You cannot 'wing it and win'. You need a plan - a Best Practice - for the pursuit of the targets on your lists. You need to know how you will spend your basic resource - your dials - to achieve the greatest return on your time and effort..
For MyKlpz Users
The MyKlpz Quick Start program will get you up and running in as little as 90 minutes.
Quick Start Design of Best Practices - MyKlpz comes pre-loaded with five Best Practices for you to choose from. These Best Practices are the most popular among current Klpz users.
Use one or all of them. Just add your messaging for voicemails and emails - you will be ready to go.
MyKlpz also includes several email templates to handle typical scenarios (eg. confirm an appointment, send literature, etc.) to get you started.
Plus, you can add your own email templates easily.
Sound good, but you'd rather not do the details - Click here to learn about MyAdmin Services for editting and importing.
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The MyKlpz Quick Start Guide will be sent to you in a Welcome email immediately upon completing registration in the Shopping Cart. You can get started right now.
A Best Practice is defined by answering these four questions
1
How many times will you call someone over the next few weeks before you have called them enough?
You have to decide how many times in a row is enough. You have lots of folks to call, so you don't want to spend too much time on any one target. Three to 5 attempts is typical, depending on where the list came from.
2
How often will you make those calls?
Call every day and you are stalking. Every two weeks and targets don't remember any of your calls. For most prospectors, a call every week is a nice, professional pace.
3
If you don't reach them, do you leave a voicemail? If you have their email address, when to send an email? After the voicemail?
Leaving voicemails and sending emails is a topic of debate. Most sales trainers and consultants recommend it, since targets do call back and even a small percentage of callbacks will have dramatic impact on your performance numbers.
4
If you don't reach your target after the pre-defined number of attempts, do you put them away and start another pursuit in a few months? If so, how long before you start that next pursuit?
If your product needs a business development model, a pursuit every six months is a popular pace. If you need a 'drive by shooter' model, you would call targets once or twice and move on.
These questions design the framework of a Best Practice. Now, we must message the Best Practice.
Each call should have the perfect voicemail and email to deliver if there is no contact with the target. Delivering consistent messaging will improve responses and improve brand mindshare with those you don't catch during this pursuit.
Voicemail and email messaging is important and not easy to build. Done poorly, they can be damaging.. (That's one reason why we have Training Partners.)
For MyKlpz users, pre-designed Best Practices are pre-loaded. Use the templates to personalize your voicemails and emails. For Klpz Corporate users, Contact Science provides documentation and consulting to assist your team or your trainers to create custom Best Practices.
And then, incorporate them smartly into a rollout plan that will quickly and sustainably increase the plow of prospects into the pipeline. Thus, increasing revenue.
There is a limit to the number of targets you can call each year. If you don't know how many you can pursue, you will waste time and underperform. This Step covers how many targets you can call plus tips about how to develop the highest quality list of targets possible.
For MyKlpz Users
The MyKlpz Quick Start program will get you up and running in as little as 90 minutes.
Quick Start to Create a List - We suggest you use a rule of thumb to determine how many names you need to get started with Klpz. You may already have enough names available.
Rule of Thumb: If you are calling for 1 hour each week, you will need 50 targets your first month on MyKlpz. You will need 30 new targets a month for the next 4 months. If you call 5 hours each week, you will 5 times those numbers.
Based on your results, using Klpz reports, you can determine how many names you can actually pursue each year.
New targets are easy to add.
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The MyKlpz Quick Start Guide will be sent to you in a Welcome email immediately upon completing registration in the Shopping Cart. You can get started right now.
To determine how many targets you can pursue,
Click here to download our calculator for determining how many targets you can call.
Click here for the companion tutorial to guide you through the calculator logic.
The key variables to calculate how many targets you can pursue each year are 1) time spent on the phone, 2) quality of the list being called and 3) the Best Practice used to pursue them. The calculator will allow you to model this simple, immutable arithmetic.
The more important task is to develop a high quality list of that size. The challenge is to whittle our Marketing Territory to the smaller Prospecting Territory that we will pursue with the telephone. The Marketing Territory is every target we could pursue - the Prospecting Territory is the smaller number of targets we actually can call.
To build a quality list, define what an ideal target looks like; and then, figure out where to find targets that fit that description.
To define what your ideal target looks like -
Look at your current customers - what are their profiles?
Are your current customers the ideal profile? An odd question, but sometimes bit all of your current customers are desireable. If not, what would you change to make them ideal?
If the ideal profile is still unclear, consider developing several profiles and making calls into each one and compare results.
Whatever you do, quickly assemble a list and get the process started. The only thing worse than calling into a bad list is not calling at all.
Now, where to find them?
If you have a local territory, the best source is to Canvas. If you can only reach out to, say 800 targets a year, you can find all 800 through Canvas visits in a few weeks time. Local territories also give you the advantage of joining local networking groups.
Past leads. These are folks who believed they were in your profile and may still be a viable opportunity.
Don't dismiss out of hand your past customers.
