dream Prospects.

Prospecting Changed When I
Focused on the Right People

Once I began focusing on a smaller group of the right people …

… The nature of prospecting changed.

I wasn’t starting from zero every day.

I could return to previous conversations.

I could learn more about each person.

I could answer their questions.

Build trust.

And develop the relationship over time.

Each conversation gave the next one a place to start.

The relationship grew stronger.

The prospect became more familiar with me.

And I gained a better understanding of whether they would become a great customer.

Prospecting stopped feeling like an endless search for strangers …

… And started becoming the intentional development of valuable relationships.

Why Build a List of 100?

Eventually …

… I turned this idea into a working list of 100 Dream Prospects.

The number created focus.

It was large enough to give me meaningful opportunities.

But focused enough to manage as a real relationship pipeline.

Instead of adding names forever …

… I could concentrate on developing the people already on the list.

I could see who was engaged.

Who needed more information.

Who was moving closer to a decision.

And who no longer deserved continued time and attention.

The list wasn’t simply a database of names.

It was a working group of relationships I wanted to develop.

A Full List Turns Prospecting Into Maintenance

In the beginning …

… Filling the list required a lot of prospecting.

I still had to knock on doors.

Meet people.

Start conversations.

And determine who belonged on it.

But once the list was full …

… Prospecting became more of a maintenance activity.

Imagine working your Dream 100 for a month and converting ten of those prospects into customers.

You don’t need to find another 100 people.

You only need ten qualified prospects to replace the ten who became customers.

That changes how you spend your time.

Instead of continually rebuilding the entire pipeline …

… You maintain it.

You deepen the relationships that are already developing.

And you replace prospects only as they become customers …

… Or demonstrate that they’re no longer a good fit.

Spend More Time Developing
and Less Time Searching

Once the list is established …

… Most of your time can be invested in people who are already serious possibilities.

Instead of spending all your time searching for strangers …

… You might spend 90 percent of your time nurturing relationships with your best prospects …

… And only 10 percent replenishing the list.

The system becomes easier to manage.

Your follow-up becomes more consistent.

Your relationships become stronger.

And your sales become more predictable.

The goal isn’t to eliminate prospecting.

The goal is to stop rebuilding your pipeline from zero every day.

A Dream Prospect List Makes
Follow-Up More Valuable

Following up with 100 carefully selected Dream Prospects is different from following up with 100 random names.

You understand why each person belongs on the list.

You know what makes them a strong potential customer.

You have a reason for continuing the relationship.

And each interaction can build on the last.

That makes follow-up more relevant.

More personal.

And more valuable to both sides.

You’re not simply asking:

“Are you ready to buy yet?”

You’re learning about the prospect.

Sharing useful information.

Answering questions.

And helping them move toward a result they already want.

More Names Can Create More Waste

Many owner-operators believe the solution to a weak pipeline is a larger list.

They tell themselves:

“I need more leads.

“I need more contacts.

“I need to talk to more people.”

So, they keep adding names.

But a larger list doesn’t automatically create a stronger pipeline.

It may simply create:

·       More people to contact.

·       More conversations to remember.

·       More follow-up to manage.

·       And more opportunities to waste time on people who were never likely to become great customers.

The value of your pipeline isn’t determined only by the number of names inside it.

The quality of the prospects determines it …

… And the strength of the relationships you build with them.

Proof:
The Client Who Had the Right System but the Wrong Prospects

A client reviews prospects with Eric: The right system. The wrong prospects.

One of my clients once told me that prospecting had started to feel like a grind.

They were putting in the work.

They were reaching out to people.

Following up.

And trying to keep the pipeline full.

But they weren’t getting enough in return for all that effort.

“I just don’t have enough time to prospect,” they told me.

“We’re grinding and grinding …

“… But we’re not getting as much out of it as we should.”

I understood the frustration.

Prospecting can require a lot of time in the beginning because you have to fill the pipeline.

But once that pipeline is established …

… You shouldn’t have to keep spending most of your time searching for new people.

You should gradually spend less time finding prospects …

… And more time developing relationships with the best prospects already in front of you.

That wasn’t happening for this client.

They Were Still Playing the Numbers Game

The client was still treating prospecting like an endless numbers game.

They kept finding more people.

Having more conversations.

And generating more activity …

… But they weren’t being selective enough about who deserved their time.

I told them:

“The reason this feels like such a grind is that you’re spinning your wheels.

“You’re doing what I did when I first started selling insurance.

“You’re staying busy …

“… But you’re spreading your attention across too many people.”

The client already understood the mechanics of the Prime Selling System™.

They understood the Bullseye Buyer Blueprint™.

They understood their Prime Offer™.

They had their manifesto content, Consumer’s Guide, and Prime Seller System™.

The system itself wasn’t the problem.

The problem was that they weren’t always putting the right people through it.

Bullseye Buyers and Dream Prospects
Aren’t the Same

There is an important difference between a Bullseye Buyer and a Dream Prospect.

A Bullseye Buyer may look ideal on paper.

They have the right business, income, problem, or buying criteria.

From a technical standpoint …

… They appear to be a strong potential customer.

But a Dream Prospect goes further.

A Dream Prospect fits the buying criteria …

… And is someone with whom you can build a genuine relationship.

They respond when you contact them.

They’re receptive to your ideas.

They ask questions.

They value your expertise.

They show an interest in you as a person …

… Not merely in what you’re trying to sell them.

And they’re someone you would actually enjoy serving if they became a customer.

The Bullseye Buyer fits the profile.

The Dream Prospect fits the profile and the relationship.

Stop Giving the Same Amount of Time to Everyone

I encouraged my client to review the people in their pipeline …

… And become far more selective.

“Stop giving the same amount of time to everyone,” I told them.

“Identify the people who are engaged, receptive, and enjoyable to work with.

“Then make a concerted effort over the next 30 days …

“… To follow up with those people.”

That didn’t mean bombarding them with sales messages.

It meant being human.

Reach out.

Continue the conversation.

Make sure they understand what you do.

Answer their questions.

Learn more about what they’re trying to accomplish.

Build the relationship.

At the same time …

… I told the client to stop investing so much energy in people who continually pushed back …

… Ignored their calls …

… Showed little interest …

… Or appeared likely to become difficult customers.

Just because someone could buy …

… Didn’t mean they deserved unlimited time and attention.

The Result:
Focused Relationships Produced More Sales

Once the client understood that distinction …

… They went back to the drawing board.

They reviewed their pipeline.

And they began focusing on the prospects who showed the strongest combination of:

Qualification.

Engagement.

Mutual respect.

And relationship potential.

The difference became clear.

Instead of endlessly chasing people who didn’t value their time …

… They concentrated on prospects who were genuinely interested.

Their follow-up became more focused.

Their relationships became stronger.

They used their time more efficiently.

And they began closing far more deals.

The client didn’t need another prospecting tactic.

They didn’t need to work longer hours.

They didn’t need more names in the pipeline.

They needed to make sure the right people were moving through the system.

That’s the difference between a Bullseye Buyer and a Dream Prospect.

The Bullseye Buyer looks right on paper.

The Dream Prospect looks right on paper …

… And becomes someone with whom you can build a real relationship.

The strength of your sales system matters.

But the system becomes far more powerful when you reserve your time, attention, and follow-up …

… For the people you would most like to turn into customers.

What qualities would someone need to earn a place on your Dream 100?

Scroll down and share the most important quality in the comments.

See Where the 100 Dream Prospect System™ Fits

IBB On-Demand Training

The 100 Dream Prospect System™ is Step 5 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

Your Dream Prospects Need More
Than One Way to Hear From You

Your 100 Dream Prospect System™ gives your lead generation a clear focus.

You know which people and businesses deserve your attention.

You know why you want to serve them.

And you have a manageable list of relationships to develop over time.

But identifying your Dream Prospects doesn’t guarantee they’ll respond through a single channel.

Some may answer a telephone call.

Others may respond to a direct message.

Some may notice you after receiving information.

Others may meet you through networking or an event.

You need several reliable ways to begin and continue those conversations.

That leads to Step 6 …

… The Next Generation Prospecting System™.

STEP 6: NEXT GENERATION PROSPECTING SYSTEM™

Turn Five Prospecting Channels Into
One Lead Generation Engine

Step 6: Next Generation Prospecting System, showing five connected prospecting channels.

Your 100 Dream Prospect System™ gives your lead generation a clear focus.

You know which people and businesses you most want to serve.

You know why they belong in your pipeline.

And you know where to invest your limited time and attention.

But identifying your Dream Prospects doesn’t guarantee they’ll respond through a single channel.

Some may answer a telephone call.

Others may respond to a direct message.

Some may notice the information you leave behind.

Others may meet you through networking, a lunch-and-learn, or another educational event.

If your entire prospecting strategy depends on one channel …

… Your results depend on that channel continuing to work.

The Next Generation Prospecting System™ gives you several reliable ways to reach your Dream Prospects …

… While directing every interested person into the same repeatable sales process.

That’s why it comes next.

The $9,000 Month That Started
Three Months Earlier

Eric reviews the work behind his first $9,000 month, which began three months earlier.

I still remember one of the first truly big months I had in sales.

That month …

… I earned more than $9,000 in commissions.

Before then, I had consistently earned approximately $6,000 or $7,000 per month.

Those were good months.

But earning more than $9,000 put me within reach of my first $10,000 month.

What made the result even more surprising was that it happened in December.

December was usually when consultants started slowing down.

People took vacations.

They postponed meetings.

And they told themselves they would get serious again after the holidays.

But while many people were winding down …

… I had one of my biggest months up to that point.

I Wanted to Know Why It Happened

I was excited about the income.

But I was even more interested in understanding why it had happened.

I didn’t want one exceptional month that I couldn’t explain.

I wanted to know how to repeat it.

So, I sat down and reviewed everything I had done.

Which activities had produced the sales?

Where had the customers come from?

What had I done differently that month?

That was when I realized something important:

December hadn’t created my $9,000 month.

The three months before December had created it.

Five Channels Had Been Working Together

For the previous three months …

… I had consistently generated prospects through five different channels.

I had gone door to door.

I had followed up by telephone.

I had used direct messages on social media.

I had attended networking events.

And I had conducted lunch-and-learns and other small seminars.

No single channel produced every customer.

Some worked better than others.

And the results certainly weren’t divided evenly among the five.

But when I reviewed the entire period …

… I could see that all five channels had contributed to the final result.

If I had relied on only one of them …

… I might have earned half as much.

Or perhaps only a quarter as much.

The $9,000 month happened because all five channels worked together consistently.

Are You Depending on One Prospecting Channel?

Think about how your business generates prospects today.

Do you give your Dream Prospects several ways to see you, hear from you, and respond?

Or does your pipeline depend almost entirely on one source?

Scroll down and type ONE CHANNEL or MULTIPLE CHANNELS in the comments.

Door-to-Door Prospecting
Was My Bread and Butter

At the time …

… Door-to-door prospecting was my bread and butter.

It was my primary method for entering a market …

… Meeting people …

… And starting conversations.

But door-to-door prospecting gave me something beyond leads.

It gave me immediate market research.

I could speak directly with prospective customers.

I could hear their questions.

Observe their reactions.

And learn which messages created interest.

I could quickly discover what people cared about …

… And what they ignored.

That information helped me improve every other part of the selling process.

I still recommend door-to-door prospecting when it fits the business …

… Especially at the beginning.

You may not need to do it forever.

But going directly into the market can teach you more about your prospects …

… Than sitting behind a desk and guessing what they want.

The Telephone Continued the Conversation

Telephone prospecting worked alongside door-to-door prospecting.

If I visited a business and couldn’t reach the right person …

… I could leave information and follow up by telephone.

That meant the call didn’t always have to begin from zero.

The prospect may have seen my information.

Someone inside the business may have mentioned my visit.

Or I could reference the message I had already introduced.

The telephone wasn’t a completely separate strategy.

It allowed me to continue a conversation that had started …

… Or almost started …

… At the door.

Direct Messages Created
Another Point of Contact

Direct messages gave me another way to reach prospects through social media.

Some people who wouldn’t answer an unfamiliar telephone call …

… Would respond to a message.

Others might see my name several times before deciding to engage.

The direct message created another opportunity for the right prospect to recognize me …

… Understand why I was reaching out …

… And begin a conversation.

Networking Created Personal Relationships

Networking events allowed me to meet prospects and referral partners in a more personal environment.

I wasn’t interrupting their day with an unexpected call.

We were already in a place designed for introductions and conversations.

I could learn about their business.

They could learn about mine.

And the relationship could begin before either of us discussed a sale.

Even when the person I met wasn’t a Bullseye Buyer …

… They might know someone who was.

That made networking valuable for generating both prospects and referrals.

Seminars Allowed Me to
Educate Several People at Once

Lunch-and-learns, seminars, and other small events allowed me to educate several people at once.

Instead of explaining the same ideas one person at a time …

… I could present them to a group.

I could demonstrate my knowledge.

Answer questions.

And establish greater authority.

Attendees could experience my approach before deciding whether they wanted a private conversation.

That made the event more than a prospecting activity.

It became an educational bridge into the Prime Seller System™.

Next Generation Doesn’t Mean
Abandoning What Already Works

Some people hear “next generation” and assume it means replacing telephone calls, personal visits, or networking with the newest technology.

That isn’t the point.

The newest channel isn’t automatically the best channel.

And an older channel doesn’t stop working simply because a new one appears.

Next-generation prospecting means bringing personal, traditional, and digital channels together …

… So, they support one another.

A visit can introduce the message.

A telephone call can continue it.

A direct message can reinforce it.

Networking can strengthen the relationship.

And a seminar can provide education and authority.

Each channel opens a different door.

But they all lead to the same place.

Five Channels Must Lead Into One Sales Process

That distinction was critical.

I wasn’t running five unrelated sales systems.

I was using five prospecting channels to identify potential customers …

… And move them into one consistent process.

Whether someone met me at their door …

… Spoke with me on the telephone …

… Responded to a direct message …

… Encountered me at a networking event …

… Or attended a lunch-and-learn …

… The next steps remained consistent.

They entered the same pipeline.

They received the same message.

They were offered the same Consumer’s Guide.

They received the same follow-up.

And they were guided through the same Prime Seller System™.

That consistency let the five channels work together as one lead-generation engine.

Consistent Activity Created the Breakthrough

The income appeared in December.

But the work that produced it had been accumulating for three months.

Door by door.

Call by call.

Message by message.

Conversation by conversation.

Event by event.

Some prospects responded immediately.

Others needed to hear from me several times.

Some encountered me through one channel …

… And responded through another.

Each interaction helped create familiarity.

Each channel created another opportunity to begin or continue the relationship.

And over time …

… Those activities produced one of the biggest sales months I had ever experienced.

The breakthrough didn’t come from one extraordinary day.

It didn’t come from one lucky sale.

