Creating Sales Pitch and Winning Proposals Training 5 Course Bundle

£429.00 £18.79

Get Creating Winning Proposals, Selling Smarter, Delegation: The Art Of Delegating Effectively, Building Relationships for Success in Sales, Strategic Planning in this Bundle

Get Creating Winning Proposals, Selling Smarter, Delegation: The Art Of Delegating Effectively, Building Relationships for Success in Sales, Strategic Planning in this Bundle

Creating Winning Proposals: Learn How To Locate Potential Funders

This course will help you develop the skills necessary to create successful proposals by focusing on sources of funding, types of proposals, and how to write proposals that will meet the stated requirements. You will also learn about the all-important element of relationships and how to build and maintain them in a funding relationship.

In this course, you will learn how to locate potential funders and how to match funders’ interests with organizational needs. Along the way you will also learn the basic elements of proposal writing for not-for-profit organizations and learn to understand the process for successful proposal writing and how to build effective relationships with funders.

Selling Smarter: Explore Ways To Increase Your Average Sale

The sales industry keeps evolving, and that means you need to keep growing too! Today’s successful salespeople focus on personal efficiency, delivering more to existing customers, and customer-focused selling. You can learn these skills with this course.

In this course, you will learn why consultative and customer-focused selling are so important. You’ll also learn about the sales cycle, setting goals, ways to increase your average sale, and where to find new clients.

Delegation: The Art Of Delegating Effectively: Learn How To Delegate Effectively

Effective delegation is one of the most valuable skills you can master. It reduces your workload while developing employee skills and preparing them for advancement. This course will explore the delegation process and give you the skills you need to start delegating effectively.

This course will teach you how delegation can make you more successful, ways that you can delegate, techniques for giving instructions, how to monitor delegation results, and how to give good feedback. You will also learn an eight-step delegation process that you can customize for any situation.

Building Relationships for Success in Sales: Learn How to Create Strong Client Relationship

More than ever, people are looking to connect with others and build relationships. In order to be successful as a salesperson, you must know how to create an experience that will help you connect with your customers. This course will help you build relationships for success in sales.

This Building Relationships for Success in Sales course will teach you how to leverage customer-focused selling, identify what influences relationships, expand your communication skills, manage your body language, develop a professional handshake, and grow your network.

Strategic Planning : Learn How To Strategize A Solid Plan For Your Business

A solid strategic plan is essential for business success. It should outline your values, mission, vision, strategy, and your plan for getting there.

If you and the people who work with you don’t understand where the company is going, they may all develop their own priorities and actually prevent you from getting where you need to be. Part of getting everyone on board is creating a strategic plan complete with the organization’s values, vision, and mission. Then, there’s the challenge of bringing these principles to life in a meaningful way that people can relate to. This course will help you describe what you want to do and get people where you want to go.

A good strategic plan describes what the owners want the business to do and how to get there. This course will help you identify all the pieces of a strategic plan and how to put them together to create something meaningful.

What’s Included?

Wiki_tick  Unlimited  lifetime access
Wiki_tick  Access anywhere, any time
Wiki_tick  Fast effective training, written and designed by industry experts
Wiki_tick  Track your progress with our Learning Management System
Wiki_tick  Unlimited support
Wiki_tick  Save money, time and travel costs
Wiki_tick  Learn at your own pace and leisure
Wiki_tick  Easier to retain knowledge and revise topics than traditional methods
Wiki_tick  Exam preparation quizzes, tests and mock exams to ensure that you are 100% ready

£429.00 £18.79Add to cart


Course 1 – Certificate in Creating Winning Proposals

Session 1: Course Overview

Learning Objectives

Session 2: Sources of Funding

Trends in the Funding Environment
Funders Brainstorming Activity
Types of Funders
Sources of Funding Activity
Potential Funders

Session 3: Funder Selection

Brainstorming Projects
Personal Proposal Funder Selection
Potential Funder One
Potential Funder Two
Potential Funder Three

Session 4: Types of Proposals

Proposal Forms
Letter Proposal, Part One
Letter Proposal, Part Two
Partnership Proposals
Minimizing the Challenges

Session 5: Proposals as a Relationship Builder

Portfolio Approach
Building the Relationship
Step One: Finding Each Other
Step Two: Getting to Know Each Other, Part One
Step Two: Getting to Know Each Other, Part Two
Step Three: Do You Want to Connect? Part One
Step Three: Do You Want to Connect? Part Two
Step Four: The First Date, Part One
Step Four: The First Date, Part Two
Step Four: The First Date, Part Three
Step Five: Going Steady, Part One
Step Five: Going Steady, Part Two

Session 6: RFPs/RFQs (Requests for Proposals or Request for Quote)

