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14.10.2022 W/B meeting with Val - Coggle Diagram
14.10.2022 W/B meeting with Val
Make a list of what they are doing wrong and we can address it
8-10 slides
Issue
History of the business
Current process what steps are going to take
Manage sales opportunities on Capsule
Send reminders
Calandary link to make an appointment with Amit
Introductory offer for 3 months
Prices of competitors vs others
Average time for the sales lead
3 contacts after
Follow up every 3 days
CRM Just started using it
Costs
Know the numbers. Leads for 12 months. How many converted? What source?
the number of leads. lead time. date when the lead came in. date when they become a customer
not lost a good customer
what is their sales process? comptetors
how persistent they are
Spreadhseet for leaders
Engage with customers