Consultative Selling Conversation Guide

M

Marcus Lee

@marcus-lee

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Guide consultative selling conversations that build trust and uncover true needs.

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Create a consultative selling conversation guide.

Prospect situation: {{situation}}
Our expertise area: {{expertise}}
Desired outcome: {{outcome}}

Build consultative conversation:

1. Mindset Setting
   - How to approach as consultant, not seller
   - Questions over statements ratio
   - Active listening emphasis

2. Situation Exploration
   - Open-ended questions to start
   - Follow-up probes
   - Clarifying questions

3. Problem Diagnosis
   - Helping them see the problem clearly
   - Quantifying the impact
   - Connecting symptoms to causes

4. Option Exploration
   - Presenting alternatives (including do nothing)
   - Pros and cons of each path
   - Our recommendation and why

5. Implementation Discussion
   - What success would look like
   - Steps to get there
   - Support available

6. Natural Close
   - Checking for alignment
   - Invitation to proceed
   - Next step definition

Details

Category

Communication

Use Cases

consultative sellingsolution sellingtrusted advisor

Works Best With

gpt-4oclaude-sonnet-4
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