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TRANSFORM YOUR SALES TEAM

Team Role Play

WORK WITH BEAU


Date
Month
Day
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Thank you for your interest in hiring Beau for team role-playing.
 

Beau is a renowned sales expert, speaker, and coach, specializing in dynamic role-playing sessions that sharpen sales skills, boost confidence, and enhance real-world performance. His interactive approach helps teams master objection handling, refine their pitch, and develop the conviction needed to close deals effectively.
 

Please use the form below to request more information on working with Beau for team role-playing.

7 STEPS TO CLOSING MORE SALES

(Watch the video breakdown in the CWC training platform)

1

OPENING

Stop asking YES and NO, it’s time to own the sale and it starts with the opening!

2

F.O.R.D

Build rapport with F.O.R.D (“This is a relationship not a transaction, don’t just ask the application questions! If you build rapport, you can ask for more”) Family, Occupation, Recreation, Dreams.

3

LEAD WITH LIABILITY

Lead with liability and stop asking a million questions. Just state the coverage, explain the coverage, and use a story on why they need that coverage!

4

ASSUME THE SALE

Never sell out of your pocket! Just go in for the ask! “I feel good about the coverages that we put together. I just need your routing and account information to lock in this great coverage for you today!

5

HANDLE THE OBJECTIONS

A. After objection one - isolate the objection.
B. After objection two - Feel, felt, found

6

HOTLIST

These are the customers you should have sold a policy to. You build great rapport, didn’t overcome their objections, they insisted on getting off the phone. Now, you have a short list of names that you add to daily. Work these often and especially around the end of the month!

7

FOLLOW-UP APPOINTMENT

Figure out the best time to follow up! When do they have enough insurance history? MVR incidents/ claims falling off? Birthday coming up?

I started working with Beau in April of 2023, before we met I was weary about being able to stay afloat. Being new to the industry I had a lot of things to figure out. After our first meeting, Beau had me on a path to turning the business around by focusing on process and expectations. Over the next few months, he was able to pinpoint several areas for me to tackle and I did head-on. Because of his experience and ideas on how to execute and set expectations, our business began to grow and I am proud to say we bonused again and went from Pro to Elite Status. We had our best year in revenue and have already started 2024 with a bang. Beau’s “matter of fact” approach and laid-back demeanor make him easy to work with. I found it easy to be vulnerable about my weaknesses and transparent about my numbers without being judged. I look forward to working with Beau and the Craig Wiggins Organization more in the future.

 

Gabe Greene
Agency Owner

HIRE BEAU FOR SPEAKING

Connect with us to see if Beau is available to inspire and empower your audience with conviction!

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