SlideShare a Scribd company logo
Know your characters: understand your clients to connect better and sell more jobs
THE WINS
 understanding who your buyers are
 develop a targetable buyer description you can use to close more sales
 learn to use personas and commonalities to overcome common obstacles
during the sales process
BUYER PERSONA
A buyer persona is a semi-fictional representation of your ideal customer
based on market research and real data about your existing customers.
BUYER PERSONA
 Identify your best (and worst) customers
 Look for patterns as you go
 Identify characteristics they share.
 Neighborhood
 Gender
 Marital status
 Profession
 Income level
 Education level
BUYER PERSONA
Psychographics: the study of personality, values, opinions, attitudes,
interests, and lifestyles
 demographics=who, psychographics=why
 psychographic traits of your clientele can transcend demographic
categories!
Know your characters: understand your clients to connect better and sell more jobs
BUYER PERSONA
 White collar professional
 Within 10-15 years
of retirement
 Recently married
 FINANCIALLY LIQUID
 Values quality
 Enjoys DIY projects
 Myriad non-garden
interests
Doctor Bob
Know your characters: understand your clients to connect better and sell more jobs
PREQUALIFYING THE LEAD
BECAUSE NOT EVERYONE LOVES YOU
PREQUALIFYING LEADS
 Is what they want something we provide?
 Do they value what we do?
 Do they value it enough to PAY FOR IT?
 Use a script!
PREQUALIFYING LEADS
Do you still need to prequalify if you’re charging for the consultation?
SCENARIOS
 The excellent referral
 The shopper
 The “doesn’t believe in paying for design”
THE INITIAL CONSULTATION
ENOUGH ABOUT ME, LET’S TALK ABOUT ME
THE INITIAL CONSULTATION
 Purpose
 Agenda
 Logistics
 Outcome
P.A.L.O.
SCENARIOS
 “tell me everything I should do. Hey can you draw that out for me? How
about I take notes?”
 The idea dump (squirrel!)
 “IDK, you’re the designer, that’s why you’re here. Tell me what you’d do.”
 “I’m not giving you a budget because….”
 Client has a limited budget but HUGE ideas
 Client specifies a low initial budget but you think they’ll spend more
MORE QUESTIONS FOR THE PANEL
 Do you design to their budget, OR to their wish list?
 When do you find you need to say NO to a client or prospect?
PLAN PRESENTATION
IT’S TIME TO START THE MUSIC, IT’S TIME TO LIGHT THE LIGHTS
SCENARIOS
 “I don’t get it” – client is oblivious, can’t even find his house on the plan
 Objects to cost, shuts down
 “won’t this look too different from what the neighbors have?”
MORE QUESTIONS FOR THE PANEL
 How do you fire a problem client?
 Dealing w/ hostile and abusive clients
GETTING REVIEWS AND REFERRALS
ON A SCALE OF 9 TO 10, HOW MUCH DO YOU LOVE ME?
Know your characters: understand your clients to connect better and sell more jobs
SCENARIOS
 Asking for a review
 Asking for a referral
 Addressing a negative response
SCENARIOS
What scenarios have YOU encountered that you’d love to see our
esteemed panelists take a crack at?
Know your characters: understand your clients to connect better and sell more jobs

More Related Content

PDF
Design: Ignorance is No Excuse
Ron Gagnier
 
PPTX
Табір "Подоляночка"
Julja Chernenko
 
PPT
Ppt ch07
niruttisai
 
PPTX
LA ROBÓTICA
briyidcruz01
 
PPT
Ppt ch04
niruttisai
 
DOC
rahul resume (1)(1)
RAHUL KUMAR
 
PDF
Calling the Roll: Study Circles for Better Schools
Natalie Aflalo
 
PPTX
1 клас
Julja Chernenko
 
Design: Ignorance is No Excuse
Ron Gagnier
 
Табір "Подоляночка"
Julja Chernenko
 
Ppt ch07
niruttisai
 
LA ROBÓTICA
briyidcruz01
 
Ppt ch04
niruttisai
 
rahul resume (1)(1)
RAHUL KUMAR
 
Calling the Roll: Study Circles for Better Schools
Natalie Aflalo
 
1 клас
Julja Chernenko
 

Viewers also liked (6)

PDF
Siglo xix
Elias Enoc
 
PPTX
Табір "Веселка"
Julja Chernenko
 
PPTX
10 клас
Julja Chernenko
 
PDF
3619 w54rehab
Jorge Vigil
 
PDF
Angeles cobo
Angeles Cobo
 
DOCX
modulo de qumica
Liseth Useche
 
Siglo xix
Elias Enoc
 
Табір "Веселка"
Julja Chernenko
 
10 клас
Julja Chernenko
 
3619 w54rehab
Jorge Vigil
 
Angeles cobo
Angeles Cobo
 
modulo de qumica
Liseth Useche
 
Ad

Similar to Know your characters: understand your clients to connect better and sell more jobs (20)

