Creating Dynamic · Sales Executive Circle

Improve sales by understanding people.

A focused 13-week sales-development programme combining Insights Discovery, Belbin Team Roles, the Thomas-Kilmann Conflict Mode Instrument and practical sales coaching.

13weeks
10people maximum
3behavioural profiles

Self-awareness

→

Customer adaptability

→

Commercial confidence

→

Better sales behaviour

The real issue

Most sales problems are human problems.

A product can be right, the price can be competitive and the opportunity can still be lost because the human interaction was wrong.

Sales performance is influenced by what is being sold—but also by the personalities, preferences and behaviours of the people involved.

More activity does not automatically solve these problems. Better awareness and judgement can.

  • The salesperson moves faster than the customer.
  • An objection is answered before it is understood.
  • Value is conceded before it has been protected.
  • A difficult follow-up conversation is avoided.
  • Interest is assumed, but commitment is never requested.
  • The same approach is used with every customer.

One size does not fit all

One sales approach will not work with every customer.

Different customers need different things from the conversation before they can understand, trust and act.

01

Results

Clarity, competence and momentum.

02

Possibility

Ideas, interaction and enthusiasm.

03

Reassurance

Trust, patience and involvement.

04

Evidence

Accuracy, structure and reduced risk.

The answer is not to become somebody else. It is to develop the behavioural range to meet different customers where they are.

Strengths and blind spots

Your greatest sales strength can also become a limitation.

Natural qualitySales contributionRisk when overused
DecisiveCreates momentumCan rush the customer
EnthusiasticBrings ideas to lifeCan talk more than listen
Relationship-ledBuilds deep trustCan avoid commercial challenge
DetailedCreates credibilityCan overwhelm or delay action

There is no single ideal sales personality. There are strengths to use consciously—and blind spots to manage.

The commercial cost

Behavioural blind spots compound across the pipeline.

Misunderstoodcustomer needs
Irrelevantproposals and benefits
Unnecessarydiscounts and concessions
Stalledopportunities and follow-up
Damagedtrust through pressure
Missedaccount development

Why training fades

Knowing the process is not the same as changing the behaviour.

Sales scripts and techniques can be useful. They do not necessarily reveal why one person follows up confidently while another avoids the call—or why someone protects value in one conversation and gives it away in the next.

Knowledge+Awareness+Application=Behavioural change

The solution

Introducing the Sales Executive Circle.

A focused development experience for sales executives, business development managers, account managers and customer-facing professionals.

01

Insights Discovery

Understand natural selling behaviour and adapt to different customer preferences.

02

Belbin Team Roles

Improve organisation, execution, contribution and collaboration behind the sale.

03

Thomas-Kilmann

Handle objections, negotiation, tension and commitment more constructively.

The customer journey

A complete view of sales performance.

1

Prepare

2

Build trust

3

Identify needs

4

Propose

5

Handle resistance

6

Gain commitment

7

Follow through

Personality affects every stage. The Circle reveals where a natural approach supports performance—and where it may be preventing progress.

Framework one

Understand your natural selling style with Insights Discovery.

Every participant receives an Insights Discovery Personal Profile, including the Effective Selling Chapter and an individual debrief.

  • Rapport and trust
  • Questioning and listening
  • Identifying needs
  • Presenting solutions
  • Handling resistance
  • Gaining commitment
  • Follow-up and account development
Ask yourself

How might a customer whose preferences are different from mine experience my approach?

Fiery Red

Pace · clarity · results

Be concise, credible and ready to recommend a clear next step.

Sunshine Yellow

Possibility · enthusiasm · connection

Create energy, invite ideas and keep the conversation engaging.

Earth Green

Trust · patience · involvement

Slow the pace, listen carefully and provide genuine reassurance.

Cool Blue

Evidence · accuracy · reduced risk

Prepare thoroughly and make the detail easy to evaluate.

Read the room

Recognise and respond to different customers.

Insights creates a memorable language for behavioural preferences. It is not about labelling people; it is about noticing what will help each customer evaluate the decision.

Move faster

When a customer wants clarity, outcomes and momentum.

Open possibility

When a customer wants interaction, enthusiasm and ideas.

Create reassurance

When a customer needs trust, patience and involvement.

