Feb 15, 2021

Tracking and connecting with clients, prospects, and contacts fills your services sales pipeline


I suppose it is common sense, but most of us have found that satisfied clients are the most likely to buy again, followed by persons that have already been contacted but haven't bought yet, followed by acquaintances that may or may not have a need for your service. 

Networking and word of mouth is a big investment. Don't waste time and money, and lose out on sales opportunity, by sloppy record keeping. Use a reliable tool to record and track all these highly valuable contacts.

I have found that routine emails or other "touches" is important if you want to keep these contacts viable. I call it shelf of mind (https://www.theoryaboutthat.com/faq#Be-Shelf-of-Mind)

I recommend to my clients that they use something simple, cloud based, and free to accomplish both contact tracking and email management: MailChimp. (http://www.mailchimp.com ) .  The free tool includes a database, and a limited number of emails per month.

Jan 30, 2021

A Software Tool that Helps Consultants Book Appointments Faster


Does the early bird really get the worm? These days, at least for consultants, insurance professionals, financial consultants, and professional service providers of all types, it can make the difference between a thriving business and one that is floundering. 

Cutting down on the back and forth negotiation that usually accompanies appointment setting can really make a difference in volume of your professional service sales pipeline and the speed with which it moves. If this sounds like it could be a problem holding you back, I recommend that you take a look at the cloud based scheduling tool, Calendly (www.calendly.com).

The tool runs in the cloud, offers a free version with basic functionality, shields your calendar details (only shows open slots), communicates with most major digital calendar systems, and can be upgraded for increased functionality or groups. 

As you can see from the dashboard, multiple types of meetings can be accommodated.