PPTX
Home staging week 2
Sharonmontgomery165
 
PPTX
Dealing with Client ( A Relationship between client and interior designer)
Yamini Soni
 
PPT
Making Presentations
MAGNUS EKWUNIFE
 
PDF
Up to the Light - What clients think 2014
Jonathan Kirk
 
PDF
UTTL What Clients Think 2014
radiusdesign
 
PPTX
SMART Sales System - Module 13: Appointments
SalesScripter
 
PPT
Consumer Research Training
joefc
 
PPTX
SMART Sales System - Module 12: Qualifying
SalesScripter
 
PPTX
The Sales Opportunity Canvas: Finding Your First [Enterprise] Customer, Then ...
SalesQualia
 
PDF
What clients think
James Dudley
 
PPTX
Winning & Running Successful Design Projects
thecustomerIE
 
PPTX
How to Qualify and Screen Prospects
SalesScripter
 
PPTX
The Sales Opportunity Canvas: Find Your First [Enterprise] Customer... Then 1...
SalesQualia
 
PPTX
Idea Development Pro Forma
Millie Casemore
 
PPTX
Know your customer
Scott Germaise
 
PDF
ProductTank #20 Kraków- Customer development, how to validate your product idea
Beata Kupiec
 
PPT
BOOST YOUR BUSINESS: (11) using inventory knowledge to close mo…
Michael McKenna
 
PPTX
Building and using Impactful Construction Marketing Personas
Kayley Bright
 
PPT
Managing Creativity
Susan Steele
 
Home staging week 2
Sharonmontgomery165
 
Dealing with Client ( A Relationship between client and interior designer)
Yamini Soni
 
Making Presentations
MAGNUS EKWUNIFE
 
Up to the Light - What clients think 2014
Jonathan Kirk
 
UTTL What Clients Think 2014
radiusdesign
 
SMART Sales System - Module 13: Appointments
SalesScripter
 
Consumer Research Training
joefc
 
SMART Sales System - Module 12: Qualifying
SalesScripter
 
The Sales Opportunity Canvas: Finding Your First [Enterprise] Customer, Then ...
SalesQualia
 
What clients think
James Dudley
 
Winning & Running Successful Design Projects
thecustomerIE
 
How to Qualify and Screen Prospects
SalesScripter
 
The Sales Opportunity Canvas: Find Your First [Enterprise] Customer... Then 1...
SalesQualia
 
Idea Development Pro Forma
Millie Casemore
 
Know your customer
Scott Germaise
 
ProductTank #20 Kraków- Customer development, how to validate your product idea
Beata Kupiec
 
BOOST YOUR BUSINESS: (11) using inventory knowledge to close mo…
Michael McKenna
 
Building and using Impactful Construction Marketing Personas
Kayley Bright
 
Managing Creativity
Susan Steele
 
Ad

Recently uploaded (20)

PDF
Data Sheet Cloud Integration Platform - dataZap
Chainsys SEO
 
PDF
Gregory Felber - An Accomplished Underwater Marine Biologist
Gregory Felber
 
PPTX
Keynote: CATHOLIC UNIVERSITY: A PLACE OF CREATIVITY AND KNOWLEDGE
Alvaro Barbosa
 
DOCX
UNIT 2 BC.docx- cv - RESOLUTION -MINUTES-NOTICE - BUSINESS LETTER DRAFTING
MANJU N
 
PDF
Project We like- Final.pdf and edit with professsionalism
jigarpatel8k
 
PDF
GenAI for Risk Management: Refresher for the Boards and Executives
Alexei Sidorenko, CRMP
 
PDF
Rodolfo Belcastro su All Around The Worlds Magazine - Febbraio 2025
Rodolfo Belcastro
 
PDF
Unveiling the Latest Threat Intelligence Practical Strategies for Strengtheni...
Auxis Consulting & Outsourcing
 
PDF
From Risk to Opportunity: How Cybersecurity Enhances Your Staffing Business
Withum
 
PPTX
Pakistan’s Leading Manpower Export Agencies for Qatar
Glassrooms Dubai
 
PPTX
Appreciations - July 25.pptxdddddddddddss
anushavnayak
 
PPTX
Social Media Marketing for Business Growth
vidhi622006
 
PDF
NewBase 26 July 2025 Energy News issue - 1806 by Khaled Al Awadi_compressed.pdf
Khaled Al Awadi
 
PDF
NewBase 29 July 2025 Energy News issue - 1807 by Khaled Al Awadi_compressed.pdf
Khaled Al Awadi
 
