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6 strategies and tactics for Sales Consultant

What is Sales Consultant strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Identifying the optimal Sales Consultant strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Sales Consultant strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Sales Consultant strategy examples

You'll find below a list of Sales Consultant tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for improving Consultative Discovery Skills

  • ⛳️ Strategy 1: Conduct structured research

    • Research common challenges in the industry of your clients
    • Read case studies on successful consultative selling
    • Attend workshops or webinars on discovery call techniques
    • Identify key influencers and thought leaders in consultative selling
    • Follow industry trends to understand evolving client needs
    • Gather feedback from peers who excel in discovery
    • Subscribe to industry-specific publications and newsletters
    • Conduct competitor analysis to learn from their approach
    • Analyze past client interactions to identify areas for improvement
    • Join online forums that discuss bad and good consultative strategies

  • ⛳️ Strategy 2: Practice active listening

    • Participate in role-playing exercises with a focus on listening
    • Record and review your discovery calls for self-assessment
    • Practise summarising client needs to ensure understanding
    • Develop a habit of asking open-ended questions
    • Take notes on client cues for latent needs
    • Engage in daily exercises to improve concentration and mindfulness
    • Seek feedback on your active listening skills from colleagues
    • Adapt reflective listening to confirm client statements
    • Practice empathy by fully placing yourself in the client's situation
    • Reduce distractions in your call environment to maintain focus

  • ⛳️ Strategy 3: Enhance questioning techniques

    • Study different types of questions and their uses in discovery
    • Prepare a set of tailored, probing questions for different scenarios
    • Utilise storytelling to relate questions to real-world situations
    • Incorporate silence after questions to encourage client response
    • Analyse successful calls for effective questioning strategies
    • Test and refine questioning strategies during practice sessions
    • Join a peer group to exchange effective questioning techniques
    • Record and assess reactions of clients to various questions
    • Regularly review and update your question bank
    • Attend seminars on high-level consultative questioning
consultative-sellingdiscovery-callssales-consultantbusiness-analystsales-teamcustomer-success-team
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Strategies and tactics for educating Businesses About Spend Management Solutions

  • ⛳️ Strategy 1: Leverage informative content marketing

    • Create a blog series explaining spend management benefits and real-time expense tracking
    • Develop an ebook highlighting case studies of successful financial efficiency improvements
    • Host webinars featuring industry experts discussing modern financial tools
    • Produce educational videos demonstrating solution features and ease of use
    • Share infographics on social media illustrating cost savings and efficiencies
    • Conduct interviews with early adopters to share their success stories
    • Publish whitepapers detailing the impact of spend management on cash flow
    • Write thought leadership articles for industry magazines and blogs
    • Create a FAQ page on your website addressing common user concerns
    • Start a newsletter to keep businesses updated on financial software advancements

  • ⛳️ Strategy 2: Build strategic partnerships

    • Partner with financial consultants to recommend the solution to their clients
    • Collaborate with industry associations to co-host informational workshops
    • Establish alliances with accounting software providers to integrate solutions
    • Engage with business incubators to introduce solutions to startups and SMEs
    • Co-brand marketing materials with established financial technology firms
    • Organise joint webinars with partners highlighting complementary services
    • Offer partner incentive programs to encourage referrals
    • Attend partner-organised networking events to promote solutions
    • Develop co-sponsored educational materials on financial management
    • Create exclusive offers for partners' client base to encourage adoption

  • ⛳️ Strategy 3: Utilise direct engagement with target businesses

    • Identify and segment target businesses based on industry and size
    • Tailor direct mail campaigns with personalised solution benefits
    • Set up direct sales teams to offer demonstrations and Q&A sessions
    • Host lunch-and-learn events to provide hands-on experience with the tool
    • Offer free trial periods to allow businesses to test the solution
    • Provide one-on-one onboarding sessions to ease implementation concerns
    • Gather feedback from early adopters to improve product and messaging
    • Follow up on trial users with personalised benefit assessment reports
    • Utilise CRM tools to track and manage potential leads systematically
    • Arrange visits to successful user sites as part of on-site consults
spend-managementfinancial-efficiencycontent-marketerfinancial-consultantsales-teammarketing-team
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Strategies and tactics for pitching an aviation business model to Oman Air

  • ⛳️ Strategy 1: Demonstrate market potential

    • Conduct market research to identify countries with increasing demand for aviation services
    • Gather data on the growth trends in the global aviation sector
    • Develop a comprehensive report on potential revenue streams from different regions
    • Compile case studies of successful aviation service exports
    • Prepare a competitor analysis to highlight market gaps Oman Air could fill
    • Identify current and potential clients who could benefit from these services
    • Create a visual presentation showcasing market opportunities
    • Showcase the expected return on investment within different time frames
    • Illustrate the scalability of the business model for different markets
    • Present market entry strategies tailored for specific countries

