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  • End of year sales check list

    End of year sales check listMy Q4 sales plan has worked remarkably well (I broke the sales record for the year) but Christmas is a approaching fast and I've got to tweak the plan so it will carry us through into the New Year. My goal is to pre-book work until March because our slowest time of the year is from January to March.  Here's my check list:

    End of year sales check list

    1. Confirm present quotes. I do follow-ups with quotes every Monday but because it's so close to the end of the year it's important to close those quotes by getting clients to confirm so they can be scheduled into 2014. If they can't confirm, that's fine and I let them know that I'll catch up with them next year and re-quote.
    2. Send Christmas message to clients. Email all of our clients and let them know what our Christmas hours are and our contact details in case of emergency.
    3. E-Newsletter. Our monthly e-newsletter is an extremely effective tool for getting sales enquiries so I'll be creating newsletters for December and January. Have you noticed how everyone sends you emails up until Christmas and after that it gets really quiet? That's one of the best times to send an interesting newsletter because clients have time to read it.
    4. Social Networking. Social networking will get extremely busy over the break as people arrange trips and catch up so I'll be scheduling our company posts using HootSuite.
    5. Networking. This is the best time of the year to network because there's normally at least 2 events a week. I'll be attending as many as I can. 
    6. 2014 Marketing Plan. I always use the summer break to analyse my business and prepare my business plan for the following year so when staff come back they have clear goals. Part of that includes where I'll be spending my advertising dollar.  Here's some of the things I'll be addressing for my 2014 Marketing Plan:
      1. What additional technology do I need to engage more customers (e-newsletters, social networking, Adwords, etc.)
      2. What is my marketing budget for $2014? Companies normally spend 5% - 50% of their annual turn-over on marketing. 
      3. What is my content strategy for 2014? Do I need to simplify our website? Create more tutorials and e-books that lead customers to our website? Create better sales pathways through the site? Get more involved in social network groups? Connect with more people on LinkedIN?
      4. What type of advertising will I use? Adwords, LinkedIN and TV work for us so we'll probably do those again.

    Anyhow, that's what's going through my head at the moment. If you have any questions feel free to contact me.

    brynn :-)


    Brynn Neilson About
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