2020 JMS Training Packet
2020 JMS Training Packet
com
Cell: 815-708-2173 Jackson, MS [email protected]
Contents
Our Story: Jacobs Marketing Solutions, Inc.
Our Mission
Jacobs Marketing Solutions (JMS) is a company that came to fruition from hard work and
mental toughness. Founded March 26, 2018, the company serves as a platform for aspiring
entrepreneurs & business professionals to exercise their opportunity for success. With the
partnership of Fortune 100 clients such as AT&T and a multi – million-dollar brokerage support,
our team has the capacity to grow exceptionally into new markets. Thus, providing viable
business management opportunity to customer centric professionals in Mississippi.
Our mission is to find, develop and promote 50 business owners over the next 5 years here in
Jackson, MS. We plan do this by providing you with eminent hands on training and
development. Incomparable infield agent and customer tracking, client reporting and multi-
million-dollar national company networking events. We expect individuals to come into the
training program and within 8-14 months, have the ability grow and operate a profitable
marketing agency.
This training program is not about the management team at the company. This program is about
you, the entry level. How are you doing in your life? Are you enjoying every moment? Are you
living the life you truly dream of? Are you taking personal time for yourself? Or are you too busy
fulfilling other people’s needs? Whatever your situation, do not worry. We all have the power to
create an amazing life. This program will help you do exactly that. If you follow this plan for the
next ninety days, six months, and one year, then you would be amazed at where this new
journey will take you.
In time, you will understand the potential this program has to create positive changes in your
life. One request from the management team: please be patient with yourself. At first this
training packet may seem a bit overwhelming. Do not expect results overnight. Keep it fun. Your
results will come as you work through the direct marketing systems, while consistently working
to better yourself. Welcome to the team, go for it, and create the life of your dreams, create the
life you and your family deserve!
Preparing for the Program
Looking Ahead
The end goal entry – level candidates with the company is to provide and arm you with the
skills, tools and business knowledge to ultimately open up and manage your own marketing
agency that is not only profitable, but a respectable establishment in the market.
Therefore, in this position, we are looking for reliability and consistency. The management team
at JMS, is not looking for candidates who want to do the outside sales for the rest of their lives,
rather their talent scouting for candidates who want to be in a business management position.
Every promotion within the company is completely objective and merit based. Once someone
hits the objective requirements, they move up.
If an individual is not able to properly manage themselves in entry level, do you think they’re
going to be able to manage a group of people? Probably not. Thus, the management team is
looking for self-driven candidates with a tremendous student mentality and “down for whatever”
attitude.
Financial Highlights
As a new entry level, starting out on commissions and bonuses could seem very daunting
especially if you are unfamiliar with how it works. The reason the program starts off this way is
due to the straightforward nature of the sale. In our market, customers are already paying for
services and typically, we can offer either a better price or solution. Ex. Comcast is $80 vs. $50
internet with AT&T.
The best part about commission is that you get paid for the work you do! It’s the best way to
provide financial freedom for your life due to the uncapped earning potential.
We get paid every time we provide solutions for our customers in the marketplace.
The record for 1 week by an agent has been 30 sales, totaling to over $4,000 in earnings for the
week. The best year from an agent 532 sales – $95,6500.
Preparing for the Field
The field: When we go out and make contact with our clients customers!
The field is a resource to teach how to be mentally tough, emotionally strong and teaches soft &
hard business skills. Skills such as negotiation, customer service, objection handling, market
penetration & strategy, relating to different people, market research, brand representation, and
revenue generation for a Fortune 100 company, applied data analytics, etc.
In the field, agents conducting business residentially. There they will be susceptible to natural
environments, so, being prepared and comfortable will keep agents focused on the achieving
the results. Wearing clothes for the weather, comfortable shoes, laminated resources, pens and
markers, gloves, reflective residential gear, rain boots/poncho, umbrella, snacks, gas, etc.
