If you receive a prospect what is your first reaction? Do you have the most efficient processes to turn the prospect into a customer?

1. ARE YOUR BUSINESS PRACTICES
a hot mess?
What’s your
next move?
Jot down their contact
info on a bar napkin...
It’s happy hour!
Where is that
contact info now?
In my Excel sheet or
email address book
I updated the next day.
Can’t Siri
automatically
remind me?
How do you prepare
for the initial call?
Grab my cell and enter
the info into Evernote.
How will you remember
to touch base?
Check my network
and work those
connections.
Sit back, relax,
and just wing it!
Oops! I should have
done my research.
Pick up the phone and grab
coffee with the connection to
secure him as a reference.
At the meeting the lead brings
up your mutual connection.
They talked and he
loves the product!
FTW!
You close the deal.
You receive a prospect.
What’s your
first reaction?
What’s
a prospect?
HellsYa!
Turns out you have
a mutual connection.
How do you leverage it?
You walk into the meeting and
it’s an old alumni contact.
How’d you miss that?
Set a calendar or
task reminder.
Sit and wonder
how they met.
You’re at the meeting
and the lead brings
up your connection.
Why didn’t you talk
to him before?
Uh oh… I don’t
think that napkin
made it home
from the bar.
HOT MESS dust yourself off Clean & mean
You're screwed.
It’s time to get back to basics
and learn the fundamentals of
managing your customers.
It’s time to get serious about
managing your contacts, especially
while you’re not in the office, before
those bar napkins accidently make
their way into the laundry.
You rock!
You’ve got this whole business
thing down pat.
We’re toasting to you!
insightly.com