Balancing client relationships and new leads is crucial. How will you effectively manage your time?

Effective task prioritization is a skill that can set you apart in the competitive area of sales development. By categorizing your activities, focusing on lead generation, and prioritizing follow-ups and lead development, you can streamline your workflow, drive better results, and ultimately, increase your chances of converting prospects into loyal clients.

Every night, it is important to have a to-do for the next day. Once you begin your work day, you must know what is the most URGENT + Important task of the day and start with those. Both client and lead relationships are very critical and there is not point in getting more clients if you cant retain them. This also depends on the stage of the business you are at. An early stage startup needs to be a lot of aggressive on BD but a mature org have the liberty to keep working on innovative ways improving client relationships. However as a sales professional, each relationship is important and customer is always the king :)

The most common mistake for sales professionals who combine farming with prospecting is that they turn up the volume on prospecting only when the need is acute, but by then it's too late. The key to successful prospecting is to be disciplined and consistent, making necessary efforts every day. The balance between farming and prospecting is like a fire that you must keep constantly burning.

Setting clear goals for each day, prioritizing work based on relevance and urgency, and designating dedicated time slots for client management and lead generation are some of the ways I efficiently manage my time. Frequent evaluations also guarantees adaptation and balance.

Identify high-priority tasks that directly contribute to maintaining client relationships and generating new leads. Focus on activities that have the most significant impact on your sales goals.

I am a big believer in scheduling weekly time blocks. - For social selling, you can block time daily to build relationships and show engagement. - Weekly, you can schedule a set time for building your network and adding new relevant connections that are part of your target audience. - And finally, you can schedule weekly time for writing and scheduling content. By effectively blocking it, you will start doing it. If you don't plan for it then it's going to get snowed under with other things.

Utilize Customer Relationship Management (CRM) tools to organize client information, track interactions, and schedule follow-ups. This helps streamline communication and ensures that you stay on top of client needs and prospecting efforts.

Atuando em mais de uma empresa com farmers e aquisi??o, um processo que auxiliava bastante era a régua de relacionamento com os clientes e cadências de prospec??o pré-definidas. Mas, que constantemente passem por testes e otimiza??es. Chegamos a utilizar IA para cria??o de textos e insumos para testes, e constru??o de jornadas automatizadas no CRM, ou integradas ao CRM. Além dos fluxos de comunica??o, é importante considerar editorias de reten??o e cross/up selling, como por exemplo compartilhar releases do produto periódicas, atualidades e performance do produto, além de eventos de reten??o com conteúdos valiosos e exclusivos para os clientes.