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Sales Managers and Training Leads
Onboarding new Wealth Advisors to the DEFGH sales methodology
Use cases
About
The CTS 01: DEFGH- 2022 - W1L101 mind map template is a professional sales framework designed for Wealth Advisors (WA) and sales professionals to master the DEFGH methodology. This CTS 01 mind map provides a structured cheat sheet for service-oriented selling, covering 99 nodes of strategic content across five core pillars. It begins with the 'DIRECT x SERVICE' philosophy, emphasizing that the profession starts with a genuine desire to help clients. The CTS 01 template serves as a comprehensive guide for managing client lifecycles, from initial contact to building long-term loyalty. By utilizing this Xmind file, users can visualize the 'FRAME x AFTER' solution path and implement 'GROWTH HACKER' techniques to scale their client base effectively. It is an essential tool for those looking to organize complex sales strategies into an actionable visual format.
Terms and ConditionsWhen to use this template
Wealth Advisors and Financial Consultants
Planning a quarterly sales strategy for investment product distribution
Relationship Managers and Sales Teams
Reviewing client conversion funnels from cold leads to loyal partners
How to use this template
Step 1
Download and open the file
Download the .xmind file and open it using Xmind on your desktop, tablet, or web browser to view the full DEFGH structure.
Step 2
Customize the product branches
Navigate to the 'ENTER PRODUCE' and 'HUNTER IDEA' nodes to replace the placeholder investment types with your current portfolio offerings.
Step 3
Track your client progress
Use the 'FRAME x AFTER' branch to categorize your current leads and apply the solution path strategies to move them toward loyalty.
Frequently asked questions
The DEFGH acronym represents the five pillars of this sales formula: Direct Service, Enter Produce, Frame After, Growth Hacker, and Hunter Idea. Each section provides specific tactics for Wealth Advisors to manage products and client relationships.
You can use the 'FRAME x AFTER' branch to map out the customer journey. It specifically guides you on shifting clients from 'Warm - Cold - Cool' status into 'Loyal Customers' by following a solution-based path.
Yes, this Xmind template is fully editable. You can modify the 99 existing nodes, add your own specific product details under 'ENTER PRODUCE', or expand the 'SỔ TAY LÀM NGHỀ' section to fit your local market needs.
This template is specifically designed for Wealth Advisors, financial consultants, and sales teams who follow the 2022 W1L101 curriculum or similar service-based sales methodologies.
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