  • ⛳️ Strategy 2: Build a compelling business model

    • Outline the core components of the business model
    • Highlight the unique selling propositions of Oman Air's services
    • Draft a revenue model including pricing strategies
    • Define key partnerships required for expanding professional services
    • Create a financial projection model illustrating profitability
    • Detail the operational requirements for service exportation
    • Prepare a risk analysis with mitigation strategies
    • Showcase past success stories of Oman Air services
    • Identify and address potential regulatory challenges in target markets
    • Draft a customer service framework to support international clients

  • ⛳️ Strategy 3: Engage and persuade decision-makers

    • Schedule the meeting agenda with clear presentation points
    • Practice a persuasive opening that outlines the meeting's value
    • Prepare materials that highlight Oman Air's expertise and reputation
    • Develop a Q&A session to address potential concerns promptly
    • Formulate a follow-up plan with actionable takeaways
    • Identify decision-makers' pain points and offer tailored solutions
    • Utilise storytelling techniques to illustrate potential success
    • Offer exclusive insights or trial packages to engage decision-makers
    • Provide a comparative analysis showcasing Oman Air's advantages
    • Seek feedback and tailor a follow-up presentation if needed
market-researchbusiness-modelexport-strategistaviation-consultantmarket-analysis-teamsales-strategy-team
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Strategies and tactics for developing Market Strategies for Belayab Motors

  • ⛳️ Strategy 1: Enhance Product Offerings and Market Penetration

    • Expand product line with a focus on electric vehicles to align with global sustainability trends
    • Conduct comprehensive market research to identify new customer segments and unmet needs
    • Increase brand visibility through strategic partnerships with financial institutions for consumer financing
    • Develop a competitive pricing strategy to increase market share against imported used vehicles
    • Launch promotional campaigns highlighting the benefits and features of new electric vehicle models
    • Enhance after-sales services through extended warranties and regular maintenance packages
    • Establish a network of service centres to support product reach and customer convenience
    • Invest in CRM systems to improve customer relationship management and retention strategies
    • Implement training programs for sales staff to enhance product knowledge and customer engagement
    • Utilise digital marketing platforms to reach a broader audience and strengthen online presence

  • ⛳️ Strategy 2: Strengthen Supply Chain and Resource Management

    • Identify and collaborate with strategic local and international suppliers to ensure competitive pricing
    • Enhance logistics and distribution networks to improve product availability across key regions
    • Diversify supplier base to reduce dependency and negotiate better terms
    • Optimise inventory management to reduce waste and improve turnover rates
    • Exploit economies of scale by negotiating bulk purchase agreements with key suppliers
    • Streamline internal processes with ERP systems for effective resource allocation and financial management
    • Implement cost control measures to maximise profitability and support investment in innovation
    • Conduct regular supply chain audits to identify and rectify inefficiencies
    • Work with government agencies to benefit from policy supports and incentives
    • Assess and augment resource capabilities, especially with regards to human capital and technical expertise

  • ⛳️ Strategy 3: Enhance Branding and Customer Engagement

    • Implement a comprehensive branding strategy that highlights quality, affordability, and innovation
    • Strengthen corporate social responsibility initiatives to promote community engagement and brand loyalty
    • Develop and launch a customer feedback system to drive continuous improvement based on client insights
    • Invest in digital marketing efforts, including user-friendly website enhancements and social media campaigns
    • Establish strategic partnerships with educational institutions for brand advocacy and talent acquisition
    • Host informational workshops and webinars to educate potential buyers about electric vehicles
    • Craft strategic PR campaigns to address misconceptions about Chinese brands and enhance public perception
    • Offer loyalty programs and incentives for repeat customers to reinforce brand preference
    • Regularly measure brand awareness and adjust strategies based on consumer sentiment and feedback
    • Collaborate with influencers and industry voices to amplify brand reach and credibility
market-penetrationsupply-chainmarketing-managersupply-chain-analystbranding-teamproduct-development-team
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Strategies and tactics for enhancing Average Bill Value at Pharmacy

  • ⛳️ Strategy 1: Optimise product placement for upsell and cross-sell

    • Identify high-margin products that complement best-sellers for placement proximity
    • Reorganise shelves to strategically position complementary products next to frequently purchased items
    • Utilise special displays to promote high-margin or underperforming categories
    • Use visible signage highlighting product benefits and complementary products
    • Create bundled product promotions that offer a perceived discount for buying more
    • Train staff to naturally suggest related products during purchase
    • Monitor customer flow to place essential products at the back, exposing customers to more items
    • Rotate products in positions to test performance of different placements
    • Setup dedicated zones for chronic and high-value customer needs with relevant products
    • Regularly refresh displays to keep customer interest and draw attention

