Sales Recovery Dashboard

Camilla’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, we suggest you consider the following personalised Task List to help you get started.

Task List

  1. What are the top 3 CRM improvements could you make that would improve prospects experience whilst improving your efficiency? (consider client portals, self-service member areas, online price configuration tools)
  2. Write down 3 things you could do to get more from your current lead sources.
  3. Write down 3 possible ways you could automate some of your lead nurturing activity.
  4. Design a series of customer journeys to put your clients on. Focus them on cross and up selling and set yourself some targets to increase the average lifetime value of each type of client.
  5. Widen your definition of what a qualified lead is and try to sell to people who you might otherwise ‘disqualify’. You may need to tweek your proposition, for example introduce a ‘Lite’ option.
  6. Write down 3 variables that impact the accuracy of your sales forecast. What practical steps could you take to reduce your exposure?
  7. Write down 3 ways you could increase your average deal size and 3 ways to increase your margins. Which list will deliver more value for least effort?
  8. Write down a description of the person you add most value to. Be as precise as you can be. What value do you add? How difficult would it be for your competitors to copy you?

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