RFPs/RFQs (Requests for Proposals or Request for Quote), Part One
RFPs/RFQs (Requests for Proposals or Request for Quote), Part Two
RFP Case Study, Part One
RFP Case Study, Part Two
RFP Case Study, Part Three
RFP Case Study, Part Four
RFP Case Study, Part Five
RFP Case Study, Part Six
RFP Case Study

Session 7: The Ten Steps of Proposal Writing

The Ten Steps of Proposal Writing

Clarify Your Objectives
Analyze Your Audience
Get Your Thoughts on Paper
Group and Label Your Thoughts
Sequence Your Thoughts
Make an Outline
Write Your Draft Down
Add the Finishing Touches
Proofread and Edit

Session 8: Defining Your Proposal

10 – Step Exercise

Session 9: Key Elements of a Proposal

Key Elements

Session 10: Defining the Needs and Desired Results

Defining the Need
Desired Results

Session 11: Resources and Activities and Evaluation

Resources, Part One
Resources, Part Two
Resources, Part Three
Resources, Part Four
Evaluation, Part One
Evaluation, Part Two

Session 12: Sustainability and Budget

Pricing Case Study, Part One
Pricing Case Study, Part Two
Pricing Case Study, Part Three
Pricing Case Study, Part Four
Pricing Case Study, Part Five
What Goes In the Proposal?

Session 13: Conclusion, Introduction, and Executive Summary

Executive Summary
Tool: Checklist Review
A Personal Action Plan
Starting Point
Where I Want to Go
How I Will Get There

Course 2 – Certificate in Selling Smarter

Session 1: Course Overview

Learning Objectives
Pre-Assignment: Questions 1 to 3
Pre-Assignment: Questions 4 to 6

Session 2: Selling Skills

Essential Skills
Identifying the Skills for Success
Consultative Selling
Customer Focused Selling
Focusing on the Customer

Session 3: The Sales Cycle

The Sales Cycle
Initiating the Sales Cycle
Cold Calling
Finding Clients
Reverse Networking
Using Reverse Networking
Building Relationships
Finding Comfort

Session 4: Framing Success

The Power of Your Mind
Exploring Your Mind
Being Professional

Session 5: Setting Goals with SPIRIT!

Setting Good Goals
Creating SPIRIT Goals

Session 6: The Path to Efficiency

The Path to Efficiency
How You Manage Time
Strategies for Staying Organized
Using the Time Management Strategies

Session 7: Customer Service

Customer Service
Reasons for Buying
Client Wants and Needs
Wants and Needs
Client Requests and Impressions
Improving Your Customer Service

Session 8: Selling More

Enhancing Your Sales: Up-Selling
Enhancing Your Sales: Cross-Selling
Enhancing Your Sales: Value-Added Selling
Our Values
Perceived Value
Facts and Myths
Phases of the Value-Added Sale
Adding Value

Session 9: Ten Major Mistakes

Ten Mistakes
Ten Solutions – Mistakes 1 and 2
Ten Solutions – Mistakes 3 and 4
Ten Solutions – Mistakes 5 and 6
Ten Solutions – Mistakes 7 and 8
Ten Solutions – Mistakes 9 and 10
Our Solutions

Session 10: Finding New Clients

Finding New Clients
Looking for Clients
Roadblocks and Remedies
Our Roadblocks and Remedies
Successful Networking

Session 11: Selling Price

Selling Price
Selling Price Pros and Cons
Using the Pros and Cons
How Should You Approach Your Customers?

Session 12: Personal Action Plan

Starting Point
Where I Want to Go
How I Will Get There

Course 3 – Certificate in Delegation: The Art Of Delegating Effectively

Session 1: Course Overview

Learning Objectives
Pre-Assignment Background

Session 2: Why Delegate?

Advantages and Disadvantages of Delegating
More on Delegation
Delegation Do’s and Don’ts

Session 3: What is Delegation?

Delegation Definitions
Four Basic Steps to Delegation
Levels of Delegation
Breaking Down the Model
Guidelines for Success
What to Delegate
Lateral Delegation

Session 4: Pre-Assignment Review

Pre-Assignment Review

Session 5: Picking the Right Person

Demonstrated Skill
Employee Motivation
Matching Skills and People

Session 6: The Delegation Meeting

Delegation Assignment Steps

Session 7: Putting it into Practice

Case Study
Steps for a Delegation Meeting

Session 8: Giving Instructions

Three Types of Instructions
Preparing Instructions

Session 9: Monitoring Delegation

Why Should You Monitor Delegation?
How Do You Monitor?

