Tag Archive: senior tips

EP11: How The Customer Journey Starts

One of the most important pieces to managing the journey is knowing where it starts. This week, we’ll cover what you need to know to identify the first stages of your Customer Journey. Contact Us   Call Us +1 313 307 3154 Find Us 850 Stephenson Hwy Suite 700...
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EP10: Stop Selling And Start Managing The Customer Journey

This week, we’ll cover some of the best ways to manage your customer journey with a continued focus on the senior market. Contact Us   Call Us +1 313 307 3154 Find Us 850 Stephenson Hwy Suite 700 Troy, MI 48084 Follow Us Join Us We’re Hiring!    ...
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EP9: Building trust – Part 2

Here are 10 more ways to build trust. Yes it is that important when establishing a relationship with a new client prospect. Contact Us   Call Us +1 313 307 3154 Find Us 850 Stephenson Hwy Suite 700 Troy, MI 48084 Follow Us Join Us We’re Hiring!  ...
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EP8: 20 Ways to Build Trust – Part 1

Trust is so important when building relationships with prospects. Tune in to this week’s Two-Minute Tuesday to discover 10 out of the 20 ways to build trust! Contact Us   Call Us +1 313 307 3154 Find Us 850 Stephenson Hwy Suite 700 Troy, MI 48084 Follow Us...
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EP7: Four Things You Should Do Every Week

Here’s what you need to do to keep your pipeline full. So often, our time is not our own. We’re reacting to meetings, phone calls, requests, and all this is good, but it’s time to get our time back. May I suggest that you start your week the previous Friday afternoon?...
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EP6: Eight Best Practice Ideas for CRM Management

Last week we talked about CRM systems … why we need them and how to evaluate them. Today, we’re going to look at 8 best practices for using a CRM. Make sure everyone is in the system. They’re not a prospect if they’re not in there. Create follow-up tasks for...
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EP5: 10 Considerations to Evaluate a CRM System

In the previous sessions, we’ve talked about your database, how to gauge its size and strength and how to manage your prospect funnel. Today we’re going to start a new series on how to manage your database using a CRM system. There are many to choose from, and...
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EP4: How Strong is Your Pipeline?

Today we’re going to talk about database strength or how likely is it that your leads close in a timely manner to reach your sales goals? We’ll talk about three factors, or metrics, to evaluate that strength. First is stratification: Is the lead hot, is it warm or is...
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EP3: How Big Should Your Pipeline Be?

Last week we talked about the importance of the database and reviewed six metrics to use to evaluate and understand your database. Today, we’ll answer the question … just how big your database should be. How many prospects do you need in your sales funnel to reach...
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EP2: Most Important Thing To Do This Week

Get your arms around your database. You may call it your lead list, your sales funnel. Do a deep dive for a really good understanding of this most valuable asset that needs your ongoing attention. Here are six metrics for you to consider: Size: how many leads do you...
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