Home Events - PM Forum Half-day online workshop Selling processes and sales skills for marketing and BD professionals

Selling processes and sales skills for marketing and BD professionals

Many marketers in business development roles have not had sales training and may lack selling experience. Many are locked out of sales situations except perhaps in tenders. Yet selling skills are key to building commercial client and referrer relationships. Many M&BD professionals are expected to coach fee-earners in targeting, identifying opportunities, converting leads and navigating long and complex  sales cycles. This intensive half day workshop provides a comprehensive introduction to sales processes and selling skills.

Topics covered

Module One – Sales processes
• Integrating marketing, selling and relationship development through sales pipelines
• Discussion: The role of marketers in professional services selling
• Client journeys, decision-making processes and buyer behaviour
• Stages of business relationship development (in key segments)
• Compare sales methodologies (consultative, challenger etc)
Exercise: Mapping your sales process
• Strategy, segmentation, targeting and prospecting
• Manage and convert enquiries effectively
• Links to pitching and tenders

Module Two – Selling Skills (Preparation)
Exercise: Assessing selling skills
• Core selling skills
• Initiate contact
Exercise: Drafting initial contact communications and other techniques
• Follow up
• Prepare for meetings
• Research, opportunity spotting and value proposition development
Exercise: Research and preparing a sales briefing pack

Module Three – Selling Skills (In Action)
• Empathy, rapport, trust and relationship development
• Identify needs: Questioning skills and active listening
• Commercial thinking: Identifying opportunities
• Develop solutions, differentiation and value propositions
• Psychology of selling and persuasion techniques
• Tips on price negotiation, objection handling and closing

Sales management:
• Social media in selling and relationship management
• Information systems to support fee-earner sales activities
• Selling and relationship management metrics
Exercise: Developing your sales management information and plan


First attendee £270 +VAT
Second attendee £260 + VAT
All subsequent attendees £250 + VAT

Book now

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Prices per attendees: 1st attendee £270 + VAT 2nd attendee £260 + VAT 3rd attendee £250 + VAT
2nd Attendee Full Name, Job Title and Company Email
3nd Attendee Full Name, Job Title and Company Email
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Due to the restricted number of places, refundable cancellations are only accepted up to one month prior to the workshop or within three working days of an invoice being issued that is dated within a month of the workshop date. A cancellation fee of £50 + VAT will be incurred per person. Substitutions can be made at any time. PMI reserves the right to cancel with no liability beyond refund of fees paid.


This training course is open solely to member firms of the PM Forum, a worldwide group of over 3,000 marketers in professional services firms.

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Oct 17 2024


09:30 - 13:00

Local Time

  • Timezone: America/New_York
  • Date: Oct 17 2024
  • Time: 04:30 - 08:00








PM Forum


  • Kim Tasso
    Kim Tasso
    RedStarKim Ltd

    Kim Tasso has worked within and for over 200 professional partnerships in the legal, accountancy and property sectors for over 20 years and continues to do so as a management consultant.

    She also has direct client exposure from working with organisations in the technology, education, creative, media, real estate and not-for-profit sectors.

    Unusually, she combines psychology, marketing and business qualifications so is effective as both a professional trainer, facilitator and coach and also as a subject matter expert in a variety of strategy, marketing, selling and relationship management topics.

    She is highly rated as a trainer and coach for lawyers, accountants and surveyors and also lectured on Chartered Institute of Marketing (CIM) professional marketing qualifications for Cambridge Marketing College.

    She is the author of books on soft skills, growth strategies, business development, media relations and business development and a prolific conference speaker and journalist. She is also a member of the PM Magazine Advisory Board.

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