And it didn’t come from discovering one perfect prospecting tactic.

It came from using five channels consistently …

… And directing every interested prospect into one repeatable sales process.

Five channels.

One system.

And three months of consistent activity.

Every Salesperson Needs a Mini Marketing System

That experience also changed how I thought about a salesperson’s responsibility for generating leads.

One of the most common complaints salespeople make is:

“I’m not getting enough leads.”

Sometimes that complaint is justified.

The company may need stronger advertising.

Better lead generation.

And more opportunities entering the pipeline.

But a salesperson shouldn’t have to depend entirely on the company to place every opportunity in front of them.

These five channels give each salesperson a mini marketing system.

They can go into the market.

Start conversations.

Build relationships.

Educate prospects.

And create opportunities …

… Without waiting for someone else to generate every lead.

That creates a more capable salesperson.

A more resourceful salesperson.

And a salesperson who can contribute to pipeline growth…

… Instead of only waiting for opportunities to appear.

Don’t Search for One Perfect Channel

Many businesses keep searching for the one prospecting channel that will solve everything.

They try telephone prospecting for a few weeks.

Then they stop and move to social media.

They attend two networking events.

Then they decide networking doesn’t work.

They hold one seminar.

And when it doesn’t immediately fill the pipeline …

… They abandon that too.

Each activity is expected to produce the entire result on its own.

But prospecting rarely works that way.

One channel may introduce the prospect.

Another may create familiarity.

A third may provide the information that causes them to respond.

And a fourth may create the opportunity for a real conversation.

You may never know which individual interaction deserves all the credit …

… Because the channels influenced the prospect together.

Begin Broadly and Then Strengthen What Works

When someone is first entering a market …

… I recommend testing all five channels where they reasonably apply.

The purpose isn’t to do everything forever.

The purpose is to create momentum.

Learn from the market.

And discover which combination of channels works best.

Over time …

… The salesperson or business can place more emphasis on the strongest channels.

If networking consistently creates valuable relationships …

… Do more networking.

If seminars generate qualified appointments …

… Conduct more seminars.

If direct messages start meaningful conversations …

… Strengthen that process.

But avoid becoming entirely dependent on one source for prospects.

Markets change.

Platforms change.

Response rates change.

And a channel that works well today may become less effective tomorrow.

A multi-channel system gives your pipeline greater stability.

Proof:
The Telecommunications Client Who
Pretended to Send the Mailer

A telecommunications client makes calls while unsent mailers remain on the desk.

I once worked with a successful telecommunications business owner who wanted to generate more leads.

He was intelligent.

Technically skilled.

And already doing well.

But his prospecting was inconsistent.

Like many business owners and salespeople …

… He relied heavily on cold calling.

At one point, he tried combining direct mail with telephone prospecting.

He would send a mailer to a prospective customer …

… And then call to follow up.

The problem was that most of the people he called either hadn’t seen the mailer …

… Or didn’t remember receiving it.

He would begin the conversation by saying:

“I’m calling to follow up on the information I sent you.”

The prospect would say they never received it …

… Use that as a reason to end the conversation …

… And hang up.

He Found a Shortcut

After going through this enough times …

… My client found a shortcut.

He stopped sending the mailers.

He would call prospects …

… And tell them he had sent something.

Since most people couldn’t remember whether they had received the original mailer anyway …

… He figured there was no point in paying to send it.

It was a funny story.

But it exposed a much larger problem.

He viewed the mailer as an excuse to make a sales call …

… Rather than as an important part of the sales process.

He was trying to skip the marketing …

… And go directly to the sale.

The Message Should Do the Heavy Lifting

I explained that the message should do the heavy lifting.

Marketing uses that message to create awareness.

Build interest.

Educate the prospect.

And increase their desire for the solution.

Sales then provides the leadership necessary to help the prospect move forward …

… And accomplish what they already want to achieve.

Marketing creates the desire.

Sales provides the follow-through.

When those two functions are disconnected …

… Salespeople are forced to start every conversation from zero.

They have to explain who they are.

What they do.

Why it matters.

And why the prospect should listen …

… All during an unexpected telephone call.

That makes the salesperson’s job far more difficult than it needs to be.

The Solution Wasn’t Simply to
Send the Mailer Again

The solution wasn’t simply to resume sending mailers.

It was to build a coordinated prospecting system …

… In which multiple channels carried a consistent message …

… And led prospects into one sales process.

We began with door-to-door prospecting.

But instead of treating it as nothing more than knocking on doors and hoping someone would speak with us …

… We turned it into a flyer-distribution system.

The flyer allowed us to introduce the message …

… Even when the decision-maker wasn’t available.

Telephone prospecting then gave us a second channel for following up on that same message.

The call didn’t need to carry the entire burden.

It could continue a conversation that had already begun through the flyer.

Direct messages provided another way to introduce and reinforce the message through social media.

Networking allowed my client to meet prospects and referral partners in a personal environment.

And lunch-and-learns and other small seminars allowed him to educate several prospects at once …

… While building authority.

Each Channel Had a Different Job

These weren’t five unrelated strategies.

They were five channels carrying one consistent message into one sales process.

The flyer introduced the idea.

The telephone call continued it.

The direct message reinforced it.

Networking created the relationship.

And the seminar provided education and authority.

Each channel played a different role.

But they all moved the prospect toward the same next step.

Once my client understood that …

… He had a light-bulb moment.

He no longer viewed marketing and sales as separate activities.

He saw them as parts of one integrated system.

Marketing Prepares the Prospect for Sales

Marketing wasn’t merely meant to produce a name and telephone number for a salesperson.

It was to prepare the prospect for the sales conversation.

Sales wasn’t meant to pressure an uninterested person into buying.

It was to lead an interested prospect toward the result they wanted.

That shift changed how my client approached prospecting.

Instead of depending on random cold calls …

… And searching for a single tactic that would produce every lead …

… He began using multiple channels to support one another.

He didn’t need one activity to generate a hundred customers.

He needed a collection of consistent activities that worked together to generate them.

The Result:
Random Activities Became a Coordinated System

The five-channel approach gave my client a miniature marketing system he could control.

He didn’t have to sit around complaining that the company hadn’t given him enough leads.

He could introduce his message through several channels.

Follow up through different forms of media.

Develop familiarity over time.

And lead every interested prospect into the same repeatable sales process.

Prospecting stopped being a collection of random activities.

It became a coordinated system.

Five channels.

One message.

One sales process.

That’s the power of the Next Generation Prospecting System™.

Which additional channel could strengthen your current prospecting system?

Scroll down and type DOOR, PHONE, MESSAGE, NETWORKING, or EVENT in the comments.

See Where the Next Generation
Prospecting System™ Fits

IBB On-Demand Training

The Next Generation Prospecting System™ is Step 6 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

More Conversations:
Create a New Follow-Up Problem

Your 100 Dream Prospect System™ identifies the people you most want to serve.

Your Next Generation Prospecting System™ gives you five reliable channels for reaching them.

Those channels create more conversations.

More responses.

And more qualified opportunities.

But every new opportunity creates another responsibility.

Someone must remember what happened.

Someone must know where the prospect stands.

Someone must determine the next action.

And someone must make sure the follow-up actually happens.

Without a clear operating system …

… Prospects can receive the Consumer’s Guide and never hear from you again.

Promising conversations can disappear.

Salespeople can forget what they promised.

And valuable opportunities can slip through the cracks.

Generating the opportunity isn’t enough.

You also need a system that ensures every qualified prospect keeps moving forward.

That leads to Step 7 …

… The Prime Follow-Up Operating System™.

STEP 7: PRIME FOLLOW-UP OPERATING SYSTEM™

Why More Opportunities Require
a Better Follow-Up System

Step 7: Prime Follow-Up Operating System, showing prospects organized across pipeline stages.

Your 100 Dream Prospect System™ identifies the people you most want to serve.

Your Next Generation Prospecting System™ gives you five reliable channels for reaching them.

Those channels create conversations.

They generate interest.

And they move more qualified prospects into your pipeline.

But creating the opportunity is only the beginning.

One prospect may need to receive your Consumer’s Guide.

Another may need a telephone call.

Someone else may need an invitation to the Free Orientation.

Another prospect may have expressed interest …

… But hasn’t scheduled the appointment.

If you try to manage every conversation, promise, and next action from memory …

… Qualified prospects will eventually fall through the cracks.

That’s why the Prime Follow-Up Operating System™ comes next.

I Thought Better Follow-Up Required a Better CRM

Eric organizes a visible sales pipeline: every prospect needs a stage and a clear next action.

Like many owner-operators and salespeople …

… I assumed better follow-up required a better customer relationship management system.

At first, I used a relatively simple process.

I organized prospects in Outlook …

… And color-coded the contacts so I could keep track of them.

I also worked with clients who invested in expensive, highly sophisticated CRMs.

These systems promised to organize every contact.

Track every opportunity.

And make the sales process easier to manage.

But they often created another problem.

The Technology Became Another Job

Some CRM systems took months …

… Or sometimes even a year …

… To understand and master.

They had to be configured.

Customized.

Maintained.

And continually updated.

Instead of spending their time following up with prospects …

… People became trapped in the technology grind.

They were learning the software.

Building complicated automations.

Creating fields.

Updating reports.

And trying to force their sales process to fit the system.

After all that work …

… The most important question often remained unanswered:

Where is each prospect in the sales process …

… And what needs to happen next?

Contact Information Doesn’t Create Follow-Up

A CRM can tell you a prospect’s name.

Their telephone number.

Their email address.

And perhaps the last time someone contacted them.

That information is useful.

But storing contact information isn’t the same as managing follow-up.

The system must also show you:

Where the prospect stands.

What has already happened.

What needs to happen next.

Who is responsible for making it happen.

And when that action should be completed.

Without those answers …

… The prospect is simply another name inside a database.

“Follow Up More” Isn’t a System

Most people know that poor follow-up costs businesses sales.

So, the advice they receive is usually simple:

“Follow up more.”

“Be persistent.

“Don’t let the prospect forget about you.”

But telling someone to follow up more doesn’t create a follow-up process.

Proper follow-up can require a dozen or more touchpoints …

… Spread across several weeks or months.

And every prospect may be at a different point in the process.

One may need the Consumer’s Guide.

Another may need a telephone call.

Someone else may need an invitation to the Free Orientation.

Another person may have attended the orientation …

… But still needs to schedule a Free Strategy Session.

The salesperson must remember every conversation.

Every commitment.

Every unanswered message.

And every next step.

That gets harder as the pipeline grows.

Are You Managing Follow-Up From Memory?

Think about the qualified prospects inside your pipeline today.

Can you immediately see where each person stands …

… And exactly what must happen next?

Or are the details scattered across your inbox, calendar, notes, and memory?

Scroll down and type MEMORY or SYSTEM in the comments.

Every Prospect Creates a Small Project

I kept thinking there had to be a better way.

Then one day …

… While working through my tasks in Asana …

… I had an epiphany.

I had been thinking about lead management the wrong way.

A lead wasn’t simply a contact stored inside a database.

Each lead was its own project.

Every prospect entered the process at a specific point.

Certain actions had already been completed.

Other actions still needed to happen.

The prospect also needed to move through a defined series of stages before buying.

That meant I didn’t need to think only in terms of customer relationship management.

I needed to think in terms of project management.

I Built the Follow-Up Process Inside Asana

I began building my follow-up process inside Asana.

I created a visual board that worked like an assembly line.

Each prospect occupied a specific position inside the process.

As the relationship advanced …

… I could move the prospect from one stage to the next.

I could see exactly where they were.

What had already happened.

And what needed to happen before they could move forward.

Instead of opening individual contact records and searching for clues …

… I could see the entire pipeline in front of me.

The process became visible.

Think of Your Pipeline as an Assembly Line

On an assembly line …

… Every item moves through the same defined process.

You can see where each item is.

You know which steps are already complete.

And you know what must happen before it advances to the next stage.

Your sales pipeline should work the same way.

A Dream Prospect enters the system.

They receive the appropriate information.

They’re invited to the next step.

Their response is recorded.

And the salesperson knows exactly what action must happen next.

The prospect continues moving until they schedule the Free Orientation …

… Decline the invitation …

… Or demonstrate that they’re no longer qualified.

Every prospect has a position.

Every position has a purpose.

And every stage has a defined next action.

The Breakthrough Wasn’t Asana

Asana was simply the tool I chose.

A business could use Trello.

Another project-management platform.

Or even a CRM configured around the same process.

The breakthrough wasn’t the software.

The breakthrough was the underlying idea:

Follow-up should be managed as a repeatable project.

The technology should make the process easier to see and follow.

It shouldn’t become the process itself.

A simple tool built around a clear process can be extremely effective.

A sophisticated tool without a clear process …

… Gives you a more expensive place to remain disorganized.

Customize the Tool Around the Way You Sell

A rigid CRM may force salespeople to adapt to stages that don’t reflect how the business actually sells.

That creates unnecessary complexity.

The Prime Follow-Up Operating System™ begins with your process.

What should happen when you identify a Dream Prospect?

How will you introduce the Consumer’s Guide?

When should someone receive a telephone call?

When should they be invited to the Free Orientation?

What happens if they don’t respond?

How long should they remain in active follow-up?

What determines whether they advance, decline, or become disqualified?

Once those questions are answered …

… You can build the tool around the process.

The operating system can be as simple or as detailed as necessary.

But every stage should help the salesperson understand what to do next.

Results Are Produced by Behavior

Most sales systems focus on tracking results.

The number of leads.

Appointments.

Presentations.

Proposals.

And sales.

Those numbers are important.

They tell you what happened.

But results are produced by behavior.

Telephone calls create conversations.

Consumer Guides create education.

Invitations create appointments.

Reminders increase attendance.

And consistent follow-up keeps qualified opportunities moving.

If you track only the final result …

… You may know that sales are down.

But you may not know which necessary behaviors stopped happening.

The Prime Follow-Up Operating System™ helps you track and reinforce the behaviors that drive results.

Every Stage Should Make the Next Behavior Clear

Instead of merely recording whether a sale happened …

… The system makes sure every necessary follow-up action happens along the way.

If a prospect hasn’t received the Consumer’s Guide …

… The next action is clear.

If they received the guide but haven’t been invited to the Free Orientation …

… The next action is clear.

If they were invited but haven’t responded …

… The next action is clear.

If they scheduled the orientation …

… The prospect can advance into the next stage of the Prime Seller System™.

Nobody has to guess.

Nobody has to improvise.

And nobody has to search through old emails to remember what happened.

The stage tells you where the prospect stands.

The next action tells you what to do.

The System Keeps Prospects From Disappearing

Without a visible follow-up process …

… Prospects often disappear for reasons that have nothing to do with the quality of the offer.

The salesperson becomes busy.

A message goes unanswered.

A promised telephone call is forgotten.

