You can have many different routes to find new clients. The core fundamental is that it costs time, money and energy to generate each lead and more time, money and energy to turn that lead into a new client.
To optimise your business your sales system needs to support you so that every lead generated is given the best possible chance of turning into a client without wasting your time and effort.
So the system needs to log the lead, record its’ source and other data for later analysis, then make sure that the lead receives the right attention at the right time. Some automation can be used to keep a lead warm then the system can tell you when to take your next action based on either time or some action the lead has taken.
All the tasks needing doing are linked to the information you will need when getting in touch with space for your updates and next action to progress the lead.
The system will also amalgamate the leads data for you so that you can make good decisions on which marketing channels are producing good clients and which need review.
The system makes it easy for you and your sales team to answer questions like
- What do I need to do today?
- Which prospects need action?
- Which is my best performing marketing channel?
- How much business am I likely to close this month and next?
And for the person running sales, the system can give any and all data needed to know what is going on, what is happened and what is going to happen.