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Matrix Key: Financial Viability – Marketing and Sales – Sales Pipeline
“It’s not your customer’s job to remember you. It’s your job to make sure the customer doesn’t forget you.” – Patricia Fripp
It’s rare that anyone sells something at the very first client meeting. Sales is a process, and your sales pipeline consists of customers at different stages of the sales cycle. The WholeLife Matrix gives you the tools to develop a discipline for your sales pipeline activities. A good sales person can effectively manage customers at all points of the sales process, and manage a constantly flowing pipeline without dropping anything out.
Here are four necessary actions for building and managing your sales pipeline:
- Qualifying Potential Clients
- Consistently Adding Names to the Client Database
- Keeping the Client Database Current
- Staying in Touch with Clients
We will address specific sales actions in other blogs, but it’s crucial to first create a structure for tracking clients, prospects, and deals as they make their way through the sales cycle. Your client database is the foundation of your sales pipeline, and the framework for a winning sales plan.
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