Imagine this: Your team spend weeks working a lead, they finally get them on the phone… and they forget what they talked about in their conversation.
Now, the prospect is frustrated. Your TM is scrambling. And the sale? Gone.
🔥 Best Practice #6: Document Everything
Sales isn’t just about making calls and closing deals. It’s about tracking every interaction.
✅ Take detailed notes on every prospect conversation.
✅ Log follow-ups so nothing slips through the cracks.
✅ Keep a record of past objections, concerns, and preferences.
If you’re team is relying on memory, you’re losing opportunities GUARANTEED!
🚀 Your challenge this week: Implement a simple documentation system for your team.
📌 Use your CRM to track every interaction.
📌 Set reminders for follow-ups.
📌 Create a habit of reviewing past notes before every prospect call.
The more you document, the more sales you’ll close.
Next week, we’re covering Best Practice #7: Focus on Helping, Not Just Selling. Because when you shift your mindset, sales get easier.
Talk with you then,
ZS
P.S. Need a better way to systemize your sales process? Ignite Agency Training gives you a proven framework. Click here to see how. 🚀