Q4 workflow- Productivity 10.18.16
- 1. Q4 workflow: Productivity Ashley Slater Photography
- 2. ● Uncovering why juggling does not work ● How prioritizing will yield better results ● Importance of staying loyal to yourself ● Peek into veteran sales AE’s daily schedule ● Tips & Tricks on workflow ● Blitz idea What we will cover:
- 3. Multitasking is a myth
- 4. Why juggling doesn’t work
- 5. ● Choose an important task to focus on first in the morning ● Focus on 1 specific task at a time ● Keep email in check ● Set your “to do list” for the next day Prioritization yields better results
- 6. ● Give yourself daily goals for each task: ○ i.e 10 renewals, 20 NEW phone calls, 20 NEW opportunities in Salesforce, work on proposals, additional touches ( Big/New client) & set goals for tomorrow. ● Stick to your Calendar & Tasks in SF Stay loyal to yourself
- 7. ● Block off time on your calendar ● All renewals should be completed the 1st week of the month ● Don’t allow yourself to get sucked into customer service issue Stay loyal to yourself
- 9. Veteran AE’s Daily Workflow Ashley Slater Photography
- 10. 7:30-9:30 am ● Read and return emails ● Check my Google calendar and My Account/the live TK site for services that were supposed to renew, expire, upsell or new ● Email Strategy Specialist/SOSS with integration errors ● Check unconverted Leads filter in Salesforce for new leads that haven't been turned into Accounts and call/email ● Check Opportunities filter in Salesforce for any changes ● Send manual email through Gmail to outstanding e-signs Karla Setser’s workflow: Early morning
- 11. 9:30 am ● Call the e-signs that are still outstanding and tell them it's needed ASAP and expires soon and will have to be redone if they don't sign it ASAP 10:00 am - noon ● Work new: I work backwards through my gmail (working most recent emails first) and also backwards through My Accounts filter in Salesforce (most recent items first) with phone calls and emails ● Work renewals: call and email from my printed out pre-prepped sheets with annual stats and storefront analysis (I do this on my own each month - about 10 hours of prep work done outside of selling time) Karla Setser’s workflow: Mid-morning
- 12. 1 pm - 5 pm ● Continue to work new: My Accounts filter in Salesforce (most recent items first) with phone calls and emails ● Tend to have more renewal phone calls earlier in the month: on Monday’s ● Renewal phone calls each last from 30 minutes to an hour where I review: ○ My Account: Wedding Pro’s responses to couples ○ Make sure they have a head shot/bio ○ Review viewings of their TK page and conversions ○ Check their website ○ Check TK live listing and links on their Storefront ○ Check # of reviews they have toward BOW, share latest market info, etc. Karla Setser’s workflow: Afternoon
- 13. 7am - 9am ● Respond to emails overnight ● Check SF - Leads filter ● Call /email ASAP ● Prospect for 45min everyday 9am - noon ● Review calendar & tasks in SF ● Check pending Echosigns ● Make follow up phone calls /log calls/follow-up/emails for pending Echosigns ● Send emails out to prospects based on category blitzes, time of year, freemiums 1pm - 5pm ● Add in notes to prospects/leads that have now been entered into SF (from my AM prospecting) ● Send out proposals/follow-up to calls and emails I had in the AM ● Set goals & tasks for the following day Denise Bell’s workflow:
- 14. 9am- noon ● Check calendar ● Respond to emails overnight ● Manage all customer service requests ● Look at SF Dashboard ● Review tasks in SF for the day ● Call on pending Echosigns and send FINAL WARNING emails to pending Echosigns ● Call / Send follow up emails for renewals 1pm-5pm ● Look at all Opportunities for NEW Sales ● Call/send follow up emails for prospects who I have opportunities out for ● Send follow-up proposals to any INBOUND leads ● Prospect for 1-2 hours ● Send an initial intro email one-by-one to new prospects Julie Johnston’s workflow:
- 15. Paige Jones Photography Workflow Tips Milou + Olin Photography
- 16. 1st of each quarter ● Get an updated current client list - SF under reports ● Send “check in” email blast to see if they need any assistance End of month: ● If I’m ahead of budget, I go through my markets & categories to see if Storefronts are missing a main photo or need to update photo ● Send to my SS 1 month prior to BOW: ● Send out a personal email to clients letting them know how many more reviews they need to qualify Magazine sale date: ● Send an email blast to all magazine clients letting them know magazines are now on newsstands & if they need any additional copies Christina Emerson’s workflow: Tips
- 17. Monday or Tuesday only: ● Pull a report of prospects and clean up list ● Set up Tout email blast to be sent for Tuesday or Thursday morning 1st day of the month: ● Filter renewals by end date for the month in SF ● Call & send out all initial renewal emails asap with a deadline on when Echosign will be sent ● Make tasks in SF for renewal deadlines Julie Johnston’s workflow: Tips
- 18. CONFIDENTIAL © 2014 XO GROUP INC. ALL RIGHTS RESERVED. Blitz Trick Cly Creation
- 19. Make it fun
- 20. What are you going to implement today? #1 #2
- 21. | 21 © 2014 XO GROUP INC. ALL RIGHTS RESERVED. The Knot Real Weddings Study 2015 Milou+OlinPhotography Thank you!