Sales Recovery Dashboard

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, 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. Write down 3 ideas to improve lead volume and 3 for improving conversion rate. Which list do you want to work on? Why?
  6. Create a sales target for the next 3 months.
  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. Nice work! For each stage of your marketing funnel, do your personalised campaigns reinforce your competitive advantages? Write a list of possible improvements you could make to strengthen why you add value and why you are hard to copy.

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