How To Manage A Sales Pipeline

Structure Your Day

Like with any job, having structure to your day can mean you make the most of your time, ensuring your productivity is at a maximum. Sarah says she usually starts her day working through emails and admin, writing to-do lists and planning. She then spends the rest of the day speaking to new clients, nurturing potential leads, and following up with clients who perhaps weren’t ready the last time they spoke. Sarah then matches clients to our amazing pool of VAs, being a ‘commercial cupid’ as Sarah puts it!

Lead Generation

Having a website that ranks highly with SEO in your industry can be an invaluable way of generating sales leads. Clients can contact you through your website, booking a call directly with you or they can send you a message to ask for further information.

How to manage a sales pipeline by Virtalent

Managing Leads

There are some great ways to manage your sales leads to ensure you keep on top of every potential sale. Sarah uses Active Campaign to manage all her leads; she is able to divide them into various stages such as Backburner, Pending Proposal, Pending Sign Up, and more in between. It also makes it easy to move your potential leads around, with a handy drag and drop feature.

Filtering Leads

As important as it is to ensure that you make the most of every lead, you also need to know when a lead can be passed over. It can be easy to recognise leads that are not worth spending time on, and your criteria for this may vary.

Develop Your Leads

Nurturing and developing your leads is an important part of the pipeline. This is where you can show off how your business is different. What are your USPs? An effective way of developing leads is to drip feed the information. It gives you an opportunity to contact your potential client, but it also allows you to remind them why they should do business with you over a competitor.

How to manage a sales pipeline - Virtalent

Winning The Business

After sending out your initial proposal, it is important to follow up with your clients at the right time. You need to give your clients some time to get to, and read your email, but not give them too much time for them to forget about you!

Securing The Sale

Once you know the client is ready to go ahead, getting them over that final hurdle is an all-important step.



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