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prime selling system™ blog series

What if your business could attract qualified prospects …

… Guide them through a repeatable sales process …

… And turn them into customers without requiring you to perform every action personally?

PART 3 of 3:
Sales System Independent of You

Sales System Independent of You — Prime Selling System.

That would be a major breakthrough.

But one final dependency would remain.

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 we’ll solve in Part 3.

How We Arrived at Phase 3

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

During my years in the information technology industry, 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 approximately five hours a week.

My close rate reached approximately 80%.

And the principles and processes I developed eventually became the Prime Selling System™.

The Prime Selling System™ is Step 1 of the 12-step Independent Business Method™.

Its 12 steps are organized into three phases.

Phase 1: Sales Independent of You™

Phase 2: Lead Generation Independent of You™

Phase 3: Sales System Independent of You™

In Part 1, you discovered Phase 1: Sales Independent of You™.

You identified your Bullseye Buyer, established your Prime Offer™, turned your expertise into educational content, and built a repeatable appointment process.

Together, those steps allow another qualified person to begin turning prospects into customers.

In Part 2, you discovered Phase 2: Lead Generation Independent of You™.

You created your Dream 100, reached those prospects through several channels, made follow-up visible, and automated the routine work surrounding the sales process.

Together, those steps create and advance qualified sales opportunities.

Now it’s time to make sure the complete system can keep working without depending on your daily effort, memory, or constant direction.

Turn Every Successful Customer Into
Fuel for Future Sales

In Part 3, you’ll discover how to:

Capture authentic video testimonials that prove your process works.

Turn those testimonials into seller content that attracts and persuades future prospects.

Give satisfied customers a repeatable way to introduce you to other qualified buyers.

And document the complete Prime Selling System™ so another person can understand, follow, and run it.

This is where one successful customer begins helping you create the next.

Their result becomes proof.

Their proof becomes content.

Their satisfaction creates referrals.

And your documented procedures keep the cycle moving …

… 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

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.

IBB On-Demand Training

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

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.

IBB On-Demand Training

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

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.

IBB On-Demand Training

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

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.

IBB On-Demand Training

Phase 3: Sales System Independent of You™ Completes the Prime Selling System™

Sales System Independent of You.

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

Step 9: Video Testimonial System™

Video Testimonial System.

You created a repeatable process for capturing authentic 

customer stories that prove your process works.

Step 10: Prime Seller Content System™

Prime Seller Content System.

You turned that proof into blogs, emails, social media posts, videos, and other seller content that attracts and persuades future prospects.

Step 11: Prime Referral Engine™

Prime Referral Engine.

You gave satisfied customers a clear reason and repeatable process for 

introducing you to other qualified buyers.

Step 12: Prime Selling SOP System™

Prime Selling SOP System.

You documented the complete process so another person can 

understand, follow, and run it.

Together …

… These four steps turn every successful customer into fuel for future sales.

Their result becomes proof.

Their proof becomes content.

Their satisfaction creates referrals.

And your documented procedures make sure the complete sales system can continue working without depending on your memory or constant direction.

The Prime Selling System™ Has Come Full Circle

You now have all 12 steps of the Prime Selling System™.

Phase 1: Sales Independent of You™ gives your business a repeatable process for turning qualified prospects into customers.

Phase 2: Lead Generation Independent of You™ gives that process a 

predictable flow of qualified opportunities.

Phase 3: Sales System Independent of You™ turns customer success 

into proof, content, and referrals …

… Then 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.

The Complete Recap Is Next

In the final blog of this series …

… We’ll bring all three phases and 12 steps together.

You’ll see how each part of the Prime Selling System™ supports the others …

… And how the complete system helps you build a business that sells independent of you.

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.

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A Sales System Independent of You™
Is Only the Beginning

Completing the Prime Selling System™ gives your business a documented process for generating and closing sales independent of you.

That’s a breakthrough.

But sales are only one part of the business.

Your customers must still be served.

The work must be completed consistently.

Your team must be recruited and trained.

The business must be managed.

And growth must be supported without pulling you 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, your 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 your 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 your 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 …

Eric Dahl signature

… And I help owner-operators build businesses that grow, run, and scale independent of them.

Because the ultimate goal isn’t simply 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.

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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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