  • ⛳️ Strategy 2: Build personalised engagement strategies for chronic and super users

    • Segment customer database into chronic users and high-value customers based on purchase history
    • Develop a rewards program tailored to encourage higher spending from chronic customers
    • Offer exclusive preview or early access to new products for high-value customers
    • Utilise direct communication channels, such as SMS or email, to share personalised promotions
    • Equip staff with customer profiles to provide tailored in-store recommendations
    • Organise special events or workshops focused on managing chronic conditions with expert talks
    • Implement a feedback loop where chronic customers can suggest new product or service needs
    • Run regular customer satisfaction surveys to identify areas of improvement
    • Use data analytics to predict and prepare for seasonal high-demand products for these groups
    • Set up a referral program encouraging high-value customers to introduce new clients

  • ⛳️ Strategy 3: Leverage small space for effective category discovery

    • Conduct a layout audit to ensure high-traffic items lead customers deeper into the store
    • Introduce digital kiosks or tablets to guide customers through product categories and offers
    • Highlight new or underperformed categories with themed weeks or displays
    • Arrange a rotating 'spotlight' section with new or promotional products at the checkout counter
    • Incorporate scent marketing or audio cues to draw attention to specific areas
    • Allocate a 'question of the day' board inviting interaction about less-known products
    • Create quick reference guides or pamphlets on categories that often correlate with chronic conditions
    • Promote lesser-known categories via loyalty program points rewards for their purchase
    • Facilitate staff training to ensure they can guide customers through discovery effectively
    • Ensure clutter-free environments using vertical displays to optimise space
upsellingengagementcustomer-servicesales-associatemarketingmerchandising
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Strategies and tactics for reviewing and Preparing A Strategic Plan

  • ⛳️ Strategy 1: Ensure financial sustainability

    • Conduct a thorough financial audit to understand the current financial position
    • Identify key revenue streams and develop strategies to enhance them
    • Establish an emergency fund to safeguard against unforeseen financial challenges
    • Create a budget that includes a focus on reducing costs in areas with minimal impact on quality
    • Negotiate with suppliers for better pricing on raw materials
    • Explore avenues for expanding market reach both domestically and internationally
    • Invest in training programmes for the sales team to improve sales performance
    • Analyse customer data to better understand preferences and optimize product offerings
    • Monitor financial KPIs regularly to ensure alignment with sustainability goals
    • Seek potential partnerships with complementary brands to enhance revenue

  • ⛳️ Strategy 2: Leverage technology as an enabler

    • Implement a robust ERP system to streamline supply chain and inventory management
    • Invest in advanced processing machinery to increase production efficiency
    • Utilise data analytics tools for better market and consumer insights
    • Adopt cloud-based solutions for secure and efficient data management
    • Drive e-commerce growth by enhancing the online store interface and user experience
    • Implement a mobile app for easy customer access to product information and orders
    • Automate repetitive tasks to allow employees to focus on high-value activities
    • Stay up-to-date with digital marketing trends to enhance online presence
    • Train staff on new technologies to maximise utilisation and minimise downtime
    • Collaborate with tech partners to identify innovative solutions for product tracking

  • ⛳️ Strategy 3: Enhance operational efficiency

    • Conduct a comprehensive review of current processes to identify bottlenecks
    • Implement lean manufacturing principles to reduce waste and improve efficiency
    • Standardise operating procedures across all departments
    • Invest in employee training programs focusing on operational improvement
    • Regularly review supplier relationships to ensure timely delivery of quality raw materials
    • Establish a cross-functional team to improve communication and streamline operations
    • Implement real-time tracking for inventory and deliveries
    • Create a continuous improvement culture with regular feedback loops
    • Set measurable targets for production efficiency and monitor progress
    • Ensure compliance with all industry regulations to avoid operational disruptions

  • ⛳️ Strategy 4: Strengthen stakeholder management

    • Map all key stakeholders and develop tailored engagement plans
    • Use regular surveys and feedback mechanisms to gauge stakeholder needs and satisfaction
    • Organise quarterly meetings with key suppliers to maintain strong relationships
    • Develop a corporate social responsibility plan to enhance community engagement
    • Communicate transparently about business changes and developments with stakeholders
    • Build a loyalty program for customers to enhance retention
    • Engage with industry associations for broader influence and insight
    • Regularly update shareholders with performance briefings and future plans
    • Create partnership opportunities with local farms for sustainable raw material supply
    • Establish a stakeholder advisory board to drive engagement and provide strategic input
financial-sustainabilitytechnology-integrationfinancial-analystsupply-chain-managersales-teamit-department
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How to track your Sales Consultant strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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