Do
- DO Make sure everyone in your operation knows the goals (Open, closed, clients, revenue)
- DO Focus on individual targets - offices can't give you business, individual agents or LOs can.
- DO involve everyone in your organization in the sales effort with specific action items, tasks and goals
- DO make sure that everyone in your organization knows what differentiates you from your competitors - You're customers should be able to finish the sentence, "I use you because...." and your sales people should be able to help your customers articulate that
- DO make sure each person knows what their role is in achieving the goals
Don’t
- DON’T assume each person knows how to sell or ask for business
- DON’T pay for customer service reps….incentives should be based on mainly new business
Short and Sweet. Happy selling!
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