New business tracked in a notebook means chasing whoever comes to mind. This puts every prospect in a stage with a next action and a date.
What's Included
- Every prospect in a stage with an owner and a next action.
- Expected premium weighted so the forecast means something.
- Stalled prospects surfaced rather than quietly forgotten.
- An assistant that says what to do next on each.
How To Use
- Give every prospect a next action with a date. Without one it stalls.
- Weight the forecast by stage rather than counting every quote as won.
- Review stalled prospects weekly. Most need one small nudge.
- Record why you lost. It is worth more than the pipeline number.
Convert winners through the intake app, and keep the relationship in CRM prompts.