Insights Discovery
Sales and Customer Service Workshop

Increasing sales and customer satisfaction

Unlock your team potential today

Workshop Overview

If you want to grow your business, your sales and customer service teams must be able to build relationships.

The main reason a sale falls through is that your sales training doesn’t consider the individual styles of both the salesperson and the customer.

The key reason a colleague in your contact center cannot resolve a customer’s problem is that they haven’t been able to establish a relationship on the phone quickly.

Check out the video to discover more about
Insights® Discovery Sales and Customer Service Workshop

What will I learn in the
Sales Effectiveness Workshop?

You will learn to:

  • Understand your personal style at each stage of the sales cycle.
  • Build better relationships with customers and colleagues.
  • Apply a consultative sales model to create a stronger connection with your customers.
  • Create action plans for how to deal with specific customers and optimise profitability.

This Workshop is for you if:

  • You want to revitalise your sales team and equip them with the skills they need to exceed.
  • You want your team to really understand your customers and their needs and expectations to give your organisation a competitive edge.
  • You are in a customer service role and want to exceed your target, but you are finding it hard to influence customers.

This Workshop isn’t for you if you:

  • You are not interested in helping your team build more effective relationships with their customers.
  • You don’t want to support the development of your sales team by improving their attitude, skills, and behaviour.
  • You want a quick fix and aren’t going to put the work in to embed the training after the workshop with each team member.

The course is available :
in these formats

Face to Face Sessions

1:1 Coaching Face to Face

Virtual Webinar

1:1 Virtual Coaching

The workshop
includes

Personal Effectiveness Module Lead yourself first

All of our programmes start off with our Personal Effectiveness module to enhance self awareness.

Session 1: Discovering Sales Effectiveness

Introduction to the Insights Sales Effectiveness 6-step model and understand where your strength and development areas lie.
1

Session 2: Recognising Type

How do you recognise your clients preferences quickly irrespective of whether you work face to face, video or phone.
2

Session 3: Adapting and Connecting

What is the 5% flex you need to make your client feel seen, heard and valued and in a position to influence.
3

Session 4: Practise Sessions

Small group practice to put into place the learnings to date. Feedback provided by colleagues and trainers.
4

Session 5: Developing a positive mindset

Practical ideas on how to look after yourself on the tougher days and develop your resilience.
5

Session 6: Coaching Sessions

There is an option session here to work with an actor to practice some of your tougher conversations. Often delegates favourite and most useful part of the workshop.
6

Session 7: How to use what you have learnt.

What are the smallest changes that will make the biggest impact as you go back into the workplace.
7

Post Workshop: Embedding the learning

Behaviour change is about incorporating new habits. A learning platform to support and hold you to account on your new habits.

What changes will you see ?

These are the changes that you will typically experience :

Individuals

  • Increase sales revenue.
  • Achieve your sales goals.
  • Be a better problem solver and hence more effective negotiator.
  • Create strong relationships with your clients.

Organisation

  • Generate sales with better margin.
  • Close a higher percentage of sales.
  • Drive engagement and motivation levels within the sales team.
  • Retain sales talent.
Book a call today

Licensed Practitioner

As licensed users of the Insights® Discovery system, we only provide results and reports in combination with an individual debriefing or attendance at a workshop.

Validity and Reliability

Insights® Discovery has been validated based on data from millions of profiles created worldwide over more than 20 years. The instrument has been independently validated by the Psychological Testing Centre (PTC) of the British Psychological Society and has received their PTC Kitemark certification for compliance with the test guidelines of the European Federation of Psychologists’ Associations (EFPA). It has also been certified by global quality assurance and psychological test assessors DNV GL.

Additional Reading:

For those wishing to discover more about the theoretical basis for the Insights® Discovery system we recommend the following books:
- Jacobi, J. (1942) Die Psychologie von C. G. Jung
- Jung, C. G. (1921) Psychologische Typen: Gesammelte Werke 6
- Sharp, D. (1936) Personality Types: Jung’s model of typology