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Are your BD efforts effective and measurable? Can you generate a report that outlines your efforts? Absolutely! 1- Begin the process of identifying the best prospects and keep a detailed record of them. (35%) 2- Form a strategy for building the relationships with these best prospects - how will you get in front of them? Trade Associations, Networking, Marketing, etc. Keep a record of them. (20%) 3- Secure the “right†meetings - make sure that it’s vetted and a good fit for all parties. Keep an ongoing record of them. (15%) 4- Once the connection is established, develop the introduction and follow up after all meetings. Establish yourself as a trusted source of information. Keep a record of relationships that achieve this level. (15%) 5- Explore the opportunities - if you have done all the work upfront this becomes a matter of time. Keep a record of them. (10%) 6- Hand off to Sales to close the business and win a new client relationship. Keep very detailed records of these. (5%) * Percentage of the work for each phase varies; these numbers represent averages of time allocation. 100% means that you are completing all your required BD tasks.