A note gets buried.

Or everyone assumes someone else is handling the opportunity.

The prospect may still be interested.

They may still be qualified.

And they may still need the solution.

But the business loses the opportunity …

… Because nobody completed the next action.

The Prime Follow-Up Operating System™ prevents that unnecessary loss.

Every prospect remains visible.

Every next action remains attached to the opportunity.

And every qualified prospect stays inside the system until a clear outcome is reached.

A Complicated CRM Can Hide a Broken Process

Many owner-operators believe sophisticated software will automatically improve sales performance.

They invest in a CRM with hundreds of features.

They build complicated workflows.

They create reports and dashboards.

And they assume the technology will solve the follow-up problem.

But software can’t create a process that the business hasn’t defined.

If your salespeople don’t know what should happen next …

… Adding more features won’t give them clarity.

If the stages don’t reflect the way you actually sell …

… More automation may move prospects through the wrong process faster.

And if nobody is responsible for the next action …

… A reminder inside a more expensive system is still only a reminder.

The process must come first.

Then the technology can support it.

Simple Enough to Use Is Better
Than Sophisticated Enough to Ignore

The best follow-up system isn’t necessarily the one with the most features.

It’s the one your salespeople will actually use.

They should be able to open the system …

… See their prospects …

… Understand each stage …

… And know what to do next.

The process should reduce confusion.

Not create more of it.

If the system requires months of training before someone can follow up effectively …

… The tool may be getting in the way of the result.

Your operating system should be detailed enough to protect the process …

… But simple enough to become part of the salesperson’s daily work.

Proof:
“That’s Exactly What I Need”

Eric shows a client a visible prospect pipeline during a conversation over coffee.

I was meeting one of my best clients for coffee …

… When our conversation turned to his sales process.

He was trying to get everything dialed in.

But like many owner-operators …

… He was struggling to see exactly where every prospect stood …

… And what needed to happen next.

He had prospects.

He had conversations underway.

And he knew follow-up was important.

But the process wasn’t visible.

So, I asked him a question:

“Have you ever considered treating your leads like projects?”

He looked at me and said:

“What do you mean?”

I Asked Him to Imagine an Assembly Line

I told him to imagine an assembly line.

Every item on an assembly line moves through the same defined process.

You can see where each item is.

You can see what has already been completed.

And you know what needs to happen …

… Before it advances to the next stage.

“That’s how I think about lead management,” I explained.

“Instead of treating each lead as another contact inside a database …

“… I treat each one as an individual project that must be guided through a repeatable process.”

Then I opened my laptop …

… And showed him the board I had built in Asana.

He Could See the Entire Pipeline

My prospects were organized visually across the entire pipeline.

Each lead occupied a specific stage.

And every stage indicated what needed to happen next.

He could see the process immediately.

This prospect needed additional follow-up.

That prospect needed information.

Another was moving closer to scheduling an appointment.

The sales process was no longer hidden inside notes, contact records, and someone’s memory.

It was sitting in front of him.

His jaw practically dropped.

“Oh my gosh,” he said.

“That’s exactly what I need.”

He Built His Own System in Less Than a Week

I didn’t think much more about the conversation after we left the coffee shop.

About a week later …

… We met again.

“Eric,” he said, “after our last conversation, I went back to the drawing board.

“Guess what I did?”

Then he showed me the pipeline he had built.

In less than a week …

… He had taken the basic concept …

… And organized his prospects into a visual sales process.

He could immediately see who was in an active conversation.

Who required additional follow-up.

And who was getting close to making a decision.

“Wow, Eric,” he told me.

“This changed the game for me.”

Organization Was Only the Beginning

What made the system so valuable wasn’t simply that his leads were more organized.

He could now see the details behind the follow-up process.

Every prospect had a defined position.

A clear next action.

And a visible path forward.

Instead of asking:

“Who should I follow up with today?”

He could open the system and see the answer.

Instead of wondering:

“What did we promise this prospect?”

He could see what had already been completed.

And instead of allowing promising opportunities to disappear …

… He could keep each qualified prospect moving toward a clear decision.

Visibility Created Accountability

The system also created accountability.

My client could hold himself accountable for completing the necessary follow-up activities.

As his team became involved …

… He could assign responsibilities.

He could see who owned the next action.

He could confirm that it had been completed.

And he could make sure everyone followed the same standardized process.

Nothing had to depend on memory.

Nothing had to be improvised.

And there was far less opportunity for a qualified prospect to disappear …

… Simply because someone forgot the next step.

The Business Could Now Manage the Process

Before the system …

… Follow-up depended on the owner remembering what needed to happen.

After the system …

… The process itself showed everyone what needed to happen.

That’s an important step toward lead generation independent of you.

A salesperson can enter the system …

… See their responsibilities …

… And complete the same follow-up process the owner would have completed.

A manager can see whether the work is being done.

The owner can step away without losing visibility.

And the business no longer has to rely on one person to carry the entire pipeline in their head.

The Result:
Follow-Up Became Visible,
Repeatable, and Manageable

That’s what makes the Prime Follow-Up Operating System™ an actual operating system.

It doesn’t merely store contact information.

It doesn’t merely send reminders.

And it doesn’t merely report sales numbers after the fact.

It makes the follow-up process visible.

Repeatable.

And manageable.

Every prospect has a place.

Every prospect has a next action.

And every salesperson can see exactly what must happen to move the opportunity forward.

You don’t need to tell your team to follow up more.

You need to give them a system that shows them how.

Could you immediately identify the next action for every qualified prospect in your pipeline?

Scroll down and type YES or NOT YET in the comments.

See Where the Prime Follow-Up
Operating System™ Fits

IBB On-Demand Training

The Prime Follow-Up Operating System™ is Step 7 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

A Visible Next Action Still Has to Be Completed

Your 100 Dream Prospect System™ identifies the prospects you most want to serve.

Your Next Generation Prospecting System™ gives you several reliable ways to reach them.

And your Prime Follow-Up Operating System™ shows you exactly where each prospect stands …

… And what needs to happen next.

But many of those next actions still require someone to complete them manually.

Someone must deliver the Consumer’s Guide.

Send the scheduling link.

Confirm the Free Orientation.

And remind the prospect to attend.

The operating system makes those actions visible.

But what if the routine actions could happen automatically?

What if an interested prospect could request the guide …

… Receive it immediately …

… Schedule the Free Orientation …

… And receive the appropriate reminders …

… Without waiting for you or a salesperson to make each step happen?

That leads to Step 8 …

… The Prime Selling System Funnel™.

STEP 8: PRIME SELLING SYSTEM FUNNEL™

Turn Manual Sales Administration Into an Automated Prospect Journey

Step 8: Prime Selling System Funnel, showing an automated path from information to an opportunity.

Your Prime Follow-Up Operating System™ shows you where every prospect stands.

You can see what has already happened.

What needs to happen next.

And who is responsible for completing it.

But many of those next actions may still require manual completion.

Someone must locate and deliver the Consumer’s Guide.

Send the scheduling link.

Confirm the Free Orientation.

Remind the prospect to attend.

Collect the information needed for the Free Strategy Session.

Continue following up when the prospect doesn’t respond immediately.

The operating system makes these actions visible.

But the Prime Selling System Funnel™ allows many of them to happen automatically.

That’s why it completes Phase 2: Lead Generation Independent of You™.

Nearly Every Step Required My Personal Attention

Eric handles sales administration manually: the guide, scheduling, reminders, and follow-up.

Before I built my Prime Selling System Funnel™ …

… Nearly every part of my appointment process had to be handled manually.

I would contact a prospect …

… Or the prospect would contact me …

… And I would offer them the Free Consumer’s Guide.

Then I would search through my files.

Find the correct PDF.

Attach it to an email.

And send it.

Afterward …

… I would contact the prospect to make sure they received it.

A few days later …

… I would follow up again to see whether they had read the guide …

… And wanted to schedule a Free Orientation.

If they didn’t respond …

… I had to remember to send another email or make another telephone call.

The Process Worked

The process worked.

Prospects received the guide.

Some read it.

Some scheduled the Free Orientation.

And qualified prospects continued moving through the Prime Seller System™.

But as the number of prospects increased …

… So did the number of small administrative tasks competing for my attention.

Search for the file.

Attach the guide.

Write the email.

Send the scheduling link.

Check whether the prospect responded.

Confirm the appointment.

Send the reminder.

Reschedule the meeting.

Follow up again.

None of these tasks seemed particularly difficult by itself.

But together …

… They consumed an enormous amount of time.

Small Tasks Become a Large Capacity Problem

If you’re managing only a few prospects …

… Manual administration may not feel like a serious problem.

But if you’re managing 100 Dream Prospects …

… You can’t afford to search for files, copy and paste the same messages, send individual reminders, and manually coordinate every appointment.

The more successful your prospecting becomes …

… The more administrative work the process creates.

Eventually, the salesperson reaches a limit.

They can prospect.

Or they can do the administrative work prospecting creates.

They can conduct Orientations.

Or they can spend their time coordinating those appointments.

They can have meaningful conversations with qualified buyers.

Or they can copy and paste another reminder.

Small tasks start limiting how many prospects a salesperson can serve.

How Much of Your Sales Process Is Still Manual?

Think about what happens after a prospect expresses interest.

How many repetitive steps must you or someone on your team complete before that person reaches a real sales conversation?

Scroll down and type MANUAL or AUTOMATED in the comments.

I Realized a Funnel Could Handle Repetitive Work

Once I learned how funnels worked …

… I realized that much of this repetitive work could happen automatically.

Instead of searching for the Consumer’s Guide every time someone requested it …

… I could send the prospect to a landing page.

The landing page could explain what the guide would help them understand.

The prospect could enter their information …

… And receive the guide automatically.

The thank-you page could then invite them to schedule a Free Orientation.

Follow-up emails and text messages could remind them to read the guide …

… And book their appointment.

The system could continue advancing the relationship …

… Without requiring me to complete every administrative action manually.

The Funnel Gave Every Prospect a Clear Path

Before the funnel …

… The prospect’s next step depended on me sending the right message at the right time.

After the funnel …

… The path was already built.

Request the Consumer’s Guide.

Receive the guide.

Schedule the Free Orientation.

Attend the Orientation.

Qualify for the Free Strategy Session.

Schedule the Strategy Session.

And continue into the Prime Seller System™.

The prospect didn’t have to wonder what to do next.

The salesperson didn’t have to recreate the process for every new opportunity.

And the business could provide a more consistent experience …

… Regardless of who was managing the relationship.

Qualified Prospects Could Schedule
the Next Conversation

When a prospect completed the Free Orientation …

… And qualified for a Free Strategy Session …

… They could receive another page where they could schedule that appointment directly on my calendar.

There was no need for an endless chain of messages.

“What day works for you?

“Does Tuesday afternoon work?

“What about Thursday morning?

“Can we reschedule?”

The prospect could see the available times …

… Choose the one that worked best …

… And receive an immediate confirmation.

The appointment moved forward without requiring me to coordinate every detail.

Automation Didn’t Replace the Relationship

That didn’t mean automating the entire relationship.

The Free Orientation was still personal.

The Free Strategy Session was still personal.

The diagnosis was personal.

The recommendation was personal.

And the buying decision still required a real conversation.

The funnel wasn’t designed to remove the salesperson from the sales process.

It was designed to remove the repetitive administration surrounding the sales process …

… So, the salesperson could spend more time with prospects.

Automation handled the busy work.

The salesperson handled the personal touch.

The Funnel Should Support the Salesperson

Some businesses attempt to automate every interaction.

They remove the conversations.

Replace personal guidance with generic messages.

And treat every prospect as though they should move through the same automated sequence without human involvement.

That may save time.

But it can also weaken the relationship.

A qualified prospect may need to ask a question.

Explain their situation.

Discuss a concern.

Or understand how the process applies specifically to them.

Those conversations are valuable.

The goal isn’t to eliminate them.

The goal is to eliminate the repetitive work that keeps salespeople from having more of them.

Don’t Automate an Unproven Process

There was also an important sequence to follow.

I didn’t begin by building a complicated funnel around an unproven sales process.

First …

… I developed the sales process.

Then …

… I worked the process manually.

I observed how prospects responded.

I identified the questions they asked.

I learned where they became confused.

And I discovered which actions consistently moved the relationship forward.

Once the process began producing results …

… I used the Prime Follow-Up Operating System™ to identify the repetitive tasks consuming the most time.

Only then did I automate them.

Manual Before Automation

Working the process manually gave me something automation couldn’t provide:

Understanding.

I learned what needed to happen.

In what order.

And why each step mattered.

That allowed me to automate a proven process.

Without that understanding …

… I might have automated the wrong steps.

Sent the wrong message.

Created unnecessary complexity.

Or moved prospects through a process that didn’t produce sales.

Automation multiplies whatever process you give it.

If the process works …

… Automation can increase its capacity.

If the process is broken …

… Automation can help it fail faster.

That’s why the correct sequence is:

First …

… Work the process manually.

Then …

… Automate it.

Finally …

… Delegate it.

A Funnel Isn’t a Substitute for a Sales Process

Many owner-operators begin with the technology.

They purchase funnel software.

Build landing pages.

Create email sequences.

Connect calendars.

And install automations.

But they haven’t clearly defined the process that those tools are supposed to support.

They don’t know whom they want to attract.

They haven’t established the primary offer.

Their message remains unclear.

And they haven’t proven how to guide an interested prospect toward a decision.

The funnel may look impressive.

But technology can’t compensate for an undeveloped sales process.

A funnel isn’t the sales process.

It’s the vehicle that carries a proven sales process forward.

Build the Journey Around the Prospect

A strong Prime Selling System Funnel™ isn’t simply a collection of pages and emails.

It’s a connected prospect journey.

Each step should help the prospect understand:

What they’re receiving.

Why it matters.

What they should do next.

And what will happen after they take that action.

The landing page explains the value of the Consumer’s Guide.

The guide begins the education.

The thank-you page introduces the Free Orientation.

The follow-up messages remind the prospect to continue.

The scheduling page makes taking the next step easy.

And the confirmations prepare the prospect to attend.

Each part supports the next.

The technology becomes almost invisible …

… Because the experience feels natural to the prospect.

The Funnel Increased My Capacity

After I built the funnel …

… My capacity increased significantly.

I no longer had to search for the guide.

Manually deliver it.

Copy and paste the same follow-up messages.

Send individual appointment confirmations.

Or coordinate every meeting through an endless email chain.

The funnel handled those predictable tasks for me.

That gave me more time to prospect.

Conduct appointments.

Answer important questions.

And personally follow up where a human conversation would make the greatest difference.

The funnel didn’t reduce the salesperson's importance.

It allowed the salesperson to spend more time doing the work only a person could do.

The Prospect Also Receives a Better Experience

The funnel didn’t just make the process easier for me.

It made the process easier for the prospect.

