Next Step Sales Management

Your Guided Practice Platform for Senior Living, Powered by Salesably.ai

Services

Conversation Practice Studio

We built our AI-driven Practice Studio on the Salesably.ai platform, and we have partnered with their developer to bring this amazing suite of tools to the Senior Living field. It is a perfect way to sharpen skills and onboard Sales Counselors. Use the Studio the way a baseball player uses their batting cage--a way to practice in a controlled environment, with objective, measurable and actionable feedback. Portfolios can have a custom studio with their particular branding and product lines, or you can simply enroll in our common studio.

Sales Training and Coaching

The first order of business in a Next Step Sales Management campaign is to get all levels of your Sales Operation working and communicating clearly with a Common Language of Sales. We help you configure your CRM system to incorporate the Common Language and track activities and outcomes across key performance areas.

After we work with leaders, we train sales teams in a workshop setting.

Next Step Board Reporting

Our Next Step Board application pulls data directly from your CRM system to display your Sales Pipeline, your Active Prospects and your Sales Forecast clearly and accurately. This tool allows leaders to assess teams at a glance, and allows sales counselors to "self-correct" throughout the week. Because all information is updated hourly from your CRM, you can expect full reporting compliance.

Selling Skills Workshops

As our clients grow and bring on new Sales Counselors, Executive Directors or Sales Leaders, we offer onboarding sessions and workshops to accelerate getting up to speed. Attending a workshop is a great way to get clarity on your role, responsibilities, and a path to proficiency in a fun setting with peers. Workshops are quarterly, so any new hire can attend one within 90 days of starting.

Advanced Workshops

Our curriculum is constantly evolving and our clients remain engaged with us through advanced, or specialty-based workshops. With topic-based workshops like Advanced Discovery and Overcoming Objections, or Building Your Reciprocal Referral Network, your team can continue to grow and hone their skills. We also offer specific workshops for Executive Directors and Sales Leaders.

Specialty Webinars

We offer specialty webinars on a wide range of topics, from conducting difficult conversations to using storytelling techniques or finding your community's Points of Difference. Webinars have become an important tool to prepare for in-person training or to give a team a refresher from afar. Custom webinars can be stored in your Learning Center for future use by your team.