Running your financial or real estate business is complicated enough. So any opportunity to simplify is great. (Here’s a recent blog post about simplifying your selling process!) Here are two ways to make it even simpler: Build your own tools by creating checklists and creating flowcharts. Yes, it seems almost too simple, right? After all, […]
Tag Archives: strategic tool
Monthly Sales Funnel Check-up
Congratulations for reaching the end of the year! It’s the end of December. Time to fill out your Monthly Sales Funnel Check-up. Are you ready for next year?!? Wondering what the heck a Monthly Sales Funnel Check-up is? Read the first Monthly Sales Funnel Check-up blog post that kicked it all off!
Monthly Sales Funnel Check-up
It’s the end of November. Time to fill out your Monthly Sales Funnel Check-up. (Can you believe there’s only one month left of the year?) Wondering what the heck a Monthly Sales Funnel Check-up is? Read the first Monthly Sales Funnel Check-up blog post that kicked it all off!
Monthly Sales Funnel Check-up
It’s the end of October. Time to fill out your Monthly Sales Funnel Check-up. (Are you looking forward to the end of the year? There are only two months left — push for the next level of success in these last two months!) Wondering what the heck a Monthly Sales Funnel Check-up is? Read the […]
Monthly Sales Funnel Check-up
It’s the end of August. Time to fill out your Monthly Sales Funnel Check-up. (Hey, the kids are back in school… why not ramp your business up just a little more). Wondering what the heck a Monthly Sales Funnel Check-up is? Read the first Monthly Sales Funnel Check-up blog post that kicked it all off!