PROSPECTING WITH SOCIAL MEDIA A 3 WEEK STRATEGY

PROSPECTING WITH SOCIAL MEDIA, A 3 -WEEK STRATEGY GUIDE CPSA Meeting in a Box: A series of 15 -minute guided presentations to help increase your team’s performance.

PRE-LEARNING: Facilitator: One week prior to your meeting, please inform your sales team to prepare with these CPSA Learning Hub resources. Reading: How to Improve Prospecting Campaigns with Social Media Listening: Social Media and Tech Podcast: How To Become A Social Selling Star with Sarah Zeldman Webinar Recording: Webinar - Top Tricks to Use Social Media for Prospecting 2

INTRODUCTION: WHAT IS SOCIAL SELLING? SOCIAL SELLING IS A PROCESS THAT SALES PEOPLE CAN USE TO HELP SOCIAL BUYERS BECOME CUSTOMERS. IT’S A WAY TO LEVERAGE SOCIAL MEDIA NETWORKS, LIKE LINKEDIN, FACEBOOK, AND TWITTER, TO DEVELOP RELATIONSHIPS AS PART OF THE SALES PROCESS AND TO GET POTENTIAL CUSTOMERS TO KNOW YOU, TO LIKE YOU, AND TO TRUST YOU BY CREATING AND SHARING VALUABLE CONTENT ON SOCIAL MEDIA. 3

SOCIAL SELLING: WHAT TO USE Which social media tools are you currently using? How does this compare to he channels your buyer is using? Most social media platforms provide analytics and insights on their users, so you can begin by monitoring this information to ensure it matches the profile of your buyers 4 • One of the most important factors in successfully growing qualified leads through social media is to choose the right channels. Begin with: • Linked. In • Facebook • Twitter

THE STEPS TO SOCIAL MEDIA ENGAGEMENT: • There a few ways that you can use wellknown social media platforms to improve prospecting campaigns and generate a greater client base faster. 1. 2. 3. 4. 5. Research the People You Want to Do Business With Make Connections on Linked. In Think of Your Social Media Pages as Your Bio Go One Step Further with Content Marketing Retweet and Share Content from Your Prospective Clients 6. Introduce Yourself 5

HOW TO BECOME A SOCIAL MEDIA PROSPECTING PRO! What’s the difference between live and online prospecting? • The main difference between social selling, or networking, in the real world and online is that you have to learn to use the features of each social media site to do what we usually do as professionals anyway. 6

TAKE ACTION! ACTIVITY: Familiarize yourself with Social Media List 5 Social Media Channels and rank them by your personal level of use 1. Share your answers with a partner and discuss the reasoning for each channel 2. Do you share any similarities? Differences? 3. Can your partner teach you more about a channel you are not familiar with? 4. Can you teach your partner about the benefits of a tool they aren’t familiar with? 7

ADDITIONAL RESOURCES FROM CPSA • TEMPLATES – CPSA is constantly building and upgrading our catalog of templates to make your job easier! • WEBINARS - Our “virtual” training sessions led by industry experts, at your convenience. 8 • PODCASTS - Take the sales experts wherever you go! • LEARNING HUB - Check out the latest sales articles, white papers, and ebooks

GO TEAM GO! 9