Prospect effectively to approach new customers
7 hours to learn how to find new customers to develop your business
Become a successful independent secretary or assistant with Formassista's effective prospecting training
Are you an ambitious woman who wants to become a freelance secretary or assistant , but sales prospecting seems to be a problem for you? Don’t worry, you’re not alone! Prospecting may seem difficult, but it is accessible to everyone, even those with very little experience.

Samm Smeltzer
In all honesty, Webtec is the best agency we've ever worked with.

Why is effective prospecting training important?
Prospecting is the heart of any freelance business. It allows you to find new clients, increase your revenue, and grow your business. Without effective prospecting, even the best administrative skills can remain invisible. The good news? Prospecting is a skill you can learn and master with the right training and tools.
At Formassista, we understand the challenges you face. That’s why we’ve designed training courses for women like you who want to succeed as independent secretaries or assistants. Our training courses are accessible to everyone, regardless of your starting level in sales prospecting.
Finally, our expertise is recognized and our trainer has years of experience in business prospecting. Our program is specially designed to be practical and accessible, even for beginners. We have helped many women launch and develop their independent business through our training, with proven results. By choosing Formassista, you are choosing a reliable partner who will help you transform your ambition into professional success. Join us today and start mastering the world of business prospecting with confidence and competence.
Educational objectives of effective prospecting training
- Mastering the fundamentals of commercial prospecting
- Know how to identify and target your potential prospects
- Practice effective prospecting techniques
- Adapt your tools to your objectives
- Create and follow your personalized prospecting plan

Discover the exclusive content of our effective prospecting training
Effective prospecting training in 3 modules
Module 1
Know the fundamentals of prospecting to be able to rely on solid foundations!
We’ll help you understand why prospecting is essential for freelancers and how to define your target market.
By learning how to segment your prospects, you will master the techniques of targeting and qualifying prospects. This will allow you to effectively position your approach to maximize your chances of success.
The module ends with practical workshops to test and improve yourself.
- Identify your objectives using a qualitative and quantitative approach
- Estimate your market
- Identify your first list of prospects
Module 2
Master the 4 prospecting techniques in order to be convincing, whatever the situation!
First of all, we will help you master telephone prospecting by providing you with scripts and putting you in real situations.
By learning how to write effective prospecting emails, you can capture your prospects’ attention and spark their interest.
You’ll also learn the five essential techniques for face-to-face prospecting, which will enable you to create positive and engaging interactions.
Additionally, you will learn how to argue and handle objections with response and persuasion techniques, in order to convince your prospects and successfully finalize your sales.
Finally, the module is built around a workshop where we try, test and improve.
- Role-playing games in pairs to stimulate prospecting calls using the CROC and SMACC methods
- Writing workshop: creating prospecting email templates that convert using the AIDA method
- Public speaking exercise to improve self-confidence: learn to work on form as well as substance
Module 3
Create and follow your prospecting plan to reduce the number of unforeseen events as much as possible!
To begin, we will support you in developing your prospecting plan, providing you with the necessary tools and strategies.
Additionally, by using social media for prospecting, you will be able to reach a wide audience and engage your prospects effectively.
You will also learn how to use the methods of monitoring and evaluating the actions of the best salespeople, in particular the SPANCO method, in order to maximize your results and optimize your prospecting efforts.
The module is built around a workshop where 3 essential skills are improved
- Each participant creates their own personalized prospecting plan with specific objectives and timeline
- Creation of a dashboard for monitoring prospecting in Pipedrive and fictitious scenario to create and monitor prospect files
As a bonus
You will discover how Smappen will help you in your prospecting approach with geomarketing. You will also follow a step-by-step guide to effectively build your follow-up with Pipedrive.
In partnership with Corporama, FormAssista allows you to access an exclusive list of 25 prospects ready to be contacted to boost your business activity. Thanks to this, you will be able to transform your prospecting strategy with innovative solutions and achieve your objectives quickly and efficiently.

Effective prospecting training execution and evaluation monitoring system
Before the Learn to Sell Training - Take Stock of Your Goals
Take a placement test to make sense of your training.
Your certificate for effective prospecting training
Individual attendance sheets for each half-day of training are signed electronically, accompanied by a certificate of attendance and an individual connection report.
Comprehensive training assessment for accurate monitoring
This program includes a placement test at the start of the training, quizzes to check what has been learned, discussion times to validate what has been learned, a hot assessment and a cold assessment (6 months later) to measure the long-term impact.
Training certificate and final assessment
Each participant will receive a training certificate and a detailed report at the end of the program.
Your trainer is an expert

Didier THALMANN
- Operational and educational director at FormAssista
- More than 20 years of experience in the marketing of service offerings and the management of sales teams working in a variety of professional environments ranging from retailers to large companies.
- For 8 years, consultant, trainer and teacher at the University of Orléans and Excelia Business School
Teaching methods
Prerequisites
know how to use a computer and have knowledge of office automation and the Internet
Equipment needed
a computer equipped with a microphone and a camera, as well as a stable WI-FI connection.
Theoretical modules with practical exercises corrected in real time to promote the autonomy of the trainee . The trainers remain present throughout the remote sessions via virtual classroom, thus ensuring that interest is maintained and learning is monitored.
With a limited number of places , our interactive training courses include theoretical presentations, discussions and case studies, allowing each learner to participate actively and progress as a team .
Each trainee will receive a welcome booklet as well as all the resources necessary to follow and take ownership of the training, accessible digitally , including training support, detailed practical sheets and official forms.
Training sessions
- We will create your personalized session, let’s look at the agenda together
- 7 hours of training, spread over 1 half-day to optimize your time and energy.
- You will be able to practice finding clients between sessions.
- Group of 5 people maximum for more effective individual monitoring.
- Location: remotely, in a virtual classroom for more flexibility and to limit unforeseen events.
With Didier THALMANN
Training prices
7 hours to learn how to be convincing and find clients who suit you
Complete support to learn the fundamentals of a good salesperson.
Personalized and individual training
For optimal support in your work
870€
- incl. VAT
Whats includes:
- 7 hours of group training with examples, exercises and practice
- Workshops to improve
- 8 years of experience as an intern trainer in faculties and schools
- A complete training course that covers all the points you need to know to find good prospects in the best conditions
- 3 modules combining theory and practice
- A trainer with over 20 years of experience in business practices
- Content and trainer recommended by our customers
- Possibility to pay in several installments via PayPal
Group training
To benefit from collective dynamics
670€
- incl. VAT
Whats includes:
- 7 hours of group training with examples, exercises and practice
- Workshops to improve
- 8 years of experience as an intern trainer in faculties and schools
- A complete training course that covers all the points you need to know to find good prospects in the best conditions
- 3 modules combining theory and practice
- A trainer with over 20 years of experience in business practices
- Content and trainer recommended by our customers
- Possibility to pay in several installments via PayPal
We offer all types of financing: OPCO, FIFPL, Region, Department, self-financing and payment facilities.