LESSON 40 · KEEP CUSTOMERS AND WIN REFERRALS

Your Ten-Year Selling Plan

Practical ways to build your ten-year selling plan, a clear vision for the seller you want to become.

Long vision guides daily action. Write it down.

10 tipsEasy things to say7-day plan

10 tips that really help

These ideas come from The Little Red Book of Selling (Jeffrey Gitomer), Never Eat Alone (Keith Ferrazzi), Raving Fans (Ken Blanchard and Sheldon Bowles), and everyday practice. The first six help the most. Pick one and try it today.

Photo for the tip: A long vision guides daily action
TIP 1

A long vision guides daily action

Knowing where you want to be in ten years helps you choose well today.

TRY THIS
Write it.
Photo for the tip: Imagine yourself in year ten
TIP 2

Imagine yourself in year ten

Picture your work, your impact and your life.

TRY THIS
Describe it.
Photo for the tip: Choose this year's main focus
TIP 3

Choose this year's main focus

One skill at a time works best.

TRY THIS
Pick it.
Photo for the tip: Review quarterly
TIP 4

Review quarterly

Staying on track needs regular checks.

TRY THIS
Calendar it.
Photo for the tip: Choose this year's focus
TIP 5

Choose this year's focus

One main skill.

TRY THIS
Pick.
Photo for the tip: A plan guides choices
TIP 6

A plan guides choices

Long-term thinking.

TRY THIS
Start.
Photo for the tip: Imagine year ten
TIP 7

Imagine year ten

Vivid picture.

TRY THIS
Write.
Photo for the tip: Write three big goals
TIP 8

Write three big goals

Clear.

TRY THIS
Draft.
Photo for the tip: Break them into years
TIP 9

Break them into years

Milestones.

TRY THIS
Plan.
Photo for the tip: Share with a mentor
TIP 10

Share with a mentor

Accountability.

TRY THIS
Ask.

Easy things to say

When you are stuck, pick one of these. They work in many sales conversations.

VISION

“In ten years I want to lead a team.”

GOAL

“This year I will master referrals.”

PLAN

“Each quarter I work on one skill.”

CHECK

“Am I on track?”

SHARE

“I shared my plan with a mentor.”

THANKS

“Thank you.”

Your first week

One small action a day. Each day is only a little bigger than the last.

DAY 1
Imagine year ten
DAY 2
Write three big goals
DAY 3
Break them into years
DAY 4
Choose this year’s focus
DAY 5
Review quarterly
DAY 6
Share with a mentor
DAY 7
Review

Further reading

  • The Little Red Book of Selling (Jeffrey Gitomer)
  • Never Eat Alone (Keith Ferrazzi)
  • Raving Fans (Ken Blanchard and Sheldon Bowles)

The tips above are written in our own words and are general guidance. The books are suggestions for further reading.

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These lessons share general learning and everyday ideas. They are not medical or mental health advice. If you feel very anxious, low or unwell, please talk to a doctor or a qualified professional.

More lessons in “Keep Customers and Win Referrals”

Keep going. Small steps every day make a big change.

← Previous: Teach Others What You Know

  1. Why Most Sales Are Lost in the Follow-Up
  2. Follow Up Within 24 Hours
  3. The Five-Touch Follow-Up Plan
  4. Give Value in Every Message
  5. Use Phone, Email and Messages Together
  6. Say "I Am Checking In" Better
  7. Follow Up With a Helpful Link or Idea
  8. Under-Promise, Over-Deliver
  9. Respond Faster Than Expected
  10. Surprise Them With a Small Gift
  11. Remember Birthdays and Milestones
  12. Handwritten Notes Still Win
  13. Make Onboarding Easy
  14. Fix Problems Before They Notice
  15. Listen First, Fix Second
  16. Say Sorry Without Excuses
  17. Offer a Solution, Not a Speech
  18. Follow Up After the Fix
  19. Learn From Every Complaint
  20. Turn a Bad Review Into a Good Story
  21. Know When to Escalate
  22. Review Accounts Every Quarter
  23. Ask "What Else Could Help?"
  24. The Gentle Upsell
  25. Cross-Sell With Care
  26. Find the Next Department or Branch
  27. Renewals Without Panic
  28. Celebrate Customer Anniversaries
  29. Ask at the Moment of Joy
  30. A Simple Referral Script
  31. Give Customers an Easy Way to Share
  32. Thank Referrers Beautifully
  33. Referral Partnerships
  34. Collect Reviews the Right Way
  35. Build a Personal Brand
  36. Keep Learning Every Year
  37. Protect Your Reputation
  38. Balance Work and Life
  39. Teach Others What You Know
  40. Your Ten-Year Selling Plan
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