Information Booklet- Profitable Tradie
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Sales Checklist<br />
Do you have a sales process that’s actively converting leads into jobs? Could it be better?<br />
Then discover what's missing below...<br />
36 Have you mapped out your sales process? (flow chart)<br />
37 Do you have a conversion rate target and review progress towards it?<br />
38 Does your team consistently use sales scripts?<br />
39 Do you have a features and benefits list for your trade business to upsell and cross sell?<br />
40 Does your sales team (if your business is small) undergo regular sales training?<br />
41 Are you using at least 5 conversion rate strategies and reviewing them regularly?<br />
42 Are you using the most efficient quoting system for your business?<br />
43 Does your team offer free inspections when doing maintenance work to upsell?<br />
44 Are you using strong qualifying questions during initial phone calls, in your Sales brochure and during appointments?<br />
45 Are you sending information packs about your business?<br />
46 Do you have a follow up process for quotes, unpaid invoices and enquiries?<br />
47 Do you have enquiry scripts? (and use them)<br />
48 Are you using a Customer Relationship Management (CRM) system to nurture prospects?<br />
49 Does your team have a process to follow when turning up to a job? (e.g. where to park the van, shows ID)<br />
50 Do your team all wear a uniform and are they always clean and tidy?<br />
51 Do you collect and display testimonials for satisfied clients?<br />
Sales Total:<br />
Yes/No<br />
(Yes only<br />
if 100% of<br />
the time)<br />
Items to<br />
work on in<br />
the next<br />
90 days
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