Lazy Man’s Daily 8 Step Sales Plan

Sales is hard. It runs on emotion–full of ups and downs. That is why having a daily plan is so important. It certainly won’t be everything you do, but it will be a foundation for sales growth. Make it simple. Work it.

  1. Build Daily Contact List: Query, by last contact date, your daily contact list. Some contact managers, like Kaleidico’s icoSales , allows you to automate call back periods for calls and emails allowing you to skip this step–making sales even lazier.
  2. Segment Contact List: Logically split your list into email contacts and phone contacts based on your preferred process, but certainly use a combination throughout your prospect phase. Then slice again by prospect, proposal, customer.
  3. Personal Brand Building: Post to your blog. I suggest posts about what you do and how you do it. Someone may want you to do it for them.
  4. Learning and Sharing: Cruise your RSS reader (make sure you have your Twitter listener too) for opportunities to learn more about potential customers. Comment and add value to the conversation.
  5. Follow-ups: Dive into your email. Certainly follow-up on any inquiries, but also send out status updates to any proposal phase customers and teasers updates to customers. This is a great way to activate a static sales pipeline.
  6. New Outreach: Using the same daily email list concept, blast out sales letters or emails to new contacts and prospects.
  7. Daily Call List: Now that you have email working for you in the background–make your calls and leave voicemails for call backs. Don’t forget to set expectations and schedule the next call back on every messages you leave.
  8. Take Calls: Always take the call! If at all possible, live and directly answer every call. It is such a shocker these days to immediately connect to a real person–that alone will get you sales.


This sales plan is simple. Consisting really of only three concepts: list building, brand building, and making contact. By spending only a few minutes a day preparing a contact list, leaving a few comments, and leveraging email you will be building a steady flow of inbound inquiries.

Enjoy making your sales day lazier.

If you have any questions–contact me: http://twitter.com/billrice

photo credit: kirainet


Bill Rice is the founder of Kaleidico, a leader in contact management sales software. He is a frequent writer, speaker, and consultant on marketing and sales. He is passionate about helping organizations execute more profitable sale management strategies.

Do You Recognize the 7 Early Warning Signs of Not Having a Sales Plan

Are you in a sales funk? Would you recognize it if you were? Learn to recognize the 7 early warning signs of having no sales plan–no plan to play out of your sales slump. Here are some sure indicators you are in a slump and need a plan.

7 Warning Signs of a Sales Slump

All professionals eventually end up in a slump. The classic baseball hitting slump is a perfect analogy.

We become world-class at a skill and then gradually our confidence slowly allows mechanics and fundamentals to shift out, ever so slightly creating new habits. These subtle misalignments begin to untrain our bodies and minds. Then poor performance begins to shake our confidence and the terror of doubt takes over. Now, we have created a slump.

The key to avoiding or driving ourselves out of a slump is to recognize the warning signs. Here are a few you may already notice:

  • Mindlessly organizing and sorting (leads, contacts, desk, business cards)
  • Dialing endless phone numbers with no objective
  • More time spent prospecting than engaged in good conversation
  • No benchmarks to measure progress to your quota
  • Surprised when you hear what the customer says your competitor offered
  • The same “big opportunities” are on your pipeline report week after week
  • You begin whining about your product and the price

Did you see yourself? Probably. Let’s start fixing it now!

7 Ways to Beat Your Sale Funk

Beating a slump is best accomplished by stripping everything back down to the basic fundamentals and then rebuilding on that base. Here are 7 steps to counter these warnings, before they become habits to unwind:

  • Establish a rhythm or routine that is productive. Map out the next week down to the hour and execute that plan flawlessly. Build in time for the unexpected so unavoidable fires and noise in your day don’t derail you.
  • List and post specific customer target goals. Who are you looking for and why? Build that list on the weekend. Execute it next week.
  • Once you have the list, probably built from past or current sales pipeline, don’t do anymore prospecting for a week. Concentrate instead on having good discussion (not necessarily even a pitch or presentation) with as many people as possible.
  • Set specific daily benchmarks you want to achieve for the week. Number of dials, emails, contacts, appointments, presentations, closings–don’t leave until you hit the mark.
  • Build a playbook (on the weekend) of current and past market (education), most likely customer scenarios (pain points), competitors (strengths, weaknesses, pricing)–post it
  • Close the big opportunities or push them into lead nurturing. Stop focusing your mind on lottery pulls instead of achieving results
  • Stop whining! If the product or the price is unsellable then you are just an expense to the company and should be cut while they fix the product. I think it is bad form to argue for your firing.

Get back to the basics, strengthen your fundamentals, and drive out of your sales slump into even higher plateaus of performance.

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