In the early stages of the program, candidates will be required to be in the field for up to 4-6
hours daily for about 3-6 months full time depending on the effectiveness of the agent and
overall productivity. The faster the agent excels in the field the faster they move out of the field
into the office.
Day 2 – Practice introducing yourself to real customers in the field. Memorize 4, 5, 8. Learn how
to ask qualifying questions! Have Fun!
Day 3 – Practice asking customers qualifying questions and learn how to present your first deal!
Memorize 4, 5, 8s. Learn about law of averages! Finish Online Training!
Day 4 – Practice presenting offers to customers and learn how closing ratios! Memorize 4, 5, 8,
Day 5 – Practice closing customers, practice your closing ratio. Have fun!
The Direct Marketing System
The System
The reason we’ve been so successful and been able to grow as much as we have is because
we have a system in place. The system is very fundamental and very basic, so that you can
stick to it and add your own personality as you develop proficiency. Furthermore, it provides you
with a framework and foundation to do well and quickly teach other people. Your real value will
come from your ability to teach other people. So, for yourself, you want to learn every part of
the direct marketing system, so that you can teach it very well.
4 Impulse Factors
1. JONES EFFECT:
Definition: Using the idea that no one want to be the first or last one to do something.
Mentioning other people, products or places to make the customer more comfortable
with the sale.
Use specific names to build trust with the consumer. (ex. Neighbors, friends, family)
“Your neighbor Mark told me he has lived here for 10 years, how long have you lived
here?”
• General/Indirect ________________________________
• Specific/Direct__________________________________
At every door/lead, get to know the customer and let them get to know about you.
When they realize you KNOW someone they do, it makes them comfortable with you.
2. INDIFFERENCE:
Definition: Not having an emotional attachment to the result. Believe in yourself, rely on
your data, and understand that if the one customer you’re talking to now doesn’t say yes,
you’ll find someone else who will.
Tip: The person with the least amount of invested interest, is the one who takes control of the
conversation. This is known as confident indifference and works in all situations.
Example:
Verbal:_TONE,________________________________________
Non-Verbal_Body Language,___________________________________
3.FEAR OF LOSS:
Definition: Using the idea that a consumer will lose out on something if they don’t act
soon. People are more motivated by a fear of loss rather than a sense of gain – they
currently have an emotional attachment to what they have, they know what it feels like.
They don’t know what I feel like to have things they don’t already have, therefore its
harder to motivate people using sense of gain.
We have to CREATE VALUE (explain the benefits)- Then threaten to take it away.
• Product (service)
• Price
• Promotion
“I’d love to come back, but my manager could send me to another town or area. This is the best
way to ensure you get everything done correctly at the price you want. Did you have any
questions about anything before we set you up an install date?”
• SENSE OF URGENCY:
Definition: The idea of moving quickly and with a sense of purpose to make the most of
your day. Shorting the idea of a process.
Verbal: “It takes 2 minutes to explain the updates” or “It only takes 10 mins to set up and install
date” “Real Quick”
5 Steps to a Conversation
1.INTRODUCTION: you should always be the first person to speak.
Use S.E.E. factors- shows confidence and reduces skepticism. The more relaxed you are the
more comfortable they will be.
Do not respond to a question with your pitch, use a statement and a question to take control
back of the conversation. (if the customer asks, “how can I help you?” don’t respond with your
pitch.
Use Jones effect with specific people’s names, with regular convo, not about AT&T
2.SHORT STORY: Qualifies who you are and explains the concept
Reduce Skeptism – Use the name on the lead, tell them why you are there
Use specific names that customer will know. {Explains: Who, What, and Why}
Follow 5 steps
Find Problems (hotspots)/ explain the solutions (benefits), this creates vaule in the
product
Stand side-by-side with the customer so they can see the presentation
Take Control: Ask a closing question. When customer has objections, always close after you
address the objection.
Have multiple closing statements prepared so that you don’t sound scripted with same closing
statement each time.
Asking for another sale or referral. The rehash is the first thing that people forget to do after the
close; it can be the most profitable. Here is the 3 P’s to always rehash with the consumer;
1.People _________________________
2.Places__________________________
3.Products________________________
• Focus on what you can control, don’t worry about what you cant.
