HubSpot’s 3-Step Guide to Starting 2018 With a Bang
HubSpot’s has published a 3-step guide to start the year 2018 with a bang. The guide shares some tips to get more prospects converted into customers and more.
Barbara Giamanco says, “We’re coming to the end of the year, and business is slowing down.
Now is the perfect time to take a step back, analyze the data you gathered over the past 12 months, and build a strong plan and a full pipeline for January.
This may seem like a daunting task. That’s why I’m sharing my 3-step process to preparing for a strong start in 2018.
1) Dig out your “not-now” prospects
December is the optimal moment to review your lost deals to see if you can spot any opportunities.
Use your CRM system or the spreadsheet where you keep track of your closed-won and closed-lost deals and identify the prospects who delayed the project — typically by saying something like “Call me next year” or “Let’s postpone this until X [e.g. the launch of X new product]” and put them in a separate list.
I store this information in Notes and Tasks in the HubSpot CRM. When a prospect says “this might not be the best time” for them, I set a task to follow up with them around the end of the year. In December, I can create a new pipeline and review my list of follow-ups”.
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