Developing a Sales "Planning Guide"

Planning guides are extremely effective sales tools for hands-on, in-person use by clients’ sales forces or as leave-behinds or mailers that prospects can complete on their own time. The Shields Group is very experienced at preparing these useful guides and will do so as part of its services for the client.

Planning guides walk prospect personnel through a series of pointed questions that cause them to closely examine their current environment and existing situation, gradually bringing them to the realization of a need for the solution the client brings to the table.

Such guides offer an array of benefits:

  • Positioning the client as a “thought leader” in the industry
  • Elevating the stature of the rep to that of a consultant
  • Creating a forum for standard, high-level dialog with the prospect
  • Developing a content-rich environment from which the most robust possible proposal can be crafted

Below are some examples of these:

Williams Planning Guide
(PDF format - 1.7 MB)
Call_Solutions Planning Guide
(PDF format - 2 MB)
Nortel Telephony
(PDF format - 182 KB)
Nortel Security
(PDF format - 194 KB)
    
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