How to recruit and select participants for your social selling pilot 

Exploring a social selling pilot program can be an exciting adventure for businesses, allowing them to test the waters before taking the plunge into a full-scale initiative. After all, social selling has proven to be a fantastic way to connect with potential customers in today's ever-evolving sales and marketing landscape.

To unlock the potential of social selling, companies often kickstart pilot programs to gauge their effectiveness and gain valuable insights. While a pilot may be seen as a trial phase, selecting the right individuals from the get-go is crucial in making it successful.

That's why this process calls for thoughtful consideration, analytical thinking, and a savvy strategy, ensuring those chosen possess the right skills, attitude, and enthusiasm to turn your pilot into a winner.

Are you feeling unsure about where to start or who to pick? Don't worry! This article will guide you through the essential steps and best practices for finding and selecting participants for your social selling pilot. This way, you can boost your chances of achieving the results you're aiming for.

Define the criteria for participation. 

Before you dive headfirst into recruiting participants, it's essential to lay down the criteria for participation. This initial step ensures you hand-pick the perfect individuals for your pilot initiative. Additionally, take a moment to pinpoint the most suitable target audience, considering factors like demographics and their online interactions. Dive deep into aspects such as the potential participants' background, motivation, and enthusiasm for engagement.

Based on our experience at ReadyForSocial, we recommend assembling a cohesive pilot group, perhaps a sales team focusing on a specific market, like the pharmaceutical sector in the UK. However, your group's scope should extend slightly beyond just sales personnel.

Extending invitations to colleagues from various areas, such as product development, technology, project management, or marketing, is a wise strategy. These individuals, while not directly connected to sales, often possess profound expertise and have the potential to nurture an audience around their expertise genuinely.

Get leadership buy-in. 

Your team's leadership should back up this idea and jump in to support it in whatever way they can. Believe us: This seemingly minor aspect can create a significant impact! Leaders recognize the importance of spotting individuals equipped with the right skills, determination, and enthusiasm to excel as social sellers. This expertise involves having a profound grasp of your company's objectives, the target market, and the specific social media platforms in use. 

Influential leaders will actively find individuals who feel at ease using social media, have a solid understanding of the product or service, and can genuinely connect with potential customers. Through careful selection and by providing essential training and resources, leaders can guarantee the triumph of their social selling test phase and propel business growth. 

Leverage your existing network. 

One way to gather participants for your social selling pilot is by making the most of your current connections. This method involves engaging your employees, partners, and existing customers. These people might be more inclined to show a genuine interest in social selling and feel motivated to join the program. Moreover, tapping into your existing network can aid in cultivating trust and familiarity among participants, which significantly assists in forming relationships with potential customers. You have various tools like emails, social media, and other communication channels to connect with your network and spread the word about the social selling pilot. 

Remember: It's crucial to clearly outline the program's goals and expectations while highlighting the perks of participating. These benefits include acquiring new skills and contributing to the company's growth. By capitalizing on your existing network, you can discover eager and driven participants who are an excellent fit for your social selling pilot. 

Have users opt-in. 

Encourage users to join the pilot group voluntarily instead of making it mandatory. Instead of a simple question like, "Who's interested in social selling?" consider organizing an informative session for the whole team (and possibly nearby business units). During this session, elucidate the concept of social selling, the anticipated level of involvement, and your expectations from participants. It would be great if the pilot group could monitor the outcomes of their new endeavors and be prepared to discuss these outcomes with you. The impact of their accomplishments, particularly leads they've generated on LinkedIn, along with brief illustrative examples, can significantly bolster the case for broader implementation. 

Find participants who are versed in social media. 

Participants for the pilot should ideally have a strong liking or interest in social media. It would be great if they also had firsthand experience and a decent network (more than a couple of hundred contacts) to start with. Social media is the primary platform for social selling, so those familiar with it are more likely to connect with potential customers effectively. 

People who enjoy using social media are also more likely to be excited about the program and willing to put in the necessary time and effort to make it successful. They might also be better at keeping up with the latest trends and best practices, which can enhance the impact of their social selling efforts. 

When choosing participants, it's important to find individuals who have shown an interest in social media, whether in their personal lives, professional backgrounds, or a mix of both. This way, you can ensure that your social selling pilot rests on a solid foundation of social media knowledge and passion. 

Screen and select candidates carefully. 

After you've drawn in folks interested in joining your social selling test run, it's time to go through the process of sifting and picking suitable candidates. You can conduct chats or surveys to gauge their know-how, drive, and eagerness to participate. This step might involve inquiring about their familiarity with social media and sales, communication skills, and knack for forming connections. You could even set up quizzes and role-playing scenarios to size up their social selling abilities. Aim for individuals genuinely dedicated to the program and boast a track record of shining in sales and making waves on social media. 

Provide guidelines for the participants. 

Once pinpointing potential participants, laying out straightforward instructions and expectations for the social selling trial is essential. Clear guidelines ensure everyone is on the same page, working toward shared objectives. Your policies should cover details about the intended audience, the social media platforms in play, and the types of content to be shared. 

Additionally, these guidelines should encompass interaction pointers, like addressing comments and inquiries from potential customers. Equally important is providing training and assistance to aid participants in honing their social selling skills. Continuous feedback and guidance throughout the pilot are essential. 

Remember, your guidelines should also delve into metrics and measurement. This strategy involves outlining how success will be gauged and what data will be gathered to monitor progress. By offering well-defined rules and support, participants will likely feel more self-assured and motivated to partake in the social selling pilot, ultimately yielding improved program and business results. 

Monitor progress and provide feedback. 

Lastly, it's essential to keep an eye on how participants are doing in the social selling pilot and offer feedback on their performance. This way, you can spot where they need help and steer them in the right direction to enhance their social selling skills. Let's also pay attention to the importance of recognizing team members who truly shine and make a significant positive impact on the program's success.

For instance, when giving feedback, you can use phrases like:

  • "Your engagement on social media has been exceptional, and it's driving great results."

  • "The way you've built rapport with potential clients online is truly impressive."

  • "Your posts are informative and engaging, which is a key driver of our success."

  • "You've shown an incredible ability to adapt to the ever-changing landscape of social selling."

  • "Your consistent efforts have resulted in a remarkable increase in our leads and conversions."

  • "Your contributions have been invaluable in shaping the success of our social selling initiative."

Remember, recognizing and appreciating their efforts will motivate your sales team members to continue excelling in their social selling endeavors.

Are you ready to start selecting your social selling pilot group? 

Finding the right folks for your social selling pilot is crucial in the journey. Setting the standards for who can join, tapping into your current connections, using social media ads, giving out incentives, and meticulously vetting and picking candidates all play a part. This approach guarantees that businesses like yours select the perfect participants for their pilot program. When the right people are on board, companies can test their social selling idea and determine if it's a workable strategy for boosting sales and revenue. 

Ready to kick off with your pilot group? Share your thoughts on how this article helped and how your initial dive into social selling went! 

Photos by Mauricio ArtiedaJosé DuarteChau Cédric, and Marco Chilese on Unsplash

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How to create a strong beginner social selling program 

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