Prospect Management System

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Transcript

I will now share with you a simple system that I use to keep track of all the prospects I am following up with. The challenge we face at this stage is that most prospects will not be ready to buy right now, but me by again sometime in the future, when will that time be is anybody's guess. Even the prospects won't be sure of it. As a result, we will need to follow up with them regularly, as well as take note of the discussions we've had with the prospect. Well, while this may not appear to be a complex task, if you multiply it by thousands of prospects in the system, you will easily be overwhelmed if you don't have a system to manage the situation. Here's how it works.

Contact each and every one on the prospecting worksheet, either through voice text or email and request for a meeting with them. Most of the time, they will politely decline or defer the meeting. Regardless of the outcome, transfer the information including what was discussed into the prospecting Manage system. They cross out your name on the lease and continue with the next prospect until you complete all the names on the lease. transfer information about the prospect onto the prospect management system. A copy of the prospect management system is available in the resource section.

The prospect management system comprised of index cards and a set of separators. With texts for the days of the months, months and years. These cards can easily be purchased from a stationery store. The front of the index card contains key information about the customer, while the back of the car issues to keep track off the discussion with the customer. You don't need to write every detail that was discussed just the key points will do. Then place the car into a box with the separators has shown in the diagram.

One are the days of the month, January to December off all the months of the year and then the years pleased Come in the slot where you will next contact him. If the prospect says call me next month, place his card in the slot in the month section. If you are unable to reach him, places come in tomorrow slot. Repeat this process with every prospect in your lease. By having a system to organize hundreds or even thousands of prospects you are following up with you will be on top of the situation and can easily keep track of who to call when to call and follow up with what was discussed previously.

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