Monthly Sales Funnel Check-up

When I was just starting out in sales management, I was completely blindsided by something that really hurt the financial health of my branch. My manager gave me a useful piece of advice that I have tried to adopt ever since, no matter what business I’ve been in. He said: “Know your business well enough that there will never be any surprises.”

As a business owner, this comes naturally for me and it probably comes naturally for you, too: If you’re a sole proprietor, you likely know exactly what is happening in your business.

The same should apply for your sales funnel, your most important and strategic business asset. If you know your sales funnel inside and out, and are aware of its general health and operation, you’ll be in great shape to keep it “well-oiled”. Nothing will surprise you and you’ll be more likely to grow your leads, prospects, and customers.

So, I’m introducing a tool to help you: It’s the Monthly Sales Funnel Check-up, and I’ll post it at or near the end of each month so you can work through it.

Download the Monthly Sales Funnel Check-up PDF here.

It’s a simple chart that outlines your sales funnel and prompts you to fill in what you’re doing to reach contacts at each stage in your sales funnel. For example: What marketing and sales channels are you using for each stage? What key messages are you using in each channel? And, how many contacts did you have. Plus there is a place to include your own observations and ideas to make next month even more effective!

It’s very simple so it shouldn’t take long (maybe a little longer the first time you do it, but it will get faster as you gain experience) and the value it provides will be noticeable the very next month!

Download the Monthly Sales Funnel Check-up PDF here.

Published by Aaron Hoos

Aaron Hoos is a writer, strategist, and investor who builds and optimizes profitable sales funnels. He is the author of The Sales Funnel Bible and other books.

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