Plan, market and sell services in active leisure environments

URN: SKAEAF3
Business Sectors (Suites): Outdoor Programmes,Sports Coaching,Exercise and fitness
Developed by: SkillsActive
Approved on: 30 Mar 2021

Overview

​This standard is about individuals working on a freelance basis or in a context where they are expected to generate business within the active leisure industry, therefore requiring more than just technical skills.

The main outcomes of this standard are:

  1. plan your marketing and sales strategy

  2. promote your services

3. sell your services directly to individuals

  1. follow up marketing and individual enquiries

This standard is for freelance individuals or employed staff who have to market and sell their services to prospective individuals in the active leisure environment.


Performance criteria

You must be able to:

Plan your marketing and sales strategy

*
1. plan your marketing and sales strategy
2. *
research the market for your services
3. identify services that will be attractive to individuals and/or organisations
4. cost services at a level that will be affordable to individuals and/or organisations
5. test these services with individuals and or organisations
6. seek feedback from individuals and/or organisations
7. set SMART *sales targets
8. establish objectives and sales targets


Promote your service
*
9. identify and target individuals and/or organisations using a selection of *methods
10.
* present your services* so that they are attractive to individuals and/or organisations
11. make sure individuals and/or organisations are made aware of your services
12. promote the value and benefits of your services
13. monitor the effectiveness of your marketing and sales strategy
14. evaluate your marketing and sales strategy and make improvements
*

Sell your services directly to individuals

15. undertake proactive selling
16. offer and agree a service that meets both parties' needs
17. agree terms with the individual and/or organisation
18. make sure the individual and/or organisation is satisfied with the sale
19. complete documentation in accordance with organisational requirements




Follow up marketing and individual enquiries

**20. follow up marketing and individual enquiries
21. develop an individual service management system
22. keep the individual service management system up to date
23. keep in regular contact with existing individuals and/or organisations
24. identify opportunities to obtain new business
25. follow all legal and organisational procedures


Knowledge and Understanding

You need to know and understand:

​Plan your marketing and sales strategy

1. how to research the market for your services

  1. how to identify existing and new services that will be attractive to individuals and/or organisations

  2. how to cost services at levels that will be affordable to individuals and or organisations

  3. methods of testing services

  4. how to develop SMART sales targets

  5. ways of evaluating the effectiveness of your marketing and sales strategy

  6. how to present a plan of your marketing and sales service

Promote your service

  1. methods of identifying and targeting individuals and/or organisations

9. ways of presenting your services so that they will be attractive to individuals and or organisations

  1. how to ensure individuals and/or organisations are aware of your services

  2. how to convince individuals and or organisations of the value and benefits of your services

  3. systems of tracking marketing and sales

  4. ways of comparing targets

  5. methods of evaluating your marketing and sales strategy

Sell your services directly to individuals

15. different **selling techniques** 16. how to offer and agree a service that meets both parties' needs 17. why it is important to agree terms and conditions with the individual and/or organisation prior to a sale 18. how to ensure the individual and or organisation is satisfied with the sale 19. how to complete the sales documentation in accordance with organisational requirements

Follow up marketing and individual enquiries

  1. the features of an up-to-date individual service management system

  2. how to keep an individual service management system up to date

  3. how to keep in regular contact with existing individuals

23. how to obtain new business

  1. the current legislation, guidelines, policies, procedures and protocols which are relevant to your work practice and to which you must adhere


Scope/range


Scope Performance

​Research
*
1. identify existing and new trends in the industry
2. analyse your own strengths and weaknesses
3. identify your competitors
4. analyse the strengths and weaknesses of your competitors
5. identify the types of individuals and or organisations who might be interested in your services
6. identify the benefits that individuals and or organisations are looking for


Methods

1. personally
2. through other people
3. through advertising materials
4. via social media


Present your services

*
1. talking to people directly
2. using printed materials
3. electronically
4. via social media


Scope Knowledge

Systems of tracking

*
1. manual or hand-written
2. IT-based


Selling techniques
*
1. reactive
2. proactive


Individual service management system
*
*
1. off the peg
2. bespoke


Values


Behaviours


Skills


Glossary


Individual service management system

A system that ensures customers' records are kept in a manageable and accessible format, which allows you to build better relationships with customers.

Proactive Selling

Also known as 'active' selling.  Proactive selling is taking the initiative and acting first, instead of responding to outside events and situations.  It means taking control of the whole selling process, from initiation to conclusion. 



Links To Other NOS

​This standard links with SKAODP3


External Links


Version Number

3

Indicative Review Date

31 Mar 2024

Validity

Current

Status

Original

Originating Organisation

SkillsActive

Original URN

SKAEF18

Relevant Occupations

Leisure and Travel Service Occupations, Leisure, Travel and Tourism, Manager, Sport, Leisure and Recreation, Sports and Fitness Occupations, Sports Coaches

SOC Code

6211

Keywords

plan; market; sell; active; leisure