I sat down with an agency owner the other day who is managing the sales at his agency. I was happy to see that they are doing most of the basics right.
Except for one thing:
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Here are the daily, weekly and monthly sales activities I recommended they get into the routine of doing.
I suggested they add a calendar appointment for each of the following and add links to the docs, URL’s they need to use to make it easier:
Daily Activities
β’ Respond to any replies from prospects with open deals
β’ Net New Prospect – Connect/email with new prospects
β’ Reach out to recently connected prospects
β’ Prepare for any meetings
Weekly Activities (ideally each Monday)
β’ Review pipeline and work any deals to close (start with closest to revenue so Contract sent, Proposal sent, Post call follow up etc)
Monthly Activities
β’ Review closed lost reasons and reach out to prospects
β’ Nurture prospects – send valuable content/updates to prospects that have gone cold
If you do these tasks consistently, you’ll unlock more revenue, speed up your sales cycle and book more meetings.