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  • Design a Best Practice
  • Create a powerful list
  • Go fast, be precise

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?

  1. 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.
  2. Past leads.  These are folks who believed they were in your profile and may still be a viable opportunity.
  3. Don't dismiss out of hand your past customers.
  4. 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 here for 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.