They received the Consumer’s Guide immediately.

They didn’t have to wait for someone to locate the file.

They could schedule an appointment at their convenience.

They received confirmations and reminders.

And they always knew what would happen next.

The experience became faster.

Clearer.

And more consistent.

A prospect shouldn’t lose momentum because the business forgot to send something.

They shouldn’t have to chase the salesperson for the next step.

And they shouldn’t become confused because each team member handles the process differently.

The funnel protects the experience …

… By making sure the predictable parts happen consistently.

Proof:
The Landscape Designer Who
Wanted a More Efficient Process

A landscape designer works with customers while the system handles sales administration.

This reminds me of a landscape designer I worked with.

We had already developed her sales process …

… And it was beginning to work.

As the process gained momentum …

… She started thinking about the next problem.

“Eric,” she asked, “How can I make this sales process more efficient?”

At the time …

… She used tools such as Google Calendar to coordinate appointments.

She knew she could purchase a complicated CRM.

But she wasn’t convinced that another piece of software would solve the problem.

And she was right.

Her concern wasn’t simply managing contacts.

Her Sales Required More
Than Scheduling an Appointment

A landscape-design project requires a lot of information …

… Before an accurate proposal can be prepared.

She needed to schedule appointments.

Collect information from prospects.

Receive project documents.

Prepare agreements.

Secure signatures.

Coordinate the start of each new project.

She was making sales.

But facilitating every step created unnecessary work and stress.

Each new customer generated another series of administrative tasks.

And because she personally managed so many of those details …

… Growth increased the pressure on her.

That told me she was ready for the next stage.

Her sales process had been established.

It had been tested.

And it had been validated.

Now we could begin automating the repetitive parts …

… By turning the process into a funnel.

We Began With the Consumer’s Guide

We started with a landing page for her Consumer’s Guide.

When someone requested the guide …

… The system delivered it automatically.

The thank-you page then gave the prospect an immediate opportunity to schedule a Free Orientation.

Qualified prospects could schedule the next appointment …

… Through a separate Free Strategy Session page.

Instead of relying on her to send every file and coordinate every appointment …

… The funnel gave each prospect a clear path forward.

Then We Looked Beyond Appointment Scheduling

We also looked beyond delivering the guide and scheduling appointments.

After someone scheduled a meeting …

… The system could automatically send a questionnaire requesting the information she needed.

Prospects could provide details about their project.

Answer important questions.

And upload relevant documents …

… Before the meeting.

That allowed her to arrive prepared.

She didn’t have to spend the first part of the conversation collecting basic information.

And the prospect didn’t have to send documents through separate email conversations repeatedly.

We Connected the Entire Sequence

Agreements could be prepared …

… And sent electronically for signature.

Follow-up messages could be delivered automatically.

Appointment confirmations could be sent immediately.

Reminders could reduce missed meetings.

And new customers could receive clear instructions about what would happen next.

Instead of treating each activity as an unrelated administrative task …

… We organized everything as one connected sequence.

The funnel facilitated the journey from initial interest …

… To an informed prospect …

… To a scheduled appointment …

… To a signed agreement …

… To the beginning of the project.

The Funnel Facilitated
the Personal Conversations

The funnel didn’t replace the personal conversations that made the sale possible.

It facilitated everything surrounding those conversations.

Her prospects knew what to do next.

She received the information she needed.

Appointments were scheduled.

Documents were collected.

Agreements were signed.

And new customers moved into onboarding …

… With fewer delays and less confusion.

The process became easier for the prospect.

And it became easier for her.

“My Sales Process Became Effortless”

The effect went beyond saving time.

In her words:

“My sales process became effortless.”

All she had to do was show up for the conversations that required her expertise.

The system handled much of the repetitive administration …

… Before and after those conversations.

She could focus on understanding the prospect.

Evaluating the project.

Answering questions.

And recommending the right solution.

She no longer had to carry the entire process personally.

Automation Made Delegation Possible

Eventually …

… The funnel created an even larger breakthrough.

Because the process had become so clear and automated …

… She was able to hire an assistant who could run the sales process without her.

Before the funnel …

… The process lived largely inside her head …

… And depended on her personal effort.

Afterward …

… It became a defined sequence another person could understand and run.

The assistant didn’t have to recreate the process.

They didn’t have to guess what the owner would do.

And they didn’t have to remember every administrative detail.

The funnel established the path.

The operating system made the work visible.

And the assistant could keep the process moving.

The Result:
Manual Became Automated and
Automated Became Delegatable

That’s one of the most powerful results of the Prime Selling System Funnel™.

Automation doesn’t merely make a sales process faster.

It makes the process more consistent.

Less stressful.

And easier to transfer to someone else.

First …

… You develop the process manually.

Then …

… You automate the repetitive parts.

Finally …

… You delegate the operation of the system.

Manual becomes automated.

Automated becomes delegatable.

And what once depended entirely on the owner …

… Becomes a system the business can run.

Which repetitive part of your sales process would you automate first?

Scroll down and type DELIVERY, SCHEDULING, REMINDERS, FORMS, or AGREEMENTS in the comments.

See Where the Prime Selling System Funnel™ Fits

IBB On-Demand Training

The Prime Selling System Funnel™ is Step 8 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

Phase 2:
Lead Generation Independent of You™ Creates a Predictable Opportunity Engine

Phase 2 of the Prime Selling System: Lead Generation Independent of You.

You’ve now completed the second four steps inside the Prime Selling System™.

Step 5: 100 Dream Prospect System, showing a focused group of ideal prospects.

Step 5: 100 Dream Prospect System™

You created a focused list of the Bullseye Buyers you would most like to know, serve, and turn into customers.

Step 6: Next Generation Prospecting System, showing five connected prospecting channels.

Step 6: Next Generation Prospecting System™

You gave your salespeople five reliable channels to reach those prospects and direct them into one consistent sales process.

Step 7: Prime Follow-Up Operating System, showing prospects organized across pipeline stages.

Step 7: Prime Follow-Up Operating System™

You gave every qualified prospect a visible stage, clear next action ... 

... And defined path forward.

Step 8: Prime Selling System Funnel, showing an automated path from information to an opportunity.

Step 8: Prime Selling System Funnel™

You automated the repetitive administration that:

·       Delivers the Consumer’s Guide.

·       Schedules appointments.

·       Sends reminders.

·       Collects information.

·       Helps qualified prospects keep moving toward becoming clients.

Together …

… These four steps create a predictable engine for generating and advancing qualified sales opportunities.

You know which prospects deserve your attention.

You have several ways to reach them.

You can see exactly where they stand.

And the routine steps continue moving …

… Without requiring you to perform every action personally.

Your business can now start generating leads independent of you.

A Lead Generation Engine Still Needs Fuel

But even a well-built lead generation engine needs fuel.

Prospects need proof that your process works.

They need to see the results other customers have achieved.

Your business needs content that continually shares those success stories.

Satisfied customers need a clear way to introduce you to other qualified prospects.

And your team needs documented procedures that protect the entire sales system from drifting back toward owner-dependent selling.

If capturing proof …

… Creating content …

… Generating referrals …

… And managing the sales system …

… Still depends entirely on you …

… The complete system still depends on you.

That leads to Phase 3 …

… Sales System Independent of You™.

Phase 3:
Sales System Independent of You™

Turn Every Successful Customer
Into Fuel for Future Sales

Sales System Independent of You.

Phase 1: Sales Independent of You™ gave your business a repeatable process for turning qualified prospects into customers.

You identified your Bullseye Buyer.

Established your Prime Offer™.

Turned your expertise into educational content.

And created a structured process another salesperson can follow.

Phase 2: Lead Generation Independent of You™ built the engine that creates and advances qualified opportunities.

You identified your 100 Dream Prospects.

Created several ways to reach them.

Made every follow-up action visible.

And automated the repetitive administration surrounding the sales process.

Your business can now attract qualified prospects …

… And guide them toward becoming customers …

… Without requiring you to perform every action personally.

But one final dependency remains.

Someone must continue feeding, strengthening, and protecting the system.

If you’re still the only person who captures customer success stories …

… Turns those stories into sales content …

… Asks satisfied customers for referrals …

… Trains new salespeople …

… And makes sure everyone follows the process …

… The complete sales system still depends on you.

That’s the problem Phase 3 solves.

When the System Makes the Sale

Almost every business owner has imagined it.

You’re away from the office.

Maybe you’re traveling.

Maybe you’re spending time with your family.

Maybe you’re sitting on a beach.

And while you’re gone …

… Your business continues attracting prospects …

… Closing sales …

… And depositing money into the bank.

Most owner-operators treat that picture like a fantasy.

But it isn’t.

As you read this …

… Some owner-operators have sales systems that keep producing revenue independent of them.

I have clients whose businesses do exactly that.

But I didn’t begin there.

Revenue Once Dependent on My Daily Effort

For years …

… I experienced the feast-and-famine cycle.

When I was actively prospecting and selling …

… Money came into the business.

When I became busy serving customers …

… Or stopped pushing for the next sale …

… The pipeline slowed down.

The business might be busy today.

But I didn’t know what would happen next month.

I would find myself wondering whether enough money would come in …

… To cover the bills.

Revenue depended on my daily effort.

If I stopped pushing …

… Sales stopped moving.

That didn’t feel like owning a business.

It felt like carrying the entire sales department on my back.

Working Harder Didn’t
Create Financial Confidence

My first instinct was to work harder.

Make more calls.

Schedule more appointments.

Follow up with more prospects.

And push myself to create the next sale.

That effort could produce revenue.

But it couldn’t produce confidence.

The moment I slowed down …

… The uncertainty returned.

I eventually discovered that financial confidence doesn’t come from working harder …

… Or becoming a more talented salesperson.

It comes from building systems you can trust.

Could Your Sales Continue Without You?

Imagine stepping away from your business for several weeks.

Would prospects continue entering the pipeline?

Would your team continue following up?

Would satisfied customers continue providing proof and referrals?

And would everyone know exactly how to run the process without waiting for your direction?

Scroll down and type YES or NOT YET in the comments.

I Began Trusting the Systems

Once those systems were operating …

… My relationship with money began to change.

I no longer had to wake up every day wondering where the next sale would come from.

As long as the systems continued working …

… I knew new opportunities would continue moving through the business.

The pipeline didn’t depend entirely on what I accomplished that day.

The process had its own momentum.

Prospects could continue learning.

Appointments could continue being scheduled.

Salespeople could continue following up.

And customers could continue moving through the process …

… Even when I wasn’t personally directing every action.

The Sales Process Began Building on Itself

Then something even more powerful began happening.

The sales process started building on itself.

Satisfied customers provided video testimonials.

Those testimonials became content that attracted and persuaded prospects.

Happy customers introduced me to other qualified buyers.

And the complete process was documented …

… So, someone else could follow it without needing me to direct every action.

One successful customer helped create the next.

One completed sale produced proof, content, and referrals …

… That made future sales easier.

And every documented procedure made the system less dependent on the owner.

One Sale Should Help Create the Next

Many businesses treat every sale like an isolated victory.

The customer signs the agreement.

The business delivers the product or service.

The transaction ends.

And the salesperson returns to the market …

… Searching for someone completely new.

The value created for the customer remains largely invisible.

Their success story isn’t captured.

Their experience doesn’t become content.

Their satisfaction doesn’t produce introductions.

And the lessons learned during the sale aren’t added to the process.

That forces the business to keep starting over.

But a successful sale should produce more than revenue.

It should create assets that help generate future revenue.

Successful Customers Create Proof

Every satisfied customer has a story.

They had a problem.

They decided.

They experienced your process.

And they achieved a result.

That story proves your Prime Offer™ works.

A salesperson can explain what your business promises.

But a customer can describe what actually happened.

Their experience reduces uncertainty.

Builds trust.

And helps prospects imagine achieving a similar result.

When that proof is captured on video …

… It can continue influencing prospects long after the original customer conversation ends.

Proof Creates Seller Content

A video testimonial shouldn’t sit inside a folder waiting for someone to find it.

It can become seller content.

The customer’s experience can become:

A blog post.

An email.

A social media post.

A short video.

An example of a presentation.

Or proof used during the sales process.

One customer story can give your salespeople several ways to educate and persuade prospects.

The content doesn’t have to begin with a blank page.

It begins with a real result.

Satisfied Customers Create Referrals

A satisfied customer may also know other people who need the same result.

But referrals don’t always happen automatically.

Customers become busy.

They may not know whom you want to meet.

They may not understand how to make the introduction.

Or they may forget.

A referral system gives satisfied customers a clear opportunity to introduce you to other qualified buyers.

That allows one successful relationship to create another.

And because the introduction comes from someone the prospect already trusts …

… The new relationship begins with greater credibility.

Documentation Protects the Entire Process

Proof, content, and referrals still won’t make the system independent of you …

… If you’re the only person who knows how to produce them.

Someone must know:

When to request the testimonial.

Which questions to ask.

How to turn the recording into content.

When to introduce the referral program.

How to follow up.

And how every activity connects to the larger sales system.

Documentation turns those activities into procedures another person can follow.

It protects the standard.

Reduces improvisation.

Makes training easier.

And allows the system to continue operating …

… Even when the owner is no longer managing every detail.

This Is When Sales Become an Operating System

That’s when sales stop being a series of isolated victories …

… And become an operating system.

The customer creates a result.

The result becomes proof.

The proof becomes content.

The content attracts prospects.

Satisfied customers create referrals.

And documented procedures let the business run the entire process independent of you.

Each part strengthens the others.

The process doesn’t end when the customer buys.

That sale fuels the next one.

Independence Doesn’t Mean Neglecting the System

A sales system independent of you doesn’t mean building something once …

… And ignoring it forever.

The system still needs people.

It still needs leadership.

It still needs measurement.

And it will continue improving over time.

But you no longer have to do every activity yourself.

You don’t have to request every testimonial personally.

Create every piece of content.

Ask for every referral.

Train every salesperson.

Or correct every missed step.

The system defines what should happen.

The procedures show people how to do it.

And the business can hold people accountable to the process …

… Without depending on you.

Don’t Step Away Before the System Is Ready

Some owner-operators want to step away before they prove the process.

They hire a salesperson.

Hand them a list of prospects.

And expect them to figure everything out.

When the salesperson struggles …

… The owner concludes that nobody can sell as well as they can.

But delegation should come after development.

First …

… You create the process.

Then …

… You prove that it works.

Next …

… You automate the repetitive parts.

And finally …

… You document and delegate the operation of the system.

Freedom isn’t created by abandoning the sales process.

It’s created by making the process strong enough to run independent of you.

Freedom Must Be Built Into the Business

The time and financial freedom you imagine isn’t created by hope.

It’s created by installing the right systems.

Proving that they work.

Making them repeatable.

And giving your team members clear procedures they can follow.

That’s how you stop being the only person who can create sales.

