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. Which persona have you been most and least successful with, and why? Consider the lifetime value of each persona. Write down 3 recommendations.
  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. 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.