PDF
Tariff Surcharge and Price Increase Decision
Joshua Gao
 
PDF
Keppel Ltd. 1H 2025 Results Presentation Slides
KeppelCorporation
 
PPTX
E-commerce and its impact on business.
pandeyranjan5483
 
PPTX
BUSINESS FINANCE POWER POINT PRESENTATION
JethSrey
 
PPTX
Financial Management for business management .pptx
Hasibullah Ahmadi
 
PDF
What are the steps to buy GitHub accounts safely?
d14405913
 
Data Sheet Cloud Integration Platform - dataZap
Chainsys SEO
 
Gregory Felber - An Accomplished Underwater Marine Biologist
Gregory Felber
 
Keynote: CATHOLIC UNIVERSITY: A PLACE OF CREATIVITY AND KNOWLEDGE
Alvaro Barbosa
 
UNIT 2 BC.docx- cv - RESOLUTION -MINUTES-NOTICE - BUSINESS LETTER DRAFTING
MANJU N
 
Project We like- Final.pdf and edit with professsionalism
jigarpatel8k
 
GenAI for Risk Management: Refresher for the Boards and Executives
Alexei Sidorenko, CRMP
 
Rodolfo Belcastro su All Around The Worlds Magazine - Febbraio 2025
Rodolfo Belcastro
 
Unveiling the Latest Threat Intelligence Practical Strategies for Strengtheni...
Auxis Consulting & Outsourcing
 
From Risk to Opportunity: How Cybersecurity Enhances Your Staffing Business
Withum
 
Pakistan’s Leading Manpower Export Agencies for Qatar
Glassrooms Dubai
 
Appreciations - July 25.pptxdddddddddddss
anushavnayak
 
Social Media Marketing for Business Growth
vidhi622006
 
NewBase 26 July 2025 Energy News issue - 1806 by Khaled Al Awadi_compressed.pdf
Khaled Al Awadi
 
NewBase 29 July 2025 Energy News issue - 1807 by Khaled Al Awadi_compressed.pdf
Khaled Al Awadi
 
Tariff Surcharge and Price Increase Decision
Joshua Gao
 
Keppel Ltd. 1H 2025 Results Presentation Slides
KeppelCorporation
 
E-commerce and its impact on business.
pandeyranjan5483
 
BUSINESS FINANCE POWER POINT PRESENTATION
JethSrey
 
Financial Management for business management .pptx
Hasibullah Ahmadi
 
What are the steps to buy GitHub accounts safely?
d14405913
 

Know your characters: understand your clients to connect better and sell more jobs

  • 2. THE WINS  understanding who your buyers are  develop a targetable buyer description you can use to close more sales  learn to use personas and commonalities to overcome common obstacles during the sales process
  • 3. BUYER PERSONA A buyer persona is a semi-fictional representation of your ideal customer based on market research and real data about your existing customers.
  • 4. BUYER PERSONA  Identify your best (and worst) customers  Look for patterns as you go  Identify characteristics they share.  Neighborhood  Gender  Marital status  Profession  Income level  Education level
  • 5. BUYER PERSONA Psychographics: the study of personality, values, opinions, attitudes, interests, and lifestyles  demographics=who, psychographics=why  psychographic traits of your clientele can transcend demographic categories!
  • 7. BUYER PERSONA  White collar professional  Within 10-15 years of retirement  Recently married  FINANCIALLY LIQUID  Values quality  Enjoys DIY projects  Myriad non-garden interests Doctor Bob
  • 9. PREQUALIFYING THE LEAD BECAUSE NOT EVERYONE LOVES YOU
  • 10. PREQUALIFYING LEADS  Is what they want something we provide?  Do they value what we do?  Do they value it enough to PAY FOR IT?  Use a script!
  • 11. PREQUALIFYING LEADS Do you still need to prequalify if you’re charging for the consultation?
  • 12. SCENARIOS  The excellent referral  The shopper  The “doesn’t believe in paying for design”
  • 13. THE INITIAL CONSULTATION ENOUGH ABOUT ME, LET’S TALK ABOUT ME
  • 14. THE INITIAL CONSULTATION  Purpose  Agenda  Logistics  Outcome P.A.L.O.
  • 15. SCENARIOS  “tell me everything I should do. Hey can you draw that out for me? How about I take notes?”  The idea dump (squirrel!)  “IDK, you’re the designer, that’s why you’re here. Tell me what you’d do.”  “I’m not giving you a budget because….”  Client has a limited budget but HUGE ideas  Client specifies a low initial budget but you think they’ll spend more
  • 16. MORE QUESTIONS FOR THE PANEL  Do you design to their budget, OR to their wish list?  When do you find you need to say NO to a client or prospect?
  • 17. PLAN PRESENTATION IT’S TIME TO START THE MUSIC, IT’S TIME TO LIGHT THE LIGHTS
  • 18. SCENARIOS  “I don’t get it” – client is oblivious, can’t even find his house on the plan  Objects to cost, shuts down  “won’t this look too different from what the neighbors have?”
  • 19. MORE QUESTIONS FOR THE PANEL  How do you fire a problem client?  Dealing w/ hostile and abusive clients
  • 20. GETTING REVIEWS AND REFERRALS ON A SCALE OF 9 TO 10, HOW MUCH DO YOU LOVE ME?
  • 22. SCENARIOS  Asking for a review  Asking for a referral  Addressing a negative response
  • 23. SCENARIOS What scenarios have YOU encountered that you’d love to see our esteemed panelists take a crack at?