• Be solution oriented, instead of problem focused.
• Have confidence in yourself to know if you don’t sign one person up, you’ll find someone
else who will.
BE ON TIME
• Get to the office for the next position that you want to be in.
• If your early, you’re on time, if you’re on time your late!
BE PREPARED
• Be prepared for the unprepared
• You show how much you care, by how much you prepare
• Being organized for the day. Have port stocked, goals set, gas in the car.
• You should treat and represent the customer and client like its your family business
TAKE CONTROL
NOTES:
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Sales Training
The Pitch
Directions: Read through the copy of your pitch. We are going to practice reading the pitch.
As you first learn the pitch, you will learn it verbatim until you completely master it. This will
also help you be able to teach it to someone else. Your leader will provide you with a couple of
techniques to practice the pitch.
Icebreaker: (Comment on something that you see, Compliment them on something, or Ask a
question) Use P.O.O {Power of Observation} factors
Intro: (Who are you?) Real quick, I’m _________ (Territory Manager) with AT&T and Direct
TV; Is this (read name on lead)
Short Story: Has anyone been by to explain the recent updates we’ve done in your area?
(customer answers), AT&T just updated the network (fiberoptic) so you now are able to receive
faster internet, more tv options and unlimited cell phone data.
I was talking to a few of your neighbors (Jones Effect) and they said Comcast (competitor) has
been the main provider. Is that the same for you?
Qualify DM: Are you the one that usually handles that bill/headache?
Qualify Bundle: Do you have them for tv, internet and phone services?
Qualifying Questions: (add your personality to these questions or it will feel like an
interrogation)
• How many TV’s are they servicing for you? And all of them are DVR’s
right?
• Are you a movies or sports person? Do you pay for premium channels?
• Now in terms of your internet, do you do any gaming or video streaming?
Do you see any fluctuations in your speed or lose connectivity in certain
areas of your house to the wifi?
• Do you use your home phone for making any long distance calls?
Hotspot Questions: (choose 2 questions to ask the customer in order to have hotspots to fill into
the bill presentation)
• Is there anything about your service that you don’t like or you wish that you
had, but don’t have?
• If you could change/add one thing to your current service, what would that
be?
• What do you like about your service right now?
Bottom Line question: What’s prevented you from changing to AT&T in the past?
(If they have AT&T for home phone or internet: )
Perfect, that’s exactly why we’re here. This area has been red flagged for
outdated rates and internet speeds.
How much is your average AT&T bill per month? Do you have a copy of
your bill here with you? Great go ahead and grab it.
(Ask about the cable part after looking at the phone & internet bill.)
5 Steps to Presentation
5 steps to a Bill Presentation
When we present our product to the customer, we have a 5 step process that makes it easy to
understand. Just like the direct marketing system, the 5 steps to the presentation whole is very
fundamental and very basic, so that you can stick to it and add your own personality.
Furthermore, it provides you with a framework and foundation to do well and quickly teach other
people.
Follow Up
Over 80% of sales associates do not take the time out to follow up with the customers they
spent time with initially. There are thousands of dollars these individuals are leaving on the table
on a monthly basis. Do not be one of them! Remember to follow up with your customers all the
time to develop genuine relationships with them over time. It will keep your sales pipeline full
and our client happy.
Follow up Pitch:
Good morning, (customer name), this is ______ territory manager with AT&T/DirecTV. I wanted
to follow up with you to see if you had any question regards the services we set you up with
(day)?
After Install: Hey (customer name) This is _____ territory manager with AT&T/DirecTV. Just
following up on to see how the services are going?
Offer another product or ask customer;
(Customer Name), Now that you’re enjoying your new services, you qualify for (offer)/Do you
know anyone else that may be able to use my help?
Law of Averages
Success in business overall will ultimately come down to understanding and the measurement of the numbers that
influence productivity.
