We help you create an organizational system that works for you. Our Action Plans help you establish consistent and best practice routines for repeatable success.
The biggest challenge facing salespeople is how to stay on top of all the tasks you’re supposed to do to stay in touch with your sphere and past clients.
Birthdays, anniversaries are one thing. But what if your stay in touch plan includes 4 personal notes per year, one social media ping a month, quarterly phone calls and twice a year coffee dates in addition to your automatic monthly emails? It rapidly becomes impossible to remember to reach out to everyone when you planned to.
This lack of adherence to your sales process hurts you in the pocketbook. By failing to stay in touch properly (i.e. at least 20 touches a year, at least every other month by a non-automated personal channel, according to most coaches we’ve spoken with) you run the risk of missing out on repeat and referral business. This is where Action Plans that operate against contacts in your CRM can take this critical task from impossible to easy.
Action Plans are simply predefined sales processes. They consist of tasks with associated timing and once activated against a contact in your CRM, they act like marketing assistants – putting reminders and to-do items on your calendar. So no more having to remember who’s next on the call list. Your Action Plans will remind you.