Workflowy

Work the way you think

Master Your MINDflow

• You have many good thoughts... you just forget most of them
• "Write them down as they occur" - Where? How?
• If you have to spend too much effort to master the tool, your thoughts will fade and the tool will be useless and unused

From Outlines to "Brain dumps"

MS Office Online

Word. Excel. Powerpoint. FREE!

Outlook.com

Create, edit Office files in your browser

One Page CRM Tool

Customer Retention and Monetization

Keep in Touch

• Qualify your contacts - not everyone is a potential customer
• Nurture your connections - interest is like romance: it must be actively maintained
• Slow your roll - don't push straight to the pitch
• Meet them where they are - what is the point of this conversation: to determine interest? To establish trust? To find the true decision maker?

What You Must Know

• When was the last contact - date and time?
• What was the contact method - phone? Text? Email? Social media?
• What was the result of the last contact? What were the expected outcomes, and how do they relate to this contact?
• What personal information do you have that might inform this contact?
• What info can you capture that would help personalize future contacts with this person?

Reach out and TOUCH Touch the right person

• Low-quality leads create sales problems
• Insufficient qualifying info on each lead prohibits real sales efforts
• Time is wasted talking with people who don't have the B.A.N.D.S. to carry the sales conversation through to conversion

B.A.N.D.S.

• Budget - do they have the funds?
• Authority - can this person spend the money?
• Need - do they need what you're offering?
• Demand - do they want what you're offering?
• Schedule - does a purchase fit in with what else they're up to right now?

The 1-page CRM Spreadsheet Tool