Provide evidence

When a customer needs detail, accuracy and reduced risk.

Authentic adaptability

Adapt without becoming artificial.

Adaptation is not manipulation.

It is communicating in a way that makes it easier for another person to understand, evaluate and trust your proposition.

A salesperson may need to be more concise, slow the pace, show greater enthusiasm, provide more evidence, ask more questions or give the customer space to think.

The customer should not have to work hard to understand the salesperson. The salesperson should develop the flexibility to make the decision clearer.

Framework two

Use Belbin to improve sales execution.

Selling depends not only on personality, but on how effectively a person organises themselves, turns ideas into action and completes the work behind the conversation.

Many ideasbut no practical plan
Strong relationshipsbut weak commercial discipline
Detailed preparationbut delayed customer contact
Fast momentumbut limited colleague involvement
New opportunitiesbut inconsistent follow-through
New business focusbut missed account growth

Participants build strategies around less-preferred contributions instead of trying to become equally strong at everything.

The team behind the sale

Important sales are rarely won alone.

Winning and delivering a sale may require marketing, operations, finance, technical experts, customer service and senior decision-makers. Belbin helps the salesperson use that collective contribution intentionally.

  • Know when to involve other people.
  • Identify the contribution an opportunity needs next.
  • Use colleagues’ strengths without losing ownership.
  • Spot gaps in preparation, delivery and follow-through.
  • Prevent internal misunderstandings weakening the proposal.

Framework three

Understand what happens when a sale becomes difficult.

Price, scope, timing, objections and indecision create tension. TKI reveals whether the salesperson is making a conscious commercial choice—or simply reverting to the response that feels most comfortable.

C

Competing

Protecting essential value and boundaries.

A

Accommodating

Conceding consciously to protect the relationship.

V

Avoiding

Pausing only when timing or information requires it.

M

Compromising

Finding a workable and proportionate agreement.

L

Collaborating

Exploring interests to create mutual value.

Accommodating

Stop giving too much away.

The risk

Protecting the relationship by weakening the agreement.

Accommodation can be useful. When it becomes automatic, the salesperson may discount too quickly, accept poor terms, agree unrealistic timescales or add value without protecting it.

The goal: make a concession because it serves the sale—not because discomfort needs to disappear.

Avoiding

Have the conversations that move sales forward.

Discuss budget
Identify the decision-maker
Challenge a stalled opportunity
Address the real objection
Qualify honestly
Ask for commitment

A lead that is never progressed is not necessarily a live opportunity.

Competing

Win the sale—not the argument.

WIN

Competing can protect an important principle or commercial boundary. Overused, it can dominate the conversation, dismiss a genuine concern or push for a decision before trust exists.

A salesperson can overcome an objection and still lose the customer.

The 13-week experience

Thirteen weeks of learning, practice and commercial application.

A structured sales-development journey—not a short training intervention. Participants apply what they learn to live opportunities, current accounts and genuine customer conversations throughout the programme.

01Insights Discovery

Understand Yourself and the Customer

Explore your natural selling style, recognise how customers may experience it and learn to adapt your pace, language, questions and communication without becoming artificial.

02Belbin Team Roles

Strengthen Sales Execution

Improve preparation, prioritisation, pipeline discipline, follow-through, account development and the way you draw upon colleagues throughout the sale.

03Thomas-Kilmann

Handle Resistance and Gain Commitment

Respond more consciously to objections, pressure and negotiation; protect commercial value and progress opportunities without damaging the customer relationship.

Learning that can be used immediately

Every session leads to practical action.

Participants leave with something they can use straight away in a live customer meeting, proposal, negotiation, follow-up conversation or account-development opportunity.

  • Adapt an upcoming customer conversation.
  • Improve discovery questions and listening.
  • Reframe value around customer priorities.
  • Prepare for a difficult objection.
  • Protect value before making a concession.
  • Agree a clear and credible next step.
Learn→Apply→Review→Adapt→Improve

The Circle has a clear framework, but it is not delivered as a rigid, generic course. The emphasis responds to the participants, their sales environment and the commercial challenges currently within their pipelines.

What is included

More than a weekly training session.

The Circle is designed to create application, accountability and observable behavioural change.

