Simon’s Results
Your Sales Recovery Dashboard measures your performance across 4 areas of growth, outlined below.
| Sales Habits |  |
| Lead Generation |  |
| Process & Systems |  |
| Marketing Habits |  |
Based on your results, our Sales Recovery Team suggest you consider the following personalised Task List to help you get started.
Task List
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a) Write down and review the sales activities you do on a regular basis.
b) Review your CRM’s ability to integrate with other systems. What are the top 3 things you could do to make your prospects life easier whilst helping you with efficiency?
- Write a list of possible lead sources and evaluate the risk/reward. Draw up a plan to get to 4 lead sources working in the next 90 days. Note, 4 lead sources may be too many/little for your particular need, but is a good benchmark for most.
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a) For each of the following groups of list out your lead nurturing activities; Prospects who are unaware of your brand, prospects who are uninterested in your brand, prospects who are not currently desiring your brand and prospects who are desiring but nor currently taking action.
b) For each group, what has been your most successful lead nurturing activity? Which has been your least successful? List 3 new lead nurturing activities for each group?
b) Are there any aspects of your nurturing that you could automate? If you are automating already, are you measuring it and making tweeks to improve the results?
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a) List the journey’s your past clients are your? Examples might include a referrals programme, maintenance packages, a new revenue line launch, etc
b) Circle the most and least effective journey and list 3 reasons why respectively.
c) List 3 new journey ideas new. If you had to get rid of one journey, which one would it be and why?
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a) List the journey’s your past clients are your? Examples might include a referrals programme, maintenance packages, a new revenue line launch, etc
b) Circle the most and least effective journey and list 3 reasons why respectively.
c) List 3 new journey ideas new. If you had to get rid of one journey, which one would it be and why?
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a) Make a list of the variables that impact the accuracy of your sales forecast.
b) Identify the top 3 on the (probably very long) list. For these 3 items, write down a practical way you could reduce your exposure.
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Write a list of the sales habits you feel you can honestly deliver, reliably and routinely. Start with 4 things you will do each week, starting this week. Be realistic, start small and build up as you prove to yourself that you have discipline.
A good way to think about your sales habits is to consider outsourcing your entire sales capability. To do that effectively you need to be able to describe what you do and when. It’s a good place to start when thinking about your ideal sales habits.
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a) For each stage of your marketing funnel (prospects who are aware, interested, desiring your brand and wanting to take a sales action), write down a list of 3 things that you think your prospects would find useful/helpful and that you could offer easily. .
b) Create a simple calendar and schedule in when you will build the useful thing and when you will contact your prospect.
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