Finally, there are the traditional sources where you purchase names. You will likely buy fewer of them now that you know how many you can actually call. But don't be surprised if you remove over half of your list the first time through.
Fact: Great lists are not purchased; they are built over time. And, the way you build a great list requires a plan to determine what to do with each target depending on how the pursiut ended.
This chart depicts a sample plan where Cold and Warm targets are pursued. Depending on the outcome of the pursuit - No contact, Conversation Only, Appointment - the target is either 1) declared a Success, 2) ReCycled for another pursuit or 3) Removed. There is a special Follow-up cycle for recycled targets who you spoke with. The Best Practice for Follow-up uses voicemails and emails to reflect that you have already spoken with the target.
Click herefor a white paper on this topic - List and Territory Building Approach
Tip #1 - 'Ruthlessly qualify' targets when you prospect. You have a fixed number of targets you can reach out to each year and probably have more names to choose from than you can ever get to, so don't keep a target that doesn't fit.
Tip #2 - At the end of a conversation where you cannot set an appointment, ask the target when would be a better time to call. Targets most often say 'not now.' They rarely say 'never.' Don't automatically assume they will never set an appointment with you just because they did not grant one on your first try.
Klpz is so easy to use we recommend taking a sample Klpz Class before you go any further. The class is free, 8 minutes and enlightening. In just a few minutes you can experience firsthand how Klpz can double the performance of most sales folks.
For MyKlpz Users
The MyKlpz Quick Start program will get you up and running in as little as 90 minutes.
Quick Start to Learn Klpz - The MyKlpz Quick Start Guide moves you step by step through a series of web-based Klpz Classes. You will move smoothly through classes to personalize your Klpz account, import your first list of names, pick your Best Practices and then, learn to prospect efficiently with the Klpz software.
The classes are modular, so you can take them your own pace. If you are in a hurry, you can take all of the classes immediately.
When you complete your training, you are part of the MyKlpz Community and can attend our free, live, webinar education series. Held every week for about one hour, we cover an efficiency topic, have a general Q&A session and frequently have a guest sales trainer to share tips on prospecting.
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The MyKlpz Quick Start Guide will be sent to you in a Welcome email immediately upon completing registration in the Shopping Cart. You can get started right now.
Click here to take a sample Klpz Class. (Takes 8 minutes.)
The Klpz learning curve is short. For most users, the eLearning suite is all you need to become efficient; the basics are covered in easy to follow, self-directed web-based courses. For Klpz Corporate customers, there are additional options of classroom training and instructor led web classes.
Metrics to win by
Peter Drucker famously said 'What's measured, improves.'
In 'dialing for dollars' this means that if I know my 'numbers' I can play smarter and win more often. Plus, if I know, accurately, how many dials it takes to generate an appointment, it makes the task easier to do.
The core measurements of any process are efficiency and effectiveness. For the process of telephone prospecting, those are defined as follows:
Efficiency is the ability to generate conversations with decision makers. It is measured by the ratio of conversations generated to dials made.
Effectiveness is the ability to convert those conversations into appointments. It is measured by the ratio of appointments set to conversations generated
Dials #
Convs. #
Appts. #
Convs. to
Dials
Appts. to
Convs.
31
4
2
12%
50%
Both of these metrics are captured in a single, simple, credible Call Block report. Here is a snapshot from a report that displays the two ratios.
Klpz provides multipe reports to measure (and analyze) many aspects needed to continuously improve your business process. The reports are real-time and do not require any data input from the sales person.
Contact Science provides calculators (all free, plus instructions on using them) for managers to model the impact on changes they could make to the various components of their Best Practice. Klpz provides metrics to validate those calculations.
For Klpz Corporate customers there are training classes for Managers on how to manage with metrics. Managers will learn to use Klpz reports to analyze performance and determine the right 'next steps' to improve performance. These are web based and instructor led by trainers who are knowledgeable about the metrics side of telephone prospecting. Click here to learn more about the Manager Training class.
Video email available for Klpz Corporate users
For Klpz Corporate customers, an optional video email is available. For many products, video is a great way to deliver your message. A video can create curiosity and motivate a suspect to speak with the sales person. The Klpz video email option can be part of any step in a Best Practice.
When the suspect clicks on a link in the email, a web page containing a video and a reply panel is streamed to the suspect.
To see an example of how a Klpz video email can be used to tell a story, click the thumbnail.
Being quick and easy to use provides value to the caller. Capturing metrics for automatic reporting provides value to the process.
Neither the Independent Professional nor the Sales Manager have ever been able to capture prospecting metrics accurately. And, they are vital. The greatest leverage to the top line is the first half of the sales cycle - telephone prospecting to fill the pipeline.
Without accurate metrics, we cannot improve results. Without accurate metrics, there is no accountablity. Without the ability to hold someone (including ourselves) accountable for results, we are delegating the success of our new customer acquisiton plan to destiny. If telephone prosepcting controls your destiny, use Klpz to control your telephone prospecting.