Mid-Year Logic for Year-End Success

Business project on wall

The summer I turned 18, I spent as much time as possible at my sister’s cabin, an isolated homestead deep in the woods of Northern Ontario. And I often brought along a friend to enjoy the canoeing, reading, swimming and hiking. One friend came prepared for the possibility of rainy days, with a board game I’d never played before  – Mastermind. I embraced the beauty of its logic instantly. It never did rain that weekend, but we sat outside on the tiny porch and played game, after game, after game. In fact, I’ve never stopped playing. It’s on my phone and  iPad, and I even played a game on my desktop before starting to write this post.

Why am I sharing this with you? Because logic is an important part of owning a business and/or having a sales career. As we enter the 26th week of 2016, the halfway mark,  it is time for you to embrace this beautiful logic.

You need to take a very close look at your numbers this week. Are you on track to  make or exceed your sales goals for 2016? Or have you gotten distracted somehow? You need to know. The answer is logical; it’s in your numbers.

Here’s a very quick exercise to get you some of  the data you need:

1. How much revenue have you generated (and invoiced) up to June 30?

2. Subtract this number from the revenue you want to generate this year. Whatever the answer, you have 26 weeks left to make it happen.

3. How many individual clients have you invoiced so far this year?

4. Take this number and divide it into your invoiced revenue on June 30 (the answer from question #1).  This is your current average worth of one client.

5. Divide your average worth into the amount of revenue you still want to generate this year (the answer from question #2) and this is, roughly, the number of clients you need to close – and invoice –  in the next 26 weeks.

So … how are you going to reach and close these clients? Make sure you have a clear plan in place because the last half of 2016 starts next week!

These numbers are all logical and true. They don’t carry any emotion, only facts – facts you can work with to make a substantial difference in how your business is growing. In fact, it’s incredibly valuable to track even more numbers such as: How many potential clients have you spoken with/met so far this year? How many have accepted a proposal or participated in a demonstration or agreed to a discovery meeting? How many have become clients?

These are the statistics/metrics of your sales process. Knowing them allows you, no matter how busy you become with projects for existing clients, to continually generate revenue. For example, in my business, a proposal is usually the final step of my sales process. And my current closing ratio on proposals is 75% or 3 out of 4. So as long as I continually create quality proposals, I can accurately forecast future revenue. As I write this, I have 12 proposals yet to be confirmed and I can be very confident they represent 9 new sales. While this isn’t enough to get me to my financial goal for 2016, I am definitely on track.

For more information on what numbers you should be tracking and what they mean, check out these posts:

https://cloudkettle.com/cloudkettle-year-1-by-the-numbers/

https://thephonelady.com/you-arent-making-enough-calls-to-hit-your-quota/

https://thephonelady.com/creativity-logic-and-noise/

Enjoy your phonework everyone!

Closing a sale is the natural outcome of inspiring great conversations and listening intently to our potential customers. This natural approach still involves a process – a plan that moves potential customers through a journey of discovery with you. So ... what's your process? And am I the right sales coach for you? Let's find out.

Leave a comment

What's The Phone Lady doing?

  • One-on-one coaching with 6 amazing entrepreneurs - info about sales coaching here
  • Creating client communication module for college students studying design
  • Remote learning experience for financial advisors
  • Remote learning experience with new business owners on creating their sales process
  • One-on-one and team coaching for a firm representing natural products for arthritis in dogs
  • Remote learning experience on both discovery and sales calls for new startups
  • Team coaching with a national moving company to refine their sales process
  • In-person team coaching with marketing company
  • Remote phone skills workshop for North American orthodontist firm
  • Working with translators to present The Phone Lady in France
  • Free sales workshop at the Halifax Central Library
  • Phone skills as a job search tool for those starting their career

Do you or your team want to improve your communication skills? Do you have a communication question or challenge you'd like to discuss? This quick-to-fill-out form is easy to use and you'll hear from Mary Jane very soon.