The Consultation Visit: Discover, Educate, Recommend

Don’t Pitch. Partner.

A Signature Field Sales Program from INSIGHTBridge™

In field selling, how you structure the visit matters as much as what you say. The Consultative Visit teaches reps how to turn each customer interaction into a value-led experience — rooted in discovery, buyer education, and clear recommendations.

Designed for in-home, in-office, or onsite sales roles, this program reinforces the core consultative skills that drive trust, increase close rates, and improve customer satisfaction.

Key Skills Developed

✔ Conduct purposeful discovery using the buyer’s language and environment
✔ Educate buyers without overwhelming or overselling
✔ Present personalized recommendations that align with stated goals
✔ Use trust anchors and credibility cues throughout the visit
✔ Guide next steps and follow-up in a way that reinforces value

Who Should Attend

This course is ideal for:

Field sales reps conducting in-home or onsite consultations
B2C sellers in trades, professional services, or residential categories
Teams using a 1-call or 2-call close model
Sales managers looking to improve structure and consistency in rep visits