Course Summary: New Salesperson Foundations (新人销售入门)
Purpose
Equip first-time sales professionals with a practical, ethical, and repeatable sales process—from prospecting to closed-won—so you can contribute pipeline, run quality conversations, and manage your time and CRM effectively.
Who This Course Is For
- New SDRs/BDRs and AEs in their first 0–12 months
- Career switchers entering B2B sales
- Teams onboarding junior sellers or interns
What You Will Achieve
By the end of this course, do the following with confidence:
- Define your ideal customer profile (ICP) and key buyer personas.
- Articulate your product’s value proposition and core use cases.
- Source and prioritize prospects across channels (email, phone, social, events).
- Write and deliver concise outreach that earns replies and meetings.
- Run structured discovery using proven question frameworks.
- Qualify opportunities using a lightweight system (e.g., BANT or MEDDICC essentials).
- Deliver a focused demo or value narrative mapped to pain and outcomes.
- Handle common objections and negotiate basics (without discounting first).
- Craft proposals, set next steps, and close for commitment.
- Maintain pipeline hygiene in the CRM and manage your time and activity targets.
- Collaborate with marketing, solutions, and customer success for smooth handoffs.
- Operate ethically and compliantly, protecting customer data and trust.
How the Course Works (4-Week Plan)
Follow this sequence and complete deliverables each week.
Week 1: Mindset, Market, and Message
- Learn your ICP, segments, and buyer roles; document 3 pains per persona.
- Map your value proposition to outcomes; draft a 30-second value statement.
- Build your personal success plan (30-60-90 days) with activity and learning goals.
- Deliverables: ICP one-pager, value statement, 30-60-90 plan.
Week 2: Prospecting and Meeting Generation
- Build targeted lists; enrich data ethically; prioritize by fit and trigger events.
- Write a 4–6 touch cadence (email, call, social); practice voicemail and opener.
- Book your first meetings; track reply and meeting rates; A/B test messaging.
- Deliverables: 50 qualified prospects, outreach sequence, 10+ conversations logged.
Week 3: Discovery, Qualification, and Demos
- Run discovery using a question bank; confirm pains, impact, stakeholders, and timeline.
- Apply a simple qualification lens (BANT/MEDDICC essentials) to forecast accurately.
- Deliver a 10–15 minute demo or narrative tailored to the top 2–3 pains.
- Deliverables: Discovery call recording and notes, qualified opportunity scorecard, demo checklist.
Week 4: Objections, Proposals, Closing, and Pipeline Management
- Map top 10 objections; respond using acknowledge–clarify–answer–confirm.
- Build a mutual action plan (MAP) to align steps, owners, and dates.
- Draft a simple proposal; practice a closing sequence that secures clear next steps.
- Clean and update your CRM; review pipeline health and conversion metrics.
- Deliverables: Objection handling map, sample proposal + MAP, CRM hygiene audit.
Core Modules (Use as reference while progressing)
- Foundations and Mindset
- Adopt a learner’s mindset; focus on customer outcomes.
- Tip: Track daily wins and lessons to accelerate feedback loops.
- Product and Market Basics
- Know features vs. benefits; translate features into outcomes.
- Tip: Collect 3 customer stories; reuse them in outreach and demos.
- Prospecting and Messaging
- Build lists; write concise, relevant, personalized messages.
- Tip: Personalize first line to the person; tie the body to a business trigger.
- Discovery and Qualification
- Ask open, funneling questions; quantify pain and impact.
- Tip: Summarize what you heard and confirm before proposing next steps.
- Demo and Value Narrative
- Show only what maps to stated pains; tell a before/after story.
- Tip: Use proof points (metrics, case snippets) instead of feature dumps.
- Objection Handling and Basic Negotiation
- Clarify the real objection; trade, don’t concede; protect value.
- Tip: Handle price last; revisit value and impact first.
- Proposals, Closing, and Handoffs
- Keep proposals simple; highlight outcomes, scope, and next steps.
- Tip: Always leave with a scheduled next meeting on the calendar.
- Pipeline, CRM, and Time Management
- Log activities, notes, and next steps immediately.
- Tip: Time-block: 90-minute prospecting blocks; batch admin tasks.
- Ethics, Compliance, and Professionalism
- Respect do-not-call and data privacy rules; avoid deceptive claims.
- Tip: If uncertain, ask your manager or compliance lead before acting.
- Continuous Improvement
- Review calls; seek peer/manager feedback; iterate your talk tracks.
- Tip: Track your funnel metrics weekly and pick one improvement target.
Tools and Templates You Will Use
- CRM: Salesforce or HubSpot (required)
- Sequencing: Outreach or Salesloft; email + call cadences
- Enrichment: LinkedIn Sales Navigator; approved data sources
- Call/Meeting: Calendar, dialer, Zoom/Teams; call recorder if approved
- Learning Assets: Discovery question bank; objection map; demo checklist; proposal/MAP template; daily activity tracker
Practice and Assessment
- Role-play: 3 mock calls (cold call, discovery, demo); graded on clarity, relevance, and next-step setting.
- Live calls: 5 real conversations logged with outcomes and reflections.
- Knowledge checks: Short quizzes on ICP, product, and process.
- Performance metrics: Activity volume, reply rate, meeting set rate, show rate, qualified rate, and hygiene score.
- Passing criteria: Complete deliverables, maintain CRM hygiene >90%, meet minimum activity, and demonstrate improvement in at least two funnel metrics.
Prerequisites
- Basic product onboarding completed
- Access to CRM and sequencing tools
- Approval to contact prospects in assigned territory/segment
Completion and Next Steps
- Submit your portfolio: ICP one-pager, sequence, discovery notes, demo outline, objection map, proposal + MAP, and pipeline report.
- Schedule a manager review; agree on a 60-day improvement plan.
- Continue weekly call reviews and monthly metric retros.
Use this summary as your roadmap. Follow the weekly plan, complete the deliverables, and apply the tools and templates. Ask for feedback early and often, and iterate based on real conversations.