PRAGMA BUSINESS OUTLOOK

The Account Manager's Playbook

From First Call to Closed Sale

A Step-by-Step Conversion Guide

Pragma Business Outlook

2026

PRAGMA BUSINESS OUTLOOK

The Account Manager's Playbook

From First Call to Closed Sale

A Step-by-Step Conversion Guide

Pragma Business Outlook

Contents

Part I: The Foundation

1The Account Manager's Mindset1
2Know Your Client: The Core Questions5

Part II: The Sales Journey

3The First Call: Setting the Stage11
4Qualifying: Building Rapport and Trust17
5Selecting: Identifying Client Needs23
6Presenting: The FAB Technique29

Part III: Overcoming Objections

7The Second Call: Product Walkthrough35
8Handling Resistances: True vs False41
9Scripts for Every Scenario47

Part IV: Mastery

10The Art of Closing55
11Do's and Don'ts: Rules to Live By61
12Compliance and Professional Standards67