That’s how revenue becomes less dependent on the owner’s daily activity.

And that’s how the business begins operating as an asset …

… Instead of another job you can’t leave.

That’s the purpose of Phase 3: Sales System Independent of You™.

The 4 Steps That Make the Sales System Independent of You Possible

The final four steps show you how to turn successful customers into proof …

… Turn that proof into seller content …

… Turn customer satisfaction into referrals …

… And document the complete process so someone else can run it.

Video Testimonial System.

Step 9: Video Testimonial System™

Capture authentic customer success stories that give prospects ...

... Proof that your process works.

Prime Seller Content System.

Step 10: Prime Seller Content System™

Turn customer testimonials into blogs, emails, social media posts, videos …

… And other seller content that attracts and persuades qualified prospects.

Prime Referral Engine.

Step 11: Prime Referral Engine™

Give satisfied customers a clear reason …

… And a repeatable process for introducing you to other qualified buyers.

Prime Selling SOP System.

Step 12: Prime Selling SOP System™

Document the complete Prime Selling System™ so salespeople and team members can understand, follow and run the process independent of you.

What Happens When All 4 Steps Work Together

When all four steps are in place …

… Every successful customer can help create the next.

Their result becomes proof.

Their proof becomes content.

Their satisfaction creates referrals.

And your documented procedures ensure those activities keep happening consistently.

The system begins producing assets that strengthen future sales.

Your salespeople receive better proof.

Your prospects encounter more persuasive content.

Your pipeline receives warmer introductions.

And your team has a documented process to keep everything running.

The result isn’t merely a business that can make a sale independent of you.

It’s a sales system that can run, improve, and continue generating revenue …

… Independent of you.

Begin With Proof That the Process Works

Before customer results can become content …

… Referrals …

… Or fuel for future sales …

… You must capture them.

Your prospects don’t only want to hear what you believe your process can accomplish.

They want to see what happened for someone like them.

A written testimonial can help.

But seeing and hearing a real customer describe their experience …

… Creates a different level of trust.

That leads to Step 9 …

… The Video Testimonial System™.

STEP 9: VIDEO TESTIMONIAL SYSTEM™

Turn Satisfied Customers Into Proof That Sells Independent Of You

Video Testimonial System.

Your Bullseye Buyer understands the problem.

Your Prime Offer™ gives them a clear solution.

Your Consumer’s Guide educates them.

And your Prime Seller System™ guides them toward a confident decision.

But before many prospects move forward …

… They still want proof.

They want to know whether your process has worked for someone else.

They want to see what kind of result that customer achieved.

And they want reassurance that they aren’t making the decision alone.

You can tell them your solution works.

Your salesperson can explain why the offer creates value.

But those claims become far more persuasive …

… When they come from a real customer.

That’s why Phase 3: Sales System Independent of You™ begins with the Video Testimonial System™.

The Testimonial That Closed the Sale

My Customer Made the Sale.

I have always believed in the value of video testimonials.

But I didn’t fully understand how powerful they could be …

… Until an experience I had during my years in the information technology industry.

I was meeting with a prospective client whose company designed and built showroom floors …

… For businesses such as automobile and recreational-vehicle dealerships.

She was interested in working with us.

But she was still on the fence.

She understood what we offered.

She could see how the solution might help.

But something was preventing her from making the final decision.

She Mentioned One of My Largest Clients

During our conversation …

… She mentioned that her company had been hired to complete a major showroom project …

… For one of the largest recreational-vehicle dealerships in Oregon.

That immediately caught my attention.

The dealership was already one of my biggest clients.

More importantly …

… I had previously recorded a video testimonial with its owner.

In the video …

… He spoke about his experience working with me …

… And explained why he was happy with the service we provided.

I kept that information in my back pocket …

… As our conversation continued.

The Right Moment Arrived

Eventually …

… The prospect reached the point where she was still uncertain about moving forward.

That was when I said:

“What’s interesting is that we actually work with that company.

“They’re one of our clients.”

She looked at me in surprise.

“What?

“Really?”

I opened my laptop …

… And showed her the video.

She Saw Someone She Already Respected

She watched the owner of this highly respected company explain …

… In his own words …

… How much he enjoyed working with us …

… And how pleased he was with our service.

This wasn’t generic praise from someone she had never heard of.

She knew who he was.

She respected his company.

And she wanted to make a strong impression while completing one of the largest projects her business could receive.

His opinion carried weight.

And now …

… He was describing his experience with us directly to her.

When the video ended …

… She signed the contract.

The Customer Made the Sale

Some of the circumstances were fortunate.

I couldn’t have predicted that this prospect would mention that particular client.

And I didn’t record his testimonial knowing I would eventually show it to her.

But having the testimonial ready …

… Was strategic.

The satisfied customer entered the sales conversation at exactly the right moment.

He wasn’t physically present.

He didn’t have to attend the meeting.

He didn’t have to speak with the prospect directly.

The video allowed him to describe his experience …

… And provide the proof she needed to buy.

In that moment …

… The customer helped make the sale.

What Proof Could You Show Your Next Prospect?

Think about the customers you’ve already helped.

Do you have an authentic video of one of them describing their experience?

Or would your salesperson have to rely entirely on their own claims?

Scroll down and type VIDEO or NOT YET in the comments.

A Written Review Wouldn’t
Have Carried the Same Weight

I could have shown her a written review.

I could have transcribed the owner’s comments …

… And placed them on a page.

I could have told her myself that he was a satisfied customer.

Each of those options might have helped.

But none would have carried the same weight.

She didn’t merely read a claim.

She saw the owner.

She heard his voice.

She watched his expression.

And she listened as he described his experience in his own words.

That made the proof feel real.

Video Allows Prospects to
Experience the Customer

Written testimonials are valuable.

But the prospect can’t always tell how much of the statement came directly from the customer.

They may wonder whether the business edited the quote.

Rewrote it.

Or removed the surrounding context.

Video adds another level of authenticity.

The prospect can see the person speaking.

Hear the emotion in their voice.

And experience how they describe the result.

The testimonial feels less like a marketing claim …

… And more like a conversation with a satisfied customer.

Your Customers Can Speak
When You Aren’t Present

An authentic video testimonial does more than tell prospects that customers are satisfied.

It allows a successful customer to enter future sales conversations …

… And speak on your behalf.

The customer can explain what life or business was like before working with you.

Describe what changed.

And tell the prospect why they would recommend your company.

They can continue telling that story …

… Whether you’re in the office …

… Serving another customer …

… Spending time with your family …

… Or sitting on a beach.

That makes every video testimonial a sales asset.

The Right Testimonial Answers the Right Concern

The testimonial in my sales conversation was especially powerful …

… Because the prospect already knew and respected the customer.

But your testimonials don’t always need to feature a famous or prominent person.

They need to feature someone the prospect can relate to.

A prospect may recognize themselves in the customer’s problem.

They may share the same industry.

Face the same objection.

Want the same result.

Or have the same concern about moving forward.

When the testimonial matches the prospect’s situation …

… The proof becomes more relevant.

The prospect isn’t simply hearing that your process worked.

They’re seeing that it worked for someone like them.

One Testimonial Can Address
One Important Question

Different prospects need different kinds of proof.

One may be concerned about the investment.

Another may wonder how long the process will take.

Someone else may be worried about disrupting their business.

Another prospect may question whether the solution will work in their industry.

That’s why one video testimonial may not be enough.

As your library grows …

… You can match different customer stories with different prospects, questions, and concerns.

One testimonial can demonstrate the result.

Another can explain the experience.

Another can address the implementation process.

And another can show why the customer believes the investment was worthwhile.

The more relevant the proof becomes …

… The less the salesperson has to rely on persuasion.

Testimonials Shouldn’t Be Left to Chance

Many businesses collect testimonials only when a customer happens to offer one.

A customer sends a complimentary email.

Leaves a review.

Or says something positive during a conversation.

The business appreciates the feedback …

… But doesn’t have a repeatable process for capturing it.

That means some of the strongest customer stories are never recorded.

The result occurs.

The customer is excited.

Everyone moves on.

And the moment disappears.

Collecting proof is too important to leave to chance.

Capture the Story While It’s Still Fresh

A business needs a repeatable process for reconnecting with customers …

… Discussing their experience …

… And capturing their stories while the progress and emotion are still fresh.

The best time may vary depending on the offer.

Some customers see meaningful results quickly.

Others need more time.

The key is to set a specific moment to reconnect with the customer.

Ask about their experience.

Identify the result.

And invite them to share their story.

When that activity becomes part of the system …

… Testimonials stop being occasional surprises.

They become proof assets the business produces consistently.

Every Testimonial Strengthens the Sales System

Each authentic testimonial gives the business another way to reduce uncertainty.

The video can be:

Shown during a Free Orientation.

Used during a Free Strategy Session.

Placed inside the Prime Selling System Funnel™.

Added to a presentation.

Shared in a follow-up message.

Published on the website.

Or matched with a prospect facing a similar concern.

The testimonial can continue building trust …

… Long after the original recording is complete.

And as those videos accumulate …

… Your salespeople gain an expanding library of proof.

Your Customers Begin Providing the Proof

Without testimonials …

… The salesperson must make every claim.

“We provide excellent service.

“Our process works.

“Our customers are happy.

“You can trust us.”

Those statements may all be true.

But the prospect expects the salesperson to say them.

A video testimonial allows the customer to provide the evidence.

The salesperson explains the promise.

The customer confirms the experience.

That combination makes the sales process more credible …

… And less dependent on the salesperson’s ability to persuade.

Proof:
A Phone and Three Questions

Your Customers Can Speak When You Are Not Present.

I once worked with a client who was making video testimonials much more complicated than they needed to be.

They imagined the video had to be professionally produced.

They thought they needed:

An elaborate script.

Expensive equipment.

Perfect lighting.

A production crew.

And a lengthy interview process.

Because the project felt so complicated …

… They kept putting it off.

They knew testimonials would help.

They intended to record them.

But the imagined production process prevented them from beginning.

I Told Them to Take Out Their Phone

Finally, I told them:

“Just schedule a time with one of your happy customers …

“… Take out your phone …

“… And record the conversation.”

They didn’t need elaborate production.

They didn’t need a complicated script.

And the customer didn’t need to memorize anything.

They only needed a satisfied customer …

… A phone …

… And three good questions.

Three Questions Can Capture the Entire Story

The three questions were:

1. What was your experience like before working with us?

2. What has your experience been like since working with us?

3. Why would you recommend us to someone else?

That was it.

The first question establishes the problem.

The second reveals the change.

The third lets the customer explain why someone else should consider taking the same step.

Before.

After.

Recommendation.

Those three questions create a simple structure …

… Without turning the testimonial into a scripted performance.

The Customer Doesn’t Need to Perform

The customer doesn’t need to memorize an answer.

They don’t need to speak perfectly.

And they don’t need to sound like a professional presenter.

They need an opportunity to speak honestly about their experience.

A pause can make the conversation feel real.

An imperfect sentence can make it feel authentic.

And genuine emotion can communicate more than a polished script ever could.

The purpose isn’t to manufacture praise.

It’s to capture the truth.

The Video Doesn’t Need to Be Long

The finished video might be two minutes long.

It might be one minute.

It could be even shorter.

The length isn’t what makes the testimonial persuasive.

And production quality doesn’t give it power.

Its power comes from allowing a real customer …

… To speak from the heart …

… About a real experience.

A short, authentic testimonial you actually capture …

… Is more valuable than the perfect production you never complete.

Authentic Doesn’t Mean Careless

Simplicity doesn’t mean the video should be impossible to watch.

The customer should be easy to see.

Their voice should be easy to hear.

And the setting shouldn’t distract from what they’re saying.

But those standards don’t require a studio.

A quiet location.

Good natural light.

A steady phone.

And a clear conversation …

… Are enough to begin.

The goal is credible proof.

Not a television commercial.

The Client Built a Library of Proof

My client followed the process.

They scheduled conversations with satisfied customers.

They took out their phone.

They asked the three questions.

They let each customer speak honestly.

Before long …

… They had collected a handful of authentic video testimonials.

They could show those videos to prospective customers.

Use them throughout their marketing.

And match the stories with people who needed additional confidence before moving forward.

The process was simple enough to repeat.

That meant the testimonial library could continue growing.

The Result:
Simple Videos Generated New Business

Those simple videos worked extremely well …

… And helped the client generate new business.

They didn’t need an expensive production crew.

They didn’t need a studio.

And they didn’t need to wait until every detail was perfect.

They needed a satisfied customer.

A phone.

And three questions.

That was enough to begin building a library of proof.

The Best Testimonial Is the One You Capture

That experience reinforced an important lesson:

The best video testimonial isn’t the most elaborate one.

It’s the authentic one you actually capture.

A perfect testimonial that remains on your to-do list …

… Can’t help your salespeople.

It can’t answer a prospect’s concern.

It can’t strengthen your funnel.

And it can’t help close a sale.

But a simple, honest customer story can begin working immediately.

Who is the first satisfied customer you could invite to share their experience?

Scroll down and share their FIRST NAME in the comments.

See Where the Video Testimonial System™ Fits

IBB On-Demand Training

The Video Testimonial System™ is Step 9 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

Proof Becomes More Powerful
When You Put It to Work

Your Video Testimonial System™ gives your business a repeatable way to capture authentic customer success stories.

Each testimonial proves your process works.

It can answer questions.

Reduce uncertainty.

Build trust.

And help a qualified prospect decide to buy with confidence.

But capturing the video is only the beginning.

If the testimonial sits inside a folder …

… It can’t influence prospects.

The story needs to be shaped into content.

It needs to appear where your Bullseye Buyers will encounter it.

Your salespeople also need several ways to use it throughout the sales process.

One testimonial can become a blog post.

An email.

A social media post.

A short video.

And persuasive proof inside your funnel and presentations.

That leads to Step 10 …

… The Prime Seller Content System™.

Step 10: Prime Seller Content System™

Why Capturing the Proof Is Only the Beginning

Prime Seller Content System.

Your Video Testimonial System™ gives your business a repeatable process for capturing authentic customer success stories.

You reconnect with satisfied customers.

Ask them about their experience.

Record their answers.

And create proof that your Prime Offer™ delivers what it promises.

But capturing the testimonial is only the beginning.

A powerful customer story sitting unpublished on a computer can’t influence anyone.

It can’t educate a prospect.

Build trust.

Answer a concern.

Or help someone feel confident about taking the next step.

Put the proof to work.

The Prime Seller Content System™ turns each video testimonial into content you can distribute throughout your sales process.

Step 9 captures the proof.

Step 10 multiplies and distributes it.

I Stopped Treating Testimonials
Like One-Time Sales Assets

Once I understood how effective video testimonials were …

… I stopped treating them as one-time sales assets.

I built an entire content system around them.

