Considers the Holidays and People’s Busy Lives

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We may be biased, but we think Close is a great CRM for coaching businesses to keep track of new leads. It’s one system where your team sees a single source of truth—all communication, notes, and workflows live in the same tool.

You can bring new leads from other sources into Close and make sure your sales team reaches out to them as quickly as possible.

Second, set up automated nurture workflows to keep your business fresh in their minds. With Close, you can set up a workflow with emails, SMS, and even reminders for your team to make a phone call. You can also set up an automated trigger so every new lead entering the CRM gets an email immediately.

Finally, build a structured process with your sales team to contact new leads and get them rolling in the sales process.If you want to be an elite sales leader, you have to do things differently. And “differently” means 1) doing things consistently and 2) honing the right Q4 prospecting approach.

You have targets, and so do your customers. Prospecting now iceland telegram data lets you capitalize on leftover budget spend and drive deals that match the urgency of the quarter. It can also set you up for a solid Q1. If you do it right.

Make a Clear Plan that
Your Q4 needs a clear, actionable prospecting plan that factors in the season’s time constraints and distractions. You have to know your goals and how they will be met.

Sales Consultant Jeff Schneider says: “Build your prospecting plan every Friday afternoon, block out the time in your calendar for the following week, keep those blocks of time sacred, and make yourself [committed] to the execution of your plan.

Sales is a numbers game. It’s important that you measure your networking, cold calls, and emails. Never go into your day without a plan.”
Here are some tips as you create that plan:

Set specific Q4 prospecting goals (# of new leads, follow-ups, etc.) that are SMART (Specific, measurable, achievable, relevant, and time-bound) compared to Q3 and historical results.
Map out a holiday-adjusted timeline that navigates busy periods.