My score today
My 12 month goal
1. My sales process is well defined
2. I know what my follow-up and appointment to sales ratios are
3. I know and clearly understand my prospect’s needs, wants, and hot buttons
4. I constantly ask for the sale with new prospects and referrals
5. If I don’t get the sale, I survey the prospect to understand why I didn’t get the sale.
6. I have a referral program/process clearly documented and in place
7. I regularly ask for and receive quality referrals from my clients and prospects
8. I have a proven system for securing referrals that I use consistently
9. I have a program/process in writing to educate my prospects and clients on the exact kind of prospect I am looking for.
10. I consistently use a process for sending thank you notes and cards for referrals.
11. I have a written list of my personal and business goals.
12. I know which time of the day (morning, afternoon, or evening) I am at my best.
13. I have a constant way to stay accountable to my goals.
14. My day, week, and month are planned out in writing in advance.
15. I know exactly what I am to do each day and which things are most important.
16. My efforts are consistent and correct to bring predictable results.
17. I have a written marketing plan with measurable goals and specific activities.
18. I review my marketing activities and results on a regular basis.
19. I review my goals and progress on a regular basis.
20. I have a written process that I follow regularly for onboarding new clients and referrals.
21. My stay in touch program is in place and working.
22. My database of clients and prospects is up to date, accurate, and segmented.
23. I communicate with my database via email and mail on a regularly scheduled basis, not just asking or selling.
24. I send cards and notes via mail to clients and prospects on a regular basis.
25. I have a weekly email and a monthly paper newsletter that is sent consistently.
26. My ideal client is well-defined and I can easily describe who it is to others.
27. I have a narrow, well-defined niche that gets me to my ideal client.
28. I have 3 to 5 marketing methods that consistently feed fresh prospects into my sales pipeline.
29. I have a written list of my “Dream 100 Clients” (top 100 prospects).
30. My Elevator Speech is effective and consistently gets people interested in learning more.
31. My follow up process is clearly defined and written down or diagrammed.
32. I use my follow-up system on a regular basis with prospects and clients.
33. I survey my clients on a regular basis to learn specifically what needs they have.
34. I am able to spot trends with my clients and prospects needs.
35. My follow-up process is in place and working so well that prospects do not fall through the cracks.
36. I am not afraid to ask for appointments from prospects and clients.
37. I have a goal for the number of appointments I want/need on a daily/weekly basis.
38. I constantly meet my daily/weekly appointment goals.
39. My calendar is blocked so I know when I am available for appointments.
40. The appointments I have are filled with qualified prospects that fit my ideal client profile.
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