Whenever I made a sale …

… I would reconnect with the customer approximately 30 days later …

… And record a video testimonial about their experience.

I would lightly edit the recording.

Not into a highly polished production.

Just enough to make the video:

Clear.

Focused.

And easy to watch.

Then I would put that single testimonial to work.

One Testimonial Could Appear Everywhere

I would publish the video on my blog.

I would share it with my email list.

I would post it across social media.

And I would use it in advertising.

I could also place it inside my funnel …

… Include it in a presentation …

… Or show it directly to a prospect during a sales conversation.

The same customer story could support several different parts of the Prime Selling System™.

I didn’t need to capture a different testimonial for every channel.

I needed one authentic story …

… And a repeatable process for distributing it.

This Became My Marketing System

For a long time …

… That was essentially my entire marketing system.

Instead of constantly wondering:

“What should I write about?”

“What kind of video should I record?

“What should I email?

“What should I post today?”

… I focused on documenting the experiences of satisfied customers …

… And distributing those stories throughout the marketplace.

The customer had already experienced the service.

They had already received the result.

And they already had something meaningful to say.

I didn’t have to invent a new message.

I needed to capture the truth …

… And help more prospects see it.

The Results Reinforced the Strategy

Whenever I promoted video testimonials …

… I saw stronger engagement.

Better response rates.

And more closed deals.

Most sales content asks prospects to believe what the business says about itself.

“We provide excellent service.

“We care about our customers.

“We deliver outstanding results.

“We’re the best choice.”

Even when those statements are true …

… The prospect knows the business has a reason to make them.

Testimonial content is different.

It allows prospects to hear directly from someone who has already:

Made the decision.

Experienced the service.

And received a result.

The customer can explain what life or business was like before.

Why they decided to move forward.

What it was like to work with your company.

What changed afterward.

And why they’d recommend you to someone else.

The business makes the promise.

The customer provides the proof.

Are You Inventing Content
or Documenting Results?

Think about the content your business creates.

Are you trying to invent something new to say?

Or are you systematically documenting and distributing the results your customers have already achieved?

Scroll down and type INVENTING or DOCUMENTING in the comments.

The Customer Becomes Part of the Sales Team

A video testimonial allows a satisfied customer to speak on your behalf …

… Even when they aren’t physically present.

They can appear on your website at midnight.

Inside an email sent to hundreds of people.

On a social media feed.

Inside an advertisement.

During a Free Orientation.

Or in the middle of a sales conversation when a prospect needs reassurance.

The customer doesn’t have to attend every presentation personally.

Their experience has been captured.

And that experience can continue working long after the original recording ends.

One Story Can Become Several Pieces of Content

The original video is only the starting point.

One testimonial can become:

A full video published on your website.

A blog post explaining the customer’s journey.

An email sharing the most important lesson from their experience.

Several short video clips for social media.

A written quote used inside your funnel.

A case study for your Consumer’s Guide.

A story used during a sales presentation.

An advertisement directed toward similar prospects.

Or a follow-up message sent to someone facing the same concern.

The customer provides one authentic experience.

Your content system transforms that experience into several useful sales assets.

Match the Story With the Prospect

Not every testimonial needs to be shown to every prospect.

The strongest proof is often the proof that feels most relevant.

A prospect may relate to a customer who:

Works in the same industry.

Faced a similar problem.

Had the same concern.

Needed the same type of result.

Or hesitated for the same reason.

When you build a growing library of testimonials …

… You can match the right customer story with the right sales conversation.

If a prospect is worried about the investment …

… Show them a customer who had the same concern and received a valuable return.

If they’re uncertain about the process …

… Show them someone who explains what the experience was like.

If they doubt whether your solution applies to their situation …

… Show them someone whose circumstances resemble their own.

Relevant proof tells the prospect:

“Someone like me faced this decision …

“… And achieved the result I want.”

Don’t Publish the Testimonial Once and Forget It

Many businesses capture a testimonial …

… Publish it once …

… And then move on.

They post the video on social media.

It receives attention for a few days.

Then it disappears beneath everything published afterward.

The business treats the testimonial like an event …

… Instead of an enduring sales asset.

But the customer’s experience doesn’t become irrelevant simply because the post is no longer new.

If the problem still exists …

… And the Prime Offer™ still produces the result …

… The story can continue helping prospects.

The same testimonial can be revisited.

Reformatted.

Redistributed.

And matched with new prospects over time.

Your Content Should Support the Sales Process

The purpose of the Prime Seller Content System™ isn’t to keep your business busy creating content.

It isn’t published simply because someone told you to post every day.

And it isn’t to chase attention that never becomes a meaningful sales opportunity.

The content should support the Prime Selling System™.

It should help Bullseye Buyers:

Recognize their problem.

Understand your approach.

Trust your expertise.

Believe your Prime Offer™ can work for them.

And feel confident enough to take the next step.

Customer stories are especially useful because they connect your promise to a real customer experience.

The Proper Sequence Matters

I strongly believe in educational content.

Your Manifesto content gives the marketplace your point of view.

It teaches prospects how to think about the problem you solve.

It explains what you believe.

And it helps the right people understand why your approach matters.

But once you’re implementing the Prime Selling System™ …

… Your immediate priority is generating conversations, establishing trust, and closing sales.

At that stage …

… Testimonial content directly addresses one of the biggest questions inside every prospect’s mind:

“Will this actually work for someone like me?”

Educational content explains the process.

Testimonial content shows what happened when someone experienced it.

When time and resources are limited …

… Begin with the content most closely connected to the buying decision.

Turn Customer Success Into a Repeatable Rhythm

Many owner-operators become trapped inside the content treadmill.

Every week …

… They feel responsible for thinking of a new topic …

… Writing another article …

… Recording another video …

… And deciding what to publish next.

If the owner becomes busy …

… The content stops.

If the owner runs out of ideas …

… The content stops.

If the owner steps away …

… The content stops.

That doesn’t create a sales system that sells independent of you.

It creates another activity that depends entirely on you.

The Prime Seller Content System™ gives the business a repeatable source of content:

Successful customers.

The rhythm is simple.

Make a sale.

Deliver the Prime Offer™.

Reconnect with the customer.

Capture the story.

Turn it into seller content.

Distribute it.

Then repeat the process when the next customer achieves a result.

The customer’s result gives you the subject.

Their experience gives you the story.

And the system determines how that story will be used.

Light Editing Protects the Authenticity

The testimonial doesn’t need to look like a television commercial.

A highly produced video can sometimes feel less believable …

… Because the prospect begins wondering how much of it was scripted or staged.

The purpose of editing is to make the customer’s story easier to understand.

Remove unnecessary pauses.

Reduce distractions.

Improve the sound when necessary.

Keep the strongest parts of the conversation.

And present the story clearly.

But don’t edit away the customer’s personality.

Their natural language matters.

Their emotion matters.

Their voice matters.

You want the video to feel clear and professional …

… Without making it feel artificial.

Build a Growing Library of Proof

Each new testimonial adds another voice, experience, problem solved, and result achieved to your sales library.

One testimonial may help a prospect in a particular industry.

Another may answer a common objection.

Another may show how quickly someone received a result.

Another may explain the quality of the customer experience.

As the library grows …

… Your salespeople gain more proof to use during conversations.

Your funnel becomes more persuasive.

Your emails become more credible.

Your social media becomes more relevant.

And your advertising becomes grounded in actual customer results.

You’re building more than a collection of videos.

You’re building a library of sales assets.

Proof:
The Only Content I Wanted Him to Create

He Did Not Know What Content to Create.

One of my clients came to me struggling with content creation.

Like many owner-operators …

… He already had customers to serve.

Employees to manage.

And a business to run.

He didn’t have hours every day to think of new topics …

… Record videos …

… Write articles …

… And decide what to post on social media.

He asked me:

“Eric, what kind of content should I be creating right now?

“I don’t have much time …

“… And I don’t know what to create.”

I Told Him to Focus on Video Testimonials

I told him:

“At this stage, focus on video testimonials from happy customers.”

His Manifesto content provided the educational foundation for his message.

But at that moment …

… We were implementing the Prime Selling System™.

Our immediate priority was generating conversations …

… Establishing trust …

… And closing sales.

I told him to make video testimonials his primary content focus …

… Then use them throughout his website, funnel, advertising, and sales conversations.

That gave him one clear priority:

Capture customer proof …

… And put it in front of prospects.

He Collected Three Testimonials

He Collected Three Testimonials.

He agreed to follow the plan.

Almost immediately …

… He collected three video testimonials from satisfied customers.

He didn’t wait until he had dozens of videos.

He didn’t build an elaborate studio.

And he didn’t create a complicated publishing calendar.

He began with three authentic customer stories …

… And started showing them to prospects.

Then he contacted me with the result.

“Eric, that works like gangbusters.

“All I did was show people the video testimonials …

“… And they became clients.”

The Result:
His Customers Helped Create His Next Customers

The strategy worked because we didn’t let content creation get complicated.

He didn’t need to become a professional writer.

And he didn’t need to spend every day trying to invent something clever to post.

His customers had already experienced the value of his work.

He captured their stories …

… And allowed them to become part of his sales process.

Prospects saw what previous customers had experienced.

Their confidence increased.

And they became clients.

One customer's success helped create the next.

Make Every Customer Result
Work for the Business

Your business may already possess some of the most persuasive content it could create.

It exists inside the experiences of your satisfied customers.

But those experiences can only strengthen the sales system when you make them visible.

Capture the proof.

Prepare it for publication.

Transform it into useful seller content.

Make it available to your salespeople.

And continue adding to the library as new customers achieve results.

The goal isn’t simply to produce more content.

The goal is to make every customer result work harder for the business.

Where would you use your next video testimonial first?

Scroll down and type WEBSITE, EMAIL, SOCIAL, FUNNEL, ADS, or SALES in the comments.

See Where the Prime Seller Content System™ Fits

IBB On-Demand Training

The Prime Seller Content System™ is Step 10 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

Proof Reaches Further
When a Customer Makes the Introduction

Your Prime Seller Content System™ allows one customer story to influence many prospects.

But a satisfied customer can do more than share their experience with the marketplace.

They can personally introduce you to someone who needs the same result.

A testimonial allows a customer to provide public proof.

A referral allows that customer to open the door to a specific relationship.

But you can't leave referrals entirely to chance.

Your customers need to understand whom you would like to meet …

… Why the introduction would be valuable …

… And how to make it.

That leads to Step 11 …

… The Prime Referral Engine™.

Step 11: Prime Referral Engine™

Turn Customer Satisfaction Into a Predictable Source of Qualified Prospects

Prime Referral Engine.

Your Prime Seller Content System™ allows satisfied customers to share their experiences with the marketplace.

Their stories become proof.

That proof becomes seller content.

And the content helps prospects feel more confident about your Prime Offer™.

But satisfied customers can do more than speak to the marketplace.

They can personally introduce you to other people who may need the same result.

The problem is that referrals rarely happen as consistently as business owners expect.

Customers may be happy with your work.

They may be willing to recommend you.

And they may honestly intend to send someone your way.

But unless your business gives them a clear reason and process to act…

… Their good intentions may never become an introduction.

The Prime Referral Engine™ turns customer satisfaction into a repeatable source of qualified prospects.

People Said They Would Refer Me

For years …

… I had the same referral problem that almost every salesperson and owner-operator experiences.

People would tell me they were happy to refer me.

Prospects would nod and say:

“Absolutely. I’ll keep you in mind.”

Satisfied customers would tell me:

“Yes, I’d love to send someone your way.”

Then nothing would happen.

They weren’t dishonest.

They probably intended to help.

But a general promise to refer someone someday was too vague.

There was no clear request.

No immediate reason to act.

And no simple process for providing the referral.

“Keep Me in Mind” Wasn’t a System

I was placing the entire responsibility on the customer.

They had to remember me at the right moment.

Recognize someone who might need my service.

Decide to bring up my name.

Explain what I did.

And make the introduction.

All of that had to happen while they were busy managing their own lives and businesses.

Even a satisfied customer could easily forget.

“Keep me in mind” sounded polite …

… But it didn’t give the customer anything specific to do.

I needed to turn a vague possibility into a clear action.

I Made the Referral Worth Their While

I Stopped Hoping for Referrals.

Eventually …

… I began wondering:

“What if I made referrals worth their while?”

We were all business owners.

Rather than treating the referral as a casual favor …

… I decided to make it a straightforward business arrangement.

I opened a simple Word document …

… And created a referral offer.

At the time, the offer was:

Refer five people who may benefit from my services …

… And I’ll give you a $500 Amazon gift card.

The offer was specific.

The customer knew how many people I was asking them to identify.

They knew what they would receive.

And they had a clear reason to act.

I Created an Easy Way to Respond

The incentive alone wasn’t enough.

The customer still needed a simple way to provide the referrals.

So, I created a fillable PDF worksheet.

They could enter the referral information …

… Save the form …

… And email it back to me.

Nothing about the system was complicated.

It didn’t require expensive software.

A large campaign.

Or a complicated rewards program.

It required a clear offer …

… And an easy next step.

The Timing Made the Request Natural

I also paid close attention to when I asked.

Approximately 30 days after a customer began working with me …

… I would reconnect with them and record their video testimonial.

They would describe:

What their experience had been like.

What value they had received.

What had changed.

And why they were happy they decided to work with me.

After they finished …

… I would thank them and say:

“That was a great testimonial. I really appreciate it.

“Do you know anyone else who could benefit from this the way you have?”

Then I would introduce the referral offer.

“If you can think of five people, I’ll give you a $500 Amazon gift card.

“I’ll email you a simple fillable form.

“All you need to do is complete it and send it back.”

Completed Forms Started Arriving

The response surprised me.

Instead of waiting indefinitely …

… Or repeatedly chasing people for referrals …

… I began receiving completed forms by email.

Some customers politely told me the gift wasn’t necessary.

They were already happy to help.

But the incentive still mattered.

It showed that I valued the introductions.

It made the arrangement specific.

And it gave the customer another reason to complete the request …

… Instead of postponing it.

Do Your Referral Requests Produce Action?

Think about the last time you asked a customer for a referral.

Did you ask them to take specific action?

Or did you ask them to keep you in mind?

Scroll down and type SPECIFIC or KEEP ME IN MIND in the comments.

Ask After the Customer Has Experienced the Value

The timing of the referral request matters.

I wasn’t asking someone who had barely experienced the service.

And I wasn’t waiting so long that the customer’s excitement had disappeared.

I was asking after the customer had enough experience to describe the value they received.

They had just explained that experience on video.

The result was fresh in their mind.

So was the emotion connected to it.

That made the referral request feel like a natural continuation of the conversation.

They had just described how the service helped them.

The next question was:

“Who else might benefit in the same way?”

A Testimonial and Referral
Serve Different Purposes

The testimonial and referral request work well together …

… But they produce different assets.

The testimonial captures the customer’s story.

