Planning your activity
Start with the clients you want to reach and the people in your team who can contribute. Agree the time available, the topics they can discuss and the process for following up a relevant conversation.
What the programme can cover
- Profiles that explain each person's work and experience.
- A relevant audience and account list.
- Topics drawn from the team's knowledge.
- Professional introductions and follow-up.
- Recording qualified opportunities in the sales process.
Format
Discuss workshops and ongoing support around the time participants have available. Content and outreach need to follow your firm's policies, including any approval requirements. Measure useful conversations and qualified opportunities alongside activity.
Fees and timing
Fees are quoted after a discovery call. The proposal sets out the work, the people involved, the timing and the fee. Any ongoing support is agreed separately.
Questions about social selling
Can partners and advisers take part?
Yes. The activity should reflect their expertise, their audience and the time available alongside client work.
Will you manage our social accounts?
Confirm the division of responsibilities when discussing the programme. Do not assume that account management or posting is included.
How do we assess results?
Track relevant conversations, qualified opportunities and subsequent work. Activity figures alone cannot show the commercial result.