People, context and the next conversation
Keep contact details, notes, useful lists and commercial opportunities organised. Connect the follow-up to the person it belongs to.
Know where the conversation has reached.
Keep contact details and notes in the directory, then record a deal when there is a commercial opportunity to follow. Give it a stage, an expected value and a likely closing date. Link the relevant customer, conversation or estimate so the opportunity has something useful behind its name.
Move deals as the work progresses and record whether they are won or lost. You decide the next step; the pipeline makes it easier to see the current picture.
For example: turn an enquiry into a clear proposal.
A design studio receives an enquiry for a brochure. Add the contact, record the opportunity and prepare an estimate for the proposed work. When the client responds, update the deal stage and keep the estimate linked to the opportunity. The next conversation starts with the details already organised.
Give good enquiries a next step.
Start with the relationships you want to look after and a pipeline that reflects your work.
Discuss your sales workflow