Ever have one of those days where you’re busy all day but still feel like you didn’t get anything meaningful done? That’s what happens when your sales process lives in your head instead of a workflow. A good workflow takes the guesswork out of what happens next. It helps you build repeatable habits so nothing slips through the cracks.

In a post on the Close blog, writer Sydney Nielsen says that admin work can quickly eat into selling time. Instead of building relationships with clients, you may find yourself bogged down with emails or spreadsheets. In this issue of PromoPro Daily, we share her suggestions on the workflows that can save you time and keep opportunities on track.

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  1. Inbound lead qualification. A workflow here helps you respond faster, which can lead to fewer missed opportunities. Nielsen says a common workflow might look like an immediate welcome email with a follow-up email a few days later addressing common objections. The idea is to take the guesswork out of who needs to be contacted and when.

  2. Automated outbound prospecting. Consistency is crucial, but it’s difficult when you start each day wondering who you should call first. With this workflow, you keep your outreach moving automatically. Leads who haven’t been contacted recently rise to the top of the call list, Neilsen says, and cold emails continue in the background. Prospects stop receiving outreach once they reply or book a meeting.

  3. Call no-show recovery. A missed meeting doesn’t always mean a missed opportunity, Nielsen says. Sometimes, a prospect may be out sick or gotten called into an urgent meeting. When a meeting is marked as missed, a workflow could look like a friendly email and text with a link to reschedule. If they book another meeting, they’re automatically removed from the workflow.

  4. Proposal and contract follow-up. When you send a proposal, Nielsen says it’s often the moment your prospect starts making a decision. The companies that follow up consistently are usually the ones who win the business. With this workflow, you’ll know when to send reminders or schedule call tasks to keep things moving forward.

  5. New customer onboarding. You can keep customers excited long after they receive their merch. You just need to create little moments. For example, with this onboarding you could send an order update followed up by some helpful resources a week after that.

  6. Lost deal nurturing. Not every deal will close right away. Nielsen says sometimes budget disappears or a prospect decides they’re not ready yet. That’s different from never wanting to buy merch from you. This workflow keeps you from needing to start from scratch when they circle back.

Your best sales tool might not be another sales strategy or hack. It might simply be a better way to handle the work you’re already doing. A few smart workflows can help you spend less time crossing off tasks and more time doing valuable work.

Compiled by Audrey Sellers
Source: Sydney Nielsen contributes to the Close blog.