Thus, our business is no different. Success in the field will also come down to understanding the numbers! The better
an agent gets at influencing the numbers the faster you will be able to master the field and accelerate your career!
To keep track of our daily numbers in the field, we use a marketing platform integration form Fortune 100 company,
Salesforce; Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco,
California. It provides customer-relationship management (CRM) service as well sells a complementary suite of
enterprise applications focused on customer service, marketing automation, analytics, and application development
In the following attachment agents will receive the metrics used by AT&T nationwide to provide consistent and
profitable results. *See AT&T Law of Averages next page
Understanding how the work you do everyday translate into long term success is demonstrated conversion rates!
Definition: The process of changing or causing something to change from one form to anther. Importance: This give
agents the opportunity to asses their current situation and change it for the better. Here are a few metrics that every
agent wants to strive to achieve in order to ensure their success on a daily, weekly, monthly & yearly basis. Ask a
consulting manager to help walk you through some of the following;
The value we bring to our client is the personal face to face interaction! Customers love talking with someone they
can relate to and identify with, rather than calling into a call center or other impersonable engagements. Therefore,
we would like to treat every customer (lead) like they are important (because they are!) Below is an average timeline
in regards to lead management. Please review the following metrics with a consulting manger: A
100+ 1 – 2 Weeks
Mastering Objections
Objection handling is when a prospect presents a concern about the product/service a
salesperson is selling, and the salesperson responds in a way that alleviates those concerns
and allows the deal to move forward. Objections are generally around price, product fit,
competitors, and good old-fashioned brush offs.
For the purposes of the training manual we will keep it concise to what will be relevant to you
now.
When in doubt, ‘A.I.R.’ the customer out. Meaning acknowledge the customer’s concern,
address it, use an impulse factor and then resume from where you left off in your conversation.
There are different variations of objections that customers will throw, however, it will ultimately
come down to these 2 types of objections; Emotional & Logical.
Logical Objections; “I cannot afford it” “I currently don’t have AT&T”, “I’m busy”, “I have to talk
with my spouse”, “I need to think about it”, “Can you leave me a business card” “I don’t make on
the spot decisions” “No Soliciting”
- 3Ts – That’s the best part about it. That’s exactly why I’m here. That’s why (jones effect) have
been switching with me today.
Emotional Objection; “I hate AT&T” “I don’t want it”, “It doesn’t feel right”, “I’m not interested”, “I
don’t like change”.
- 3Fs – I understand how you feel, (jones effect) felt the same way, until they found out (hotspot)
U-Verse Tv
• Includes DVR
• NFL Network
• DVR included
• 34 Premium movie channels (Starz, Encore, Showtime, the movie channel, Flix)
• HD included
U-Verse Phone
• VOIP Unlimited-unlimiting calling US-Canada-Puerto Rico- Guam, local and long
distance
• Includes Free Voice Mail (by request)
• 20 Additional Features Free -One touch Calling- Caller ID on TV- Call Log on TV
• International Calling very Inexpensive (rate vary per country)
• 2nd Line only $15- Including unlimited calling and all features (Max 2 lines)
• VOIP 200- Only 200 minutes total calling-inbound and outbound-like a cell
• Battery backup- up to 9 hours in case of emergency
Additional Features Included with most Packages of U-Verse
DVR: Free (Except UFamily)
• Record 4 show’s at once from any TV
• Playback recording on any TV
• 422 hours SSD or 155 HD
• Program your DVR to record from any remote location-smart phone, computer, etc.
• Pause and play in any room
HD
• Most Channels Available in 1080i (160+)
• All boxes are HD- the $10 covers all their programming and all TV’s
• HDMI Cables- Provided for free
Interactive apps
• Play Fantasy football from TV!
• Upload March Madness Brackets-Watch your TV score them
• Yellowpages.com-look up companies -view them on a map- call them with remote
• Change camera’s at the Master’s – Fly over individual Holes
• Puzzles and Games – Solitaire -Blocks- Numbers and Word Games
• Facebook – Tumble Books – Karaoke
Parental Control
• Right from the Home Page – block channels, TV rated programs, shows, etc.
