Prospect Lists & Development

At this stage it’s very important to have measurable targeted goals

  • Do you know what types of clients you’re going to go after?
    • Create an ideal client. Think about the industry, size, location, and challenges you and Alliant can solve for them
  • Where and how are you storing your leads?
    • Are there any tools you can use to help automate and remind you of follow up tasks?
  • What is your outreach plan for your leads and potential clients?
    • phone calls, personalized emails, LinkedIn, referrals
  • Create a goal of number of reach outs and live calls you plan for the week
    • How many meetings does it take to close a deal?
    • How many live calls does it take to get a meeting?
    • How many reach outs does it take to get a live call?
  • Measure and track your activity
    • Are you hitting your numbers? If not what do you need to improve?