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This is the sales funnel. It provides a graphic view of what The Selling Process looks like. "Targets" are companies that you are interested in pursuing as a customer but have not had any contact. Click "Step 1" for Click "Step 2" for detailed exlanation detailed exlanation Step 1 Step 2 1 2 Click here for detailed notes on items below. Company Name Street Address TARGETS City State Zip Code Phone Letter/email-Brief Intro, Request Appointment Tx call to Sell Appointment Cell Phone eMail Address Send Intro Letter/email Called for Appontment 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Click "Step 3" for detailed exlanation Step 3 Introduction and Sell the Tour Scheduled Appointment "Prospects" are companies that you have met with and have opportunity of doing business within 3 Months. 1 PROSPECTS Company Name Street Address City State Zip Code Phone Cell Phone 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 doing business within 3 Months. Step 4 Step 5 Step 6 Step7 Step 8 TS eMail Address Tour Facility Follow up letter. Thank you for the appointment/ opportunity. Follow up calls- Telephone/ Personal visit. Prepare proposal. Present proposal close sale. TARGET-PROSPECT FORM Account Name: Contact Name: Street Address: City: State: Zip Code: Contact Phone: Contact email: Date Selected As Target: Notes: (use this are when you visit the location for the first time to define what you see.) Dear Mr., Mrs., Miss_______: My name is Joseph Janitor and I manage XYZ Janitorial C ompany. I am certain that you are satisfied with your current serve provider so I am not even going to start trying to sell you a new service. However, it is a know n fact that people like to do business with people that they know. For th at reason I would like to schedule a q uick meeting with you so that I can introduce myself. I promise not to take more than 10 minutes of your time. Please expect a call from me on Monday January 21 st to schedule a time that works for both of us. I look forward to meeting you and learning more about you and your business. Best regards, Joseph Janitor President XYZ Janitorial Company 1234 Clean Street Shine City, State 120015 Cell: Email: ertain that ng to start that they u so that I r time. hat works ness.
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