It allows prospects to see and hear the proof.

The referral request turns the customer’s satisfaction into a personal introduction.

The testimonial can influence many people.

The referral can open the door to a specific relationship.

Together …

… They allow one satisfied customer to strengthen the sales system in two different ways.

The Incentive Creates a Reason to Act Now

Some owner-operators feel uncomfortable offering a referral incentive.

They may think the customer should refer people simply because they’re satisfied.

And some customers will.

But satisfaction and action aren’t the same thing.

A customer can sincerely appreciate your work …

… Yet never make an introduction.

The incentive gives the request greater priority.

It recognizes that the customer’s relationships are valuable.

And it turns the referral into a clear exchange between two businesspeople.

The reward doesn’t create the customer’s satisfaction.

The value they received does that.

The reward gives them another reason to act on that satisfaction now.

The Referral Offer Should Fit
the Value of the Customer

The incentive doesn’t have to be a $500 Amazon gift card.

The appropriate reward depends on:

The value of a new customer.

The type of relationship you have with your customers.

The number and quality of introductions you request.

And any rules or professional standards that apply to your industry.

For one business …

… A gift card may make sense.

For another …

… It might be a service credit.

A complimentary upgrade.

A charitable contribution.

A valuable gift.

Or a financial referral fee.

The specific reward can change.

The principle remains the same:

Make the opportunity worthwhile …

… And make the terms clear.

Ask for the Right People

A referral engine shouldn’t fill your pipeline with random names.

The goal isn’t to ask for anyone the customer happens to know.

The goal is to receive introductions to potential Bullseye Buyers.

Help the customer understand whom you would most like to meet.

You might describe:

The type of business you serve.

The problem that person may be experiencing.

The result your Prime Offer™ helps create.

Or the circumstances that would make someone a strong potential customer.

The clearer you are …

… The easier it becomes for the customer to recognize the right people.

A vague request produces vague possibilities.

A focused request helps the customer identify qualified prospects.

Remove the Work From Making the Introduction

Even a motivated customer may not act if the process feels difficult.

They shouldn’t have to figure out what to say …

… Search for your information …

… Explain your entire offer …

… Or invent a way to connect with you.

Give them a simple next step.

That might be:

Completing a short referral form.

Sending a prepared introduction email.

Sharing a scheduling link.

Forwarding the Consumer’s Guide.

Or introducing both parties through a group message.

The customer shouldn’t have to design the referral process.

Your business should design it.

Referrals Begin With Greater Trust

A referred prospect enters the relationship differently from a stranger.

They aren’t discovering your business alone.

Someone they already know has recommended you.

That recommendation transfers part of the customer’s trust into the new relationship.

The prospect may still need to understand your process.

Evaluate your offer.

Ask questions.

And decide whether the solution is right for them.

But you aren’t always beginning with the same level of skepticism.

The customer has already opened the door.

That can make the first conversation easier …

… And help the prospect move through the sales process with greater confidence.

Every Referral Should
Enter the Same Sales Process

A warm introduction doesn’t mean you should skip your Prime Selling System™.

The referred prospect still needs to be qualified.

They still need to understand your approach.

And they still need to decide whether your Prime Offer™ is the right solution.

Once the introduction is made …

… The new prospect can enter the Prime Follow-Up Operating System™.

They can receive the Consumer’s Guide.

Attend the Free Orientation.

Qualify for the Free Strategy Session.

And continue through the same proven sales process as every other prospect.

The referral creates the opportunity.

The Prime Selling System™ develops it.

Referrals Shouldn’t Depend on the Owner

If you’re the only person who remembers to ask for referrals …

… The process still depends on you.

You may ask when you have time.

Forget when you’re busy.

Or handle the conversation differently with every customer.

That produces inconsistent results.

The referral request should connect to a defined point in the customer journey.

Someone on the team should know:

When to make the request.

Which customers should receive it.

What to say.

Which referral offer to present.

How to deliver the worksheet.

How to follow up.

And where to place each referred prospect inside the sales process.

That turns referral generation from a personal habit …

… Into a process the business can run.

Three Elements Create the Prime Referral Engine™

A repeatable referral process needs three elements:

The right moment.

A worthwhile reason to act.

And an easy next step.

The right moment means asking after the customer has experienced enough value to recommend you honestly.

A worthwhile reason gives the customer a clear benefit for making the introduction.

And an easy next step removes the friction that causes good intentions to disappear.

When those three elements work together …

… Referrals stop depending entirely on memory, luck, or occasional enthusiasm.

They become part of a repeatable operating process.

Proof:
Add It to the Process

He Asked for the Testimonial Then the Referrals.

One of my clients had just closed a new customer when I told them:

“While you’re preparing the agreement …”

“… This is the perfect time to create the referral worksheet we discussed.”

Their sales process included a 30-day trial period.

The customer would sign the agreement.

Complete onboarding.

And begin receiving the service.

After approximately 30 days …

… My client would reconnect with the customer …

… Collect the first payment …

… And confirm that they wanted to continue.

That existing meeting created a natural referral opportunity.

We Added Two Steps to an Existing Milestone

I told my client:

“When you go back after 30 days, and the customer decides to continue …

“… Ask them for a video testimonial.

“Then give them the referral worksheet …

“… And ask whether they know five other people who could benefit from the service.”

The referral process didn’t require another campaign.

A complicated piece of software.

Or an entirely separate meeting.

My client only needed to add two steps to a milestone that already existed:

Capture the testimonial.

Request the referrals.

“It Couldn’t Hurt”

My client looked at the idea and said:

“It couldn’t hurt.”

So, they did it.

At the 30-day meeting …

… The customer confirmed that they wanted to continue.

They described their experience.

And they participated in the referral process.

The customer provided a referral …

… And the warm introduction resulted in an easy sale.

The Referral Reduced Resistance

My client didn’t have to chase another stranger.

They didn’t have to overcome the same level of skepticism.

And they didn’t have to build trust from scratch.

The new prospect arrived through someone who had already experienced the service …

… And was willing to recommend it.

That recommendation gave the sales conversation a stronger starting point.

My client still had to guide the prospect through the process.

But the customer had already opened the door.

The Result:
Referrals Became Part of the Customer Journey

The biggest lesson was that a referral system doesn’t have to create more work.

You can incorporate it into the customer journey the business already follows.

Identify the moment when the customer has experienced enough value to continue.

Capture their story.

Then make a clear, easy referral request while their positive experience is fresh.

Once that step becomes part of the standard process …

… Referrals stop being occasional surprises.

They become an outcome the business is intentionally designed to produce.

Turn One Successful Customer
Into the Next Opportunity

A satisfied customer represents more than a completed sale.

Their experience can become a testimonial.

Their testimonial can become seller content.

And their relationships can create qualified introductions.

But those introductions won’t occur consistently if you leave them to chance.

Choose the right moment.

Create a worthwhile referral offer.

Give the customer an easy way to respond.

And direct every new prospect into your established sales process.

That’s how customer satisfaction begins creating new opportunities …

… Without requiring the owner to start from zero continually.

What would make your customers more likely to complete a referral request?

Scroll down and type TIMING, INCENTIVE, or EASY PROCESS in the comments.

See Where the Prime Referral Engine™ Fits

IBB On-Demand Training

The Prime Referral Engine™ is Step 11 of the 12 steps inside the Prime Selling System™.

The Prime Selling System™ is Step 1 of the Independent Business Method™.

In my free Independent Business On-Demand Training …

… I’ll show you how the Prime Selling System™ fits into the complete 12-step Independent Business Method™.

When you register and attend …

… You’ll receive the Independent Business Implementation Planner to help you put each step into action.

Click HERE to access the training for free.

The Final Step Protects Everything You’ve Built

Your Prime Referral Engine™ completes the cycle from one successful customer to the next qualified prospect.

The customer achieves a result.

Their experience becomes proof.

The proof becomes seller content.

And their introductions create new sales opportunities.

But the process can still break down …

… If it lives only inside your head.

Your team needs to know:

When to request the testimonial.

How to create and distribute the seller content.

When to introduce the referral offer.

How to follow up with referred prospects.

And how every activity connects to the complete Prime Selling System™.

The system must be documented so another person can understand, follow, and run it consistently.

That leads to Step 12 …

… The Prime Selling SOP System™.

Step 12: Prime Selling SOP System™

Turn a Proven Sales Process Into a Documented Operation Anyone Can Follow

Prime Selling SOP System.

Why the Final Step Is Documentation

The first 11 steps of the Prime Selling System™ give your business a complete process for generating prospects …

… Guiding them toward a decision …

… Turning customers into proof …

… Distributing that proof …

… And creating qualified referrals.

But one final dependency remains.

The process may still live inside your head.

You may understand what should happen.

You may know which message to send.

Which document to use.

When to follow up.

And how to guide the prospect from one stage to the next.

But if nobody else can access that knowledge …

… The sales system still depends on you.

That’s why the final step is the Prime Selling SOP System™.

It turns everything that works across the first 11 steps …

… Into a documented, trainable, and duplicatable sales operation.

I Had Developed a Process That Worked

I learned the importance of documentation after developing sales processes that were producing good results.

I had spent a lot of time experimenting.

I tried different approaches.

Observed how prospects responded.

Discovered what worked.

And gradually developed a repeatable process.

But I hadn’t fully documented it.

The process worked …

… As long as I could remember everything.

I Had to Reconstruct What I Had Already Done

Sometimes, when it was time to repeat something …

… I had to stop and remember exactly what I had done before.

Which message did I send?

What happened after that?

Which document did I use?

Where did I save it?

What was the next step?

I knew I had completed the process successfully before.

But because the details weren’t documented …

… I had to reconstruct parts of it from memory.

That created mistakes.

Slowed down the work.

And made the process less efficient.

Sometimes …

… I even recreated work I had already completed …

… Because I couldn’t remember where it was or how I had done it.

Memory Is Not an Operating System

Winging the sales process is dangerous.

But having a process that exists only in your memory can be almost as dangerous.

You may know that you developed a successful approach.

But if the details aren’t documented …

… The process can change every time you execute it.

You may send a different message.

Skip a step.

Forget a document.

Follow up later than you intended.

Or handle the same situation differently from one prospect to the next.

The process may remain generally similar …

… But the small differences begin creating inconsistent results.

A system can’t depend on someone remembering what they did last time.

The details must exist somewhere outside that person’s head.

Documentation Made the Work Easier

Once I began documenting everything …

… The work became much easier.

I no longer had to remember every detail.

I could open the standard operating procedure …

… Follow the steps …

… Use the correct supporting materials …

… And execute a process that had already been thought through and proven.

Instead of repeatedly deciding what to do …

… I could show up and do it.

That reduced mistakes.

Saved time.

And let me focus on the parts of the sales process that required judgment and personal interaction.

Could Someone Follow
Your Sales Process Tomorrow?

Imagine hiring a capable salesperson tomorrow.

Could you hand them your documented Prime Selling System™ …

… And show them exactly how your business generates and closes sales?

Or would they need to follow you around …

… Ask you what to do next …

… And attempt to piece the process together from scattered documents and conversations?

Scroll down and type DOCUMENTED or IN MY HEAD in the comments.

Delegation Exposed the Missing Documentation

Documentation became even more important when I began delegating work.

Early on …

… I made the mistake of delegating parts of the sales process before I had properly documented them.

I assumed the salesperson would understand what I wanted …

… And follow the process I had developed.

But I hadn’t given them a complete process to follow.

I had given them pieces of information …

… And expected them to fill in the gaps.

That left too much room for interpretation.

Salespeople Began Changing the Process

When salespeople are left to their own devices …

… They often begin changing things:

They rewrite the message.

Skip steps.

Introduce new offers.

Use different presentations.

Follow up according to their own preferences.

And create new ways of handling prospects.

Some of those changes may be well-intentioned.

The salesperson may believe they’re improving the process.

But before long …

… They’re no longer executing the validated Prime Selling System™.

When sales decline …

… Frustration increases.

The salesperson may blame the process.

And the owner may blame the salesperson.

But it becomes difficult to diagnose what actually went wrong …

… Because nobody followed the same documented standard.

I Couldn’t Expect People to Duplicate What I Hadn’t Documented

I eventually recognized the real problem.

I couldn’t expect someone to duplicate a process …

… I had never clearly documented.

The salesperson couldn’t see everything I had learned through years of experience:

They didn’t know why I used a particular message.

Why one step came before another.

How I qualified a prospect.

When I introduced the Prime Offer™.

Or what I listened for during a sales conversation.

Those decisions felt natural to me …

… Because I had made them many times.

But what felt obvious to me wasn’t obvious to someone encountering the process for the first time.

If I wanted consistent execution …

… I had to make the invisible parts of the process visible.

I Began Turning the Process Into SOPs

After validating the process …

… I began turning every part of it into a standard operating procedure.

I had to document the Bullseye Buyer.

I had to document the Prime Offer™.

I had to document the Free Orientation, Free Strategy Session, and onboarding process.

The prospecting channels needed instructions.

The 100 Dream Prospect list needed clear qualifications.

The follow-up process needed defined stages and actions.

The funnel needed to be mapped.

The testimonial process needed questions and timing.

The seller content workflow needed publishing instructions.

And the referral system needed scripts, forms, and follow-up procedures.

Every part of the Prime Selling System™ needed:

Clear instructions.

Scripts.

Checklists.

Templates.

And supporting assets.

Document the Process After You Validate It

The sequence matters.

You shouldn’t attempt to create permanent procedures for a process that hasn’t been tested.

If you document too early …

… You may create detailed instructions for something that doesn’t work.

You may spend hours perfecting an SOP …

… Only to discover that prospects don’t respond to the message …

… The appointment structure creates confusion …

… Or the offer doesn’t produce sales.

First …

… Develop the process.

Then …

… Execute it.

Observe the results.

Make improvements.

And validate that it works.

Once the process consistently produces the desired outcome…

… Document it so the business can repeat it.

Documentation should protect a proven process …

… Not preserve an unproven assumption.

An SOP Should Answer
the Next Person’s Questions

A useful SOP does more than describe an activity.

It anticipates what another person will need to know to complete it correctly.

The SOP should explain:

Why the process exists.

When it begins.

Who is responsible for it.

What information or materials are required.

Which steps must be completed.

What scripts or templates should be used.

Where the work should be recorded.

What happens after the process is complete.

And how the business knows it was completed correctly.

The goal isn’t to create a large document for documentation's sake.

The goal is to remove uncertainty.

Someone should be able to open the SOP …

… Understand what is expected …

… And complete the process without waiting for the owner to direct every move.

Keep the Instructions Connected to the Tools

A sales SOP shouldn’t exist as an isolated document that nobody uses.

It should connect people directly to the materials required to complete the work.

If the salesperson needs a script …

… The SOP should identify the correct script.

If they need the Consumer’s Guide …

… It should show them where to find it.

