Prioritize current clients to maintain loyalty and generate referrals while allocating set hours for prospecting new leads. Use a CRM to track interactions and focus on high-value opportunities. Delegate or automate tasks, ensuring time for relationship-building. Regularly review and adjust priorities to balance retention with growth effectively.

To manage time effectively between clients and leads: 1. Prioritize Tasks: Use tools like Trello or Asana to categorize tasks by urgency and importance. 2. Time Blocking: Allocate specific time slots for client work and lead generation. 3. Automation: Leverage tools like CRM for follow-ups and email campaigns. 4. Regular Communication: Schedule consistent updates with clients to maintain trust and transparency. 5. Set Boundaries: Define clear working hours and avoid overcommitting to balance focus and delivery. 6. Delegate: Outsource or delegate tasks when necessary to stay productive.

In my previous role, I managed a small but growing client base while also focusing on bringing in new leads. To balance these priorities effectively, I dedicated specific time slots to client management and prospecting new business. For my existing clients, I ensured consistent communication and provided top-notch service to foster strong relationships. This not only helped retain clients but also created opportunities for them to refer new leads to us. I always emphasized how a positive experience with our services could benefit them and their network, making referrals the easiest form of lead generation. By offering exceptional service, I was able to leverage those referrals as a natural extension of our work.

First, I would segment my schedule and set specific times for new business and manage accounts. Second, I would use my CRM tool to track interactions and prioritize tasks. Third, set clear goals on how many new business I need to close per month and how much increase revenue I need to bring from existing clients. Fourth, have fun and enjoy the ride. Make sure your calendar is up to date ?? and make sure everything lives there.

??Segmenting your schedule?is key. Setting aside specific times in your calendar can be a game changer. The new-age salesperson needs to be focused on specific tasks at certain times of the day. Setup your calendar to have time for existing clients, and then time that you will only be focused on reaching new leads.