The Sales Pipelinebillgood.com/docs/document_library/Sales Pipeline Chart.pdf · Sales Process Sale...
Transcript of The Sales Pipelinebillgood.com/docs/document_library/Sales Pipeline Chart.pdf · Sales Process Sale...
InOffice*
BCherry*
Out ofOffice*
PhoneAppt
QuestionnaireAppt
AHot
GreenCherry*
ConditionalOpportunity*
CGreenie
Client Delighted withQuality of Service
and Investment Advice
PitsPERM Offs
JerksWrong #sDisconnected #s
Manage Lead Generation(First Contact Only)
The Sales Pipeline
*Indicates that these Speedbutton messages are also available in e-format
© 2013 Bill Good Marketing. All Rights Reserved.
Pits and Jerks...GONE!
Pitch& Miss
A - HotVery interested, financially qualified, and willing to begin the sales process right now.
B - CherryInterested and qualified and willing to receive information.
C - GreenieInterested, qualified but cannot act until a known, later date.
C - Green Cond. OppInterested but the date funds will be available is not known. This depends on something else.
D - Pitch and MissMostly a former Hot Prospect or a Hot Client. It’s someone you want to do business with that you failed to close.
PitA non-respondent or negative respondent to any campaign.
JerkHard to deal with, obnoxious, irate when contacted, and/or requests removal from list. All jerks should be marked “Perm Off.”
PERM OffSets Comm Status = Perm Off, adds Note for historical reference.
Manage Existing Leads(Prospects and Existing Clients Only)
Lead Development
A - Hot
B - Cherry*
C - Green
D - Pitch & Miss
In Office*Out of Office*Tel Appt*Questionnaire Appt
Green Cherry*Conditional Opportunity*
ClientProspect
Sales Process
Sale to Client
Sale to Prospect
2nd Appt*
3rd, 4th, 5th, etc Appt*
Pitch & Miss
Reschedule
Red Carpet
New Client Cash
New Client Transfer
ClientProspect