• Pull up call logs from Cell Phones or Landlines on the TV or Computer
On Demand
• Premium-Local and Cable Networks Most Popular show’s on-demand
• “same day as DVD release” movies available the day they are released
• Search by Actor, Title, Director
Internet
• Free WI-FI/ Home Networking
125,000 WI-FI hotspots around the world, take your laptop anywhere!
Direct TV Packages
Choice-
• The package that beats cable, including all the top entertainment, news and sports
channels, plus your local sports
• Channels include (USA, TNT, Fox Sports, History, HGTV, Disney &more)
• 175+ digital channels (50+ HD Channels)
• HBO, Showtime, Cinemax, Starz-3 months free & Sunday Ticket
XTRA-
• Our most popular package. Get even more movies, more sports, and more channels
• 220+ digital channels (60+ HD Channels)
• Channels include (choice channels, golf channel, FX movie channel & moer)
• HBO, Showtime, Cinemax, Starz -3 months free & NFL Sunday Ticket
Ultimate Package
• The movie lover package. Get all the channels in Choice/Extra—plus 11 extra movie
channels.
• 240+ digital channels (64+HD channels)
• HBO, Showtime, Cinemax, Starz-3 months Free & NFL Sunday Ticket
Premier Package
• Our top-of-the-line package, with everything you want in TV enterainment and sports.
Every premium channel included.
• 315+ digital channels (118+ HD channels)
• Channels include (Ultimate channels, HBO, Cinemax, Showtime, Starz & more)
• NFL Sunday Ticket
INTERNATIONAL PACKAGE
WorldDirect A La Carte
• WorldDirect A La Carte add on’s must be ordered in conjunction with DIRECTV National
Packages, Directv Spanish Pacakges or Directv International Packages
• There are seven main categories for all the WorldDirect A La Carte packages:
• Chinese
• Filipino
• Vietnamese
• Korean
• South Asian
• Brazilian
• Russia
Preferred Choice Package
• Only available with addition of WorldDiret A La Carte Package
• Over 125 Channels
Basic Package
• Only available with addition of a WorldDirect A La Carte Package
• Over 85 channels
SPANISH PACKAGES
Mas Latino Package
• 105+ (over 50 in Spanish and over 55 in English)
Optimo mas Package
• 175+ (over 60 in Spanish and over 115 in English)
Mas Ultra
• 215+ (over 65 Spanish and over 145 in English)
Lo Maximo Package
• 320+ (over 75 Spanish and over 240 in English)
Developing Vision [Goal Setting]
The slogan for our firm is “Where Vision Meets Opportunity”. What does that mean?
We believe that our company provides a great vehicle for individuals that have a big vision for
what they want to achieve for their career/life. Average adults spend 90,000 hours of their
lifetime at work. That is over one-third of someone life on average that is spent working!
Thus, understanding how you want that time spent as well as being intentional about where you
spend your time is key!
In our business, we push our staff to work harder on themselves more than they do at their job.
We believe when someone develops and harness their personal vision, they can achieve and
accomplish great things for their families and organization.
Majority of the information disused in this training manual is designed for an candidate to
progress to the next stage of the program and ultimately the opportunity to own and operate a
profitable agency for years to come!
As you finish this manual, we would like for you take a second, to consider what YOU want.
If there is no limit to what you could do/be/buy or become, what would you do in the next 20 or
50 years? If you could not fail, what would you do? Do not try to be realistic, and do not set
S.M.A.R.T (specific, measurable, achievable, realist, time-based) goals. Instead, set big goals
and big visions for your life!
List 50 top goals that you want to achieve in all areas of your life; health, relationships, work
and business, fun and recreation, money , personal growth, spiritual . *next page
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Choose 5 top goals from what you have listed that you want to achieve in one year.
Contact Information
Jay Jacobs Christina Heine
President Human Resource Director
Tel 815-708-2173 Tel 815-762-2418