If they need to update the Prime Follow-Up Operating System™ …

… It should explain which stage and next action to select.

If they need to request a testimonial …

… It should provide the questions and customer communication.

If they need to introduce the referral offer …

… It should include the worksheet and instructions.

The easier the system is to use …

… The more likely people are to follow it consistently.

Standardization Doesn’t Eliminate Judgment

Documenting the sales process doesn’t mean turning salespeople into robots.

A qualified prospect may ask an unexpected question.

Describe a unique problem.

Raise a concern that requires careful thought.

Or need help applying the Prime Offer™ to their circumstances.

Those moments still require judgment.

The SOP provides the structure surrounding that judgment.

It gives the salesperson a consistent way to:

Qualify the prospect.

Prepare for the conversation.

Conduct the appointment.

Present the appropriate offer.

Record what happened.

And determine the next action.

The structure protects the process …

… While the salesperson provides the personal attention.

Documentation Makes Improvement Possible

When everyone follows a documented process …

… You can evaluate what is actually working.

If prospects continually become confused at the same point …

… You can improve that part of the process.

If follow-up is producing weak results …

… You can review the message, timing, and next action.

If one salesperson produces better results …

… You can determine what they’re doing differently …

… And decide whether that improvement should become part of the standard.

Without documentation …

… Every person may be executing a different process.

That makes meaningful comparison difficult.

You don’t know whether the system failed …

… Or whether the system was never followed.

A documented standard gives the business a stable foundation for measurement and improvement.

Change the Process Deliberately

A documented process shouldn’t prevent improvement.

The Prime Selling System™ will continue evolving as you learn more about your prospects, offer, and marketplace.

But changes should be deliberate.

A salesperson shouldn’t quietly rewrite a message …

… Skip an appointment …

… Or replace the primary offer without anyone knowing.

The team should identify the proposed improvement.

Test it.

Evaluate the result.

And update the documentation when the change proves valuable.

That allows the system to improve …

… Without slowly drifting away from what made it successful.

Documentation Makes the Process Teachable

Once everything was documented …

… The process became teachable.

I could show another person:

Whom we wanted to serve.

What we offered.

How we educated prospects.

How appointments were conducted.

How follow-up was managed.

How the funnel supported the process.

And how customers produced proof, content, and referrals.

The new salesperson didn’t have to learn by guessing.

They had a clear path to follow.

Documentation gave training something solid to build upon.

Documentation Must Come
Before the Hiring System

Later in the Independent Business Method™ …

… We address the Hiring Funnel & Training Hub System™.

That system shows you how to recruit, onboard, and train the right people.

But before someone else can run your sales process …

… The process must be ready for them.

Hiring a salesperson before documenting the sales system places an unfair burden on the new hire.

You’re asking them to discover what the business should already know.

A training hub can organize and deliver the training.

But the Prime Selling SOP System™ provides the proven process they need to learn.

First …

… Build the sales system.

Then …

… Prepare it for another person.

Finally …

… Recruit and train someone to run it.

Documentation Made Delegation Possible

Once the process became teachable …

… It became delegatable.

I no longer had to explain every action myself.

Answer the same questions repeatedly.

Or monitor every small detail.

The standard operating procedures showed people:

What to do.

How to do it.

And what should happen next.

I could still provide leadership.

Review performance.

And improve the system.

But I no longer had to be the only person who understood how the work should be done.

That let the sales process run independent of me.

My Workload Fell to Five Hours a Week

That lesson eventually contributed to a much larger transformation in how I ran my business.

Like many owner-operators …

… I had worked 40- and 50-hour weeks.

The business depended on my time, memory, and personal effort.

But as I became better at systemizing and delegating proven processes …

… There were periods when my workload fell to approximately five hours a week …

… Or even less.

That freedom didn’t come from working faster.

It came from no longer being the only person who knew how the work should be done.

The procedures made the work repeatable.

The team made the work scalable.

The business could keep running without me.

Build, Validate, Document, and Delegate

That’s the sequence behind the Prime Selling SOP System™.

Build the process.

Validate the process.

Document the process.

Then delegate the process.

Building creates the initial path.

Validation proves that the path produces the desired result.

Documentation makes the path visible.

Delegation lets another qualified person follow it.

Skipping any part of that sequence creates risk.

Delegate an unproven process …

… And the salesperson inherits something that may not work.

Delegate an undocumented process …

… And the salesperson must attempt to reconstruct it.

But when you delegate a validated and documented process …

… You give the salesperson an environment in which they can succeed.

Proof:
Make the System the Salesperson

I once worked with a highly successful business owner whose company was already generating seven figures.

From the outside …

… Someone might have assumed that a company at that level had its sales operation completely figured out.

But it didn’t.

The owner had hired salespeople.

Paid them well.

And expected them to generate new business.

But they couldn’t close deals.

One Salesperson Went
Almost a Year Without a Sale

One Salesperson Went Almost a Year Without a Sale.

The situation became so serious …

… That one highly compensated salesperson went almost an entire year without closing a single sale.

A year.

The owner had already fired other salespeople for failing to perform.

But replacing one salesperson with another …

… Didn’t solve the underlying problem.

The business continued repeating the same cycle.

Hire a salesperson.

Wait for results.

Watch them struggle.

Become frustrated.

And replace them.

The owner believed he had a hiring problem.

But the real problem existed somewhere else.

The Company Had No Sales System to Replicate

The company’s success depended too heavily on:

What the owner knew.

How the owner communicated.

And what the owner did instinctively during sales conversations.

Those instincts had never been converted into a documented process.

As a result …

… Every new salesperson was left to figure things out independently.

They created their own presentations.

Used their own messages.

Handled prospects in their own way.

And developed their own versions of the sales process.

When they failed …

… The owner assumed he had hired the wrong person.

But he had never given any of them a proven system to follow.

It Wasn’t a Salesperson Problem

Eventually …

… We recognized the real issue:

The company wasn’t suffering from a salesperson problem.

It was suffering from a sales-system problem.

The company didn’t simply need another person.

It needed a process that another person could successfully replicate.

We had to develop the process …

… Validate it in the marketplace …

… Document every important step …

… And train the salespeople to follow it consistently.

We Worked Through the Prime Selling System™

That meant working through the Prime Selling System™.

The company needed to define its Bullseye Buyer.

Package its Prime Offer™.

Clarify its Manifesto content.

Create a repeatable appointment process.

Establish the Prime Follow-Up Operating System™.

Build the supporting funnel.

Capture customer proof.

Create seller content.

And establish referral procedures.

We also needed scripts, templates, checklists, and tools to support each activity.

First …

… We made the process work.

Then …

… We documented it.

The Salespeople Finally Had Something to Follow

Once the process was documented …

… The salespeople no longer had to invent everything themselves.

They had a proven path for:

Identifying qualified prospects.

Beginning conversations.

Educating the prospect.

Conducting appointments.

Following up.

And guiding the right people toward a decision.

They knew what the business expected.

They had the materials required to execute the process.

And they could focus on becoming effective inside the system …

… Instead of creating an entirely new system by themselves.

The Sales Team Began Closing Deals

The Sales Team Finally Started Closing Deals.

After working through that process …

… The sales team finally began closing deals.

The breakthrough didn’t come from finding one naturally gifted salesperson …

… Who could succeed despite the absence of a system.

It came from creating an environment where capable salespeople could consistently execute a proven process.

The owner still needed good people.

But those people no longer had to compensate for a missing sales operation.

The system gave them a path to follow.

Revenue Doesn’t Prove
the Sales Process Is Scalable

That experience demonstrated why the Prime Selling System™ isn’t only for new or struggling businesses.

Even a seven-figure company can have a sales process trapped inside the owner’s head.

The business may generate substantial revenue …

… Because the owner knows how to sell.

Because customers remain loyal.

Or because the company has developed a strong reputation.

But revenue alone doesn’t prove that the business has built a scalable sales operation.

The real test is whether another qualified person can enter the business …

… Follow the documented process …

… And produce sales without needing the owner to direct every move.

The Result:
The System Became Good at Selling

IBB On-Demand Training

The goal wasn’t merely to find one exceptional salesperson.

It was to make the system itself good at selling.

A capable salesperson could enter the environment …

… Learn the process …

… Use the established materials …

… And improve through consistent execution.

Instead of cycling endlessly through new hires …

… The company could begin developing a lean, focused sales team …

… That executes the same successful process.

That’s the purpose of the Prime Selling SOP System™.

It turns everything that works across the first 11 steps …

… Into a sales operation other people can understand, follow, and improve.

The Prime Selling System™ Has Come Full Circle

You now have all 12 steps of the Prime Selling System™.

Together …

… They create three distinct phases that gradually make sales less dependent on you.

Phase 1: Sales Independent of You™

The first four steps give your business a repeatable process for ....

... Turning qualified prospects into customers.

Step 1: Bullseye Buyer Blueprint™

Identify the type of person or business most likely to need, value ...

... And purchase your Prime Offer™.

Step 2: Prime Offer System™

Establish the primary solution your salespeople can confidently present and sell.

Step 3: Manifesto Brand System™

Turn your expertise and point of view into educational content that prepares ...

... Prospects to buy.

Step 4: Prime Seller System™

Create a repeatable appointment process that educates, qualifies, and guides prospects toward the Free Strategy Session.

Together …

… These four steps give your business a sales process another qualified person can learn and follow.

You no longer have to be the only person who can turn prospects into customers.

Phase 2 of the Prime Selling System: Lead Generation Independent of You.

Phase 2: Lead Generation Independent of You™

The next four steps create a predictable engine for generating ... 

... And advancing qualified sales opportunities.

Step 5: 100 Dream Prospect System, showing a focused group of ideal prospects.

Step 5: 100 Dream Prospect System™

Create a focused list of the Bullseye Buyers you would most like to know, serve ... 

... And turn into customers.

Step 6: Next Generation Prospecting System, showing five connected prospecting channels.

Step 6: Next Generation Prospecting System™

Give your salespeople several reliable channels ...

... For beginning conversations with those prospects.

Step 7: Prime Follow-Up Operating System, showing prospects organized across pipeline stages.

Step 7: Prime Follow-Up Operating System™

Give every qualified prospect a visible stage, clear next action, and defined path forward.

Step 8: Prime Selling System Funnel, showing an automated path from information to an opportunity.

Step 8: Prime Selling System Funnel™

Automate the repetitive administration that delivers information, schedules appointments, sends reminders, and helps prospects continue forward.

Together …

… These four steps keep qualified opportunities entering and moving through the sales process …

… Without requiring you to perform every action personally.

Sales System Independent of You.

Phase 3: Sales System Independent of You™

The final four steps allow every successful customer to strengthen the sales system …

… While documented procedures protect the process from depending on the owner.

Video Testimonial System.

Step 9: Video Testimonial System™

Capture authentic customer success stories that prove your process works.

Prime Seller Content System.

Step 10: Prime Seller Content System™

Turn that proof into seller content that attracts and persuades prospects.

Prime Referral Engine.

Step 11: Prime Referral Engine™

Give satisfied customers a repeatable way to introduce you to other qualified buyers.

Prime Selling SOP System.

Step 12: Prime Selling SOP System™

Document the complete process so someone else can understand, follow, and run it.

Together …

… These four steps turn customer success into proof, content, and referrals …

… Then make sure the complete sales system can be replicated without depending on your memory or constant direction.

What Happens When All 3 Phases Work Together

When all three phases are in place …

… Your business knows whom it wants to serve.

What it wants to sell.

How it will educate prospects.

How sales conversations will be conducted.

Which prospects deserve continued attention.

How those prospects will be reached.

How follow-up will be managed.

Which activities will be automated.

How you'll capture and distribute customer proof.

How referrals will be generated.

And how you'll document and delegate the entire process.

Phase 1 gives your business a repeatable sales process.

Phase 2 gives that process a predictable flow of qualified opportunities.

Phase 3 turns every successful customer into fuel for future sales …

… And makes the complete system teachable, delegatable, and independent of you.

The result is more than a better way to sell.

It’s a complete sales operating system …

… That can continue producing revenue even when you’re no longer the salesperson.

Turn the Method Into Action

If you’re ready to begin building your own Independent Business …

… Start with the Independent Business Book.

The book walks you through all 12 steps of the Independent Business Method™ …

… And gives you practical tools to begin putting the method to work.

Click HERE to buy and download the Independent Business Book.

Promotional banner showing the book 'The Independent Business' on tablets and a phone against a blue background with bold yellow callouts to download.

A Sales System Independent of You™
Is Only the Beginning

Completing the Prime Selling System™ gives your business a documented process to generate and close sales independent of you.

That’s a breakthrough.

But sales are only one part of the business.

The customers your sales system produces must still be served.

The work must be completed consistently.

You must recruit and train team members.

The business must be managed.

And growth must be supported without pulling the owner back into every daily activity.

That’s why the Prime Selling System™ is only Step 1 of the Independent Business Method™.

The complete method shows you how to build a business that grows, runs, and scales independent of you …

… So, the business becomes an asset that supports your time and financial freedom …

… Instead of another job you can’t leave.

See All 12 Steps Now

In my free Independent Business On-Demand Training …

… I’ll walk you through all 12 steps of the Independent Business Method™.

You’ll see how the Prime Selling System™ connects with the other systems required to make the entire business independent of you.

When you register and attend …

… You’ll also receive the Independent Business Implementation Planner …

… To help you begin putting each step into action.

Click HERE to access the training for free.

IBB On-Demand Training

What Would Sales Independence Make Possible?

Imagine knowing that qualified prospects could continue entering your pipeline …

… Salespeople could continue guiding them through the process …

… Customers could continue producing proof and referrals …

… And the business could continue making sales without waiting for you.

What would that freedom allow you to do?

Spend more time with your family?

Travel?

Develop the next part of your business?

Or take time away without worrying that sales will stop?

Scroll down and share one answer in the comments.

I’m Eric Dahl …

… And I empower owner-operators to build businesses that grow, run, and scale independent of them.

Because the ultimate goal isn’t to help you become better at selling.

It’s to build a business that can continue making sales …

… Even when you’re no longer the salesperson.

Promotional banner showing the book 'The Independent Business' on tablets and a phone against a blue background with bold yellow callouts to download.

Eric Dahl
Eric Dahl

Eric Dahl is the Founder of IndependentBusinessBuilder.com and creator of the Independent Business Method. He’s also a World-class Sales Professional, Digital Marketer Certified Funnel Expert, Automated Marketing System and Funnel specialist. He created IndependentBusinessBuilder.com to empower business owner operators to build businesses that grow, run and scale independent of them, so they have time-freedom to enjoy the good life. Not a 60+ hour a week job working IN their business. For more information about his Independent Business Method Implementation Programs, Coaching and Consulting Services that'll help you grow your business easier and faster, visit www.IndependentBusinessBuilder.com.

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