  • ✓Insights Discovery Personal Profile with Effective Selling Chapter
  • ✓Individual Insights profile debrief
  • ✓Belbin Team Roles report
  • ✓Thomas-Kilmann Conflict Mode Instrument assessment
  • ✓Thirteen facilitated group sessions
  • ✓Two individual coaching sessions
  • ✓Live opportunity and pipeline coaching
  • ✓Private peer-learning and accountability space
  • ✓Personal 90-day Sales Performance Development Plan
  • ✓Creating Dynamic CPD certificate

Commercial accountability

Designed to produce observable improvement.

Every participant selects the measures that matter to their role, establishes a starting point and reviews progress at the end of the programme.

Qualified opportunities created

Discovery-call conversion

Proposal-to-sale conversion

Margin or value protected

Unnecessary discounting

Length of the sales cycle

Stalled opportunities

Follow-up completion

Existing-account development

Confidence gaining commitment

Personality profiling alone does not increase revenue. The Circle helps salespeople change the behaviours that influence performance—and examine whether those changes are making a commercial difference.

Who it is for

For salespeople who want to improve how they sell—not simply do more activity.

The Circle is particularly valuable in consultative, considered and higher-value sales environments where trust, judgement and more than one customer conversation influence the decision.

Sales executives
Business development managers
Account managers
Consultative sales professionals
Technical specialists with commercial responsibility
Experienced salespeople whose performance has plateaued

The employer proposition

Your sales executives may know your products, process and prices. But do they understand how their behaviour affects the customer’s willingness to buy?

The business is not simply purchasing three behavioural assessments. It is investing in salespeople who can build trust with a wider range of customers, diagnose needs more accurately, protect margin, progress opportunities and turn behavioural insight into repeatable sales practice.

With the participant’s agreement, the programme can include an initial and concluding sponsor conversation with their sales manager or employer, providing clear objectives while protecting confidential profile and coaching conversations.

Practical experience

Developed through practical work with a North West sales team.

North WestClient

Creating Dynamic used the Insights Effective Selling approach with a North West client and members of its sales team.

Helping salespeople understand their natural style, recognise different customers and adapt the conversation contributed to improved sales performance. The Circle extends that practical approach through Belbin, TKI, coaching, peer learning and 13 weeks of application.

The client remains anonymous. Any published numerical claim or testimonial will be added only when verified and approved.

Programme facilitator

Adam Johnson

CMgr FCMI · Founder and Director of Creating Dynamic · Executive Coach and Mentor

Adam Johnson is the Founder and Director of Creating Dynamic. He brings more than 35 years of leadership, management and commercial experience, including director-level responsibility and work across operations, sales, marketing, property, leisure, technology, consultancy and people development.

Earlier in his career, Adam worked as a Sales and Purchasing Director, giving him first-hand experience of developing commercial relationships, negotiating value, making purchasing decisions and leading sales activity from both sides of the customer-supplier relationship.

His approach combines commercial understanding, professional coaching, recognised behavioural methodologies and practical workplace application. He brings real-world insight, practical solutions and constructive challenge to every session.

Clarity · Challenge · Empathy · Motivation · Accountability

The next step

Make the next 13 weeks count.

Understand yourself.
Understand your customer.
Improve the sale.

You do not need to become a different personality to become a more effective salesperson. You need to understand your natural approach, recognise what the customer needs from you and develop the flexibility to respond.

Book a confidential discovery call

Before accepting a place

Every participant begins with a confidential discovery conversation.

We will establish whether the programme fits their role, what they want to improve, which commercial measures matter and whether they are ready to apply the learning between sessions.

Who is the Circle for?

Sales executives, business development managers, account managers, consultative sellers and customer-facing specialists who want to improve how they sell—not simply do more activity.

Can an employer fund a place?

Yes. The programme is designed to provide clear development objectives and relevant commercial measures while protecting confidential profile and coaching conversations.

Is it suitable for a whole sales team?

Yes, subject to a discovery conversation. A dedicated organisational cohort can connect the learning directly with your market, sales process and performance priorities.

Is this a scripted sales course?

No. It develops awareness, flexibility and judgement so participants can apply sound sales principles authentically with different customers and situations.

Book a discovery call