GPS: Develop a useful way to manage contacts and leads to develop new customers

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GOAL:

Develop a useful system to manage contacts that leads to the appropriate number of leads and new customers so as to continually grow and diversify the business, while at the same time maintaining a personal relationship with our clients.

TARGET DATE:

MM/DD/YYYY

TODAY’S DATE:

August 19, 2010

REWARDS:

  • I will be able to find information about my clients quickly, including contact information, personal information, and a history of my work with them.
  • My customers will feel like I “know them.”
  • I will be able to monitor and track the flow of suspects and prospects into customers so as to appropriately add new contacts and seek new leads.

CONSEQUENSES:

  • I will lose track of potential customers.
  • I will not know how much work I need to do to develop the business I need.
  • I will therefore be over- or under-working the sales side of my business, which will lead to too much stress (and focus on new customers) or reduced income (and focus only on existing customers)

AFFIRMATIONS:

  • I work well in an organized environment.
  • Affirmation2

 

POSSIBLE OBSTACLE

POSSIBLE SOLUTIONS

ACTION STEPS

MUST-DO DATE
DELEGATED TO

SOLUTION

No good contact management package to both manage contact information, contact history, and position in the sales process / funnel.

  1. Paper Rolodex, Outlook, or Online System
  1. Review Online systems. Paper does not work for my mobile environment and Outlook is too limited.
  2. Enter existing client information and all in-process sales leads.
  1. Friday, August 20, 2010
  2. Friday, August 27, 2010
  1. Chose “Big Contacts” at www.bigcontacts.com

 

POSSIBLE OBSTACLE

POSSIBLE SOLUTIONS

ACTION STEPS

MUST-DO DATE

DELEGATED TO

No “script” or intentional conversational points for phone calls.

  1. Solution1
  2. Solution1
  1. ActionStep1
  2. ActionStep2
  1. MustDoDate1
  2. MustDoDate2
  1. Delegated1
  2. Delegated2

 

POSSIBLE OBSTACLE

POSSIBLE SOLUTIONS

ACTION STEPS

MUST-DO DATE

DELEGATED TO

Obstacle

  1. Solution1
  2. Solution1
  1. ActionStep1
  2. ActionStep2
  1. MustDoDate1
  2. MustDoDate2
  1. Delegated1
  2. Delegated2

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