Live Practice + Shadowing

Sales in Motion

Live Practice & Shadowing

The outcome of this section is to:

See how others pitch, how leads react, what lands
Targeted outreach using Wizer tone and triggers
Practice your first pitch
Start with your first outreach and review

Below is a little about the process and some of the materials you will see in the pitch

The Usual Flow of a Wizer Sale

While the steps below outline a typical flow for a Wizer sale, every conversation is different — and so are the people we’re speaking with.

As we mentioned your first meeting should all be about discovery. Understand the clients problems and challenges. What are they doing now - if anything to address the challenges. From that discovery call you will be able to produce the deck below - including use cases and also the set up for the demo.

You can find your First Call Discovery questions in this document.

At any stage, a partner or client might ask to “see what this looks like.” This is completely normal. Always be ready with:

Your Wizer deck
The live Wizer platform open and ready to share

Here is the Deck

This is the generic deck (for internal teams - we have another for stakeholder engagement) we usually adapt for clients. It is good to have made if you are pitching to a client (with a partner eg a coach or directly).
Often the Use Case slide is the slide I use most

Download & Adapt Deck

Here is the Use Case Slide:

What Does a Typical Sales Flow Look Like?

Here’s how we work with coach and consultant partners to bring Wizer into client engagements.

Every sale is a little different, but this is the flow we use most often when partnering with coaches.
At every stage, the most important tool is listening.

The Usual Sales Flow (Coach Example)

1. Find the Right Coaches

Use LinkedIn Navigator

CEO Coaches
Executive Coaches
You are looking for coaches who work in companies with +200 people
See Outreach Flow for messaging suggestions

2. Ask for a Conversation

Start with curiosity — understand how they currently support clients.
→ Be ready with the Wizer Team Optimisation Deck and the live platform open, in case they ask to see how it works.

Never be defensive. Wizer is not for everyone. But here are some notes on Objection Handling.

3. Share the Partner Intention Deck

Follow up with a clear email asking if they would like to partner. Offer to send a deck

If they say yes

Send through the Intent Deck First (ask Business Dev team to write one for you)
This shows a pilot is the first step we would like to take with one of their clients
Once they have a client and you understand the client needs. You need to create:
- A Team Optimisation Deck specifically for that client
- Ask coach about outcomes for the meeting
- Send the coach a pilot overview ready for the meeting. It is great if they pre send this to the client
  - Example here - Bus Dev can also write this for you

4. Joint Pitch to the Client

Support the coach in presenting Wizer as part of their solution.

Have ready your specific client deck
Have the Wizer Demo ready - adjust their groups accordingly

5. Agree on the Outcome + Design the Pilot

You will be able to have a final draft of the pilot document. During the meeting you will get the answers to these 6 questions. You should have them already but be ready to adjust

The 6 Steps to Running a Pilot:

Problem Statement — What decision or challenge are we solving?
First Win Goal — What’s the first outcome we want to achieve?
Timeline & Roles — Who’s doing what, and by when?
Funding Models - Not free. How do we fund this in a way that shows commitment without creating barriers?
Success Metrics — How will we know this worked? (e.g. speed, engagement, insight, inclusion)
Partner Commitments — What are Wizer and the coach each responsible for?
(Optional - speak to the Wizer team) Draft a written proposal to share with the coach and client confirming scope, roles, pricing, and next steps

** Above is for a Pilot. To sell full service directly to a client you can look at the Sales Calculator which looks at price based on users.

https://www.wizer.business/salescalculator/
Password: Wizer*2025

6. Support the Coach and Deliver Together

Follow up, stay close, and make sure the coach feels supported.

Provide decks, demos, proposal templates, outcome reports — whatever’s needed.
Continue to partner all the way through pilot delivery and beyond.

** To sell to client the practice is similar although you may not need a pilot. Messaging will differ at the start

Next - The Demo