AUTOMATION VACATION
How Hundreds Of Thousands In Sales And Profits Leak Out Of Your MSP On A Daily Basis
I don ’ t think there is anything more frustrating and disheartening than working your tail off to do lead generation and marketing to get an appointment with a lead , only to have that opportunity forgotten , ignored , or neglected ( whether it ’ s by you or your salesperson ) post-appointment .
It ’ s like doing all of the hard work for a big , important game — you train hard every day , practice for hours and hours with the team , buy all the right gear , meticulously study game reels , get your head mentally ready and visualize your win — only to quit in the second half . All that hard work for nothing but embarrassment , wasted time , wasted money , and resentful teammates .
The same is true for neglected opportunities from appointments . You ’ ve done all the hard work and wooing to get that appointment , but it ’ s like you ’ re scared to continue the pursuit to finish the close after . You say and hear , “ I sent the proposal . Now the ball is in their court .” Heck no , it ’ s not ! You should still be the one dribbling the ball and calling the plays !
If you don ’ t have a tool to carefully babysit , oversee , and manage your opportunities , then you are wasting time , money , and energy . Additionally , by not keeping opportunities engaged , this could make you look incompetent to your lead if you ’ re neglecting them and frustrating your team by not pursuing as you should for the close .
Whatever you ’ re using to manage your opportunities ( an automated service , a spreadsheet , or Infusionsoft ’ s Opportunities Module , which is what we recommend ), you must be sure that it has the following features and capabilities :
14 | MSPSUCCESSMAGAZINE . COM • VOLUME 2 ISSUE 1