Session 10: Practicing Delegation

Decision One
Your Employees
How Do You Monitor?
Decision Two
Decision Three
Decision Four
Decision Five

Session 11: Giving Feedback

The Ingredients of Good Feedback
Characteristics of Effective Feedback
Case Studies

Session 12: Becoming a Good Delegator

Characteristics of Effective Delegators

Session 13: A Personal Action Plan

Starting Point
Short-Term Goals and Rewards
Long-Term Goals

Course 4 – Certificate in Building Relationships for Success in Sales

Session 1: Course Overview

Learning Objectives

Session 2: Focusing on Your Customer

Customer Focused Selling
Minimizing Challenges
Becoming Customer Focused
Understanding Effort vs. Results
How You Fit in the Quadrants
Considering the Possibilities

Session 3: What Influences People in Forming Relationships?

Influences at Work
The Effect of the Influences
Building Customer Connections
Building Common Ground

Session 4: Disclosure

Self-Awareness and the Johari Windows
Understanding the Johari Window
Building Relationships with the Johari Window
Working with the Johari Window

Session 5: How to Win Friends and Influence People

About Dale Carnegie
Discussing Carnegie’s Principles
Talking about Interests
Try to See Things from Their Point of View
Changing the View
Genuinely Like Other People
Liking Others through Common Ground
Make Them Feel Important
Remembering Names
Don’t Criticize Others
Avoid Criticizing
What’s in it for Me?
Comparing the Stories
Carnegie’s Principles

Session 6: Communication Skills for Relationship Selling

Active Listening
Responding to Feelings
Reading Cues
Demonstration Cues
Tips for Becoming a Better Listener
Asking Questions
Using Open Questions
Creating Customer Focused Questions
Good Listeners

Session 7: Non-Verbal Messages

Non-Verbal Messages
Managing Your Messages
Qualities of a Good Voice

Session 8: Managing the Mingling

Understanding Networking
Tips for Remembering Names

Session 9: The Handshake

The Handshake
Improving Your Handshake
Tips for Success
Business Card Etiquette

Session 10: Small Talk

Small Talk
Making Small Talk
Starting Conversations
Small Talk Tips
Exit Lines
Creating Exit Lines

Session 11: Networking

Organizing Your Network
Networking Tips
Wise Words
Revisiting the Pre-Assignment
John and Jane
Questions for Reflection
Our Thoughts

Session 12: Personal Development

Personal Action Plan
Achieving My Goals

Course 5 – Certificate in Strategic Planning

Session 1: Course Overview

Learning Objectives

Session 2: Understanding Strategic Planning

Understanding Strategic Planning
Understanding Your Stakeholders
Getting Focused
Making Connections
Pyramid Structure

Session 3: Identifying Our Values

Pre-Assignment Review
Option B
Creating Value Statements
Making Connections

Session 4: Designing Our Vision

The Vision Process
Case Study
Moving Forward
Moving Forward
Defining Your Vision

Session 5: On a Mission

Defining Your Mission Statement
Designing a Mission Statement

Session 6: Performing a SWOT Analysis

What is a SWOT Analysis?
SWOT Matrix
SWOT Checklist
Individual Analyses
SWOT Ratings
Part Two: Reflection

Session 7: Setting Goals

Fitting into the Plan
The Four Perspectives
Timeline for Your Plan
Goals with SPIRIT
Getting Into It

Session 8: Assigning Roles, Responsibilities, and Accountabilities

Who Does What and When?
Making Connections
Establishing Priorities
Types of Decisions
Rephrase the Problem
Rephrase the Problem
Expose and Challenge Assumptions
Use Facts
Grow Your Thinking
Shrink Your Environment Temporarily
Practice Multiple Perspectives
Turn it Upside Down
Frame the Problem Purposely and Positively
Problem Solving in Action

Session 9: The Full Picture

Strategic Planning Snapshot

Session 10: Gathering Support

Putting It Into Practice

Session 11: Making the Change

Getting Ready
Case Study
Making Connections
The Three Phases
Transitions/Neutral Zone
Control and Change

Session 12: How Does It Look?

Presenting Your Ideas
Creative Considerations

Session 13: Getting There

Planning for Problems
Security Considerations
Making it Great
Sample Strategy Map
Sample Strategy Map
Sample Balanced Scorecard

Session 14: Mocking Up the Process

Case Study
SWOT Analysis 1
SWOT Analysis 2
Strategic Planning Framework

A Personal Action Plan

Starting Point
Where I Want to Go
How I Will Get There

System Requirements

Minimum specifications for the computer are:


Microsoft Windows XP, or later
Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)


OSX/iOS 6 or later
Modern and up to date Browser (Firefox, Chrome, Safari)

All systems:

Internet bandwidth of 1Mb or faster
Flash player or a browser with HTML5 video capabilities (We recommend Google Chrome)