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Executive Selling – Made Easy Using this Checklist
Blog / For Sales Pros / Sep 11, 2017 / Posted by Lisa Magnuson / 4668

Executive Selling – Made Easy Using this Checklist


There are many appropriate ways to establish relationships with executives. The below Executive Selling Checklist gives you the steps you need to be successful. It also helps you to avoid all the common pitfalls. By following this simple checklist, you will enjoy ongoing access to key executives which will enrich your career and contribute to your sales success in an exponential way.

  1. Determine your purpose and the benefits associated with executive cultivation. This will help keep you motivated since we’re talking about a long-term effort.
  2. Target the senior leader or leaders who are most appropriate for your product or services. Engage the account based selling team to discuss.
  3. Conduct comprehensive and focused research which is the basis for building your strategy, approach, and confidence. Think ‘The Goldilocks Principle’ – not too much, not too little but just right.
  4. Think through the strategic elements associated with your prospect or customer. Schedule a War Room session with the account based selling team.
  5. Pick your best method to secure an appointment considering all alternatives and success ratios associated with each. Note, the very best method to get an appointment with the C-Suite is an endorsement or referral from within the executive’s organization.
  6. Execute your pre-call planning doing a thorough job of preparing for your executive meeting. Anticipate what could go wrong and put plans in place to avoid any pitfalls.
  7. Conduct all the appropriate post-meeting steps to set the stage for your engagement plan.
  8. Consider executive cultivation strategies for both existing customers and new prospects.
  9. Map out your customized engagement plan for each chief contact including calendarizing touchpoints for the next year.
  10. Commit to a War Room mindset and approach for top customers and prospects to keep focus and momentum high.

Your reward will be open access to key executives and ultimately to ring the bell more frequently with big, TOP Line Account™ ‘wins.

Executive Selling Done Right:

Jump start your executive selling efforts by giving your sellers the book that is guaranteed to enhance their sales performance. The TOP Seller Advantage: Powerful Strategies to Build Long-Term Executive Relationships includes proven strategies to ensure sellers develop long lasting executive access.

The C-suite executive perspectives at the end of each chapter reveal exactly how senior leaders view sales encounters and what would cause them to keep the door open for follow up meetings. Check it out at

What have you found successful in selling to executives? Leave us a comment and let us know.

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About Author

Lisa Magnuson is an expert in corporate strategic sales and TOP Line Account™ revenue building. As a respected sales consultant and author, she works with clients to build successful strategic sales programs that drive revenue from large new accounts and enable growth from existing high value customers.

Author's Publications on Amazon

This eBook reveals a proven strategic approach you can use with your current customers to increase your sales and create a long-term positive relationship.
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Are you looking for an edge to land that big contract or keep your largest customers secure? Discover proven techniques from sales leadership veteran, Lisa D. Magnuson, to cultivate executive relationships that will pay big dividends. Pair this with exclusive C-suite executive contributions that provide…
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This invaluable Playbook was designed for modern sales leaders who want to win big. Based on extensive research and interviews with 41 Sales VPs from various industries, it contains 16 key ‘Plays’ to exponentially grow revenues and drive leadership success.
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