Looking for an easy way to plan out your sales meetings for the week and avoid traffic?
One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic.
The premise of the workflow was to have two days in the week where customers could book appointments during work hours (and have some buffer for early appointments and later appointments on one of the days). Clients would book these appointments online, choose a sales staff member who was available and would receive a confirmation email when the appointment was confirmed. The client would also receive an email reminder on the day of the appointment.
For the other two days (excluding one non-appointment day), the appointments for each sales staff member were scheduled for them by support staff based on the quickest route between existing customers. Using an app, the support staff could upload the client list, categorise according to colour and then call the clients to book appointments. An added bonus was that once the sales staff were on the road, if an appointment cancelled or went shorter than they expected, they could check the app to see if there was a client nearby that they could visit.
Get in touch if you’d like to discuss setting up custom calendars, booking software or workflow automation.
Part of our service offering is to develop systems that help owners of multiple businesses run their businesses from a central dashboard. Keeping all communication in one place with custom permissions for each business and department, ensures that nothing gets missed when managing more than one company. Get in touch to discuss how to streamline …
David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his āfundamental processā: Write down a project or situation that is most on your mind at this moment. Now describe in a single written sentence your intended desired outcome for this problem or situation. What needs …
You could deliver the same content in the following ways (+ more): Always open online course (set & forget) Always open online course (with comments) Set timeframe course (with opening and closing dates) Website with member-only content Patreon-type sites Your own social network using something like Mighty Networks Your own course platform for just you …
Thanks for the answer request. What youāve got: Not much money No real skills What you want: To start a business Iām taking a wild guess on this one that you either had a bad experience working for someone else, are looking for more of a lifestyle business or love Shark Tank⦠or all three …
How do I plan out my sales appointments to avoid traffic?
Looking for an easy way to plan out your sales meetings for the week and avoid traffic?
One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic.
The premise of the workflow was to have two days in the week where customers could book appointments during work hours (and have some buffer for early appointments and later appointments on one of the days). Clients would book these appointments online, choose a sales staff member who was available and would receive a confirmation email when the appointment was confirmed. The client would also receive an email reminder on the day of the appointment.
For the other two days (excluding one non-appointment day), the appointments for each sales staff member were scheduled for them by support staff based on the quickest route between existing customers. Using an app, the support staff could upload the client list, categorise according to colour and then call the clients to book appointments. An added bonus was that once the sales staff were on the road, if an appointment cancelled or went shorter than they expected, they could check the app to see if there was a client nearby that they could visit.
Get in touch if you’d like to discuss setting up custom calendars, booking software or workflow automation.
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