This series will walk through the process, necessary roles, in addition to guides for each role to help your company get started quickly. This is the final post of the quick start guide series for business development representatives to use to attain success during this process.
At the end of each day, you should report your activities to your management team. This includes your direct manager, and anyone else who is involved with the success of your initiative. Your manager will let you know who should be CC’d. This report should not take any longer than 3 minutes to create!
The report will help you stay accountable for your daily goals, and keep your managers informed of the calls to conversations to opportunities ratio. The report also might be a good place to include any successes and/or impediments from the day. Below, we’ve provided a sample daily report.
Here is a sample of a daily e-mail report:
# of Target Actual
Calls 60 76
Convos 10 13
Opportunities 1 1
Scheduled Follow-up Calls: 4
Opportunity: Joe Shmoe, president of (company name). Has 52 employees and 30-45 projects going on at any given time. Looking to use (product name) as a light PM and intranet and possibly extranet. Has looked at (competitor) but didn’t like – not detailed enough and not great for content management. Set up for a call Thursday at 2pm CST with Jon, the AE. He is very interested in our offerings and is looking to get a solution in the door asap.
As an outbound prospector, you must learn to find ways to self manage. Because your managers will not be sitting by your side each day looking over your shoulder, this daily e-mail report is a way to show the management team your progress and make sure that you are staying on track. If something appears to be off – for instance, you haven’t generated an opportunity in a few days – your manager will know that he/she needs to spend some time with you as soon as possible (rather than waiting until the end of the week retrospective) to try to find a resolution.
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