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6 Common Mistakes 
That Could Tank Your 
Customized Sales Training 
@CFSPlayBook www.criteriaforsuccess.com
6 Common Mistakes 
1. Reinventing the wheel 
2. Ignoring your star performers 
3. Addressing the “how” and ignoring the “why” 
4. Excluding other departments 
5. Failing to document 
6. Taking a “one and done” approach
Reinventing 
the Wheel 
Mistake #1:
“Customized” 
doesn’t have to mean 
brand new.
When trying to 
fix a broken sales 
team, 
it can seem like 
every challenge 
is unique.
But even if your challenges are unique, 
the solution might be straightforward.
Certain sales best practices are 
common across sales teams – and 
really great salespeople often 
have similar behaviors.
It’s like building a house – 
Your customized sales training must 
have a solid foundation before adding 
bells and whistles.
Ignoring Your 
Top 
Performers 
Mistake #2:
It might seem natural to leave out top 
performers when designing your 
customized sales training.
After all, they don’t need training – 
right?
Actually…
Top performers are your 
most valuable asset 
in designing a training program.
Your top 
performers have 
killer best 
practices 
locked inside their 
heads.
Get those out – SHARE them – and 
everyone will improve.
Addressing the 
“How” & 
Ignoring the 
“Why” 
Mistake #3:
Too many sales trainings focus only on 
the mechanics of selling – the “how.”
Training Topics 
 How to handle 
objections 
 What to say to a 
new prospect 
 How many follow-up 
emails to send 
 How to close
Sales greatness is not just about 
performing the right set of actions.
Great salespeople also 
understand the 
“why”underpinning 
their actions 
and approach their day 
with the right attitude 
toward selling.
Philosophy: 
1. It’s not how you feel that determines 
how you act – it’s how you act that 
determines how you feel. 
2. The little voice in your head telling you 
“I can’t” & “I don’t want to” is Head 
Trash – get rid of it! 
3. The “why” underpinning your actions
Incorporating your 
unique philosophy 
makes your 
customized sales 
training 
flexible and 
sustainable 
for the long term.
Leaving Out 
Marketing & 
Operations 
Mistake #4:
Sales does 
not operate 
in a 
vacuum.
For your sales improvement initiative to 
succeed, you must include all departments 
that impact the sales cycle.
A customized sales training is a great time 
to achieve and reinforce alignment 
between different departments.
Sales 
Operations Marketing
Failing to 
Document 
Mistake #5:
Don’t set up a customized sales training 
program just to forget all the 
lessons-learned.
73% of Best-in-Class organizations 
deploy a central repository of sales 
best practices and tools, [which arm] 
front-line sellers with a treasure 
trove of collective wisdom.” 
– Aberdeen Research
Before you start sales training… 
have a plan in place to 
document the training itself 
and continue to 
capture best selling practices 
in the future.
“One and 
Done” 
Mistake #6:
Best-in-Class firms are 22% more 
likely than all others to refresh their 
teams’ training at least on a 
quarterly basis.” 
– Aberdeen Research
Quick-hit sales training is 
just not as effective 
as multi-stage, reinforced training.
Set up your customized sales training to 
include at least quarterly check-ins, 
and revisit your training program annually.
Sum it up for me: 
1. Don’t reinvent the wheel 
2. Don’t ignore your star performers 
3. Address both the “how” and the “why” 
4. Include other departments 
5. Document, document, document 
6. Don’t sign up for a “one and done” training
Thanks – and stay in touch!
Need a way to document sales training? 
Check out the CFS Sales PlayBook!

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6 Common Mistakes That Could Tank Your Customized Sales Training

  • 1. 6 Common Mistakes That Could Tank Your Customized Sales Training @CFSPlayBook www.criteriaforsuccess.com
  • 2. 6 Common Mistakes 1. Reinventing the wheel 2. Ignoring your star performers 3. Addressing the “how” and ignoring the “why” 4. Excluding other departments 5. Failing to document 6. Taking a “one and done” approach
  • 3. Reinventing the Wheel Mistake #1:
  • 4. “Customized” doesn’t have to mean brand new.
  • 5. When trying to fix a broken sales team, it can seem like every challenge is unique.
  • 6. But even if your challenges are unique, the solution might be straightforward.
  • 7. Certain sales best practices are common across sales teams – and really great salespeople often have similar behaviors.
  • 8. It’s like building a house – Your customized sales training must have a solid foundation before adding bells and whistles.
  • 9. Ignoring Your Top Performers Mistake #2:
  • 10. It might seem natural to leave out top performers when designing your customized sales training.
  • 11. After all, they don’t need training – right?
  • 13. Top performers are your most valuable asset in designing a training program.
  • 14. Your top performers have killer best practices locked inside their heads.
  • 15. Get those out – SHARE them – and everyone will improve.
  • 16. Addressing the “How” & Ignoring the “Why” Mistake #3:
  • 17. Too many sales trainings focus only on the mechanics of selling – the “how.”
  • 18. Training Topics  How to handle objections  What to say to a new prospect  How many follow-up emails to send  How to close
  • 19. Sales greatness is not just about performing the right set of actions.
  • 20. Great salespeople also understand the “why”underpinning their actions and approach their day with the right attitude toward selling.
  • 21. Philosophy: 1. It’s not how you feel that determines how you act – it’s how you act that determines how you feel. 2. The little voice in your head telling you “I can’t” & “I don’t want to” is Head Trash – get rid of it! 3. The “why” underpinning your actions
  • 22. Incorporating your unique philosophy makes your customized sales training flexible and sustainable for the long term.
  • 23. Leaving Out Marketing & Operations Mistake #4:
  • 24. Sales does not operate in a vacuum.
  • 25. For your sales improvement initiative to succeed, you must include all departments that impact the sales cycle.
  • 26. A customized sales training is a great time to achieve and reinforce alignment between different departments.
  • 28. Failing to Document Mistake #5:
  • 29. Don’t set up a customized sales training program just to forget all the lessons-learned.
  • 30. 73% of Best-in-Class organizations deploy a central repository of sales best practices and tools, [which arm] front-line sellers with a treasure trove of collective wisdom.” – Aberdeen Research
  • 31. Before you start sales training… have a plan in place to document the training itself and continue to capture best selling practices in the future.
  • 32. “One and Done” Mistake #6:
  • 33. Best-in-Class firms are 22% more likely than all others to refresh their teams’ training at least on a quarterly basis.” – Aberdeen Research
  • 34. Quick-hit sales training is just not as effective as multi-stage, reinforced training.
  • 35. Set up your customized sales training to include at least quarterly check-ins, and revisit your training program annually.
  • 36. Sum it up for me: 1. Don’t reinvent the wheel 2. Don’t ignore your star performers 3. Address both the “how” and the “why” 4. Include other departments 5. Document, document, document 6. Don’t sign up for a “one and done” training
  • 37. Thanks – and stay in touch!
  • 38. Need a way to document sales training? Check out the CFS Sales PlayBook!