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:


  1. Qualifying Potential Clients
  2. Consistently Adding Names to the Client Database
  3. Keeping the Client Database Current
  4. 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.

Are you ready to win?

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Business Coach, Author, Artist & CEO
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