Check your business priorities with this easy-to-follow list. If you're responsible for the overall business cycle then take a few minutes to evaluate how well you and your company is doing. This week, I'll delve more into each topic.
Leads
referral source
cold calls
warm calls
How many leads did you have come in during the past month? Are your leads in good shape or are they weak and do you need to get the pump going again?
I've broken leads into referral source, cold calls and warm calls. To me, a cold call doesn't mean you're on the phone but it may represent someone you met for the first time at a business mixer in your area.
Appts
Sales Appts and Final Proposals
Proposals Accepted
Projects underway
Projects Completed
Invoices Sent (Billings)
Invoices Collected
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