Tag Archives: prospecting

4 Expert Tips on Having Great Phone Conversations with Financial Leads

Prospecting in the financial services industry can be a lot like dating. When prospects play ‘hard-to-get’, your only chance at taking the relationship any further is to keep on communicating. And what better way to do this than through well-placed phone conversations? Today’s post is all about ideas on having phone-based interactions that move prospects along their buying journey.


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Cold Calls vs. Emails: A 5-Step Litmus Test to Decide Where to Start (Part 2 of 2)

If you gave much thought to last post’s questions, then congratulations! You are officially halfway to picking either email or phone calls as the best way to start in your campaigns.


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Cold Calls vs. Emails: A 5-Step Litmus Test to Decide Where to Start (Part 1 of 2)

Call before email or email before call? The jury’s still pretty much out on this one — and probably will be for a long time. That’s because this is one of those problems without a one-size-fits-all solution. So, if you’re still unsure which channel should you start with when reaching out to cold leads, your safest bet is to use your best judgment.


Of course, ‘best judgment’ isn’t the same as ‘wild guess’. To avoid as much guesswork as possible, follow this five-step decision guide. It won’t guarantee you’ll arrive at the right choice, but at least you’ll be able to come up with a strategy you can easily justify and refine. This post, by the way, is a two-part entry, and we’ll be taking a look at steps 1, 2 and part of step 3 in this portion.


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Leads for Software Are What Keeps Up Your Guard

Sales leads represent the many opportunities to keep going forward in your cleaning business. This can be relief for those who feel that any target market gets dominated by a competitor. On the other hand, you do not want that relief lowering your guard!


Think of your sales leads like building stones to a fort. You make the most of your stock to build the strongest walls without any waste whatsoever. However, despite how much you have built, you will eventually run out of stones. What happens when your competitor has managed to grab all the sales leads outside and leave you with nothing? Given time, that wall will crumble.


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